Churrasco Royal - Abertura Mercado (Atualizado) — Transcript
Full transcript
- 0:00I suggest you take notes, okay? My
- 0:01suggestion is that you take notes,
- 0:02alright? Everyone joining the screen,
- 0:09give me a thumbs up if anyone is
- 0:10arriving. Welcome, welcome. Please. Uh,
- 0:15who is watching live right now, uh, put
- 0:17in the chat if you are already a
- 0:19Churrasco licensed partner. Royal. Only
- 0:21those who are. Just write it. I am.
- 0:23Just that. I am. Alright, Carla, Ad,
- 0:28Silvano, Andrei, good. Okay, okay.
- 0:36Let's go. I will lead this meeting with
- 0:39you. I believe it will take about 40
- 0:41minutes. I'll be very objective, okay?
- 0:44Focus on taking notes. I think we are
- 0:46here presenting something totally, uh,
- 0:48I can say it is innovative, because
- 0:50with my 17 years of experience in
- 0:52restaurants, man, I honestly have never
- 0:54seen anything like it, okay? Uh, and
- 0:57it’s not about being better or worse,
- 0:58it’s, it’s different, okay? It’s
- 1:00different from Royal. Let me just mute
- 1:02your microphones here. It is different
- 1:04from Royal, okay? Uh, and be amazed,
- 1:08right? The reality is that it is much
- 1:10easier than Royal, okay? Much easier,
- 1:13however, the potential of Royal is much
- 1:16greater. So we have to understand that.
- 1:18When it's easier, the potential is
- 1:19lower in this model here, okay? Okay.
- 1:21Are you already selling, Andrei? It’s
- 1:22already running. How is it going? Go
- 1:23ahead and unmute your microphone, man.
- 1:25Just tell us about the complexity when
- 1:26you set up the operation, regardless of
- 1:28results, since it’s very recent,
- 1:29right? It’s only been a few days, but
- 1:30let's talk about complexity. What, what
- 1:31conclusion have you reached so far? And
- 1:33you who started operating?
- 1:35Well, I started operating a week ago,
- 1:36it’s been a week. In terms of ease of
- 1:38assembly, a 5-year-old child could put
- 1:40it together. It is super easy to work
- 1:42with. Uh, it’s a new product here
- 1:43already. People who are trying it, they
- 1:45like it and they approve. Cool.
- 1:46And it’s something different in the
- 1:47city. It’s something that no one else
- 1:49here in the city has.
- 1:50Cool, wonderful. So, you are hearing it
- 1:52there, it’s not coming from my mouth,
- 1:53right? I end up being biased, right?
- 1:54But at the same time, I am very
- 1:55transparent about everything. It was
- 1:56hard for me to talk. Now, man, you are
- 1:57hearing from Andrei who just
- 1:58implemented it, right? And we have
- 1:59other people here who will speak later,
- 2:00okay? So, let's go. Welcome, everyone.
- 2:02Uh, to our presentation live of this
- 2:04new business model in our ecosystem
- 2:06called Churrasco Royal. Okay? We have
- 2:08the slogan there, but our slogan has
- 2:10actually changed, I even need to update
- 2:11it here, you know? I'll make a note of
- 2:13it so we can change it later. We have a
- 2:15new slogan, okay? I think the stores
- 2:18have already started receiving this new
- 2:22communication, which is "made like an
- 2:25American, served like a Brazilian."
- 2:29Look how cool that is. This already
- 2:31brings an identity. You already
- 2:33understand, man, a royal barbecue is
- 2:34made like an American, served like a
- 2:36Brazilian. So you already understand
- 2:37that it has an Americanized vibe and
- 2:38our A and B audience will understand
- 2:40that it's not a BBQ, it's not a skirt
- 2:41steak you cut on the grill, it's
- 2:42different. I will explain more about
- 2:43this, okay? And why we decided to
- 2:45create this brand within our ecosystem,
- 2:47okay? There is a reason. When I had
- 2:51contact, I'll explain to you, right,
- 2:53how I found out about it, but I always,
- 2:55we are always thinking here, right? I
- 2:58say that we are constantly thinking
- 2:59about how you can earn more, because if
- 3:01you earn more, we earn together, right?
- 3:03And when we bring this new brand, let
- 3:05me just switch the screen. Let me just
- 3:08switch the screen here, team. Wait just
- 3:09a minute, I have to look to the side
- 3:11here. Hang on, hang on. Real quick.
- 3:20There we go. Can you see the screen now
- 3:22, team, again? OK. Give me a thumbs up
- 3:26there, please. Yes, Bruno. Got it.
- 3:28Ah, thanks, thanks. Now I'm on the
- 3:29right screen here. Well, so what's the
- 3:32thought process, right? I even talked
- 3:34to the folks in BH yesterday, man, we
- 3:36have a team here, look. We actually
- 3:37took another floor, by the way. Now the
- 3:38building is three floors of ours, and
- 3:40all the people who are here in these
- 3:41rooms next door, upstairs, on the third
- 3:43floor, anyway, we always have the goal,
- 3:45clearly, with my leadership there, with
- 3:47this part of new opportunities, to help
- 3:48you make more, to help you earn more.
- 3:50And if you earn more, it's only fair
- 3:52that we earn together, right? So,
- 3:54imagine how cool that is, right? I
- 3:55didn't have this six years ago, someone
- 3:57to think for me about how I could, in a
- 3:58simpler way—not saying easy, but
- 4:00simpler—increase my profit, increase
- 4:01my revenue, increase my margins, and
- 4:03actually put more money in my pocket,
- 4:05right? So, why did we create Churrasco
- 4:07Royal? So that while you build your
- 4:10Royal Parma in the medium and long term
- 4:12, okay? Like the goose that lays the
- 4:14golden eggs, your golden goose is Royal
- 4:15, okay? You have to have that mindset.
- 4:17We also generate revenue in the short
- 4:19term with the barbecue. Because we have
- 4:21people who have a salary of 3,000,
- 4:224,000. The question I ask you, you who
- 4:24have a salary at Royal of 3,000 or
- 4:264,000, is that okay? Is it right? OK.
- 4:27Based on the business model, man, what
- 4:29do you do in the operation? Do you do
- 4:30something related to a 3,000 salary, is
- 4:31it linked to that amount? Man, then
- 4:32that's just how it is. Now, profit
- 4:33withdrawal is another thing. But what
- 4:35if you could, instead of three or four,
- 4:36start in maybe 4 or 5 months, and start
- 4:38making 10 in liquidity for your pocket,
- 4:40without taking a single cent from
- 4:41Royal's cash flow, while accumulating
- 4:42cash and strengthening your reserves,
- 4:44investing in equipment, investing in
- 4:45people, and so on? Your personal life,
- 4:48as an individual, starts to become more
- 4:49fun, it starts to become more
- 4:51comfortable. So that's why we created
- 4:53Churrasco Royal, okay? So that you
- 4:55preserve your medium and long term in
- 4:56your Royal Parma golden goose, but you
- 4:57also start immediately generating
- 4:59short-term revenue. So now you will
- 5:00have some security, right? Wow, that's
- 5:01cool. I don't depend only on Royal's
- 5:03revenue to support myself. And if I
- 5:05don't depend on it, I don't need to
- 5:06take out what I currently take from
- 5:07Royal. And as each month goes by, I
- 5:09gain more strength in my cash flow, in
- 5:11my equipment, and in my staff, okay?
- 5:12Elan told me it froze. Uh, he said it
- 5:15froze. No,
- 5:16it's just for him.
- 5:17Oh, I see. Only, only for you, Elan.
- 5:19It's the heat. Uh, so, great. In other
- 5:22words, you accelerate and build a solid
- 5:23foundation for your Royal Parma
- 5:25operation. Who is going to make money
- 5:27here in the ecosystem, okay? This brand
- 5:29. So, the Empreender com Delivery
- 5:30ecosystem, which all of you are a part
- 5:31of, right? Uh, we are introducing this
- 5:34brand to our Royal Parma franchisees
- 5:36first, and then we will open it up to
- 5:38the market, okay? We are going to open
- 5:40this brand to the market. I wanted to
- 5:42open it to the market now, I didn't
- 5:43want to hold back. Why? Because I
- 5:45believe that with 300 Royal operations,
- 5:46I think all of them should have the
- 5:47barbecue together with it. But I don't
- 5:49know, I don't want to tie the barbecue
- 5:50growth strictly to the Royal business
- 5:52model, okay? So, you franchisees are
- 5:54receiving this opportunity first, okay?
