SMore Marxist bullshit from an author who had her day 40 years ago. Timeto shut up.
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This sounds awesome! May I ask why timeto release products is now and why until April next year? Thanks you kindly
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Jun 14
i never expected the song to be as pink as good luck babe or pink pony club because she performed it for a long timeto before to its official release.
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Jun 14
As a rocket's fan Shout out to the Mecca of basketball the mf Knicks y'all did it made sure the Frenchman goes on an early vacation now timeto jam some Pete rock and cl smooth
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kpwithie retweeted
Jun 13
Is there still a bigger wave to ride and announce WIB...cause i think this is the time to announce it @katyperry #TIMETOANNOUNCEWIB
Let's go katycats
#TIMETOANNOUNCEWIB
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Jun 12
So there they go with automated post office line, nice to know there’s a personal touch. Timeto look for a bank that cares.
Supposing I don’t want the other options I’m forced into?
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Jun 12
crazy W on keno my goat @DeVorek huge congrats on the bag!🧑🍳🙌
timeto secure a nice hit for me! 🥳
stake: fueledbySOL
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Jun 12
That kone to me is even a distraction he just want to establish enough contacts and when it’s timeto strike he will pick from the pool of contacts he’s established
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Argonon retweeted
Jun 11
Where Are We?!
House Hunters International
#Harrogate #England
11:00|10:00c @HGTV
#jobtransfer #newjob #dogs #kids #timetogther #marriage #newhome #freshstart #europe #realestate #livingabroad #gamesroom #international #hhi #househunters #hgtv #househuntersinternational @argonon
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Shiv Kumar Bhat retweeted
🪛 Screw them like Anything thistime,notallow them this timeto waste🧺 another37yearsofours further golden🪙periodsof nonMuslims(that's like we Hindu's🕉️🔱🪔)Kashmiri pandits🏹 🦌🔥of EXILE🐍😡👹😈😎sincelast 1989-2026...Still,becauseof these only we r not ableto go back #Skb🇮🇳🙏
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Jun 11
I wish other countries offered as many diet stuff that korea does, they literally sell a shot of some drug idk that makes you drop 5 kg in no timeto anyone
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Ok, so here's my quick take on $BRBR after reading a couple of the recent calls.
The CEO current ceo basically built Premier Protein is cashing out and retiring. I don't blame her, this is probably the right timeto exit. Best i can tell, she rode the RTD protein wave when it was still greenfield, and built a category leader.
The problem is the category, has now been proven out, and is maturing fast. When this happens, tons of competition steps in, and heavy promotions are everywhere. competing this in this type of environment is a very different game and requires a different skillset to navigate.
IMHO the game now is to defend a high-volume, promotion-heavy business with limited pricing power on a crowded shelf. The problem is each point competition gains crushes BRBR's margin. So it becomes a long term game of survival, which ultimately is a test of operating efficiency, brand loyalty, balance sheet durability etc... it's a big multi-vector stress test for management.
If I owned 100% of this company, I'd be pivoting hard into cash-cow mode. I'd do what i can to defend the Premier moat, harvest cash flow, pay down debt, and return as much capital as possible to stakeholders. I would not chase questionable "growth" in a maturing space, or squander resources on new product development or acquisitions.
Which bring us to my big problem: odds are high they will hire a new CEO who will be highly incentivized to deliver growth.
He/she will very likely be hired based on overpromising his/her abilities -- followed by lots of risky bets to deliver on those fantasies. This will likely be a disaster.
As for current management? the fact they basically gave up on PowerBar in North America is a red flag. That's a strong brand, it should have been fairly easy to reformulate, or build something with it, yet they didn't / couldn't. again they succeeded in low competition greenfield. then again maybe they just became hyper focused? idk.
That said, valuation is cheap and the announcement of a new CEO will probably spark a short-term pop. I also suspect any sector rotation could create new demand for the shares. This could be a decent trade if multiples re-rate to 10-12x on inflows.
This is not a situation i'd want to own long term, and certainly not in size. Realize, at the end of the day, you're making a bet on a single product in a single format: RTD.
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