127 documents showing 121–127

Wendy's International WEN

Wendy's is 93% a brand-royalty and real-estate business masquerading as a restaurant chain

Whole Foods Market, Inc. WFMI

Borders Group, Inc. BGP

Book superstore industry is misunderstood — Amazon risk is exaggerated and superstores have gained share

McDonald's Corporation MCD

McDonald's is fundamentally not a restaurant company — 78-86% of EBITDA comes from Brand McDonald's

McDonald's Corporation MCD

McDonald's real estate is worth ~$46bn, ~94% of enterprise value, but trades like a restaurant stock

Kao Corporation 4452 JT

Kao's iconic cosmetics brands are underutilized by passive management; prioritizing international growth, hiring a global CMO, and refreshing the board unlock JPY10,000/share — a 76% upside.

Kao Corporation 4452.JP

Kao, a 'sleeping giant' of premium FMCG brands hamstrung by a management allergic to growth, should refocus globally and rebuild the board, unlocking 76-97% upside.