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#SapphireFoods #IndiaConsumption #DEVIL #InTheDetail #2QFY23 #DISASTER
Consol Revenues +36% YoY
Store Count (2 Quarter Moving Avg): 37% YoY
Which Explains why .... AVERAGE DAILY SALES per store (₹ ‘000) has been FLAT YoY !! (CHART)
Consol Revenues +36% YoY
Store Count (2 Quarter Moving Avg): 37% YoY
Which Explains why .... AVERAGE DAILY SALES per store (₹ ‘000) has been FLAT YoY !! (CHART)
KEEP IN MIND 2 POINT
(1) Anecdotally Restaurants & QSRs (& FMCG) have raised prices by 15-20% YoY due to inflation
(2) Share of DINE-IN has increased from 33% (KFC) & 23% (PH) to 44% (KFC)/38% (PH) => people spend more/head in DINE-IN due to refreshments & desert
(1) Anecdotally Restaurants & QSRs (& FMCG) have raised prices by 15-20% YoY due to inflation
(2) Share of DINE-IN has increased from 33% (KFC) & 23% (PH) to 44% (KFC)/38% (PH) => people spend more/head in DINE-IN due to refreshments & desert
So Ideally on account of INFLATION ... say 12-15% and higher Share of Dine-in ...Say 20% higher Ticket size per head on 11-15% higher Incremental Dine-in Share...
Across Channels, Avg Ticket per Meal should be higher by atleast 12 to 15% (inflation) PLUS 20% * (avg of 11 & 15%)
Across Channels, Avg Ticket per Meal should be higher by atleast 12 to 15% (inflation) PLUS 20% * (avg of 11 & 15%)
About -
Sapphire Foods is one of Yum’s franchisee operators in the Indian subcontinent. Sapphire’s franchisee arrangement with Yum allows it to operate, on a non-exclusive basis, under the KFC brand in several states in India & across the Maldives, the Pizza Hut brand in several
Sapphire Foods is one of Yum’s franchisee operators in the Indian subcontinent. Sapphire’s franchisee arrangement with Yum allows it to operate, on a non-exclusive basis, under the KFC brand in several states in India & across the Maldives, the Pizza Hut brand in several
states in India and across Sri Lanka & the Maldives & the Taco Bell brand across Sri Lanka, while leveraging Yum’s system and system property.