- 5:56It is further proof that we are
- 5:58building a great ecosystem together,
- 6:00because the moment I test a model, I
- 6:02validate it, I will bring numbers to
- 6:04you and you are with us, man, that is
- 6:06proof, man. We are in this together,
- 6:07another product, another brand, and
- 6:08soon there could be another. Anyway,
- 6:10everything is based on simple processes
- 6:12with high production scale potential,
- 6:13okay? And obviously, adding value to
- 6:16the customer. How did this idea start,
- 6:17okay? Look at this: in November 2025, I
- 6:19always...you know that I, uh, some
- 6:21might be arriving now and haven't heard
- 6:23me say this, but those who have been
- 6:24with us for a while know what I'm
- 6:26talking about, that at all times, right
- 6:27, I...I have the mindset of not
- 6:29launching anything without testing,
- 6:30without being certain. And, if I'm not
- 6:32certain, but I still believe it's good,
- 6:34I will let you guys know. I don't know
- 6:36if it's good, let's test it; whoever is
- 6:38up for it, whoever is hesitant
- 6:39shouldn't join, okay? So, I always try,
- 6:40I try to break it down, to detail it to
- 6:43pass it on to you in a chewed-up way.
- 6:45And man, I'll tell you something, I'll
- 6:46be very sincere with you. From November
- 6:47of last year until now, man, there was
- 6:49a lot of financial investment, time
- 6:51investment, legal investment,
- 6:52operational investment, testing, in
- 6:54short, there was a lot of investment on
- 6:56our part, okay? To arrive at this slide
- 6:58ready for you here, okay? On November
- 7:001st of last year, I sent a message to
- 7:01this guy named Marcos, right? I didn't
- 7:03even know this guy named Marcos, but it
- 7:04was a brand called Churrasco no Pote,
- 7:06okay? Remember this name, Churrasco no
- 7:07Pote. If you search for it, it's a
- 7:09franchise network with 10 operations.
- 7:10What did I think? I said: "Man, let me
- 7:12understand this business model." Uh, I
- 7:14want to understand how it works so we
- 7:15can implement it in the units we have.
- 7:18And I put down here, look, city where I
- 7:19intend to open, Pouso Alegre, Poços de
- 7:20Caldas. I said I have four to six
- 7:22employees and my revenue is 50 to 100
- 7:23thousand reais. Why did I put that? I
- 7:25said: "Man, I want to see to what
- 7:26extent they pay attention to us,
- 7:27regardless of how much I make." No, I
- 7:29make much more than that, right? We
- 7:30have a chain, I could have said, look,
- 7:32I have a chain with so many stores, but
- 7:33no, man, I wanted to understand, look,
- 7:35you don't know me yet, fine, I make 50,
- 7:37100 thousand. What do you have to offer
- 7:38me? What kind of attention will you
- 7:39give me? Do you understand what I mean?
- 7:40And so I sent that email, right, and I
- 7:42received an invitation from Marcos, "
- 7:44Hey, come visit our office." And, as a
- 7:47good curious person from Minas, right?
- 7:48I don't know if in your states, you are
- 7:50curious, but man, the person from Minas
- 7:51is the one...is the one who is...well,
- 7:52the stereotype, right? It's woods, dirt
- 7:54roads, that little old guy with a piece
- 7:55of grass in his mouth, someone
- 7:56different passes by, he says: "Who is
- 7:57that?""Where do they live?""Whose child
- 7:59is that?""Let me understand this guy's
- 8:00past, right?" That's how people from
- 8:01Minas are, anyone who is from Minas
- 8:02knows it's like that, right? Right? And
- 8:03I am curious. So I went, I had the
- 8:05nerve to go there, it was me, Eduardo,
- 8:07Eno knocking on their office door and
- 8:09they presented the product to us at the
- 8:11office, okay? What was I thinking, okay
- 8:13? I'll show you the product, but I
- 8:14thought, man, ultra-frozen product, man
- 8:16, I don't think it's going to be good.
- 8:17I don't think so, there's no way it can
- 8:18be tasty. I've already eaten
- 8:19ultra-frozen lunch boxes, frozen stuff,
- 8:20man. No, I think let's go, let's go,
- 8:22curious guy from Minas, let's see to
- 8:23believe. Doubting Thomas, right? And so
- 8:24we arrived at their office, not at the
- 8:26franchise operating unit, but at an
- 8:28office like ours here, they ordered
- 8:29delivery, they ordered a feast, right?
- 8:31All right. When I ate it, Eduardo ate
- 8:33it, Eniu, man, we went crazy. I went
- 8:35there to actually taste it. I said: "
- 8:37Man, I want this, I want this, this
- 8:38deal is too good to be true." Receiving
- 8:40a frozen product and having it be
- 8:41delicious just doesn't add up, does it?
- 8:42And then they sent this product here,
- 8:43look. Check out the video, look. This
- 8:46was the video, see?
- 8:50Look, one pot here was beans. Uh, they
- 8:53also tried to sell us on the idea that
- 8:54they have a barbecue sandwich. I didn't
- 8:55buy that idea, okay? At least not for
- 8:57now. And fine, we loved it. Then in the
- 9:00beginning he told me: "Look, there's a
- 9:01franchisee here in São Paulo who sells
- 9:02R $ 500,000, R $ 550,000, he's already
- 9:04sold R $ 700,000." It's just that 99
- 9:05cut some coupon things so it dropped,
- 9:07but he sells 500,000. Then I said: "Man
- 9:09, wait a minute, 500,000, I need to see
- 9:11that, man." Sorry, I need to see it. I
- 9:13have to go to the guy's store to see it
- 9:14. I want to see the business operating.
- 9:15I want to see the number on the panel
- 9:16and I want to see it, man. I want, I am
- 9:17passionate about this delivery business
- 9:19model. So, I want to understand how the
- 9:20operation turns that revenue. With such
- 9:21a simple product. And so I arrived at
- 9:23the door, and this photo was there,
- 9:24look. This was, I don't know, 2 in the
- 9:25afternoon, whatever time it was, man.
- 9:27It was empty, okay? This here is empty,
- 9:28there are usually about 30, 40 bikes
- 9:30right at the door. And I went inside
- 9:31the kitchen and said: "Man, assemble
- 9:32this plate so I can see how you
- 9:33assemble it." Look at the guy
- 9:34assembling it. Pay close attention here
- 9:35to this video, look.
- 9:45Let me put it here. It looks like a
- 9:46drum. What could this be? It's the
- 9:59chicken breast. Comment in the chat
- 10:13there, comment in the chat what you
- 10:14thought of this assembly. There's
- 10:16Eduardo Vá, comment in the chat what
- 10:18you visualized in this assembly. Let me
- 10:20see here in the chat. Let me see who
- 10:21edited here in the chat. Let me see
- 10:24here. Gustavo, you missed weighing it,
- 10:28right, Gustavo? Here we weigh it, man.
- 10:30The standard here is high, right? So
- 10:31there are people who sometimes don't
- 10:32care much, right? But that's okay.
- 10:34Awesome. Ilan. Lots of simplicity, very
- 10:37dynamic, easy, uh, very beautiful for
- 10:39us, much more standardized. Yeah,
- 10:42Andrei, that's it, man. Yeah, like I
- 10:43said, the bar is high, you know? We
- 10:45take this very seriously, right? And
- 10:47then, okay. So I said, "Eduardo, come
- 10:48here, man. Let's—I asked the manager
- 10:50—let's take a look at the computer,
- 10:51at the guy's iFood. Take a look at the
- 10:52weekday." Look here, see. Over there,
- 10:55Vitan, Eduardo. The guy's kitchen. Look
- 10:58at the size of the guy's kitchen. Look
- 10:59here, folks. No, guys, this kitchen
- 11:01clears 550,000 reais just with this
- 11:04brand. Look at the size of the kitchen,
- 11:06folks. Let's go. I already went to
- 11:10check the guy's iFood. Look over there.
