Famous Brands (JSE: FBR) share price, discussion & sentiment

FBR at 52.19 looking thin on volume lately. Anyone still holding after that earnings miss, or has the dividend yield lost its appeal here?

FBR down under a rand today but the real question is whether the QSR exposure still justifies the valuation after recent traffic headwinds. Trading around 15x P/E on flat earnings growth, you're essentially paying for the brand portfolio rather than momentum.

FBR crawling up 0.56% to R59.32, nothing dramatic but at least it's not sliding backwards like some of the retail plays.

FBR up 2.47% today, sitting at R59.63, which is a decent pop if there's fresh news driving it. Need to see if this has legs or just a one-day bounce - what's the headline that sparked this move?

fbr still sitting on decent margins given the load-shedding impact on operating costs, but the franchise model is doing heavy lifting here. read the last sens filing, same-store sales actually ticked up in the urban outlets, which ngl is the real test when consumers are under pressure. not convinced the market's priced in how much operational leverage kicks in once energy stabilises, could be decent value at r58.19 if you're holding 2-3 years.

FBR closed at R58.19 and honestly the franchise model should be working way better given what Wimpy and Spur are doing in the space. Balance sheet looks stretched though, debt's still heavy from the Covid mess. If they can actually turn the company stores around and stop bleeding cash on underperforming sites, there's something here longterm but it's not a quick fix.

FBR sitting at R58.19 feels decent value if you believe in the franchise model holding up through the load-shedding mess. Margins got squeezed last year but the brand portfolio, Wimpy, Mugg and Bean, those are still got legs in SA. Question is whether they can keep the franchisees happy when electricity costs keep climbing, but long term the model works if consumer spending doesn't completely tank. GLTA

R75 by end of year easy

FBR's franchise model means they collect rent without sweating the kitchen heat. Problem is the outlets have to actually work, and load-shedding's been murder on QSR margins this side of the Limpopo. At R55.48 they're cheap relative to what the brand portfolio should earn in a normal year, but you're basically betting the rand steadies and people keep buying bunny chow through the power cuts.

fbr catching a bid after that dip to r54 range. franchise model keeps cash flowing even when foot traffic is choppy, beats sitting in pure retail. reckon if they can tighten cost structure on the company stores the upside runs past r60.

R120 BY YEAR END EASY!!

Do you think FBR can actually grow same-store sales if load-shedding keeps hurting foot traffic at the outlets. Margins look okay on paper but wondering if the franchise model is protecting them enough when consumers are cutting back on eating out.

FBR sitting at R51.81 is decent value if you believe in the property recovery story. Earnings have been lumpy but balance sheet is solid compared to peers, and they're not overleveraged like some of these other guys. Long term play if you can stomach the volatility, property cycle will turn eventually.

FBR at R51.81 is still a steal compared to where this thing is headed. Revenue ramping this year, pipeline is massive and these bears have zero patience. We are a pre-revenue company, look at what happened to similar plays once they hit inflection, can't fix stupid.

FBR sitting at R51.81 and the fundamentals are solid but we need to see actual revenue traction. Competitors are already moving, this needs a big contract win to justify the valuation. Until then its just treading water, lets get a deal done and then it will run, simple as that.

FBR AT R51.81 IS A STEAL!! LOOK AT WHAT HAPPENED WITH CASHBUILD WHEN THEY SORTED THEIR LOGISTICS, THIS IS EXACTLY THAT PLAY!! EARNINGS GROWTH COMING AND MARKET STILL SLEEPING ON IT, R80 EASY BY END OF YEAR, BEST IS YET TO COME!!

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.