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Re: chaostrader post# 90311

Friday, 09/16/2022 12:33:10 PM

Friday, September 16, 2022 12:33:10 PM

Post# of 92566
CALLED IT!!!!! They responded to a question on the twitter about the Moraya site and stategy. Many of us have the larget concern in that RE may end up being the deciding factor on SFIO success in the mid term. Yes, RE in dumps but does tend to turn around quickly. Plus, I doubted these "resorts" were something for the lower or even middle class Filipino!!! They basically confirmed that,... "we're setting up our Dubai office for our partners and agents who'll do preselling and marketing". Always thought setting up Cafe couldnt be the real reason for an office in the one place with the world highest per capita income...and where taxi are Porsche and Lamborgini?

Luyton is small stuff I realize but could see it turning into something..neat to watch. Physical vrs affiliate. Sales recorded? Good questions? Its obvious that they have regrouped and gone towards a direction of smaller footprint. If so, there expansion may look impressive based on simple numbers of locations. Krispy kreme went this way. How do they service so many "Jiffy card tables" as someone put it. Central bakeries and delivery strategy?. I dont like the idea of NASDAQ billboards but I think they are concentrating on name recognision.

I dont know if the "freeze" thing is as good as described..but if it does work, I can see these smaller setups able to hold onto inventory much longer...less delivery, etc.

They DO need to work harder to ensure quality and customer relations at the larger stores..which again, is probably why going to situations were they dont have such feedback.