Reprice chicken-rice combo at 14 lunch-skewed outlets

Auto-generated from DMPA, OPPA agents based on the prior 24-hour signal window.


Pre-order palm oil futures ahead of monsoon

Auto-generated from IPLA agents based on the prior 24-hour signal window.


Add 2 dinner shift staff in 6 Klang Valley outlets for Ramadan

Auto-generated from CWFA, DMPA agents based on the prior 24-hour signal window.


Replace 4 chillers showing predictive failure

Auto-generated from EOQA agents based on the prior 24-hour signal window.


Escalate: 3 East Coast outlets bottom-decile for 14 weeks

Auto-generated from OPPA agents based on the prior 24-hour signal window.


Menu Agent and Network Agent jointly flag the chicken-rice combo (item SKU MN-CR-001) at 14 lunch-skewed outlets — led by OUT-0014 Mid Valley, OUT-0022 PJ Empire, OUT-0031 1Utama, OUT-0047 KLCC, OUT-0061 Sunway Pyramid. Lunch daypart 12:00–14:00 runs 2,700 units/day at RM 14.00 with 41% contribution margin. Elasticity model (Toast POS + GrabFood/Foodpanda commission-adjusted) is -0.21; a move to RM 14.30 preserves >97% of volume and lifts margin by +RM 240k/month. Competitors KFC, Marrybrown, Texas Chicken repriced equivalent combos 5–8 days ago. Halal cert (JAKIM MS1500:2019 #JAKIM-HC-2023-04417) unaffected — pricing change only.

Lunch daypart elasticity at -0.21 supports RM 14.30 reprice without volume loss

Toast POS + Lightspeed K-series register data across 14 target outlets shows lunch combo MN-CR-001 trading at RM 14.00 since 2026-02-11. Demand model (90 days, controls for weather, payday cycle, and aggregator commission) returns own-price elasticity of -0.21 with R^2 0.74. At 2,700 units/day average, a move to RM 14.30 yields +RM 240k/month on a 41% baseline contribution margin. GrabFood and Foodpanda menu pricing must mirror on-premise within 48h to avoid channel arbitrage (commission 18-25% absorbed by SKU-level mark-up rule MN-RULE-07).

OUT-0014 Mid Valley: 312 units/day lunch, average bill RM 23.40, lunch traffic +6.1% WoW

OUT-0022 PJ Empire: 287 units/day lunch, mall foot traffic +4.8% (Sunway Property Trust data)

Texas Chicken 3-pc combo repriced RM 17.90 -> RM 18.90 on 2026-05-19 at 9 mall locations

Foodpanda commission band 23% for tier-2 vendors; elasticity model nets to -0.21 post-commission

Q1 FY26 chicken-rice ingredient cost up RM 0.42/unit (rice +4.1%, ayam segar +6.3% MPIB index)

Stage menu update in Toast head-office console for 14 outlets; activate 2026-05-27 11:00

Push parallel price update to GrabFood, Foodpanda, ShopeeFood APIs (mark-up rule MN-RULE-07 auto-applies)

Hold A/B monitor: roll back if 7-day units/day drops below 2,640 (5% threshold)

Volume downside risk ~12% probability of >5% drop based on 2024 reprice cohort. Aggregator commission shock (GrabFood announced tier review by Q3) could compress net margin by RM 35-50k/month — contingency: revert to RM 14.20 floor. Customer perception risk low (RM 0.50 step within JAKIM-bracket price-point cluster). Negligible halal/food-safety exposure as recipe and supplier unchanged.

Lunch ATV (14 outlets): RM 13.20 (7d), threshold RM 13.50

Competitor reprice index: 3 of 4 peers moved in last 8 days

GrabFood basket abandonment rate: 7.2% (within 6-9% norm band)

Ingredient cost index: 104.6 (Jan-2026 = 100)

Outlet portfolio analysis confirms 14 lunch-skewed sites are reprice-safe, 8 are not

Of 180 outlets, 14 score >0.7 on the lunch-skew index (lunch revenue / total revenue) AND sit in trade areas with median household income >RM 8,500 (DOSM EAKS 2024). These are the safe cohort. 22 lower-skew or lower-income outlets (e.g., OUT-0089 Kuantan Town, OUT-0102 Seremban 2) are excluded — elasticity in that segment is steeper (-0.34 in last reprice). Cannibalization to a la carte rice + ayam menu items modelled at <3% based on 2025 Q4 cohort.

14 target outlets all in Klang Valley/Penang malls, median household income RM 9,200 trade area

Lunch-skew index >0.72 (vs network median 0.48)

Cross-elasticity to a la carte ayam goreng: +0.08 (mild substitution, net positive)

Aggregator share of lunch combo: 31% (vs 44% dinner) — reduces channel-mix risk

OUT-0089 Kuantan and OUT-0102 Seremban 2 explicitly excluded from cohort (lower price sensitivity envelope)

Lock cohort to 14 named outlets; freeze remaining 166 at current RM 14.00

Schedule 14-day post-reprice review with Menu Agent on units/day and basket-mix

If margin uplift confirmed >RM 240k by day 21, evaluate Phase 2 cohort expansion to 8 secondary outlets

Cross-cohort spillover risk: 18% probability that excluded outlets in same mall complex (e.g., OUT-0061 and OUT-0063 both in Sunway) trigger customer confusion. Mitigated by consistent in-mall pricing rule. Local council (MBPJ, DBKL) signage update required within 14 days — compliance cost RM 4,200, already in opex. Risk of JAKIM re-audit triggered by price change: negligible (cert renews 2027-Q1).

