What's worse: The fact that Britney Spears can't enjoy a quiet drive-through experience at Carl's Jr., or that shareholders of Carl's Jr.'s parent company can't enjoy a quiet drive-through investment?
Shares of CKE Restaurants
CKE posted a profit of $0.13 a share from continuing operations during the third quarter, below the $0.16 per share it earned a year earlier. Revenue dipped slightly to $351.6 million.
The results actually were pretty much in line with what Wall Street expected. A time of challenge for the company, it's handing over company-owned units to franchisees, leading to top-line declines. Overhead was also stubborn, as pesky food costs, store remodeling efforts, and new point-of-sale system installations ate into operating margins like a hungry patron digs into a Carl's Jr. Six Dollar Burger.
Comps held up well for the 12-week period that ended on Nov. 5, 2007. Same-store sales inched 0.7% higher at Carl's Jr. and climbed by 2.7% at Hardee's. That may pale in comparison to some of the beefier comps posted lately by burger giants McDonald's
It's good to see CKE riding the burger wave adequately because that's all it's got right now. It sold its La Salsa quick-service Mexican chain over the summer. Just like Wendy's
So as the burger goes, so will CKE now. Then again, we shouldn't ignore its leveraged balance sheet. The company has been buying back shares aggressively. It repurchased 4.8 million during the past quarter alone. The tab is steep, though. During the quarter, the company's interest expense more than doubled to $7.7 million.
So keep an eye on that debt, just as you watch to see whether the company can get its operating margins back in line without sacrificing store-level growth. It's not an easy thing to keep an eye on, with or without Britney Spears circling around the drive-through window.
Related Foolishness:
- CKE's second quarter was undercooked.
- This summer, CKE looked like it was drowning in fat to this Fool.
- Last year during the third quarter, CKE didn't miss earnings.