As we see the economy start to strengthen during the fall and winter quarters, retail stocks could be an area that may benefit.
Jamba Juice is a position we have stuck with for quite some time and hope to see the benefits of that persistence. I believe it is becoming a far more profitable company, and should also start to benefit from better growth in its franchising efforts in my opinion.
An improving economy would also play to Jamba’s positioning.
Retail stocks often take long time to reap benefits for investors. However, the potential gain can be significant with well-run companies.
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