Trade-area median income: RM 9,200 (DOSM)

Cross-elasticity to a la carte ayam: +0.08

Lunch daypart RM/transaction — 14 target outlets

Lunch ATV trending up but still below RM 13.50 threshold; elasticity confidence band still wide (-0.16 to -0.26).


Pre-order palm oil futures ahead of monsoon spike

Ingredient Agent recommends locking in 14 Bursa Malaysia FCPO Aug-26 contracts (25 MT each = 350 MT) at RM 4150/MT to cover 6-week palm-oil requirement (~430 MT) across central kitchen + 3 commissaries (Shah Alam, Senai, Penang). MetMalaysia monsoon forecast indicates above-normal rainfall in Sabah/Sarawak FFB belt from 2026-05-29; historical pattern shows CPO spot lifts RM 320-580/MT in the 5-week window post-onset. Hedge captures +RM 420k margin versus spot exposure. JAKIM halal cert on supplier Sime Darby Plantation (JAKIM-HC-2024-01182) and FGV Holdings (JAKIM-HC-2024-02047) verified current. MAQIS import filings not required (domestic supply).

Lock 14 FCPO Aug-26 contracts at RM 4150/MT to hedge 6-week palm-oil exposure

Group monthly palm-oil usage runs 71 MT (central kitchen 48 MT, 3 commissaries 23 MT combined). 6-week forward cover = 430 MT. MPOB cash CPO printed RM 4150/MT today; FCPO Aug-26 settle RM 4190/MT (light contango). Historical (2019-2025) monsoon onset adds RM 320-580/MT over 5 weeks post-onset 78% of seasons. Treasury approval (Group CFO standing mandate RM 5M / single commodity) confirms authority. Settlement via Maybank Investment Bank Bursa account M-FCPO-2419. Halal supply chain: Sime Darby + FGV both JAKIM-certified, audited 2026-02.

MPOB cash CPO: RM 4150/MT (today), +5.9% WoW

FCPO Aug-26 settle: RM 4190/MT, open interest 28,400 lots

MetMalaysia 14-day outlook: above-normal rainfall Sabah/Sarawak from 2026-05-29

2025 monsoon onset (2025-05-31): CPO lifted RM 480/MT over 5 weeks

Sime Darby JAKIM-HC-2024-01182 (renewed 2026-02-14), FGV JAKIM-HC-2024-02047 valid through 2027-Q1

Place 14 FCPO Aug-26 buy orders via Maybank IB by 2026-05-27 16:00 (Bursa close)

Notify central kitchen and 3 commissaries: lock recipe-cost at RM {cpo_price}/MT for menu engineering

Set roll-forward calendar: review Nov-26 contracts at end of monsoon (week of 2026-07-07)

Margin call risk if CPO drops >RM 200/MT post-hedge: ~22% probability (2019-2025 base rate). Maybank IB margin requirement RM 6,500/lot = RM 91,000 initial — within standing facility RM 2M. Counterparty risk negligible (Bursa-cleared). Halal supply disruption risk: 8% (JAKIM lot audit could pause shipments 3-5 days, mitigated by 9-day buffer stock at commissaries). KPDN price-control on cooking oil (RM 2.50/kg subsidised) does not apply to industrial RBD palm olein used in our fryers.

MPOB cash CPO: RM 4150/MT, threshold RM 4,200

FCPO Aug-26 open interest: 28,400 lots (+12% WoW)

MetMalaysia monsoon onset forecast: 2026-05-29

Central kitchen + commissary buffer: 9 days

MPOB cash CPO RM/MT (FFB belt composite)

MPOB cash CPO RM 4,150/MT — still below 6-week hedge trigger RM 4,200; building, not yet actionable.


Crew Agent + Menu Agent jointly recommend onboarding 12 additional dinner-shift crew (2 per outlet x 6 Klang Valley outlets: OUT-0014 Mid Valley, OUT-0022 PJ Empire, OUT-0031 1Utama, OUT-0047 KLCC, OUT-0061 Sunway Pyramid, OUT-0078 Setia City) for the 19:00–22:30 daypart. Planning window covers Aidiladha (2026-06-27) and the forward Ramadan-2027 staffing pipeline (intake-to-productive runs 6-8 weeks via Workforce SDN BHD agency contract WF-2024-117). Current dinner transactions/labor-hour ratio at 1.24 vs SLA ceiling 1.20; service time at 8.4 min (SLA 6.5 min). Capture: +RM 980k revenue capture over 90-day window. Compliance: JKKP working-hours rule (max 48h/week, 1h break) embedded in scheduling; foreign-worker quota verified with KSM (Kementerian Sumber Manusia) — 18 PLKS-eligible slots in hand.

Dinner transactions/labor-hour at 1.24 — 12 new crew restore 6.5-min SLA at 6 KV outlets

Toast POS labor module shows dinner daypart 19:00–22:30 running 1.24 transactions per crew-hour across the 6 named outlets — above SLA ceiling 1.20. Average order-to-tray time 8.4 min (SLA 6.5 min); Foodpanda/GrabFood rider wait at 11.2 min, triggering 6% cancellation. Intake of 12 crew via Workforce SDN BHD (PLKS-eligible Bangladeshi + Nepali workers, JKKP cleared) requires 14-day onboarding + halal-handling briefing per JAKIM MS1500 clause 4.2. Estimated incremental labor cost RM 168k over 90 days; revenue capture +RM 980k revenue capture = net RM ~1.0M+.

