AMDP Recommendation

to:

Professor Clark Hansen, CEO, AMDP

from:

Amanda Horii

subject:

AMDP Recommendation: Dave’s Killer Bread

date:

21 October 2017

CC:

WRIT 340


Being a part of the Research and Development Team at Anima Mundi Development Partners, I am called to find the best, environmentally-conscious, socially responsible, and profitable company to invest in. After investigating a variety of businesses, I would like to propose investing in Dave’s Killer Bread. The #1 organic bread company is not only known for its product’s delicious fresh taste, but for its eco-friendly and community-benefiting business procedures.

AMDP Standards
·       Triple Bottom Line: An evaluation of a company’s three components: people, profit, and planet.
-        People: Measure of company’s care of its customers, employees, and community.
-        Profit: Measure of company’s revenues against its expenses.
-        Planet: Measure of company’s environmental consciousness and eco-friendly practices
·       Corporate Social Responsibility: The company’s actions that are advantageous to the communities and environment around them, but will be beneficial in the long-run despite short-run costs.
·       Social Enterprise: A company that addresses its social goals with commercial strategies.
·       Carbon Footprint: The total of greenhouse gas (GHG) emissions produced from a company’s cooperation. It conveys the measure of heat trapped within the atmosphere over a 100-year time span. A company may undergo a GHG assessment to measure its carbon footprint. A low carbon footprint is important because greenhouse gas emissions contribute to global warming and we must be conscious of our planet’s health.

Overview: The Story Behind the Grain
Dave’s Killer Bread originated from a family bakery started in 1955 and located in Milwaukee, Oregon that was previously named, “Midway Bakery”. The founders, Jim and Waene Dahl, shared a love for baking bread that was passed down to their sons, Glen and Dave. Their sons reestablished the company as Dave’s Killer Bread in 2005. Shortly prior to this decision, Dave had finished serving 15 years in prison. He was the prodigal son, being welcomed back to his family bakery by his brother Glen. Glen’s son, Shobi, later joined the company to head marketing. As a new man, Dave created a new recipe for a “killer” organic and non-GMO bread. The company made its debut at the 2005 Portland Farmers Market and its bread received rave reviews (“Our History”). From this event, the company gained notoriety and now sells its bread at popular retailers including Whole Foods, New Seasons, WineCo., and Costco. The company owes much of its success to Portland’s Farmers Market and is an annual sponsor for the event (Adamshick). The Dahl family and shareholder, Good Partners, made the decision in 2015 to sell the company for $275 million to Flower Foods, Inc (“Flower Foods to Acquire Dave’s Killer Bread for $275 Million”).

Dave’s Profitable Recipe
Dave’s Killer Bread may appear to be a small-time company with only one bakery in Milwaukee Oregon, but its success has grown exponentially. It is the top-selling organic bread in the U.S. with a revenue compound average growth rate of 32% over the past three years. New York Times blogger Alex Kuczynski claims that “Dave’s Bread has more protein, fewer carbohydrates, and a little less sodium than many. It would be easy to think this is a crunchy gimmick…but Dave’s Killer Bread is actually the best bread I’ve ever bought in a supermarket” (Kuczynski). According to IRI data, the company had increased retail sales by 25% in 2010 and by 168% during the three years beforehand (“Flower Foods to Acquire Dave’s Killer Bread for $275 Million”). Since 2010, the company has more than doubled its daily production and bakes 80,0000 to 90,000 loaves per day (Hadley). The company’s shareholder, Goode Partners, has realized a return of 3.6x its invested capital and an IRR of 60% on the investment for Dave’s Killer Bread. The company has proved to be a success as it has branched out its distribution from 11 to all 50 states (Goode Partners LLC).

Social Enterprise: Second Chances
As in the example of co-founder Dave receiving a second chance at life, his company gives those same opportunities to its employees. One in three employees at Dave’s Killer Bread have criminal backgrounds and it proves to be a recipe for success. The company launched Dave’s Killer Bread Foundation to provide information to employers on why and how they should give second chances to individuals with the Second Chance Project (DKB Foundation). In addition, the company launched a website, TheSecondChanceProject.com, to tell the stories of their employees with criminal backgrounds and the powerful impact of having job it has had on them. The website serves to break the negative stigma surrounding such individuals to be job candidates, as 50 percent of applicants with a criminal background never get a callback from hiring managers. Beverly Parenti, co-founder of the successful Technology Accelerator “Last Mile” that hires incarcerated individuals as well, partnered with and supports the Second Chance Project. She states that the Project “[demonstrates] that Second Chance Employment is powerful, one voice at a time. This is why we’re honored to be a part of this project. Because together we can make a difference.” (Kieper) Dave’s Killer Bread Food has the power to bring people of all different backgrounds together and transform them for the better.

