RFG 1.30% 7.6¢ retail food group limited

my prediction, page-73

  1. 11 Posts.
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    This business has good brands otherwise the overseas master franchisees would not be interested. It may have reached saturation point in Australia, however this was due to overseas investors buying franchises with the intention of getting business visas. Too many to quick.
    the coffee business is a huge business globally and rfg is in a great position to keep growing.

    I have a background in cafes and i thought the strategy with Gloria jeans to introduce food is a good strategy as it means more product offering and better margin for the franchises ( similar to coffee club).

    Michels patisserie needs an overhaul, but that is not too difficult in my opinion, i would introduce fresh baked products and improve the cake offering. (cakes are still a big business in Australia) Think about birthdays etc

    Introducing better technology like Mcdonalds has done recently to improve ordering and customer loyalty will reduce bottlenecks and provide a better customer experience.

    IMO this business is cheap and still has growth potential globally
 
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