OUT-0014 Mid Valley dinner: 312 txns/2.5h, 4 crew on shift, ratio 1.25

OUT-0061 Sunway Pyramid dinner: 298 txns/2.5h, 4 crew, ratio 1.19, rider wait 12.3 min

GrabFood cancellation rate (KV cohort): 5.8% (norm 2.1%)

Workforce SDN BHD WF-2024-117: 14 candidates pre-screened, PLKS approval pending (5-day SLA)

JKKP audit 2025-11 cleared — 48h/week + 1h break rule compliant under proposed roster

Issue intake LOA to Workforce SDN BHD for 12 crew (2 per outlet x 6) by 2026-05-27

Schedule 14-day onboarding cohort starting 2026-06-02 (halal-handling, POS, safety brief)

Update Lightspeed scheduling for dinner daypart cap: 6 crew/outlet effective 2026-06-16

PLKS approval delay risk ~15% (KSM processing varies 5-12 days); contingency is part-time local hire via Indeed.my (cost +RM 3.20/hour). Dinner volume reversion risk if Raya Haji weekend underperforms: 24% probability of <RM 980k capture (3-year base rate). Foreign-worker compliance: JKKP fine exposure RM 10k/violation if 48h/week breached — mitigated by rota auto-lockout in Lightspeed. Halal-handling breach risk minor (briefing + signed undertaking before first shift).

Dinner txns/labor-hour (6 outlets): 1.24, threshold 1.20

Avg order-to-tray time: 8.4 min (SLA 6.5)

Workforce SDN BHD candidate pool: 14 PLKS-cleared

Dinner basket-mix shifting toward set-meal + beverage upsell — staffing supports +12% AOV

Dinner basket at the 6 KV outlets is reshaping: set-meal share up to 47% (from 39%), beverage attach rate at 0.81 (from 0.68), dessert attach 0.22. Crew-led upsell scripts (rolled out 2026-04-12) now show +RM 2.40 AOV when ratio <1.15; collapse to +RM 0.60 when ratio >1.20 because crew skip the script under pressure. Adding 2 crew/outlet returns ratio to ~1.05 and reactivates the AOV lift, worth RM 480k of the +RM 980k revenue capture estimate. Recipe mix unchanged — no halal/JAKIM impact.

Set-meal share dinner daypart: 47% (vs 39% Q1)

Crew-upsell uplift: +RM 2.40 AOV at ratio <1.15, +RM 0.60 at ratio >1.20

Foodpanda dinner basket: RM 38.20 avg (KV cohort)

No menu engineering change required — staffing-led capture only

Re-issue upsell script v2.1 with new crew onboarding cohort (covers nasi-set + air bandung + cendol)

Tag 6 outlets in Menu Agent dashboard for daily AOV monitor post-intake (target +RM 1.80)

AOV uplift may not materialise if dinner traffic mix shifts toward delivery (lower attach rate ~0.55 vs dine-in 0.84). 18% probability of <RM 380k AOV capture in this scenario. Mitigated by aggregator menu re-merchandising (set-meal hero placement) coordinated with Network Agent.

Dinner set-meal share: 47%
Beverage attach rate: 0.81
AOV uplift at low ratio: +RM 2.40
Foodpanda dinner basket: RM 38.20

Dinner transactions / labor-hour — 6 KV outlets

Dinner staffing ratio early-stage build; below 1.20 threshold; intake decision can wait 48-72h pending payday-weekend confirmation.


Outlet Agent flags 4 Hoshizaki HRC-90A walk-in chillers (units at OUT-0008 Kepong, OUT-0033 Cheras LeisureMall, OUT-0055 Bangsar South, OUT-0097 Subang SS15) with predictive-failure signal: door-seal heat-rise + compressor vibration FFT signature matches the 2024 failure cohort (n=11, mean time-to-failure 18 days from this signal). Each chiller holds ~RM 180k of chilled ayam, ikan, dairy and vegetables (halal lots traced via JAKIM e-Halal system; loss would trigger 72h MOH food-safety notification per Akta Makanan 1983 s.13). Replacement cost RM 42k/unit x 4 = RM 168k. Avoided wastage + spoilage liability + outlet downtime = +RM 580k avoided wastage.

FFT vibration + door-seal heat-rise signature = 18-day MTTF on 4 Hoshizaki HRC-90A units

IoT telemetry (Schneider EcoStruxure gateway, 15-min sample) shows 4 chillers with compressor vibration amplitude crossing 6.2 mm/s RMS in 80-120 Hz band — matches the 2024 failure cohort (n=11 units, all Hoshizaki HRC-90A, all >5 years old) where mean time-to-failure was 18 days (stdev 4 days) once this signature appeared. Door-seal IR thermal scan confirms 3-5°C perimeter heat-rise indicating refrigerant boundary degradation. Replacement units (Hoshizaki HRC-95B, 12% more energy-efficient) on standing supply contract with Antah Holdings (PO AH-2025-FNB-0042); 7-day delivery to outlet + 1-day swap (overnight, no daypart impact).

OUT-0008 Kepong: vibration 6.8 mm/s RMS, door-seal +4.2°C heat-rise, age 6.3 yr

OUT-0033 Cheras LeisureMall: vibration 6.4 mm/s RMS, +3.8°C, age 5.9 yr

OUT-0055 Bangsar South: vibration 6.5 mm/s RMS, +4.0°C, age 6.1 yr

OUT-0097 Subang SS15: vibration 6.2 mm/s RMS, +3.5°C, age 5.7 yr

2024 failure cohort: 11 units, 18-day MTTF from this signature, 0 false positives

Release PO under AH-2025-FNB-0042 for 4 HRC-95B units; delivery target 2026-06-01

Schedule overnight swap rotation 2026-06-02 to 2026-06-05 (Cold Chain Logistics SDN BHD for inventory transfer)

Update CMMS (Maximo) with new asset tags + 60-day post-install FFT baseline reset

Inventory loss probability if not replaced: 78% within 21 days, 94% within 35 days (2024 cohort base rate). MOH food-safety notification required if any chiller logs >7°C for >2h continuous — would trigger outlet-level temporary closure 6-12h under Akta Makanan 1983, plus JAKIM halal re-audit for affected lots (cert reissue RM 8.5k/outlet). Energy-rebate from KeTSA for HRC-95B replacement (5-star MS rating): est. RM 6,200/unit confirmed via SEDA portal. Capex within opex-capex hybrid envelope; no board approval required (<RM 250k delegated authority).

