Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (77490)	4/28/2025 9:28:34 AM
From: Elroy	Read Replies (1) \| Respond to of 78476

Saw a video on In & Out; they are one of the most profitable by store? I don't think 20% EBITDA is terribly wonderful for fast food. KRUS and GENK (more like exotic restaurants than fast food, both are "dine in") get about 18% - 20% store level EBITDA. Keep in mind that excludes both corporate and expansion costs. He said earlier than Burger King gets 30% store level EBITDA. That sort of makes more sense (especially if the store is busy) as the customer is often in the store for ~5 minutes rather than ~40 minutes it takes to dine in somewhere (quick). Hmmm, Perplexity says Burger King's biggest franchisee gets a 9% EBITDA store level margin, and I'll bet that is declining with the latest news. McDonald's franchisees gets about a 15%-18% store level EBITDA margin. Perhaps 20% is quite good. Burger King should be cash machine. I really wonder what's their current story?