Matt Argersinger
speaker
93 appearances
1 recordings
1 series
first heard Sep 2014
last heard Sep 2014
Matt Argersinger’s voice in public audio — every appearance, attributed to the second.
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Appearances
We tend to call them recurring, non-recurring problems.
And I think that is exactly what Yum!
Brands has.
They obviously have not figured out this supplier problem.
You mentioned the 13% same-store sales decline in China.
They were down 11% last year.
So they're lapping that.
this year.
And so, it just shows you what kind of problems they have.
I know they've talked about spinning off the China unit.
But as an investor, as an analyst, you look at this and you say, well, there are bigger problems.
There are management problems here.
They've not figured this out.
There's relationship problems.
There's contract problems.
And this is certainly not... I mean, Yum!
Brand's total revenue hasn't budged really in three years.
And so, take a very skeptical eye to this company.
There's some problems here that are bigger problems than just one-off supplier problems.
It's huge.
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