Q: Been watching this for a while and more interested now after the drop. However, the largest reason for me not buying is that they seem to be largely focused on the food courts in shopping malls and I'm concerned about mall traffic in general, but the US specifically.
Are you able to tell me:
1. How dependant they are on malls in both the US and Canada (perhaps what % of their operations or revenue come from these), and;
2. How the Papa John's acquisition diversivies them from these malls (or not), and;
3. Is my concern reasonable or am I just being silly.
Thx.
Are you able to tell me:
1. How dependant they are on malls in both the US and Canada (perhaps what % of their operations or revenue come from these), and;
2. How the Papa John's acquisition diversivies them from these malls (or not), and;
3. Is my concern reasonable or am I just being silly.
Thx.