- 11:15Take a look here, see. 440 orders
- 11:18during the week. Nice. And this guy
- 11:27here is a legend. Mr. Zé, 46 years old
- 11:29, a restaurant owner, had a business
- 11:32almost broken, bankrupt, even selling a
- 11:34lot. And he plugged this brand into his
- 11:35operation, he changed the game. A
- 11:36wonderful, sensational guy. And this is
- 11:39Mr. Zé, right? So then I stayed there,
- 11:40right? And we went on studying more,
- 11:42talking more about iFood. Done. And
- 11:50alright. Uh, later, uh, on another
- 11:52occasion we went to visit the factory,
- 11:55okay? We went to visit the factory that
- 11:56sent these products. I said: "Man, uh,
- 11:58it's a factory that moved locations
- 11:59recently. That there is the renovation,
- 12:00right?" I said: "Man, I want to take a
- 12:02photo with you, Marcos, uh, to say,
- 12:03look, I've been here since the first
- 12:04day, man, because it's sensational". So
- 12:06, we took it in that mess there, and
- 12:07today, obviously, it's much more
- 12:09evolved, really big. And São Paulo
- 12:11already had some people who visited,
- 12:12and Mar is a sensational guy. Then I
- 12:14said: "Alright, cool, it sells, but
- 12:15does the product have quality, will the
- 12:17public accept it". There's a big
- 12:18difference between a product having
- 12:19quality and the public accepting it,
- 12:21right? It's a new vibe, barbecue in a
- 12:22jar, I don't know what. Look at the
- 12:23name, barbecue in a jar. I went there
- 12:25to eat to validate; if anyone here has
- 12:26eaten it, if you could type in the chat
- 12:27, who has eaten it can say what they
- 12:29thought, okay? With sincerity. And so I
- 12:31wrote this here, it's a barbecue
- 12:32without a grill, smoke, grill master,
- 12:34without complications. Man, have you
- 12:36ever seen a barbecue like this? I never
- 12:37have, okay? So this is another unique
- 12:39opportunity we've created: low
- 12:41complexity, high speed, minimal
- 12:43equipment, and very hard to copy
- 12:45because, man, to have a product like
- 12:47this, he needs a huge investment in
- 12:49machinery, and I'm talking millions,
- 12:51okay? Millions just to be able to reach
- 12:52a product of this standard, okay? The
- 12:53know-how, the people who created the
- 12:55product were Marx and two women, okay?
- 12:57Two women who are considered some of
- 12:58the best grill masters in Brazil,
- 12:59they've even been on Shark Tank, okay?
- 13:01So, the product is wonderful, right?
- 13:03Whoever has tried it, type in the chat,
- 13:05I want to see your opinions. And
- 13:06alright, let's implement it. I told you
- 13:07to implement this. Denton is here. What
- 13:09day did we start, D? Unmute your mic,
- 13:11D. When did we start the product? Go
- 13:14ahead.
- 13:15It was, it was in May.
- 13:16May. Nice. And so, in May we started
- 13:19the product, right? Our store on iFood,
- 13:21I think it was blocked, anyway, we went
- 13:23through some ups and downs there and
- 13:24such. And I think officially it was
- 13:26mid-May, early June, that we actually
- 13:27started selling, okay? Selling
- 13:29specifically, okay? All right. We
- 13:31started the implementation again. D,
- 13:32help me validate the model. Nilt is
- 13:34always there, right? Along with Ju,
- 13:36always with their team. Let's validate,
- 13:37let's, let's implement. Okay. But I
- 13:40needed to think, me as the CEO of the
- 13:41business, right, as the main mastermind
- 13:43, man, how am I going to dodge the
- 13:45comparisons so the guy doesn't think
- 13:46it's just sliced beef or sliced picanha
- 13:48? How am I going to do that? How am I
- 13:50going to? And man, I stayed up late
- 13:52nights after nights, without
- 13:53exaggeration, thinking about this. How
- 13:55will I differentiate it? And then I
- 13:57thought, I said: "Man, poke is one of
- 13:59the best-selling dishes on iFood. What
- 14:01if we created an American BBQ poke? I
- 14:02said:" Hey, cool, that could make total
- 14:04sense. I use the poke hype, the
- 14:06barbecue, man. Who wouldn't want to eat
- 14:08a BBQ poke? "Nobody. But why did I
- 14:10create this here? Because when Marcos
- 14:13brought the idea of barbecue in a bowl,
- 14:14it wasn't Royal BBQ, he told me:" Bruno
- 14:16, why don't you create your own brand?
- 14:18I'll supply you with the same product?
- 14:19I think it's our franchise business
- 14:20here, man. We're going to focus more on
- 14:22the factory. We aren't looking to
- 14:23expand many stores. That's not really
- 14:24our vision. We started the franchise to
- 14:26sell the product. But, hey, if you
- 14:27create the brand, I'll supply you. Yeah
- 14:28, man, cool. Then we talked to a few
- 14:31people, and they voted for us to have
- 14:32our own brand, right? And I said: "Hey,
- 14:34American poke-bbq, okay, what is a poke
- 14:36, right? Selling poke in Brazil is a
- 14:37rapidly expanding market, focused on
- 14:39healthy food, casual fast food, and it
- 14:40comes a lot from Hawaiian poke, a bit
- 14:41of Japanese food, right? And man, why
- 14:43can't it have a bit of barbecue?" And
- 14:45then we start to get into the same
- 14:47methodology as years ago. Man, why does
- 14:48a parmigiana have to be just a
- 14:50parmigiana? Can't it be a box, a moment
- 14:52, a convenience, a gift? Why not? Why
- 14:55would we just settle for selling
- 14:57parmigiana and not the general concept,
- 14:58right? Which you all know very well how
- 15:00we, uh, work on that. And alright,
- 15:02American poke-bbq. And so, poke, a
- 15:04product in expansion, top-selling.
- 15:06Barbecue, barbecue delivery in Brazil
- 15:07reaches so many ready-made meats, uh,
- 15:09the sector is led by big chains, Mania
- 15:10de Churrasco, traditional steakhouses,
- 15:11regional, apps like iFood, okay? When
- 15:12we take Mania de Churrasco, it's
- 15:13mall-based stores, right? Traditional
- 15:15steakhouses, man, nobody focuses on
- 15:16delivery, they don't. Mania de
- 15:17Churrasco is Brazilian barbecue. What
- 15:18if we could go against the grain and
- 15:20create a business model and product
- 15:21with different communication, different
- 15:23packaging? What do you all need to
- 15:24understand, guys? It's possible there's
- 15:26a tastier parmigiana than ours, okay? I
- 15:27don't really believe it, but it's
- 15:28possible, okay? But it's not about
- 15:29parmigiana, it's about the wrapping we
- 15:31do to sell the "Royal PMA," it's not
- 15:33about the barbecue, it's about how we
- 15:34wrap and package our product. And from
- 15:36now on, we sell this idea. The customer
- 15:38buys the idea, they've never seen this
- 15:39before, but they get curious to try it,
- 15:41okay? And then we started, right,
- 15:44researching American barbecue, why not,
- 15:46it's a product that is smoked over
- 15:48fruitwood. Yeah, it's not like just
- 15:50throwing it on the grill, like we do, 2
- 15:52minutes on the grate, right? Yeah, it's
- 15:54slow-smoked, okay? For hours, okay? In
- 15:56special equipment, okay? Not on a
- 15:57barbecue grill, etc. Eh, but there's
- 15:59all the technology, okay, from the
- 16:01factory, anyway. And so I said: "Man, I
- 16:03think this way we can detach it from
- 16:05the image of barbecue that Brazilians
- 16:07usually have." Because the A and B
- 16:09demographic, if you ask, "Hey, do you
- 16:10know what pulled pork is?" The A and B
- 16:12demographic knows what that is. They
- 16:14might not be 100%clear on the details,
- 16:15but they’ve heard of it. Sometimes
- 16:18they’ve seen it at a barbecue event,
- 16:19they've traveled abroad, they know what
- 16:21we're talking about, and someone who
- 16:22doesn't know, gets curious to know. "Oh
- 16:24, cool, I've heard of that, but eh, I
- 16:25think I want to try it." Already seen a
- 16:27video, right, of people ordering it and
- 16:28such. So, American-style pulled pork.
- 16:30Did the explanation make sense? Am I
- 16:31being, am I being clear? Put it in the
- 16:33chat if I need to go deeper into this
- 16:34explanation of how I thought about
- 16:36differentiating it from conventional
- 16:37barbecue, right? The folks from Porto
- 16:39Alegre, type it in the chat for me,
- 16:40everyone participate so I can
- 16:41understand that you are following, okay
- 16:43? Eh, and then the people from Rio
- 16:44Grande do Sul said: "Bruno, how are we
- 16:45going to call it barbecue?" People are
- 16:46going to compare it, right? I came up
- 16:47with this strategy, right? And they
- 16:49liked it a lot. Alright, so let's move
- 16:50on. American barbecue plus Brazilian
- 16:53food, man, it's a perfect match. What
- 16:55is Brazilian food? Vinaigrette, right?
- 16:58Farofa, okay? And there you go.
- 17:00American-style pulled pork plus
- 17:01Brazilian food. And that’s how "
- 17:02Churrasco Royal" was born, okay? Eh, I
- 17:04will, no need to scan the QR code, no,
- 17:06I'll show you later how it turned out,
- 17:08okay? Eh, the Instagram, anyway, okay?
