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Jamba Growth Outlook Changes

Take a look at these two slides from Jamba Juice ($JMBA)

From Dec 2011


From today’s presentation:


Notice the difference? From 2700 to 3700 store outlook in just over a year? Think there isn’t demand for franchises? Now, all this also ignores the 1400 JambaGo locations that will be installed by the end of 2013 and at least another thousand in ’14. Another things to keep in mind is that CEO White is notoriously conservative in his outlook. Any outlook he puts out is a close to a a done deal as one can get.

They also announced late last year (November) they were opening up 100 trade areas in California. As of today, all but one is sold.

Jamba has finished the turnaround…… now comes some growth

Full 2013 Presentation: (click to open pdf)

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The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.

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