HomeMy WebLinkAboutHARMONY SAFEWAY MARKETPLACE, LOT 7, VILLAGE INN - FINAL - 33-94E - MEDIA -THE DENVER POST
Sunday. Mav 7, 2000
MANAGING
Vicorp's growth still lukewarm
The Denver Post I Lew Sherman
Vicorp has 106 company -owned Village Inns and 115 Village Inn franchise stores. This Village Inn is located in Westminster.
Parent company of Village Inn and Bakers Square examines options
By Robert Schwab
Denver Post Business Writer
The lunch crowd wasn't exactly
rocking last week at the Village
Inn in Cherry Creek.
Nearly all the restaurant's seats
were filled, but the demographic
was decidedly middle-aged to el-
derly, blue-collar rather than chic.
Service was good and the food
fresh, but lunch was not the flashy
experience offered at other eater-
ies in the neighborhood, one of Den-
ver's most sleek.
The restaurant is a reflection of
its parent company, Vicorp Res-
taurants Inc., a 40-year-old Denver
institution whose growth has been
steady but not stellar.
For fiscal 1999, the company re-
ported $11.9 million in profits, $2
million more than the year before,
and last month, second-quarter
profits for 2000 came in $1 million
higher than the same period in '99.
Yet on the same day Vicorp re-
ported those latest results, the
company also said it was hiring in-
vestment banker Salomon Smith
Barney to help it explore "strate-
gic alternatives" for its future.
Usually that means the company
will be put up for sale. Earlier this
year, two of Vicorp's largest stock-
holders suggested that might well
be the case.
For Vicorp, with 11,880 employ-
ees and 370 restaurants operating
across the Midwest, the Rocky
Mountain region, California, Arizo-
na and Florida, that meant the new
year was going to be another
marked by uncertainty.
Uncertainty may well be the
reason Vicorp's largest sharehold-
ers have lost patience with man-
agement's long-term inability to
put more buzz in those Village Inn
dining rooms.
The latest chapter in Vicorp's
story began in February when its
largest shareholder, Memphis -
based Southeastern Asset Manage-
ment Inc., disclosed in filings with
the U.S. Securities and Exchange
Commission that it was willing to
talk to parties outside the company
about deals involving Vicorp.
Southeastern was joined by an-
other large shareholder, Califor-
nia -based Franklin Resources Inc.,
a mutual -fund company that owns
more than 7 percent of Vicorp. In
another filing, Southeastern said it
might work with other sharehold-
ers to make changes in Vicorp's op-
eration.
Vicorp won't comment on those
public disclosures beyond its an-
nouncement that it had hired Salo-
mon Smith Barney, said Stanley
Ereckson, a company vice presi-
dent. Ereckson said he couldn't
comment on whether an offer has
been made for the company, and he
said there was no related item on
Vicorp's agenda for a board meet-
ing held in Denver on Thursday.
Offer or not, Vicorp has recover-
ed from its downturns.
Started by two brothers-in-law,
Merton Anderson and Jim Mola, in
11959, Village Inn Pancake House
Inc. was sold to a group of inves-
tors led by the company's longtime
attorney, Charles "Buck" Freder-
ickson, in 1977.
Those investors took the compa-
ny public, and in 1983 Vicorp
bought 59 Pop & Fresh Pie restau-
rants, changing their name to Bak-
ers Square, which still is a unit of
Vicorp, like Village Inn. Frederick-
son has remained Vicorp's long-
time chairman and chief executive
officer, and only last year gave up
the office of president.
Joseph F. "Jay" Trungale, who
joined Vicorp in 1997,stepped up to
president in November, after serv-
ing as president of Bakers Square,
which he turned around from a
slump that began in the mid-'90s.
Bakers Square — so hot that at
one time in the early '90s a single
outlet was selling 20,000 of its pre-
mium pies per day — grew fast,
but then outpriced itself, but new
chains invaded its territory.
The expansion of Bakers Square
also was helped when Vicorp
bought 175 of Sambo's old restau-
rants in 1985. But observers of Vi-
corp uniformly said those pur-
chases dragged down the
company's performance for years.
Vicorp's stock price, trading
above $30 in the early 90s, hadn't
traded above $20 since early 1994
until this year, after the stock re-
purchase plan, which cost it $38
million. Over those same years, the
company revamped its Village Inn
image and remodeled most of its
stores as it built new ones.
Today, it has 106 company -
owned Village Inns, 115 Village Inn
franchise stores, and 149 Bakers
Square stores. Same -store sales for
Vicorp's company -owned stores
grew 4.4 percent in 1999, but most
of that growth was at Bakers
Square outlets, the company said.
It's second-quarter overall sales,
reported late last month, were 4
percent higher than the same quar-
ter last year. But Vicorp also said
that increase was largely because
of openings of 10 new company -
owned Village Inns.
Same -store sales, it said, were
just 2 percent higher than a year
earlier at Village Inns. They were
up just 1 percent at Bakers Square.
Those numbers may not be good
enough to keep Vicorp's large in-
vestors happy. They might, howev-
er, already have started a buzz
among prospective buyers.