- 17:09So, let's analyze the data, okay? For
- 17:11us to reach the final stretch. Let's go
- 17:13to the market, let's implement it.
- 17:14Ratings, that's the first thing we're
- 17:15going to look at. Packaging, top marks,
- 17:18open parentheses. We weren't using our
- 17:20standard container, okay? It wasn't
- 17:22what it is now, the next stores will
- 17:23already be receiving service, man.
- 17:25Delivery, fast delivery, alright.
- 17:26Delivery time, fast delivery, product
- 17:27quality, five stars. Whoa, wait a
- 17:28second. So he thought the cost-benefit
- 17:30wasn't worth it. I said, "OK, but did
- 17:32he like the product?" Product quality
- 17:3310 out of 10? Man, is this really the
- 17:34target audience? Let's figure it out.
- 17:36Maybe it's not. He liked the product,
- 17:37but thought it was expensive, or
- 17:38whatever. Anyway, right? But when we
- 17:39look at other reviews, look at this:
- 17:41good food, good packaging, just one
- 17:43delivery issue, it happens. Cool, great
- 17:44operation, highly recommend. Pulled
- 17:46pork was very tasty, with just the
- 17:47right amount of smokiness. My first
- 17:48order was excellent. 5 stars, 5 stars.
- 17:50See, all fives. OK. And I said, "Man, I
- 17:53got excited, there's already a chance
- 17:54for me to start talking about this
- 17:55brand, right, about expansion, putting
- 17:57it into a royalty model, anyway." And I
- 17:59wouldn't put it in if it had a one-star
- 18:00rating, I wouldn't. I wouldn't put you,
- 18:02our franchisee, at that risk, I
- 18:03wouldn't. It doesn't make sense, okay?
- 18:05Look at this, the only flaw is that it
- 18:06ends. Very good, great seasoning,
- 18:07fluffy rice, a little more beans in the
- 18:09combo. Could use a bit more salt, could
- 18:10be a little better, simply wonderful. I
- 18:12will order again. My first order, what
- 18:13wonderful food. I'm delighted. Very
- 18:14tasty food, seasoned meat, delivery was
- 18:16fast, order this and that. We shouldn't
- 18:17blame other services, but for me, it's
- 18:18not worth the price. Fair enough, man.
- 18:19If I take 100 reviews here and two say
- 18:21it's not worth the price, that's fine.
- 18:23They're just not the target audience we
- 18:24need for this product model, okay? When
- 18:26we look at the conversion, right in the
- 18:27first month or first week, first 15
- 18:29days, man, I said, "Wow, cool, 14%
- 18:31conversion, that's excellent." But more
- 18:32than conversion, what do I look at? I
- 18:34look at the menu views. Why? 261 people
- 18:36visited, 53 people, the average is 50
- 18:38to be good, okay? To be good, wow. 50%
- 18:40is good, okay? A cool number. Why did
- 18:43this number grab my attention
- 18:44positively? People want to see the menu
- 18:45. They are curious, they are looking,
- 18:47they are, they are wanting to see it.
- 18:48And our, our conversion, right? 14%can
- 18:51be improved, it can, but it's already
- 18:52good for a new product, okay? And here
- 18:54we have some sales info, okay? Today
- 18:55I’m going to open up more numbers
- 18:56with you here. This here is old, okay?
- 18:57I should even update these slides later
- 18:59on. Update the revenue. Average ticket
- 19:04R $ 60. In other words, we moved away
- 19:06from a lunch-box category of 25, 30, 35
- 19:08and we went to a R $ 60 ticket, which
- 19:10is exactly our target audience. If you
- 19:12look at the average ticket for
- 19:13parmegiana or Brazilian food in your
- 19:14city, there are people, there are
- 19:15lunch-box shops. You know what I’m
- 19:16talking about, man? R $ 44. The average
- 19:18is 40, 50 at most, Royal is 90, some
- 19:21have 100, okay? So since the product is
- 19:24individual, we can’t, well, we will
- 19:25add options for two later, etc., but
- 19:27it’s an individual product, right?
- 19:29The R $ 60 ticket is wonderful, okay?
- 19:31Promotions, etc. We used leverage, okay
- 19:33? Profitability, let’s go.
- 19:36Profitability. Our plate food cost is
- 19:38this one right here. Take a screenshot
- 19:40so you can see it, okay? Take a
- 19:41screenshot. Look at it calmly later,
- 19:42okay? Just so we can move on. I’m
- 19:44going to do a quick roundup here. Food
- 19:45cost on iFood, 31%for the chicken thigh
- 19:47. Sausage 34, Shimeji 34, cupim also
- 19:49has Shimeji, okay folks? For
- 19:50vegetarians, okay? Vegans too, okay?
- 19:52Brisket, combo, ribs, and so on. Bruno,
- 19:5642%food cost. Man, let’s think
- 19:59rationally, okay? There is no labor
- 20:00here making the product, alright? There
- 20:02is no labor, and that is the main point
- 20:04. And you receive everything ready to
- 20:07go. So someone has to, the factory has
- 20:10to earn, it has to pay its labor, it
- 20:12has to pay its food cost as well. So,
- 20:14it’s normal, okay? But once we have a
- 20:16model where you don’t need to hire
- 20:18anyone else to assemble it, to start
- 20:19assembling this brand, and obviously
- 20:21after you're bringing in 100k, 50k, you
- 20:23decide whether to hire or not, man,
- 20:24it’s wonderful. We don’t have labor
- 20:27costs, we have costs for oil, gas,
- 20:28fixed costs, anyway, right? And this is
- 20:30our food cost, okay? Which in my view
- 20:32is wonderful, it’s inherent to the
- 20:33business model, okay? So for you who
- 20:35fulfill 14 orders per shift, okay, in
- 20:38this business model, you will make,
- 20:40sorry, R $ 50,000, okay? You will
- 20:43generate 50,000 BRL, 14 orders per
- 20:44shift. I like to bring up this number
- 20:45because we're bringing it to reality,
- 20:46man. Is it possible to sell 14 more
- 20:48orders per shift in your city? There's
- 20:50already a benchmark from Royal there,
- 20:51you already have numbers, it's the same
- 20:52audience, okay? So, it may vary a bit,
- 20:54some detail or other, but it's the same
- 20:56vibe, it's very similar. Is 14 orders
- 20:58per shift? Does it make sense? It is,
- 20:59it's palpable, yes. 50,000 BRL. With
- 21:0150,000 BRL you get an 11%margin, okay?
- 21:04If you gross 50,000 at Royal, you don't
- 21:05, you don't even operate in the black,
- 21:07okay? Per model, but Royal could gross
- 21:09200, 300, 400, and Rast maybe not. Okay
- 21:11? I hope so, right? I hope I'm wrong,
- 21:13but everything indicates I'm not. My
- 21:16knowledge tells me no, right? In your
- 21:17city there, which might be a city with
- 21:19a limited number of inhabitants. Now
- 21:20you have, let's take the group from the
- 21:22BH meeting, man, the BH meeting, how
- 21:23many millions of inhabitants are there,
- 21:24right? In other cities here it's
- 21:26totally palpable, right? To gross more.
- 21:27So, at 50K you start putting five grand
- 21:29in your pocket, okay? Five grand in
- 21:31your pocket, 19 orders, 70k, you start
- 21:32putting another 10 grand in your pocket
- 21:34from your operation. And here I am
- 21:35considering, okay? Some rent, some
- 21:38electricity, 1 BRL bonus for each plate
- 21:39assembled, each order assembled for you
- 21:41, look, the team that's working, see
- 21:43this brand here? Give a 200 buck bonus
- 21:46to each one at the end of the month,
- 21:47150, anyway, you split it, you can do
- 21:48whatever you want. There is, I mean
- 21:49what? It's not just the food cost
- 21:51that's there, okay? There are some
- 21:52costs already involved, platform,
- 21:54royalty, and so on, marketing, traffic,
- 21:55and so forth, okay? Do you think it's
- 21:57great to gross 70,000, put 10 in your
- 21:59pocket with a 14%margin? There's no
- 22:01food business, okay? No food business
- 22:03that I know currently that will deliver
- 22:05that to you, okay? With such ease. Now,
- 22:08if you're the one producing everything,
- 22:09only you work there, fine. Then I won't
- 22:10even go into that because that's not
- 22:11this business model, okay? 100k revenue
- 22:14, 16.39%margin, considering R, fixed
- 22:16costs, blah, blah, blah, in short, 16k
- 22:18net profit. What is your take on this?
- 22:2116,389 in net profit per operation.