Vibration amplitude (4 units): 6.2-6.8 mm/s RMS, threshold 5.0

Door-seal heat-rise: 3.5-4.2°C, threshold 2.5

Chiller age (4 units): 5.7-6.3 yr, design life 7 yr

Antah Holdings stock-on-hand: 6 HRC-95B units (sufficient)

Chiller variance vs setpoint (avg of 4 flagged units) °C

Variance trending up but below 5°C threshold; predictive failure window 21-35 days — still in monitor.


Network Agent + Outlet Agent escalate to Chief of Staff -> Group CEO: 3 East Coast outlets — OUT-0123 Kuala Terengganu Mesra, OUT-0131 Kota Bharu Pelangi, OUT-0142 Kuantan East Coast Mall — have logged bottom-decile contribution for 14 consecutive weeks (network percentile 4-8). Cumulative monthly loss RM 194k; 12-month look-back projects -RM 1.6M consolidation case unrecoverable. Root cause mix: post-pandemic East Coast tourist recovery slower than projected (Tourism Malaysia 2025 East Coast arrivals -19% vs 2019), Foodpanda/GrabFood coverage thin (rider density 0.3x KV), local competitor (Restoran Pak Su, Sambal Hijau) repriced down 8% in Q4 2025. Recommendation: board paper covering (a) close + lease exit, (b) format conversion to smaller QSR kiosk, (c) franchise transfer. Lease covenants reviewed; landlord exit windows in Aug-Oct 2026 for OUT-0123 and OUT-0142; OUT-0131 on month-to-month.

3 East Coast outlets at percentile 4-8 for 14 weeks — exit window opens Aug 2026

Network percentile dashboard shows OUT-0123 (Kuala Terengganu Mesra), OUT-0131 (Kota Bharu Pelangi) and OUT-0142 (Kuantan East Coast Mall) holding percentile rank 4, 6, 8 respectively for 14 consecutive weeks — exceeds the 10-week escalation trigger in policy PM-NET-04. Trade-area refresh (DOSM EAKS 2024 + Tourism Malaysia 2025) shows East Coast tourist arrivals -19% vs 2019 baseline and median household income RM 5,400 (vs KV RM 9,200). Three resolution paths quantified: (a) close + lease exit nets RM 1.2M savings over 24 months net of severance (~RM 380k for 42 staff under JKKP retrenchment formula); (b) format conversion to 35-sqm QSR kiosk RM 480k capex, breakeven month 14; (c) franchise transfer talks initiated with 2 East Coast operators (Restoran Sri Pantai, Warisan Pantai SDN BHD), valuation RM 850k for 3-outlet bundle.

OUT-0123 KT Mesra: percentile 4, contribution -RM 68k/month, lease ends 2026-09-30

OUT-0131 KB Pelangi: percentile 6, contribution -RM 64k/month, lease month-to-month since 2025-12

OUT-0142 Kuantan ECM: percentile 8, contribution -RM 62k/month, lease break-clause 2026-08-15

Tourism Malaysia 2025: East Coast arrivals 2.8M (vs 3.5M in 2019, -19%)

Franchise interest: Restoran Sri Pantai (LOI 2026-04-22), Warisan Pantai SDN BHD (verbal 2026-05-12)

Compile board paper (close vs convert vs franchise) for Group CEO review 2026-05-30

Issue formal JKKP retrenchment notice template to HR (90-day notice triggers if path (a) selected)

Engage Knight Frank for lease-exit negotiation on OUT-0123 (Aug-Oct 2026 window)

Reputational risk in East Coast media (Berita Harian, Sinar Harian) if close path selected — 35% probability of negative coverage; mitigated by 60-day staff redeployment programme to nearest sister outlets (OUT-0089 Kuantan Town for ECM staff). Franchise path risk: ~28% probability talks collapse over halal-handover audit (JAKIM re-cert RM 12k/outlet under new operator). Local council (MBKT, MBKB, MPK) signboard removal permits 14-day SLA. Worst-case stranded asset writedown RM 1.4M (FF&E book value); auditor (PwC) signed off impairment methodology 2025-12.

Network percentile (3 outlets): 4, 6, 8 (threshold 10)

Weeks below threshold: 14 (policy trigger 10)

Lease exit windows: Aug 2026, m-t-m, Aug 2026

Franchise LOI count: 2 (Sri Pantai, Warisan Pantai)

Asset condition + ops cost at 3 East Coast outlets exceed economic-life thresholds

Beyond contribution shortfall, the 3 outlets carry above-network maintenance load. Aggregate unplanned maintenance spend RM 84k YTD (network avg RM 23k per 3-outlet bundle). 6 of 18 major assets (chillers, fryers, exhaust hoods) >7-year design life; replacement capex RM 320k if outlets continue. Energy intensity 28% above network median (TNB tariff E1, est. RM 22k/year overspend per outlet). Outlet-level food-safety inspections (MOH) clean (no demerits 2024-2026), so closure path carries no regulatory penalty trigger. JAKIM halal certs (JAKIM-HC-2023-04417 family) transferable under franchise path subject to fresh audit at new operator cost.

