For the past three and a half years, Jamba Inc (JMBA) has been working on a rigorous corporate transformation from smoothie shop to healthy, active lifestyle brand. Since taking his role as CEO in late 2008, Mr. White has increased Jamba’s adjusted operating margin by 190% (from 8.5% to 24.7% as of Q2 2012). And more importantly, Jamba is on pace to be profitable for the first time since its IPO in 2012.
Below are the 4 key growth catalysts for Jamba in 2012.
Integration Of Talbot Teas This Fall
Jamba acquired Talbott Teas, a Chicago based premium tea company, on February 17 of this year. Since then Jamba has been relatively quiet about how it will integrate the acquisition. In my interview with Mr. White he mentioned “we will be rolling out a Talbott Teas product line into stores this fall.” This could be a huge addition to Jamba’s business model and be used to increase margins as well. Full post.