- 22:24Okay? So, a projection here: lunch and
- 22:27dinner orders, 20/20, you generate
- 22:2872/40 in revenue. Why did I put 40, man
- 22:30? Because it is totally, uh, palpable.
- 22:32Of course, some cities here are smaller
- 22:33. So, we'll see what happens, right,
- 22:35regarding volume. But, man, 40 orders
- 22:38and you get 144,000. But let me go back
- 22:39here, look. If I made 100k in gross
- 22:41revenue and had a 16.3 margin left over
- 22:44, man, when I hit 144,000, what do you
- 22:46think happens to my margin? Okay. And
- 22:48then you keep thinking, "Man, even if I
- 22:50gross 70, let's go back here, I'm
- 22:51putting 10 in my pocket, okay?" Man,
- 22:53couldn't things be a little easier? And
- 22:55folks, we work here to help you succeed
- 22:57in this model. The delivery model. The
- 22:59model is truly difficult. You know,
- 23:01when you joined, nobody said it would
- 23:02be easy, nobody. But with a push from
- 23:05us here, always thinking about these
- 23:06improvements, these new features,
- 23:08opportunities, man, it gets less
- 23:09difficult. I won't say it gets easy,
- 23:11but it gets less difficult. Do you
- 23:12agree with me? And all right. Shipping,
- 23:14okay? This is the delivery cost, okay?
- 23:16Average. I'm not sure if this is
- 23:17current or outdated, but it's something
- 23:18like this, okay? We'll go into more
- 23:19detail later. The objective is to talk
- 23:21about delivery too, it's covered in the
- 23:22spreadsheet, okay? So, uh, São Paulo,
- 23:24anyway, and so on. So, the numbers
- 23:26confirm it. When we look at investment
- 23:28profitability, the conclusion is clear:
- 23:29Churrasco Roial is a viable, lean, and
- 23:31profitable opportunity for the chain,
- 23:32okay? Uh, before I show the licensing
- 23:34plan and we wrap up, let me show you
- 23:35how the Instagram for the the stores
- 23:39turned out, okay? So you can see here,
- 23:42look. Take a look at the standard you
- 23:52already know, okay? Look how cool, look
- 23:56. Look at the results, okay? 13 weeks,
- 23:58meaning from the start of posting, not
- 23:59quite three months, two months of full
- 24:00operation, right? Look how cool, the
- 24:02dish. What do you think of the social
- 24:03media? Tell me, if you were a customer,
- 24:05how would you view this, huh? Type in
- 24:06the chat so I can understand your
- 24:07perception. Look at the video on the
- 24:09screen there. Look how cool that is.
- 24:12How do you see this opportunity? Look
- 24:17at the dishes here, right? The flavors,
- 24:18the sauce, the corn, man, the beans—
- 24:20I'm biased, okay? But the beans—one
- 24:22of the most delicious beans I've ever
- 24:24eaten in my life was the Texas-style
- 24:25beans, it has that American vibe, you
- 24:26know? Vandelei, I'll answer that
- 24:29question, okay? If Instagram will be
- 24:30separate from Royal—not just
- 24:32Instagram, but the entire contract
- 24:33structure, everything, Vandelei, I'll
- 24:35talk about that right now. Let me go
- 24:38back to my screen here. Licensing plan
- 24:41right here. Let's go, folks. I'm going
- 24:45to wrap up the meeting, as we have a 4
- 24:46o'clock meeting here, okay? So I'll
- 24:47explain it to you, okay? And then you
- 24:49can send it to us, right? To Eno there,
- 24:51like, "Oh, I want to close it" or "I
- 24:53don't." Knowing that if you say no,
- 24:55that's perfectly fine, no problem at
- 24:57all, but we will open it to other
- 24:58opportunities if someone in the
- 24:59partnership wants it, okay? So, okay.
- 25:03What is needed to make an operation
- 25:05viable, okay? You need a freezer, okay?
- 25:09It cannot be the same freezer as
- 25:10Royal's, okay? It cannot be. You know
- 25:12that in the franchise agreement, we
- 25:13cannot mix any brand with the Royal
- 25:14brand. So, taking the opportunity to
- 25:17address Vandelei's question about
- 25:18Instagram, the freezer, everything is
- 25:20separate, okay? Absolutely everything
- 25:22is separate. Systems, yes, we need some
- 25:25separate subscriptions because all the
- 25:28reporting, everything—it's all well
- 25:30organized, folks. Don't think this is
- 25:33some side project you're going to add
- 25:34to your store, no. It's a licensing
- 25:35agreement here, okay? So, just like
- 25:37everything we do well, this opportunity
- 25:40is no different. So, Adenilton, are you
- 25:42there? I'm going to ask you to talk to
- 25:44us now, okay? How will the licensing
- 25:46plan work, okay? What did we understand
- 25:48? Do you think all this standard
- 25:50communication I showed you makes a
- 25:52difference in your business, in your
- 25:54city? This positioning of someone
- 25:56getting on social media, getting on
- 25:57Google and being able to pull, right,
- 25:59brand positioning, not just on iFood,
- 26:00that makes a difference, right, content
- 26:02creators, uh, anyway. No, D. It's fine.
- 26:05I don't think it's necessary. It's fine
- 26:06. Thanks. Uh, do you guys think that
- 26:08makes a difference, team? So, what did
- 26:10we understand, man? We need to have a
- 26:12cost to pay this team, okay? We need to
- 26:14have a cost, we need a new, a new team
- 26:16here, a new team, a new staff to be
- 26:17able to cover this whole standard, okay
- 26:19? And we thought of a very affordable
- 26:21amount, very affordable, okay? And the
- 26:23royalties, already included in that
- 26:25profit margin I presented to you, the
- 26:26royalties, what did we understand?
- 26:28Let's work with a more affordable,
- 26:29fixed amount that offers the lowest
- 26:31possible risk for our licensee, because
- 26:32it is in fact a brand that is new, etc.
- 26:34Man, it could go really well, it might
- 26:35not work in your city, I'm being honest
- 26:37, right? But the risk is very low. And
- 26:40so we put a royalty of 5%, which fits
- 26:42into the business plan, okay? It fits
- 26:45in that spreadsheet, this value is
- 26:47already registered and cool, if you
- 26:49earn, we also earn. If you earn very
- 26:51little, we also earn very little. I
- 26:52think this was the fairest model that
- 26:54we, after a lot of study in these 7, 8
- 26:56months, put as a plan that we
- 26:57understand will be fair, like
- 26:58everything we do here, okay? So the
- 27:00amount, okay? Uh, monthly fee of $
- 27:021,000 fixed for you to have paid
- 27:03traffic, activation with content
- 27:05creators, uh, one-year contract, okay,
- 27:07for the brand, OK? One-year contract,
- 27:08platform management, we will manage the
- 27:10iFood platform for you, approved
- 27:11suppliers, marketing direction, blah
- 27:13blah blah and sales commission, man, of
- 27:15everything I presented, okay? No need,
- 27:16I won't even ask a question, man. It's
- 27:17super fair right there. No way it's not
- 27:19. If anyone thinks it isn't, man,
- 27:20honestly, this model isn't even for you
- 27:22. You're not understanding the
- 27:23partnership we're really building, with
- 27:25all due respect, but it was a way we
- 27:27found to make a top business, okay? And
- 27:29here, take note of this one-year
- 27:30contract, okay, team? Keep this
- 27:31one-year contract in mind, okay? Let me
- 27:32make it clear that it's on record here.
- 27:33I’ll even take it off my screen;
- 27:34it’s recorded here what I’m going
- 27:35to tell you, look. What is the
- 27:37expectation you should have for this
- 27:38brand? To put money in your pocket.
- 27:40Just that. For how long, Bruno? Look,
- 27:43the contract is for one year, but if
- 27:44Marcos’s factory goes broke in six
- 27:46months, that’s out of my control,
- 27:47Bruno. Will I open a barbecue or meat
- 27:49factory? No, I won't. You will, you
- 27:51won't. So your expectation for this
- 27:53business model is only one: to put
- 27:54money in your pocket. It's not about
- 27:56emotion, purpose, or offering the
- 27:57greatest number of people the
- 27:58opportunity to have happiness, dignity,
- 27:59and fulfillment. Forget about that.
- 28:00This is Royal Parma, our golden goose.
- 28:03This is a model so you can put money in
- 28:04your pocket. It's as simple as that. Is
- 28:06it clear that this isn't a brand we
- 28:08have 360-degree control over like Royal
- 28:10today, right? That’s why we can sell
- 28:125-year deals, have predictability, and
- 28:13contact with suppliers, okay? There,
- 28:15don't get your hopes up like, "Oh, look
- 28:16, a year from now I'll be selling
- 28:18200,000," and then the company closes,
- 28:20man. Fine, what will we do from that
- 28:21point on? That’s up to me, you all
- 28:22here, and our whole team, okay? But man
- 28:24, if we decide to say, "Look, it
- 28:25doesn't make sense anymore," then it's
- 28:26over, and life goes on at Royal, okay?
