Recent comments in /f/wallstreetbets

VisualMod t1_jedwff8 wrote

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>TL;DR: Credit Suisse and UBS have announced their plans to merge, creating one of the largest financial institutions in Europe. However, this groundbreaking move comes with a cost, as Credit Suisse plans to lay off 2,000 staff in the aftermath of the merger.
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Neither_Ride3473 t1_jedvkr2 wrote

No one uses Yelp. Wait times are far from mutually exclusive with high demand.

99% of unhappy customers do not complain, they just don't return. Dutch Bros also doesn't belong to the generation of people that make public complaints on things like Yelp, Google Maps, etc.

Younger adults are far less likely than older adults to actually complain about a visit to a QSR. The price point and availability of competitors isn't worth the time it takes to complain. Especially when you're referring to something like a coffee shop where there is 1,000,000 others that you can visit.

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grimkhor t1_jedvd6x wrote

>“The negative impact on GDP at around 1.25% would be only a third of the roughly 4% decline in GDP during the 2008 financial crisis”

33% of the 50% GFC decline would be 16.5% so we already crashed harder and are now at the expected lows. Put holders lose all their tenders. Very bullish. Thanks for visiting my ted talk.

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Neither_Ride3473 t1_jedv3mb wrote

Like I said, I don't doubt that they will grow as well as their stock price.

I do doubt that you know half as much about the company as you think you do though. I was very interested in this company until I started researching them.

First of all, they built their first eat in store like 7/8 years ago. So I don't know why you assume that they are drive up specific, because they aren't.

I also know tons of people that hop from Dutch to Dutch depending on who they may assume is working or running a shift.

The most important point I have is that they have no ethos. The business was built on an extremely low cost build out which is the size of a shed and serving a minimal amount of products. They also mandated in house progression and did theoretically zero outside hiring for seniority positions.

Inhouse progression is no longer even on their radar. They build stores that cost millions of dollars up front. They have extensive menus. They even stooped as low as franchising. They only ended franchising because franchisees were out of control and trashing the brand. I can almost guarantee you they will get back into franchising within the next 2/3 years (all in the name of growth that will further tarnish their brand)

They're just another company that bends to the will of money and will never stand the test of time.

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Turbulent_Reporter40 OP t1_jeduotm wrote

Reply to comment by 0x11C3P in A safe 150% gain by Turbulent_Reporter40

I disagree. I don’t believe low cost of goods sold is their aim…. And there is no way to possibly increase volume when every store is backed up. It’s not as if there is any real way to poor the coffee faster. The only complaints I see on yelp are the wait, but that’s demand. Obviously they can increase prices to get a higher margin. But I think they have it all pretty well dialed in.

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