Unplanned maintenance YTD (3 outlets): RM 84k (network avg RM 23k per 3-outlet bundle)

Assets past design life: 6 of 18 majors (chillers x3, fryers x2, hood x1)

Energy intensity: 28% above network median

MOH inspection record 2024-2026: clean, 0 demerits

JAKIM cert transferability: confirmed under franchise path with re-audit at new-operator cost

Freeze non-safety capex at 3 outlets pending board decision (RM 320k avoided if path (a)/(c))

Tag 6 over-life assets for redeployment to Klang Valley sister outlets if close path selected

Equipment-fail-before-decision risk ~32% over next 60 days (driven by chiller age); would force emergency capex RM 42-60k per incident. Mitigated by interim rental units (Hoshizaki rental SDN BHD, RM 4,200/month/unit). MOH/JAKIM compliance not at risk if interim rental deployed within 24h of failure.

Unplanned maintenance YTD: RM 84k (+265% vs benchmark)

Energy intensity: +28% vs network median

Cumulative monthly contribution loss — 3 East Coast outlets (RM '000)

12-week underperformance; case building but not yet ready for board — Network Agent gathering trade-area refresh.


Menu Agent and Network Agent jointly flag the chicken-rice combo (item SKU MN-CR-001) at 14 lunch-skewed outlets — led by OUT-0014 Mid Valley, OUT-0022 PJ Empire, OUT-0031 1Utama, OUT-0047 KLCC, OUT-0061 Sunway Pyramid. Lunch daypart 12:00–14:00 runs 2,750 units/day at RM 14.00 with 41% contribution margin. Elasticity model (Toast POS + GrabFood/Foodpanda commission-adjusted) is -0.19; a move to RM 14.50 preserves >97% of volume and lifts margin by +RM 265k/month. Competitors KFC, Marrybrown, Texas Chicken repriced equivalent combos 5–8 days ago. Halal cert (JAKIM MS1500:2019 #JAKIM-HC-2023-04417) unaffected — pricing change only.

Lunch daypart elasticity at -0.19 supports RM 14.50 reprice without volume loss

Toast POS + Lightspeed K-series register data across 14 target outlets shows lunch combo MN-CR-001 trading at RM 14.00 since 2026-02-11. Demand model (90 days, controls for weather, payday cycle, and aggregator commission) returns own-price elasticity of -0.19 with R^2 0.74. At 2,750 units/day average, a move to RM 14.50 yields +RM 265k/month on a 41% baseline contribution margin. GrabFood and Foodpanda menu pricing must mirror on-premise within 48h to avoid channel arbitrage (commission 18-25% absorbed by SKU-level mark-up rule MN-RULE-07).

OUT-0014 Mid Valley: 312 units/day lunch, average bill RM 23.40, lunch traffic +6.1% WoW

OUT-0022 PJ Empire: 287 units/day lunch, mall foot traffic +4.8% (Sunway Property Trust data)

Texas Chicken 3-pc combo repriced RM 17.90 -> RM 18.90 on 2026-05-18 at 9 mall locations

Foodpanda commission band 23% for tier-2 vendors; elasticity model nets to -0.19 post-commission

Q1 FY26 chicken-rice ingredient cost up RM 0.42/unit (rice +4.1%, ayam segar +6.3% MPIB index)

Stage menu update in Toast head-office console for 14 outlets; activate 2026-05-26 11:00

Push parallel price update to GrabFood, Foodpanda, ShopeeFood APIs (mark-up rule MN-RULE-07 auto-applies)

Hold A/B monitor: roll back if 7-day units/day drops below 2,640 (5% threshold)

Lunch ATV (14 outlets): RM 13.80 (7d), threshold RM 13.50

Competitor reprice index: 3 of 4 peers moved in last 8 days

GrabFood basket abandonment rate: 7.2% (within 6-9% norm band)

Ingredient cost index: 104.6 (Jan-2026 = 100)

14 target outlets all in Klang Valley/Penang malls, median household income RM 9,200 trade area

Lunch-skew index >0.72 (vs network median 0.48)

Cross-elasticity to a la carte ayam goreng: +0.08 (mild substitution, net positive)

Aggregator share of lunch combo: 31% (vs 44% dinner) — reduces channel-mix risk

OUT-0089 Kuantan and OUT-0102 Seremban 2 explicitly excluded from cohort (lower price sensitivity envelope)

Lock cohort to 14 named outlets; freeze remaining 166 at current RM 14.00

Schedule 14-day post-reprice review with Menu Agent on units/day and basket-mix

If margin uplift confirmed >RM 240k by day 21, evaluate Phase 2 cohort expansion to 8 secondary outlets

Trade-area median income: RM 9,200 (DOSM)

Cross-elasticity to a la carte ayam: +0.08

Three consecutive days above RM 13.50 lunch ATV; competitor (Texas Chicken, Marrybrown) menu boards repriced 6 days ago — window opening.


Ingredient Agent recommends locking in 16 Bursa Malaysia FCPO Aug-26 contracts (25 MT each = 400 MT) at RM 4220/MT to cover 6-week palm-oil requirement (~430 MT) across central kitchen + 3 commissaries (Shah Alam, Senai, Penang). MetMalaysia monsoon forecast indicates above-normal rainfall in Sabah/Sarawak FFB belt from 2026-05-29; historical pattern shows CPO spot lifts RM 320-580/MT in the 5-week window post-onset. Hedge captures +RM 480k margin versus spot exposure. JAKIM halal cert on supplier Sime Darby Plantation (JAKIM-HC-2024-01182) and FGV Holdings (JAKIM-HC-2024-02047) verified current. MAQIS import filings not required (domestic supply).