- 28:28So it is completely separate from the
- 28:30Royal Parma model, okay? Licensing plan
- 28:32, right? We have here a value of 1,000,
- 28:34right? Fixed, okay? Sales commission,
- 28:36okay? Fee, I’ll let you—you raised
- 28:37your hand there, is that it? Are you
- 28:39raising your hand? I’ll let you speak
- 28:40in a moment. Eh, licensing fee is
- 28:4120,000, okay? We have an initial setup,
- 28:44it's a lot of work. To start: a
- 28:45microwave, a freezer, initial purchase
- 28:47of approximately 10,000, there are
- 28:48payment terms, okay? Later you will
- 28:49receive more information, anyway, eh,
- 28:50we have packaging, and so on and so
- 28:52forth. This slide is quite well
- 28:53developed here. And it's by order of
- 28:54reservation. Let me make it very clear,
- 28:56I'll pass the word to Eno here who is
- 28:57in charge of this part, okay? Eh, here
- 28:58is the thing, what is order of
- 28:59reservation? We have 10 people here, 15
- 29:01, maybe 20, okay? If you pay now,
- 29:04you'll get your place in the deployment
- 29:06queue, okay? First, whoever pays first
- 29:09gets first priority, second gets second
- 29:10, and if you take too long, hey, it’s
- 29:12my call, which is fine, no problem at
- 29:14all, zero issues. And also, it’s
- 29:15reserved for you, alright? Everything
- 29:16is set. You can just say you don't want
- 29:17it in a week, that’s fine, but I
- 29:18can't hold it for a month. Now, about
- 29:20the deployment order, I’m making it
- 29:22clear that if you take too long to
- 29:23close and you're the last one to sign
- 29:25up, well, you're going to have to wait.
- 29:27So, I’m just making that clear, okay?
- 29:29Let’s go, time to "barbecue" Brazil.
- 29:30That’s our catchphrase to wrap things
- 29:32up with a flourish, okay? And anyone
- 29:34who's in, just raise your hand to
- 29:35confirm, alright? Hey guys, I’m going
- 29:39to need to excuse myself because I have
- 29:41a meeting now, okay? I think I’ve
- 29:43covered my entire part, right? If you
- 29:45want to continue with Denilton, Eno
- 29:47will stay in the room. He can help you
- 29:49guys out with questions, talk about the
- 29:50numbers. Oh, and remember, we should
- 29:52hit 70,000 in revenue by the second
- 29:53month of operations, okay? 70,000 in
- 29:55revenue. The first month was 40, 30-
- 29:56something, something like that, 60-
- 29:57something, who knows, second one is 70.
- 29:58We’re hitting that this month. So,
- 30:00it’s all yours now. I’m going to
- 30:02leave you all. Thank you. Thanks, team.
- 30:04Folks, just one important point. I’ll
- 30:05pass it over to Delta here, because,
- 30:07with the first units we started
- 30:09deploying, some people questioned us
- 30:11regarding the work done at Royal,
- 30:12concerning the automated posts and the
- 30:14automation we're adding to Instagram.
- 30:16So, for those interested, when you go
- 30:18to handle the license, you’ll see in
- 30:19the proposal that I included the option
- 30:21for the paid tools separately, for 300
- 30:23reais. B mentioned the agency work,
- 30:25which is 1,000 reais. And if you choose
- 30:28both of these services, you will pay
- 30:29the 300 reais separately. This is
- 30:31totally optional, because we realized
- 30:32it was a request from some people who
- 30:34came to ask us about it; since it's
- 30:35already included and we couldn't take
- 30:37on this tools course, we're providing
- 30:38it to you. So, I just wanted to cancel
- 30:40that, right? But if you have any
- 30:42questions, feel free to message me
- 30:43privately; I think everyone has my
- 30:44number, right? Uh, they asked for it in
- 30:45the chat, I also put it in the comments
- 30:46. Uh, I'm available if needed. If you
- 30:47want to open it up for questions now.
- 30:51Competent enough here to bring you this
- 30:53vision. One at a time. You can fight it
- 31:00out.
- 31:01They're fighting over there. The group
- 31:03is fighting.
- 31:07Did you understand everything? No
- 31:08questions at all. If there are no
- 31:09questions, we'll finish up.
- 31:11I think the group just wants to do it
- 31:13and get things quickly. That must be it
- 31:15. The vision.
- 31:16Let them ask. Vitor.
- 31:19Go ahead. Can I speak? Where are we in
- 31:22the queue,
- 31:23man? I have to pull up the list here,
- 31:25you know? No. Up to, up to Denilton. I
- 31:27think it's important to highlight
- 31:28Denilton. How are things with the
- 31:29implementations, right? Because if I'm
- 31:30not mistaken, there were 16 operations
- 31:31that purchased at the start, right? How
- 31:32many are already implemented? Do you
- 31:33have that information to share with
- 31:34everyone?
- 31:35Okay, this week, out of the whole list,
- 31:37we closed 10, and the other five,
- 31:39actually, out of those five, four are
- 31:41being dispatched Monday with the
- 31:43intention of arriving by Friday. So I
- 31:45believe that in the first half of this
- 31:47month, we'll finish opening all of them
- 31:49.
- 31:50Just one important point, which is more
- 31:52of the bureaucratic part, just so you
- 31:53understand, right? Like he said, maybe
- 31:54since I joined later, as I was in a
- 31:55meeting, there will be three contracts,
- 31:56okay everyone? The service agreement
- 31:58with Projeto, the agreement with
- 31:59Empreender com Delivery, which is the
- 32:00part for, and the agreement with
- 32:01Cozinha, okay? So, on our side, Projeto
- 32:03, we will collect your data to draw up
- 32:05the contract, and for the Cozinha part,
- 32:07Madi is directing the team there, okay?
- 32:09So, regarding the bureaucratic part,
- 32:10once payment is made, we move to the
- 32:11contract. For the contract, in
- 32:12Projeto's case, we'll open a group with
- 32:14you, and in that group, we'll formalize
- 32:16the contract, and it will proceed.
- 32:18Cozina will also handle the contract,
- 32:19and in this process, they will work
- 32:21with you to get it done. In parallel,
- 32:23our project team won't be able to build
- 32:25a social network or handle digital
- 32:27cardio, so, everything we already do
- 32:29regarding Ralf P, we will keep doing
- 32:31the same way.
- 32:33Hey En, how does the supply logistics
- 32:35part work? It's
- 32:38like this. The first order for everyone
- 32:41who signed up, as soon as I get your
- 32:42data, we register you in the system,
- 32:44and the first order is ready, just
- 32:45waiting for the order release to be
- 32:47shipped. You don't choose this first
- 32:50order yet. Why? Because we looked at
- 32:52the data of what was selling the most
- 32:53and decided, look, this is selling
- 32:54better, let's get more of this. And we
- 32:57put together what we call a "starter
- 32:59kit," which is already all set. Oh,
- 33:01you'll receive this starter kit.
- 33:02Everyone starts with this kit, and from
- 33:04then on, you buy according to your
- 33:05needs. Regarding costs, the only thing
- 33:08that changes is the shipping fee set by
- 33:10the carrier. So, for example, each city
- 33:13has a minimum weight requirement for
- 33:15transport. So, it's just scaled. After
- 33:18we sign the contract with them, they
- 33:19tell us: "Look, for this city, the
- 33:21price is X, for that city, the price is
- 33:22X." Exactly.
- 33:25And regarding order days and lead time,
- 33:27you can place an order any day of the
- 33:30week, but it always closes on Sunday.
