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Everyone seems happy with FBR up nearly 1% today but I'm worried about the restaurant sector getting hit harder than people think with load shedding and rising costs. Am I missing something or is the market being too optimistic here?
Trimmed my FBR holding at R5345 after watching the franchise model deliver consistent returns since the early 2000s, but the recent margin compression in the QSR division reminds me of 2008 when consumer discretionary took a proper beating, so I'm keeping a scaffold position rath
FBR down 0.59% to R5358 today but the pullback looks like noise given the counter's structural advantages in QSR and quick service. At these levels you're getting reasonable entry into a business with improving unit economics across Mugg & Bean and Wimpy, though liquidity remains
FBR's 4.16% pop to R5463 is encouraging, but I need to see their latest SASB disclosure on supply chain labour practices and plastic packaging reduction targets before committing capital, given the sector's notorious ESG vulnerabilities.
FBR's 2.38% pullback to R5245 presents an interesting technical entry for those tracking the business model rather than chasing momentum. Consumer discretionary exposure remains compelling if management can demonstrate improved inventory turnover and maintain margin discipline th
FBR's pullback to R5245 doesn't particularly concern me given the defensive nature of the franchise model, though I'd need to see the latest dividend yield relative to the 10-year average before adding more. The -2.38% dip feels like noise if earnings remain stable, but the consu
FBR down 2.40% to R5237 - is this the dip before the festive season push, or are we finally pricing in that their margins are getting squeezed harder than we thought?
Watching Famous Brands (FBR) at R5424.00. Not in yet, but building a thesis.
FBR R5424.00 — range bound for weeks. Waiting for a catalyst.
FBR down 1.53% to R5400 feels like panic selling. Their franchise model still prints cash even when consumers tighten belts.
FBR's down 0.98% but that's noise — Wimpy and Steers have serious pricing power in this inflationary cycle. Market's sleeping on their franchise model resilience.
FBR down 0.35% to R5094 feels like panic selling. Nando's and Wimpy cash flows remain solid even when consumers tighten — these are affordable treats people don't cut first.