“Killer” Eco-Friendly
Dave’s Killer Bread is not only known for its “killer” taste, but for its “killer” eco-friendly, organic ingredients. Dave Killer Bread’s CEO states that their product goes with the trend that “a lot of people are getting hip to the fact that whole grains are a tremendous source of powerful nutrition” (Hadley). According to the NDP, American consumption of white bread has dropped by 30% over the span of 30 years and now is being replaced with the consumption of wheat bread, accounting for 35% of at-home bread consumption. Dave’s Killer Bread is classified as sprouted bread, containing all of the benefits of whole grain but having less gluten “regular grains” (Rochelle). The company has come up with the perfect recipe for success that combines both healthy ingredients and delicious taste. Wire’s Kieper reports that, “Feeding consumers’ love of whole grain and rocking the bread aisle comes naturally to Dave’s Killer Bread” (Kieper). In addition, they do not use chemicals on their farms and promote sustainable agricultural practices using seed tests, farm sponsorships, and apprentice programs (“Organic Farms”). USAToday reports that a “part of Dave’s success [is] being transparent about its roots”, having products that are approvingly stamped with being “non-GMO (genetically modified organism) project verified and certified organic” (Malcolm).

The Final Investment Decision
AMDP should choose to invest in Dave’s Killer Bread not only for the profitable success of its delicious bread, but for its business practices that demonstrate environmental and community consciousness. Dave’s Killer Bread is a company that cares about and gives opportunities to their employees with criminal backgrounds and thus, inspires them to transform into new beings. Thus, by example, the company motivates others in the community to give second chances to such individuals. Investing in Dave’s Killer Bread would be a “killer decision”



Works Cited
Adamshick, Dave. “Dave’s Killer Bread Rises to Become Season Sponsor”. Portlandfarmersmarket.org, Portland Farmers’ Market. 2 May, 2011. Web. 6 October 2017. http://www.portlandfarmersmarket.org/daves-killer-bread-rises-to-become-season-sponsor/
DKB Foundation, “Who We Are”, dkbfoundation.org, n.p, n.d. Web. 14 Oct. 2017. http://www.dkbfoundation.org/about.html.
“Flowers Foods to Acquire Dave's Killer Bread for $275 Million.” Nutraceutical.org. Nutraceuticals World, 17 August 2015 Web. 14 October 2017. www.nutraceuticalsworld.com/issues/2015-10/view_breaking-news/flowers-foods-to-acquire-daves-killer-bread-for-275-million/.
Good Partners LLC, “Goode Partners Announce Exit of Dave’s Killer Bread Following Acquisition by Flowers Foods Inc.” GoodePartners. Good Partners, 14 September 2015 Web. 16 October 2017. http://www.goodepartners.com/press-releases/2/goode-partners-announces-exit-of-dave-s-killer-bread-following-acquisition-by-flowers-foods-inc.
Kieper, Katie. “Dave’s Killer Bread Challenges Stigma of Criminal Backgrounds, Launches Second Chance Project Collect First-Hand Experiences with Employment” markets.on.nytimes. NYTimes, 1 August 2017. Web. 20 October 2017. http://markets.on.nytimes.com/research/stocks/news/press_release.asp?docTag=201708011000BIZWIRE_USPRX____BW5399&feedID=600&press_symbol=107938
Kuczynski, Alex. “Obsessions | Dave's Killer Bread.” The New York Times, The New York Times, 20 Jan. 2010 Web. 14 Oct. 2017. tmagazine.blogs.nytimes.com/2010/01/20/obsessions-daves-killer-bread/.
Malcolm, Hadley. “Portland's Famous Killer Bread Goes National.” USA Today, Gannett Satellite Information Network, 22 Jan. 2015, Web. 16 October 2017.
“Our History” Dave'sKillerBread.com, Dave's Killer Bread, n.p., n.d., Web. 15 October 2017. www.daveskillerbread.com/our-history#our-history-1
“Organic Farming” DavesKillerBread.com, Dave’s Killer Bread, n.p., n.d. Web. 15 October 2017/. http://www.daveskillerbread.com/organic-farming.
Rochelle, Billow. “How to Find the Healthiest Bagged Bread at the Supermarket”. Bonappetit. Bon Apetit, 23 June, 2016. Web. 13 October 2017. https://www.bonappetit.com/test-kitchen/ingredients/article/healthiest-supermarket-bread

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