- 33:32So, what do we recommend? I do it this
- 33:34way, I place my order every Sunday, I
- 33:35never skip a Sunday. So, on Sunday, I
- 33:37go in and place my order. During that
- 33:38week, they will ship it to me,
- 33:40depending on the location. Sometimes
- 33:41they can't ship it the same week, so
- 33:42they'll send it the next. But that's
- 33:43very rare. Most of them receive it
- 33:45during that same week. It's because
- 33:46some cities get deliveries every 15
- 33:47days, others get them every week. But
- 33:48it's not worth it, so to speak, to
- 33:50order every week, because you'd have to
- 33:52meet a minimum order every single week,
- 33:53which is why we end up ordering every
- 33:5515 days. Yeah, say,
- 33:56Uh, just checking in to leave a bit of
- 33:58information here, okay? I'm going to
- 34:02introduce Aden Newilton, okay? Aden
- 34:03Newilton will introduce himself and
- 34:05talk about what he's doing, but today
- 34:06he is the person currently responsible
- 34:08for the brand's expansion, okay? Of the
- 34:10operations, and so on. So, he's the guy
- 34:11, he already knows it all. And I think
- 34:13this is a way for all of us together to
- 34:15acknowledge and give this position to
- 34:17Adenilton because, man, 5 years ago,
- 34:18the one who was out there clearing the
- 34:20path with us to make Imperial Parma
- 34:22happen was him. So I think it's a form
- 34:24of recognition, right? Uh, and I want
- 34:26you all to understand that it's not me,
- 34:28it's not me anymore, he is the one
- 34:29responsible for the operation. I went
- 34:32there, developed, created the model and
- 34:34everything, the handbook, but man,
- 34:36Adenilton, I trust that our licensees
- 34:38will be in good hands and we know that.
- 34:41So, your contact for the brand is
- 34:43Adenilton. So, go ahead and introduce
- 34:45yourself, talk a little bit about the
- 34:47operation, the size of the space, and
- 34:48so on. It's like this, guys, taking
- 34:50advantage of that, when it came to us,
- 34:52we wondered, "Wow, how are we going to
- 34:53fit this into our kitchens?" since the
- 34:54kitchens were already planned and set
- 34:56up. The counter where we prepare the
- 34:58barbecue here is 1.20 by 70. It's a
- 35:00very small space. So we even joke that
- 35:02I think the best franchise we have in
- 35:04terms of space is ours. It was very
- 35:06well planned because you don't need
- 35:07that much space, and actually, you
- 35:09don't need a lot of space, but you do
- 35:10need organization. So, where the
- 35:12microwave will go, where your counter
- 35:13will be, what packaging you will use,
- 35:15all those parts. With everything right
- 35:16at hand, it becomes very easy and fast
- 35:18to assemble the dishes. Ah, regarding
- 35:20what Bruno said about the freezer, guys
- 35:21, this is probably the biggest
- 35:22investment you'll make in the unit,
- 35:23because for everything else, we're
- 35:25using what we already had in our
- 35:26operation. Uh, we are—when Bruno
- 35:27brought the challenge to me, for
- 35:28example, "Hey man, let's get this
- 35:29running, let's make it happen," I said,
- 35:31let's do it. When he said: "Man, now we
- 35:32have to pass it on to the team." I took
- 35:33this position, as he mentioned, to act
- 35:35as an intermediary so that not everyone
- 35:37is out there making contact with the
- 35:39kitchen, with things, no. In quotes, if
- 35:40there's any kind of challenge or
- 35:41anything, contact me, I'll chase it
- 35:42down, I already have the contacts, I've
- 35:43been through the challenges you'll face
- 35:44. I already have this experience here
- 35:46in the barbecue business, so for me
- 35:47it's very easy. All these units that
- 35:48have been opened, everyone has my
- 35:49contact, if there's any challenge,
- 35:50reach out to me. I thought I would be a
- 35:52bit overwhelmed giving support to
- 35:54everyone, but I reach out to them, man.
- 35:56"Are you guys not having any challenges
- 35:57, do you not need any help?" They say:
- 35:58"Man, we're not, because the way we
- 36:00explained it, the way we taught them,
- 36:01it's very easy to duplicate, very
- 36:02simple to work with." So, I believe
- 36:04that's exactly it. "Inside the kitchens
- 36:06we have the technical specs, everything
- 36:07right, stuck on the wall, there's no
- 36:09risk of saying:" Wow, it's too hard. "
- 36:10In 3 minutes, between 3 to 4 minutes,
- 36:12the dish is assembled. Much faster than
- 36:14what we usually have today. And the
- 36:16flavor is incredible. It is definitely
- 36:17a product for repeat business, just
- 36:19like it is at Royal. Someone asked here
- 36:20if the freezer is the large one. It is,
- 36:22the 570-liter one. 560, 570. That is
- 36:24the ideal freezer. We opted for a
- 36:25vertical freezer precisely so you can
- 36:27see everything that's inside it. The
- 36:29horizontal one doesn't work as well."
- 36:32Oh, I only have a horizontal one. "Fine
- 36:33, but we recommend the vertical one,
- 36:34one freezer is enough to start, you
- 36:36don't need another one. So much so that
- 36:37the minimum order you will receive fits
- 36:39inside one freezer. So you'll be able
- 36:41to work for at least 10, 15 days with
- 36:42that order, if it's booming and
- 36:43everything is going right, you'll want
- 36:44to place another order, but it will fit
- 36:46in that freezer. That's why Bruno said
- 36:47the freezer has to be just for this."
- 36:48Oh, I'll share it with the Royal one. "
- 36:50That doesn't work. That really doesn't
- 36:51work. Keep asking, guys. I'm uploading.
- 36:53As the questions come in, I'll answer
- 36:55them.
- 36:58Hey, hey.
- 36:59Yeah. Rice, sounds good. And our
- 37:01vinaigrette comes ready too. We make it
- 37:02in-house. What do we make in-house then
- 37:04? Sauce, beans, things like that.
- 37:06Nice, nice. Let's go. Uh, the only
- 37:07things we make for the barbecue
- 37:09operation will be the rice, using the
- 37:10same rice base, and the vinaigrette.
- 37:11Everything else comes from them; the
- 37:13beans, the vegetables, the meats, it
- 37:14all comes from them. Ah, the team that
- 37:16already bought it this week is already
- 37:18receiving both the photos and the
- 37:19custom bags, okay? So, that’s already
- 37:20going to be a differentiator. I already
- 37:21ordered mine, mine is on the way. Our
- 37:23custom kraft bags arrive tomorrow. So,
- 37:25man, uh, as soon as you provide the
- 37:26contact info, I'll forward it to you,
- 37:28and you'll be able to make the purchase
- 37:29. We will have a calendar of the
- 37:31estimated arrival dates for the product
- 37:32for each city as they join the list. So
- 37:35, for example, look, I signed the
- 37:36contract here, the folks at Cina will
- 37:37verify it, put it on the list, and when
- 37:38they add it, they include an estimated
- 37:40arrival date, which is the deadline for
- 37:41it to reach your city. And we’ll work
- 37:43based on that deadline. When Bruno
- 37:44brought that up, or rather, En asked,"
- 37:45Hey, how's the implementation going? ""
- 37:47Man, we managed to beat much of the
- 37:49calendar dates. "The last unit was
- 37:51supposed to open on 10/2, and it will
- 37:53probably open by the 15th of this month
- 37:55at the latest. Anyone? Feel free to ask
- 37:57. Great. Uh, building on that, D, are
- 38:00we receiving things portioned? I assume
- 38:03the protein is portioned, right? But do
- 38:05the other products come portioned, or
- 38:06in bulk institutional packaging to be
- 38:08portioned here? Uh, we receive them
- 38:10frozen. Is the water bath a special
- 38:12type? Do we need to buy equipment?
- 38:14Basically, those kinds of details.
- 38:15Got it. You will receive everything
- 38:17frozen and portioned. Nothing will come
- 38:19in a way that requires you to transfer
- 38:20it to a container to use it. No,
- 38:21it’ll all be portioned, everything is
- 38:22individual. Just like Bruno said, if
- 38:23the person wants more, they’ll have
- 38:24to order more. If they want beans, the
- 38:25beans are just that specific amount. Oh
- 38:26, I want two portions of beans. Alright
- 38:27, you're going to send two, but the
- 38:28quantity will always be the same. Uh,
- 38:29when you mentioned the water bath, that
- 38:31was a detail we brought up back then.
- 38:32We only work with microwaves, believe
- 38:34it or not, only microwaves. A water
- 38:36bath will be very useful to you once
- 38:38you're billing a lot. We've already hit
- 38:4050, we're hitting 70 now, and we still
- 38:42use microwaves. With two microwaves,
- 38:43just so you have an idea, people
- 38:44started with one microwave, like I said
- 38:45, man, if you have one microwave, just
- 38:47start with one, it’ll work out fine.
- 38:48As demand increases, go ahead and buy
- 38:49another microwave. I only have two
- 38:50microwaves and we're managing to handle
- 38:5270k. I even have another microwave here
- 38:53that's in reserve, which I already had
- 38:55and used to work with in the past. It's
- 38:56inside a box. If the need arises, I'll
- 38:58add the third microwave. We'll work,
- 38:59quote-unquote, at the bottleneck with
- 39:01microwaves until there's a real need
- 39:02for a water bath, like saying," Man, at
- 39:0370,000 it's too tight, we need a water
- 39:05bath, "okay, then we'll go after the
- 39:06water bath, but even at 70 now, two
- 39:07microwaves handled it, I haven't even
- 39:09added the third one yet.
