Thanks - this is a great primer into this popular chain. Any thoughts on Engaged Capital's recent 9.9% stake and setup into 2H24 and next year (2025)? Stock seems on the way up do you think Engaged's proposals (sale/leaseback, opening smaller stores, etc...) can bring positive value to the company and shareholders?
Thanks - this is a great primer into this popular chain. Any thoughts on Engaged Capital's recent 9.9% stake and setup into 2H24 and next year (2025)? Stock seems on the way up do you think Engaged's proposals (sale/leaseback, opening smaller stores, etc...) can bring positive value to the company and shareholders?
Seems like it is good to have them there. Although I do not know if it is necessary to do leasebacks.