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Replying to @hamzterzkub
ถ้าบริบท QSR (Quick-service restaurants) แบรนด์ตะวันตกในไทยนี้ ก็ว่ากันตามตรงว่าเขาสื่อสารไม่ชัดเจนว่าต้องเก็บเอง แบบเดียวกันกับฟู๊ดคอร์ตทั่วไป ที่มักมีข้อความสื่อชัดกว่า ประกอบกับมีร้านหลายสาขามีพนักงานสแตนบายคอยเก็บแทบจะทันที ลูกค้าหลายๆ คน เลยทึกทักไปเองว่าไม่ต้องเก็บเอง
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Arte y Alma retweeted
Replying to @beatrylou21
Muchas gracias mi querida, Bea!!! TQM y QSR siempre!!! 🍾❤️🫂
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@Swiggy @SwiggyCares @harshamjty The new pattern you introduced is causing more delayed orders than saving more time for delivery partners. Even for QSR you are considering 28 minutes for food preparation and even more because till 28 min you don't assign anyone.
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se assuma primeiro bb, depois vc cuida e fala oq qsr da mnh vida. Eita, não pode né?kkkkkkkkkkkkkkkkkk
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RBA’s New Promoters Are Heading to Indonesia. That May Be the Biggest Clue Yet. One of the most revealing parts of Restaurant Brands Asia’s earnings call recently wasn’t about same-store sales growth, margins, or Burger King’s performance in India. It was about Indonesia. Management disclosed that the incoming promoters will be travelling to Indonesia as part of their review process before finalizing the future strategy for the business. Why is this important? Because the India business is already delivering. Store-level profitability is improving, margins have expanded, and Burger King India continues to generate positive momentum. The real challenge remains Indonesia. Interestingly, management openly acknowledged that the Burger King business in Indonesia has turned EBITDA positive and is moving in the right direction. The bigger concern is Popeyes, with management hinting that it may ultimately be better suited as part of “someone else’s portfolio.” Analysts repeatedly asked whether the new promoters would pursue a restructuring, bring in a partner, or even exit certain businesses. Management refused to provide timelines but made it clear that Indonesia is now a top strategic priority. Another noteworthy point: questions around possible synergies with Chinese Wok and other promoter-owned businesses were firmly dismissed. Management stated there are currently no discussions around mergers, integrations, or business combinations. The takeaway? The acquisition story is no longer about fixing India. India appears largely on track. The key value-creation opportunity for the new promoters may lie in what they ultimately decide to do with Indonesia. For investors, that is probably the most important development to watch over the next few quarters. Restaurant Brands Asia : Burger King's New Owner Ajanta Pharma Scion vs ... youtu.be/HmcjlrTqnNY?si=FUIC… via @YouTube #RBA #BurgerKingIndia #RestaurantBrandsAsia #QSR #StocksToWatch #IndianEquities #Investing #Indonesia #BurgerKing
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Green certifications — LEED, GreenPro, and sector-specific environmental standards — are increasingly influencing purchase decisions of large institutional buyers in India's food sector. Modern trade retailers, QSR chains, and international importers are asking suppliers not just about product quality, but about the environmental footprint of their operations. This is a shift that will only accelerate. Manufacturers who proactively pursue green certification are building a differentiated market position while also reducing operational costs through energy and water efficiency improvements. The certification process itself is valuable — it forces a systematic review of the plant's environmental impact and identifies improvement opportunities that directly benefit the bottom line. #GreenCertification #Sustainability #FoodManufacturing #LEED #ESG #India #FoodIndustry #ParadigmServices
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~ QSR / Food Chains 1. Jubilant FoodWorks 2. Devyani International 3. Westlife Foodworld 4. Barbeque-Nation Hospitality 5. Sapphire Foods India
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📦 وفر فلوسك بسهولة - أسعار خاصة 🚀 خصم رهيب ⎐كُـود⎐كوبِون⎐خـِصم⎐ ⎐ايهرب⎐ايهيرب اهرب ⊵IPY1290⊴ ⎐شي⎐ان⎐ ⊵8K998⊴ ⎐نون⎐ ⊵STC9⊴ qsR
yk what maybe support vin is still the way to go... extremely cost efficient, and u do damage anyways with qsr and u just shred all their resists with crow alc fire brs and mystic vuln...... cc with echo shard stake....
