Jamba, Inc. (JMBA)

I did not check out the numbers or look into this company at all. I am simply making this pick because my gut tells me to. I also wanted to get this pick in before it wasn't pickable anymore, so my timeframe should've been "NS". I'm hoping to ride this down for a ways, but I don't have a target in mind. In a wierd twist, I was watching JMBA and hoping it would go up high enough so I could red thumb it. Being from the northeast, I do not have any firsthand experience with Jamba. As a kid I loved Orange Julius, but they all closed down. I enjoy a smoothy once in a while, I just don't see a smoothy company making it that big. They really are relegated to the warmer climates. They are not an inexpensive or nessesary item either, so until jobs start bouncing back, I don't see much to be positive about.

great product, people love it.

"AllStarPortfolio" has a good pitch on this one.. I still think it's a little risky, so if that's not your style then maybe wait for a while on this one.

On October 13, 2009 at 3:50 PM, bridgeboy0 (99.95) wrote:

As I mentioned in my previous pick (or non-pick), I was waiting for JMBA to be pick-able in CAPS for me to make it as my selection in the All-Star Portfolio. Jamba's stock price has appreciated nicely and it is now over 100M for a market cap, so I'd like to make it my selection in ASP.

Why do I not like Jamba? Have you heard about their past? Have you seen what they did to all the money they got when they went public? How about their ill-timed expansion plans (expanding with company-owned stores into the worst recession in decades??).

Why do I like Jamba? Have you tried their smoothies? How about their wraps? Wish you could? Heard about their licensing agreements? The new CEO was behind the 'O organics' brand in Safeway. They've had a SVP of international franchises collecting a paycheck for over a year now and sooner or later there seems like there has to be international franchises for him to oversee. The movement into food in the stores and bringing the smoothies to schools and other locales to increase sales is a great idea!

Jamba made PLENTY of mistakes and cost shareholders PLENTY of money. But they really are moving in a positive direction (imho). They have been cutting costs for a year now and it is starting to have some real effect. They recently cleaned up their debt by selling preferred stock (the terms of the old loan were horrible). The new management either are in the right place at the right time (ie lucky) or they are making changes that are really good for the company.

I like the addition of food to the stores (they still need more warm fare for the colder months, but what has been coming out of their test kitchens has been really tasty so I'm not that worried on that account). Selling franchises to generate capital to get through the recession was a good idea.

But, really this is JAMBA JUICE!!! Granted in the beverage industry they are not even a blip. But in the Smoothie business they are the best of breed and can't be ignored. Jamba Juice still is not everywhere in the US but with their brand showing up in all kinds of pop culture references they are getting to be really well known. The current management is looking to make money off of this trend by selling the brand and not just the smoothies. The vision of Jamba as a lifestyle brand is what I think makes this such a good opportunity.

As far as macro-economics, the locations of the Jamba stores (CA, FL, etc) pretty much could not have been worse for this recession. But, CA was the 1st state to start into the recession and I think they will be the first ones out of the recession. If that proves to be true then Jamba will benefit.

So if you've never invested in JMBA count yourself lucky and be grateful for the opportunity to get into the stock at its currently depressed level. Then sit back and wait out the next 5 years and watch as Jamba becomes ubiquitous and people really do equate Jamba to healthy, quick refreshment (though if they get bought out within 5 years then you will no longer be a shareholder of JMBA).

If I could choose how my life was going to end it would be jumping off a diving board into a pool of Jamba Juice smoothie and drowning in the stuff.

Jamba is a company that is well positioned for the future and it is also something that people will be buying in the future. I don't think the whole eat healthy craze is ever going to end, and even though I doubt Jamba really is as healthy as they sound, people will flock to their smoothies and flatbread pizzas assuming that by doing so they will be healthier.

not going to argue with this one

New CEO doing great things with JMBA. Expanding menu with food and hopefully hot drinks. Expanding brand with licensing aggreements. Expanding in nontraditional stores (college campuses and airports). Still a lot more places for Jamba to go.

The partnership with Nestle and the launch of the new in-store beverage lineup will be a shot in the earnings arm over the next couple of years.

I like this place alot. Jamba Juice is worth about 1/5 what it was 1 year ago. And it is still every bit as tasty. These places are swarmed on hot days in SF. Too bad there are too many hot days here.

Put on two 8 oz pyramid sinkers, bottum we go. Fiisrt marble head 30% 5 hours. Difference here my be some cooking time. Agian cant wait till morning.

good company with new ceo, should be close to bottom with bog growth potential.

No juice for you. The consumer is already pinched and this juice is expensive. Reminiscent of Starbucks situation. Plus, it's recently come to light that some of their drinks have extremely high fat content. Ouch. More ouch is EPS & ROE. Underperform.

Can only go up...

Poor Jamba. They've had a tough time in 2008 with the credit crisis hitting California so roughly, impacting the key market for these delicious and mostly healthy treats. I had my first wheat grass shot at Jamba, which took a lot of trust for me! Jamba has a wide selection of products for most everyone, and this selection is 1) broader with new breakfast products and 2) soon to be more widely available as packaged goods with Jamba's venture with Nestle. Nestle is a powerhouse... they've got much, much more than the Nestle Crunch (a Halloween favorite). Importantly, Nestle has access to a variety of distribution channels, which may give Jambe the edge it needs is the abundant health foods market. The major risk to Jamba is rising input prices as food commodities experience rising prices due to increased global demand. If management can keep the growth trajectory balanced (and they are holding back new store growth during the 2008 crunch), this looks like a great story for several years to come. Why isn't there an in-store Jamba Juice/Whole Foods venture? Seems like Whole Foods wouldn't mind customers happily sipping their Chocolate Moos forever while stuffing their carts with even more food.

Jamba Juice is currently mass expanding. This is great, but the new stores are a major liability for the company. The company is spending all of it's income.

First Summer it was $10+, First Winter was 2.50. This Summer may be $7 and this winter may be $3. Next Summer may be $8 and next winter may be $3.50... Get my point

has some potential.......we all drink

summer is almost here, and with the possibility of big tax returns that means more disposable income to spend on goods and services