Can we all agree $RGS is no longer the broken mall-salon operator the market remembers? The company has transformed into a 92% franchised, asset-light cash flow business with six consecutive quarters of positive operating cash flow, a dramatically leaner cost structure, and improving same-store sales at Supercuts. Yet the stock still trades at ~5x EBITDA while peers trade at double or triple that multiple. A refinancing alone could unlock $4–6 million of annual free cash flow upside, and management now sees a clear path to ~$33 million of EBITDA.@finance_schmidt@WyetznerGary@ragnarisapirate@joinyellowbrick@boujee_banker@deepvaluedude@CapitalFang @DheerajNam
@ValueOptimist@kingdomcapadv
@BasilTheGreat Only NPC’s go to general checkup appointments when they’re young. The stat isn’t off the people who only go to the doctor when somethings wrong.
@SonOfIcarus1@fesshole Until the Ai spits out 10 slides you glance over and at the end of the meeting someone points out the premium multiplier and that they’re offering too much consistently. If you’re under shooting settlements on avg you’re fine over shooting the math Ai comes up with ruin you!
That surplus (~7.8% of revenue) is planned for a major marketing push in H2 2026 / FY2027.
When deployed:
- Near-zero net P&L impact (pure pass-through accounting)
- Balance sheet normalizes
- Real upside in traffic, same-store sales, and royalties
- In a franchise system, more effective advertising directly lifts traffic, royalties, and system-wide value—creating a virtuous cycle for both company-owned and franchised salons.
Management has flagged new creative. Recent SSS is already turning positive.
@ItsKingSlime They’re emphasizing how 1 in 20 women today have made an only fans and posted something graphic. That means many young women right out of highschool and in college are tuning their digital footprint. These girls many times have boyfriends that are duping them into doing it.
@Cryptotea The hype came from how much more money Elon had access to plus his legion of followers porting their savings alongside him. Watch Elon do an insider buy on any stock it’ll moon. He’s the #1entrepreneur of all time