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So, I’m out here ‘dirt doggin’ for d/t’s and QSR retail pads in Northern Colorado. This evening, upon leaving the gym headed home, I came across a new bannered fence announcing a ‘coming soon’ coffee concept. Horrible location, especially given several other available pads in the immediate area. Long spread between intersection to access the property. Have to navigate ‘circles’ on either end for many patrons to access the facility on ingress/egress. Sits out on the frontage of a big box store (not an ‘outparcel’ in the parking lot) but on the far side of their property with the ever annoying ‘swerves and curves’ that some genius Civil Engineer designed and the town approved. This section of highway is an ‘acceleration zone’ out of town headed towards the Interstate. The time it will take a customer to navigate the gauntlet to collect a beverage will likely be longer than the beverage collection action in and of itself. When this location does ‘below market’ numbers, it will Not be because of the brand ~ it will entirely be because of the location. Sigh ~
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Have you ever loved someone with your whole heart ❤️ and then had to heal from the silence they left behind? 🥀 Where did you find the strength to keep going?”
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【決算分析】 Domino's Pizza (DPZ) 2026年Q1決算大解剖 負債比率4.5倍。 競合自滅でシェア拡大。 FCF年6.7億ドル。 10億ドルの自社株買い。 目標株価404ドル。 $DPZ 主な内容 **イントロダクション:株価34%暴落の真相とバリュー投資シナリオ Google Docs 1 **2026年第1四半期(Q1)決算の真実:EPS・売上高・SSSの徹底解剖 Google Docs 1 **2026年Q1決算の真実 **マージン(利益率)の明暗:直営店悪化を跳ね返すフランチャイズの強み Google Docs 1 **大口投資家とインサイダーの動向:バフェット離れの裏でCTOが買い増す理由 Google Docs 1 **QSRピザ業界の地殻変動:ピザハット・パパジョンズ550店舗閉鎖の衝撃 Google Docs **圧倒的な店舗エコノミクス:AUV130万ドル超がもたらす「テイク・シェア」 Google Docs **戦略①:アグリゲーターとの「コープティション(協調的競争)」モデル Google Docs **オペレーションの極意:AI(Netradyne)と世界最速ピザ職人の現場力 Google Docs **戦略②:海外事業(DPE)の再構築と日本市場172店舗閉鎖の外科手術 Google Docs **新たなリーダーシップ:マクドナルド出身グレゴリー新CEOへの期待 Google Docs **日本市場の巻き返し策:DomiLunch(9種集約)と新兵器クリスピザバーガー Google Docs **デジタルとデザート戦略:累計600万杯「ドミノシェイク」のトラフィック喚起 Google Docs **財務の透明性:純有利子負債49億ドルとレバレッジ4.5倍の実態 Google Docs 1 **圧倒的なキャッシュ創出力:年間6.7億ドルFCFと10億ドルの自社株買い枠 Google Docs **目標株価とバリュエーション:市場の誤認(デレーティング)が生んだ好機 Google Docs **結論:個人投資家が描くべきDPZの再成長ストーリー&エンディング Google Docs youtu.be/kScMgRokBB8?si=VEjV… @YouTubeより
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DJ retweeted
Big story of the day | Restaurant Brands Asia gets new promoter amid QSR churn - Inspira Global to acquire controlling stake via ₹1,500 cr infusion; open offer for additional 26% at ₹70/share - Deal comes as QSR sector sees consolidation @blitzkreigm @vivekiyer72 @CNBCTV18News #RestaurantBrandsAsia #QSR #BurgerKing
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to qsr desistindo tbm mas não eh só do rec e de tudo Tá tudo tão cinza e sem esperança, eu normalmente espero sempre p um dia melhor mas n consigo
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Amaya Express for Sale | Yorkdale Mall Prime food court location with nonstop foot traffic. Turnkey Indian QSR under a long-term lease. 📷 DM for details #amayaexpress #yorkdalemall #QSR
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4/7 A major catalyst is the proposed merger with Sapphire Foods, which could create India's largest Yum! Brands franchise platform with over 3,000 stores and significant operating synergies. 🤝 #QSR #BusinessNews
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1/7 Devyani International is India's largest Quick Service Restaurant (QSR) operator, managing popular brands like KFC, Pizza Hut, Costa Coffee, and Biryani By Kilo. A direct play on India's growing food consumption story. 🍗☕🍕 #DEVYANI #StockMarketIndia
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🧵 Devyani International (DEVYANI): 7 Reasons Why This QSR Giant Is on Investors' Radar in 2026 #DEVYANI #DevyaniInternational #IndianStocks #StockMarketIndia #Investing #ShareMarket #NSE #WealthCreation #GrowthStocks #QSR #KFCIndia #PizzaHut #StocksToWatch 📈🚀
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