Business disasters waiting to happen - Stock shorting the thread

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wtfNeedSignUp said:
Fast food seems to be in issue due to mounting food costs. Some franchises can at least sell locations in the hope to survive until prices go down.
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Two other issues as well: Forced minimum wage increases and online orders.

Forcing a 40 hour wagie's pay even by a dollar will cost the franchise an extra $2,080.00. Multiply that by however many full time staff are there. Either you cut their hours, fire some poor bastard, and/or raise prices to compensate. Though to your original point, the forced increase in labor cost at food processing plants will also increase their costs as well.

I bitched about this in another thread, but the short version is online orders overwhelm wagies since there's no natural bottleneck like a line of customers. More time is taken to produce orders means an increased wait time, hungry customers expecting their food in 60 seconds are not going to be happy waiting 5+ minutes, and they won't want to come back.
 
Peristaltic Pump said:
Stellantis
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You can also add Nissan to the list too. They pissed off the Renault side of their "partnership", Mitsubishi bought back shares so Nissan doesn't have the 34% required shares for full control over them, and the Honda merger talks fell through. And their cars have been low-rent for years, and are only now getting somewhat okay, but it may already be too late to turn the company around.

And most Chinese car companies are also ticking time bombs because of how hard the CCP pushes for EVs with their controlled production methods. There are so many brands that were made to cash in to get government subsidies, there's a severe oversupply of them that leads them to expanding out to other countries to dump their shitty ass EVs, the massive competition has lead to massive price wars and cost-cutting that throws away any sense of quality to their cars, and there have already been numerous Chinese car companies either in financial trouble or dead, i.e. Jiyue. People are already predicting that the EV bubble bursting will be the next Evergrande, which will sink China's economy even further.
 
31 Black said:
I bitched about this in another thread, but the short version is online orders overwhelm wagies since there's no natural bottleneck like a line of customers. More time is taken to produce orders means an increased wait time, hungry customers expecting their food in 60 seconds are not going to be happy waiting 5+ minutes, and they won't want to come back.
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I don't know how true that actually is though -- there's still a natural bottleneck for a given location's online orders in the form of "maximum number of people willing to drive to or order delivery from this location."

The online ordering apps for all these fast food places seem to have figured out not to actually put in an order for production by the crew until the order's been paid for and the device that placed the order has reached a given (short) proximity to the store. Even if you have a hundred people all willing to put in a legitimate order with separate legitimate payment methods, unless you can get them to all converge on that location all at once, you won't overwhelm the kitchen with their orders and if you do manage it, they're going to notice something weird's going on pretty quickly. A hundred customers descending all at once is hard to miss.

The "gig-economy" delivery services like Doordash and friends won't arbitrarily send a driver 30 miles out of the way to pick up food from a far-away location and bring it back to a customer either. They'd rather route the order to a closer location or just decline the order entirely because otherwise the delivery fee would be too high for any customer to be willing to pay (and ergo no driver will take the job).
 
I'll just blanket state any business dependent on illegals is just begging to be smacked down by a sufficiently irritated government tired of tax fraud. These include some of the following:
  • Hospitality
  • Agriculture (especially dairy)
  • Gig - economy jobs (taxis and food delivery especially)
  • Food service
  • Construction
Of all of these, you'll notice only agriculture and construction are actually necessary to keep a country from shitting itself. Hospitality, gig-economy, and food service are all fair game for immigration enforcement to target and beat to death with a giant IRS audit. We're not there yet but I think we could be if the trajectory holds.
 
OutInTheRain said:
Out of the tech sector, I think Microsoft is beginning its slide into irrelevance. Now power and influence degrade in a half life and it might be decade before the cracks truly begin to show to the average normie. However, Teams was their last successful product launch, speculative investing in AI is propping up the share price and that is running out. Windows sucks, XBox sucks and they bought a ton of companies to put out games that don't sell and the company is flooded with jeets.

Recipe for disaster.
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Not necessarily. Any further training for businesses and the education sector have become hijacked by big companies like Microsoft, turning them into mandatory viewing of ads.
Marketing teams and C-Suites turn into Niggercattle for Goy11 and Goyslop365 products and they don't care how buggy or how much of a RAM hog these MS products are.
 
Any company whose main target demographic is the middle class will suffer as the middle class is squeesed into nothingness. You're either the 1% pushed up or the 99% pushed down

Though this is mainly a western Euro perspective.
Can't say if it's the same for other areas.

Similairly, lots of general restaurants and similair are going to get into problems as inflation and rising prices keeps people from eating out as often.

