Simon Lehmann
speaker
4,796 appearances
22 recordings
1 series
first heard Mar 2026
last heard 11 Aug
Simon Lehmann’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 22 in all, peaking in Jun 2026 with 5.
Appearances
Well, margin are compressing.
We need to think about what other products can give us m additional margin contribution and therefore uh bottom line profitability.
Uh before we get there, I want to talk to you about the operator context.
So you you fell for the product before you ever owned it.
Can you take me back and what did you see as a guest of Red Cottage that made you think I want to own this?
Yeah.
So exactly I wanted to touch on that brand aspect.
So what what what did you understand about the brand that the previous owners, you know, couldn't see from the inside?
Like what was that?
So considering the fact that most of my audience is a build by build unit by unit uh type of strategy, but while you understanding while you already had a property management business, you bought a brand, I wouldn't say instead in addition.
And and why was that the smarter entry do you think at that point to think about uh acquiring a brand while others are just focusing entirely building a business unit by unit?
Yeah.
So let's get go deeper a little bit because I think most operators are quietly underestimating exactly what you bet on.
And one thing I want to touch on is the industry problem.
Um, operators measure themselves uh by unit count, which of course is important regardless.
They add doors, top line growth, and margin quietly bleeds.
Uh why is
Unit count
For the first part of the strategy the the wrong scoreboard.
Or do you disagree with that and you blend that together?
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