- 39:10Nice. And the protein from the freezer
- 39:12with the microwave or refrigerated, it
- 39:14will arrive to you frozen, and you'll
- 39:16keep it frozen. So we take, well, in
- 39:18the beginning we took one pack of each
- 39:19protein and left it in the fridge to
- 39:21thaw. And then as orders came in, we
- 39:23would use them. Today I take two packs
- 39:24of each item. So, there are 20 in each,
- 39:26there are 10 in each pack. So today I
- 39:27take 20 of each unit to keep
- 39:29refrigerated. It really just depends on
- 39:31usage.
- 39:31Nice. Thanks.
- 39:33Let's go, folks. Take advantage. Is
- 39:36Andrei still there? I don't think so.
- 39:39I'm here.
- 39:40I'm here.
- 39:40Tell us, Andrei, what difficulties have
- 39:41you had? Take this chance.
- 39:43Look, there's zero difficulty. I'm
- 39:45taking them out and leaving the
- 39:46individual packs in the fridge. It just
- 39:48flows, it becomes a habit. In 5 minutes
- 39:50you get the hang of it. It's very
- 39:53smooth. Wow.
- 39:54How much have you sold so far, buddy?
- 39:56Ah, right now I'd say I've sold about
- 39:5850 this week, and last week...
- 40:0050, moving along slowly.
- 40:03Here in the beginning, in...Here at the
- 40:06beginning without Instagram, without
- 40:07social media, just like Bruno said
- 40:08about us opening, we were selling one
- 40:10or two orders per shift. Today, there
- 40:11are Sundays where we're selling 28, 30
- 40:13orders. So, like, you start selling
- 40:15very gradually indeed. Just like I told
- 40:17the guys, man, you want to start
- 40:18selling? Start on a Monday or Tuesday,
- 40:19don't start on the weekend, because it
- 40:21gets too hectic, but when you open
- 40:22during the week, you'll see that growth
- 40:24happens little by little and you'll be
- 40:25able to work with dishes faster and
- 40:27faster.
- 40:28Yeah, the more people get to know you,
- 40:30right, it multiplies, soon referrals
- 40:31start, ads start running, you start
- 40:33promoting and things just happen.
- 40:34Tamara asked about the number of people
- 40:36, right?
- 40:37That was it.
- 40:38Hey D, clear up a doubt for me. After
- 40:40we take it out of the freezer, how long
- 40:42does it stay refrigerated? For how long
- 40:44? Is there an expiration time for how
- 40:45long it can stay in the fridge? Alright
- 40:46? In the fridge, just so you understand
- 40:48, the product is frozen and it's
- 40:50individually vacuum-sealed. So this
- 40:52vacuum, its shelf life is very long.
- 40:54And the guys told us, you can leave it
- 40:55in the fridge for up to 20 days easily,
- 40:57but honestly, there's no time for that.
- 40:58Like I said, before we would take out
- 40:59one pack a day, today I take out two
- 41:00packs a day. So its durability in the
- 41:02fridge is quite long, there's no need
- 41:04to say," Wow, I'm afraid it'll go bad,
- 41:05let me take out less, "feel free. Even
- 41:07if you need to use it frozen, you can
- 41:09definitely use it, okay? Oh, I ran out
- 41:11here, I don't know, I sold a lot of
- 41:12ribs and now my ribs that were
- 41:13refrigerated are gone. I need to go and
- 41:15get a frozen one, it can be served the
- 41:16same way. The difference is that the
- 41:17time in the microwave will increase a
- 41:18little bit.
- 41:21Alright? Thank you, okay?
- 41:23You're welcome. Tamara asked here about
- 41:24whether I needed to hire people. Just
- 41:26so you understand, the amount I was
- 41:27billing at Imperial, I was already
- 41:28working at a bottleneck. I did hire one
- 41:30person for each shift, but that was
- 41:32after the barbecue came, but after the
- 41:34risotto came, so we already saw that
- 41:36our growth was increasing day after day
- 41:39, month after month. Then we said," No,
- 41:40now there's really a need to hire
- 41:41someone. "However, I didn't hire
- 41:43because of the barbecue. It was
- 41:44actually a consequence of our revenue
- 41:45growth here at the unit.
- 41:53Yes, today the orders will come out of
- 41:54the same printer. The proteins, they
- 41:59all have 20, uh, 120g of protein. All
- 42:01the little bags have 120g.
- 42:03Hey Denil, uh, it's Verlei from
- 42:04Ribeirão Preto,
- 42:06let me ask you something. There's
- 42:08something here, uh, that I even ordered
- 42:09yesterday and I believe it comes from
- 42:11this kitchen; there must be a
- 42:12franchisee of that chain there that is
- 42:13ours, I think it has a name there,
- 42:15churrada, it has a different name, but
- 42:16even the logo is similar. Do you think
- 42:18I would have any problems with the
- 42:19implementation or not?
- 42:24Your microphone is muted, you know?
- 42:27Oh, sorry, when I went to read the
- 42:28things there, uh, there's no difficulty
- 42:30at all, man, because, like Bruno was
- 42:31saying, he created this brand, so it's
- 42:33different. Ah, I don't know if it's the
- 42:34same supplier, okay? But even if it is,
- 42:36man, you're going to, uh, the packaging
- 42:37will be different, the way you'll be
- 42:39delivering will be different, regarding
- 42:40the vinaigrette it's our own recipe. Uh
- 42:42, the grammage there for us is also all
- 42:44our own. This person's is probably
- 42:46different. There isn't a standard that
- 42:47the kitchen, for example, might be
- 42:48delivering to them, you know? That one,
- 42:49the kitchen is doing all this grammage
- 42:51directly for us.
- 42:52Yeah, their dish is 400g. And one thing
- 42:54I noticed, your corn seems to come on
- 42:56the cob. Theirs doesn't, their corn is
- 42:58already granulated, let's say, loose,
- 43:00like at the beach. Uh-huh. And ours
- 43:02comes on the cob. If the person buys
- 43:04one unit, they have the option there to
- 43:05buy one, two, three, regardless of the
- 43:06quantity they buy. If it's one unit, we
- 43:08put it inside the poke bowl, very nice.
- 43:10If they buy a larger quantity, we send
- 43:11it in the D6 container, which is the
- 43:12same one we already use for rice today.
- 43:15No, perfect, answered. Did anyone else
- 43:23ask anything there yet? Because every
- 43:24time I leave to see it here, it mutes,
- 43:25mine goes silent.
- 43:26I don't think so. Well, if there are no
- 43:28more questions, we can finish here. Any
- 43:29questions you might have regarding the
- 43:30operation, right? You have ADNIL's
- 43:31contact, you can send it to him
- 43:32regarding...I already received it here,
- 43:34right? I’ve already seen some payment
- 43:35receipts on my WhatsApp, so we will
- 43:36prioritize those who paid first. I will
- 43:37reach out, provide guidance, and walk
- 43:39you through the next steps, okay? And
- 43:40we’ll handle this internally to give
- 43:42you the proper direction, all right?
- 43:44Someone asked about the packaging, it
- 43:45is only round, and it does not have any
- 43:46dividers. You can check out our
- 43:50Instagram, folks; there’s even a
- 43:52short video and photos there for you to
- 43:53see. And it’s all real. So, just so
- 43:55you know, we aren’t using AI to
- 43:56create them. We might use it to improve
- 43:58them, but not to create them. Rest easy
- 44:00. I’d also like to mention that our
- 44:01internal team will be producing content
- 44:02. So, just like we have a content
- 44:03library today for the loyalty program,
- 44:05the barbecue one will be no different.
- 44:06So, this will contribute quite a bit,
- 44:07right? Also, regarding influencer
- 44:09partnerships, right? We will promote
- 44:10that to you as well in some way, right?
- 44:11So that you can carry them out locally.
- 44:13So, just like there is a very
- 44:14collaborative work in producing
- 44:15material across the entire network,
- 44:16this won't be any different. We will
- 44:18follow the same methodology for this.
- 44:19So anyone who has questions regarding
- 44:22the contract, the business side, or
- 44:24operations, just let us know. When we
- 44:28finish, whoever wants to ask any
- 44:29questions or discuss anything, go for
- 44:30it.
- 44:30Folks, thank you all for being here.
- 44:31Let’s keep in touch. Have an
- 44:32excellent week, everyone. We’re
- 44:33already halfway through the week, right
- 44:34? It’s almost here.
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