And that's on top of companies that don't have a clear vision and strategy, or operational management that aligns with their vision or ones that lack in excellence within their niche, etc
 
The man The only man said:
common problem among factories owned by investment groups in western Europe that anything related to maintenance doesn't receive any new investments or active new recruitment. It is even more baffling because for a lot of these factories most often their biggest inefficiencies are related to machine breakdowns and lack of technical expertise
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This is also a problem in America. MBAS hate maintenance
 
I've been in probably seven Subways over the past year and ever single one was absolutely filthy, dimly lit, and smelled bad.

If I was a betting man I'd say that's one of the goyslop franchises destined for bankruptcy in the near future.
 
Neodanthril said:
This is also a problem in America. MBAS hate maintenance
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MBAS hate maintenance because it is very costly and doesn't result in direct profits or results when investing in it. MBAS hate investing in maintenance because it indirectly influences production KPI's and MBAS can't comprehend indirect factors. Furthermore, maintenance is only important when looking at long term stability of a business. So why should MBAS care about maintenance if the machine will completely breakdown in 2 to 5 years, even then it won't be their problem anymore. Even if the MBAS are still there when the machine breakdowns then they can still shift the blame to the underfunded maintenance or even production itself.
 
You're absolutely right about no investment. Company I work for is owned by a conglomerate that has invested literally nothing in to it since buying it 10 years ago, and has just taken dividends instead. Equipment is as old as my dad and doesn't work properly. Company won't consider investing unless it's a new product, so nothing ever gets replaced despite the problems. I get the feeling they're squeezing what they can out of it before dumping it.
 
LinkinParkxNaruto[AMV] said:
i feel like bars and night clubs are slowly dying out. Probably concerts, large events and festivals will continue dropping in attendance and production and ticket sell companies will downsize. But thats just my impression.
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Movies too. They're truly horrible experiences now, so why fucking bother going?
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wtfNeedSignUp said:
BNPL is basically 2008 waiting to happen again. Though it's "technically" not direct banks doing the lending but going through an app for a middle man.
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Did you know Klarna actually has their own bank? It's in Sweden, but they can basically print money like any other bank because of it.

OutInTheRain said:
Out of the tech sector, I think Microsoft is beginning its slide into irrelevance. Now power and influence degrade in a half life and it might be decade before the cracks truly begin to show to the average normie. However, Teams was their last successful product launch, speculative investing in AI is propping up the share price and that is running out. Windows sucks, XBox sucks and they bought a ton of companies to put out games that don't sell and the company is flooded with jeets.

Recipe for disaster.
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They also filled the company with incompetents and Indians. No one knows how to make anything from scratch anymore, so innovation isn't there either. It won't change unless there's a sudden pivot, and even then I don't know if that would be enough.
 
All of those retarded electric scooter rentals that cluddered every mid-sized city in the US. I hate them, but it will be sad when I can't watch drunks faceplant while riding them.
 
Major said:
You're absolutely right about no investment. Company I work for is owned by a conglomerate that has invested literally nothing in to it since buying it 10 years ago
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companies being bought out almost always ends in the death of the bought-out company.
 
Jace on ice said:
I've been in probably seven Subways over the past year and ever single one was absolutely filthy, dimly lit, and smelled bad.

If I was a betting man I'd say that's one of the goyslop franchises destined for bankruptcy in the near future.
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I remember learning long ago that Subway was by far the cheapest franchise to buy, and that's why there were so many of them popping up, mostly owned by Indians. They've also got one hell of a bad reputation now, not just for associating themselves with a soon-to-be convicted pedophile for years, but for, you know, being run by Indians that do shit like this:


Then of course you've got the high prices of fast food nowadays, which don't gel well at all with their old Five Dollar Footlong promotion that was really successful, but can't come back because the price is in the name. Subway's best days are long in the past, and it wouldn't surprise me if they went under before 2030. Though I'm sure a few franchises will just keep chugging along forever, like Radioshack and that one Blockbuster.
 
The man The only man said:
MBAS hate maintenance because it is very costly and doesn't result in direct profits or results when investing in it. MBAS hate investing in maintenance because it indirectly influences production KPI's and MBAS can't comprehend indirect factors. Furthermore, maintenance is only important when looking at long term stability of a business. So why should MBAS care about maintenance if the machine will completely breakdown in 2 to 5 years, even then it won't be their problem anymore. Even if the MBAS are still there when the machine breakdowns then they can still shift the blame to the underfunded maintenance or even production itself.
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Speaking of MBAs:

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A lot of smaller liberal arts / business schools are going to die to the demographic transition.


I don’t think Microsoft is in danger. Their business model has always been selling dogshit products through inertia and buying out any effective competition.
 
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