Lock 16 FCPO Aug-26 contracts at RM 4220/MT to hedge 6-week palm-oil exposure

Group monthly palm-oil usage runs 71 MT (central kitchen 48 MT, 3 commissaries 23 MT combined). 6-week forward cover = 430 MT. MPOB cash CPO printed RM 4220/MT today; FCPO Aug-26 settle RM 4260/MT (light contango). Historical (2019-2025) monsoon onset adds RM 320-580/MT over 5 weeks post-onset 78% of seasons. Treasury approval (Group CFO standing mandate RM 5M / single commodity) confirms authority. Settlement via Maybank Investment Bank Bursa account M-FCPO-2419. Halal supply chain: Sime Darby + FGV both JAKIM-certified, audited 2026-02.

MPOB cash CPO: RM 4220/MT (today), +7.7% WoW

FCPO Aug-26 settle: RM 4260/MT, open interest 28,400 lots

MetMalaysia 14-day outlook: above-normal rainfall Sabah/Sarawak from 2026-05-29

2025 monsoon onset (2025-05-31): CPO lifted RM 480/MT over 5 weeks

Sime Darby JAKIM-HC-2024-01182 (renewed 2026-02-14), FGV JAKIM-HC-2024-02047 valid through 2027-Q1

Place 16 FCPO Aug-26 buy orders via Maybank IB by 2026-05-26 16:00 (Bursa close)

Notify central kitchen and 3 commissaries: lock recipe-cost at RM {cpo_price}/MT for menu engineering

Set roll-forward calendar: review Nov-26 contracts at end of monsoon (week of 2026-07-07)

Margin call risk if CPO drops >RM 200/MT post-hedge: ~22% probability (2019-2025 base rate). Maybank IB margin requirement RM 6,500/lot = RM 104,000 initial — within standing facility RM 2M. Counterparty risk negligible (Bursa-cleared). Halal supply disruption risk: 8% (JAKIM lot audit could pause shipments 3-5 days, mitigated by 9-day buffer stock at commissaries). KPDN price-control on cooking oil (RM 2.50/kg subsidised) does not apply to industrial RBD palm olein used in our fryers.

MPOB cash CPO: RM 4220/MT, threshold RM 4,200

FCPO Aug-26 open interest: 28,400 lots (+12% WoW)

MetMalaysia monsoon onset forecast: 2026-05-29

Central kitchen + commissary buffer: 9 days

CPO futures (FCPO Aug-26) up 4.8% WoW on Indonesian export-levy news; monsoon forecast holding at 2026-06-02.


Crew Agent + Menu Agent jointly recommend onboarding 12 additional dinner-shift crew (2 per outlet x 6 Klang Valley outlets: OUT-0014 Mid Valley, OUT-0022 PJ Empire, OUT-0031 1Utama, OUT-0047 KLCC, OUT-0061 Sunway Pyramid, OUT-0078 Setia City) for the 19:00–22:30 daypart. Planning window covers Aidiladha (2026-06-27) and the forward Ramadan-2027 staffing pipeline (intake-to-productive runs 6-8 weeks via Workforce SDN BHD agency contract WF-2024-117). Current dinner transactions/labor-hour ratio at 1.22 vs SLA ceiling 1.20; service time at 8.4 min (SLA 6.5 min). Capture: +RM 1.1M revenue capture over 90-day window. Compliance: JKKP working-hours rule (max 48h/week, 1h break) embedded in scheduling; foreign-worker quota verified with KSM (Kementerian Sumber Manusia) — 18 PLKS-eligible slots in hand.

Dinner transactions/labor-hour at 1.22 — 12 new crew restore 6.5-min SLA at 6 KV outlets

Toast POS labor module shows dinner daypart 19:00–22:30 running 1.22 transactions per crew-hour across the 6 named outlets — above SLA ceiling 1.20. Average order-to-tray time 8.4 min (SLA 6.5 min); Foodpanda/GrabFood rider wait at 11.2 min, triggering 6% cancellation. Intake of 12 crew via Workforce SDN BHD (PLKS-eligible Bangladeshi + Nepali workers, JKKP cleared) requires 14-day onboarding + halal-handling briefing per JAKIM MS1500 clause 4.2. Estimated incremental labor cost RM 168k over 90 days; revenue capture +RM 1.1M revenue capture = net RM ~1.0M+.

OUT-0014 Mid Valley dinner: 312 txns/2.5h, 4 crew on shift, ratio 1.25

OUT-0061 Sunway Pyramid dinner: 298 txns/2.5h, 4 crew, ratio 1.19, rider wait 12.3 min

GrabFood cancellation rate (KV cohort): 5.8% (norm 2.1%)

Workforce SDN BHD WF-2024-117: 14 candidates pre-screened, PLKS approval pending (5-day SLA)

JKKP audit 2025-11 cleared — 48h/week + 1h break rule compliant under proposed roster

Issue intake LOA to Workforce SDN BHD for 12 crew (2 per outlet x 6) by 2026-05-26

Schedule 14-day onboarding cohort starting 2026-06-02 (halal-handling, POS, safety brief)

Update Lightspeed scheduling for dinner daypart cap: 6 crew/outlet effective 2026-06-16

Dinner txns/labor-hour (6 outlets): 1.22, threshold 1.20

Avg order-to-tray time: 8.4 min (SLA 6.5)

Workforce SDN BHD candidate pool: 14 PLKS-cleared

Dinner basket at the 6 KV outlets is reshaping: set-meal share up to 47% (from 39%), beverage attach rate at 0.81 (from 0.68), dessert attach 0.22. Crew-led upsell scripts (rolled out 2026-04-12) now show +RM 2.40 AOV when ratio <1.15; collapse to +RM 0.60 when ratio >1.20 because crew skip the script under pressure. Adding 2 crew/outlet returns ratio to ~1.05 and reactivates the AOV lift, worth RM 480k of the +RM 1.1M revenue capture estimate. Recipe mix unchanged — no halal/JAKIM impact.

