Hi all, I've had another read of the presentation.
I think increasing DKs exposure through the DK occasions is a good move as it aims to use a new e commerce channel to reach a broader market. I note that RFG says it will also receive an e- commerce fee under this model (page 60). Not much more detail but could be another revenue stream for RFG (please let me know if I have misinterpretEd this page)
Additionally, page 48, also lists Supermarkets as a key driver for the retail industry. With the launch of DK occasions, it could be possible the next step to enter into a wholesale opportunity with a supermarket (similar to Krispy Kreme and woollies).
Overall I think the consolidation of Michelle's into GJ and Pizza Capers into Crust simplifies the company.
Again, I think it is really positive that guidance has remained the same, which should result in the largest NPAT RFG has had in over 5 years. Which should in theory lead to ongoing investment and growth into a simpler business model.
See how the August report goes.
- Forums
- ASX - By Stock
- RFG
- Ann: Investor Update
Ann: Investor Update, page-7
-
- There are more pages in this discussion • 1 more message in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add RFG (ASX) to my watchlist
(20min delay)
|
|||||
Last
7.8¢ |
Change
-0.001(1.27%) |
Mkt cap ! $194.1M |
Open | High | Low | Value | Volume |
7.8¢ | 7.9¢ | 7.8¢ | $11.03K | 141.4K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 33694 | 7.8¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
7.9¢ | 148224 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 33694 | 0.078 |
5 | 834208 | 0.077 |
4 | 407760 | 0.076 |
11 | 511515 | 0.075 |
3 | 215466 | 0.074 |
Price($) | Vol. | No. |
---|---|---|
0.079 | 148224 | 1 |
0.080 | 1641677 | 12 |
0.081 | 1148086 | 5 |
0.082 | 188003 | 4 |
0.083 | 1509347 | 3 |
Last trade - 12.26pm 09/07/2024 (20 minute delay) ? |
Featured News
RFG (ASX) Chart |