Set-meal share dinner daypart: 47% (vs 39% Q1)

Crew-upsell uplift: +RM 2.40 AOV at ratio <1.15, +RM 0.60 at ratio >1.20

Foodpanda dinner basket: RM 38.20 avg (KV cohort)

No menu engineering change required — staffing-led capture only

Re-issue upsell script v2.1 with new crew onboarding cohort (covers nasi-set + air bandung + cendol)

Tag 6 outlets in Menu Agent dashboard for daily AOV monitor post-intake (target +RM 1.80)

Dinner set-meal share: 47%
Beverage attach rate: 0.81
AOV uplift at low ratio: +RM 2.40
Foodpanda dinner basket: RM 38.20

Dinner ratio building toward 1.20 threshold; iftar/buka puasa-style dinner mix lifting on Raya Haji run-up + payday weekend convergence.


Outlet Agent flags 4 Hoshizaki HRC-90A walk-in chillers (units at OUT-0008 Kepong, OUT-0033 Cheras LeisureMall, OUT-0055 Bangsar South, OUT-0097 Subang SS15) with predictive-failure signal: door-seal heat-rise + compressor vibration FFT signature matches the 2024 failure cohort (n=11, mean time-to-failure 18 days from this signal). Each chiller holds ~RM 180k of chilled ayam, ikan, dairy and vegetables (halal lots traced via JAKIM e-Halal system; loss would trigger 72h MOH food-safety notification per Akta Makanan 1983 s.13). Replacement cost RM 42k/unit x 4 = RM 168k. Avoided wastage + spoilage liability + outlet downtime = +RM 650k avoided wastage.

OUT-0008 Kepong: vibration 6.8 mm/s RMS, door-seal +4.2°C heat-rise, age 6.3 yr

OUT-0033 Cheras LeisureMall: vibration 6.4 mm/s RMS, +3.8°C, age 5.9 yr

OUT-0055 Bangsar South: vibration 6.5 mm/s RMS, +4.0°C, age 6.1 yr

OUT-0097 Subang SS15: vibration 6.2 mm/s RMS, +3.5°C, age 5.7 yr

2024 failure cohort: 11 units, 18-day MTTF from this signature, 0 false positives

Release PO under AH-2025-FNB-0042 for 4 HRC-95B units; delivery target 2026-06-01

Schedule overnight swap rotation 2026-06-02 to 2026-06-05 (Cold Chain Logistics SDN BHD for inventory transfer)

Update CMMS (Maximo) with new asset tags + 60-day post-install FFT baseline reset

Vibration amplitude (4 units): 6.2-6.8 mm/s RMS, threshold 5.0

Door-seal heat-rise: 3.5-4.2°C, threshold 2.5

Chiller age (4 units): 5.7-6.3 yr, design life 7 yr

Antah Holdings stock-on-hand: 6 HRC-95B units (sufficient)

3 of 4 chillers above 5°C variance threshold; one (OUT-0097) still at 4.8°C but trending sharply.


Network Agent + Outlet Agent escalate to Chief of Staff -> Group CEO: 3 East Coast outlets — OUT-0123 Kuala Terengganu Mesra, OUT-0131 Kota Bharu Pelangi, OUT-0142 Kuantan East Coast Mall — have logged bottom-decile contribution for 14 consecutive weeks (network percentile 4-8). Cumulative monthly loss RM 194k; 12-month look-back projects -RM 1.7M consolidation case unrecoverable. Root cause mix: post-pandemic East Coast tourist recovery slower than projected (Tourism Malaysia 2025 East Coast arrivals -19% vs 2019), Foodpanda/GrabFood coverage thin (rider density 0.3x KV), local competitor (Restoran Pak Su, Sambal Hijau) repriced down 8% in Q4 2025. Recommendation: board paper covering (a) close + lease exit, (b) format conversion to smaller QSR kiosk, (c) franchise transfer. Lease covenants reviewed; landlord exit windows in Aug-Oct 2026 for OUT-0123 and OUT-0142; OUT-0131 on month-to-month.

OUT-0123 KT Mesra: percentile 4, contribution -RM 68k/month, lease ends 2026-09-30

OUT-0131 KB Pelangi: percentile 6, contribution -RM 64k/month, lease month-to-month since 2025-12

OUT-0142 Kuantan ECM: percentile 8, contribution -RM 62k/month, lease break-clause 2026-08-15

Tourism Malaysia 2025: East Coast arrivals 2.8M (vs 3.5M in 2019, -19%)

Franchise interest: Restoran Sri Pantai (LOI 2026-04-22), Warisan Pantai SDN BHD (verbal 2026-05-12)

Compile board paper (close vs convert vs franchise) for Group CEO review 2026-05-30

Issue formal JKKP retrenchment notice template to HR (90-day notice triggers if path (a) selected)

Engage Knight Frank for lease-exit negotiation on OUT-0123 (Aug-Oct 2026 window)

Network percentile (3 outlets): 4, 6, 8 (threshold 10)

Weeks below threshold: 14 (policy trigger 10)

Lease exit windows: Aug 2026, m-t-m, Aug 2026

Franchise LOI count: 2 (Sri Pantai, Warisan Pantai)

Unplanned maintenance YTD (3 outlets): RM 84k (network avg RM 23k per 3-outlet bundle)

Assets past design life: 6 of 18 majors (chillers x3, fryers x2, hood x1)

Energy intensity: 28% above network median

MOH inspection record 2024-2026: clean, 0 demerits

JAKIM cert transferability: confirmed under franchise path with re-audit at new-operator cost

Freeze non-safety capex at 3 outlets pending board decision (RM 320k avoided if path (a)/(c))

Tag 6 over-life assets for redeployment to Klang Valley sister outlets if close path selected

Unplanned maintenance YTD: RM 84k (+265% vs benchmark)

Energy intensity: +28% vs network median

13-week underperformance confirmed; consolidation case strengthening — pre-brief to Group CFO scheduled.


Menu Agent and Network Agent jointly flag the chicken-rice combo (item SKU MN-CR-001) at 14 lunch-skewed outlets — led by OUT-0014 Mid Valley, OUT-0022 PJ Empire, OUT-0031 1Utama, OUT-0047 KLCC, OUT-0061 Sunway Pyramid. Lunch daypart 12:00–14:00 runs 2,800 units/day at RM 14.00 with 41% contribution margin. Elasticity model (Toast POS + GrabFood/Foodpanda commission-adjusted) is -0.18; a move to RM 14.50 preserves >97% of volume and lifts margin by +RM 280k/month. Competitors KFC, Marrybrown, Texas Chicken repriced equivalent combos 5–8 days ago. Halal cert (JAKIM MS1500:2019 #JAKIM-HC-2023-04417) unaffected — pricing change only.

Lunch daypart elasticity at -0.18 supports RM 14.50 reprice without volume loss

Toast POS + Lightspeed K-series register data across 14 target outlets shows lunch combo MN-CR-001 trading at RM 14.00 since 2026-02-11. Demand model (90 days, controls for weather, payday cycle, and aggregator commission) returns own-price elasticity of -0.18 with R^2 0.74. At 2,800 units/day average, a move to RM 14.50 yields +RM 280k/month on a 41% baseline contribution margin. GrabFood and Foodpanda menu pricing must mirror on-premise within 48h to avoid channel arbitrage (commission 18-25% absorbed by SKU-level mark-up rule MN-RULE-07).

OUT-0014 Mid Valley: 312 units/day lunch, average bill RM 23.40, lunch traffic +6.1% WoW

OUT-0022 PJ Empire: 287 units/day lunch, mall foot traffic +4.8% (Sunway Property Trust data)

Texas Chicken 3-pc combo repriced RM 17.90 -> RM 18.90 on 2026-05-17 at 9 mall locations

Foodpanda commission band 23% for tier-2 vendors; elasticity model nets to -0.18 post-commission

Q1 FY26 chicken-rice ingredient cost up RM 0.42/unit (rice +4.1%, ayam segar +6.3% MPIB index)

Stage menu update in Toast head-office console for 14 outlets; activate 2026-05-25 11:00

Push parallel price update to GrabFood, Foodpanda, ShopeeFood APIs (mark-up rule MN-RULE-07 auto-applies)

Hold A/B monitor: roll back if 7-day units/day drops below 2,640 (5% threshold)

Lunch ATV (14 outlets): RM 14.10 (7d), threshold RM 13.50

Competitor reprice index: 3 of 4 peers moved in last 8 days

GrabFood basket abandonment rate: 7.2% (within 6-9% norm band)

Ingredient cost index: 104.6 (Jan-2026 = 100)

14 target outlets all in Klang Valley/Penang malls, median household income RM 9,200 trade area

Lunch-skew index >0.72 (vs network median 0.48)

Cross-elasticity to a la carte ayam goreng: +0.08 (mild substitution, net positive)

Aggregator share of lunch combo: 31% (vs 44% dinner) — reduces channel-mix risk

OUT-0089 Kuantan and OUT-0102 Seremban 2 explicitly excluded from cohort (lower price sensitivity envelope)

Lock cohort to 14 named outlets; freeze remaining 166 at current RM 14.00

Schedule 14-day post-reprice review with Menu Agent on units/day and basket-mix

If margin uplift confirmed >RM 240k by day 21, evaluate Phase 2 cohort expansion to 8 secondary outlets

Trade-area median income: RM 9,200 (DOSM)

Cross-elasticity to a la carte ayam: +0.08

Lunch daypart RM/transaction at 14 target outlets crossed RM 14.00 reprice trigger on 2026-05-22; elasticity model confirms -0.18 leaves volume intact.


Ingredient Agent recommends locking in 18 Bursa Malaysia FCPO Aug-26 contracts (25 MT each = 450 MT) at RM 4280/MT to cover 6-week palm-oil requirement (~430 MT) across central kitchen + 3 commissaries (Shah Alam, Senai, Penang). MetMalaysia monsoon forecast indicates above-normal rainfall in Sabah/Sarawak FFB belt from 2026-05-29; historical pattern shows CPO spot lifts RM 320-580/MT in the 5-week window post-onset. Hedge captures +RM 540k margin versus spot exposure. JAKIM halal cert on supplier Sime Darby Plantation (JAKIM-HC-2024-01182) and FGV Holdings (JAKIM-HC-2024-02047) verified current. MAQIS import filings not required (domestic supply).

Lock 18 FCPO Aug-26 contracts at RM 4280/MT to hedge 6-week palm-oil exposure

Group monthly palm-oil usage runs 71 MT (central kitchen 48 MT, 3 commissaries 23 MT combined). 6-week forward cover = 430 MT. MPOB cash CPO printed RM 4280/MT today; FCPO Aug-26 settle RM 4320/MT (light contango). Historical (2019-2025) monsoon onset adds RM 320-580/MT over 5 weeks post-onset 78% of seasons. Treasury approval (Group CFO standing mandate RM 5M / single commodity) confirms authority. Settlement via Maybank Investment Bank Bursa account M-FCPO-2419. Halal supply chain: Sime Darby + FGV both JAKIM-certified, audited 2026-02.

MPOB cash CPO: RM 4280/MT (today), +9.2% WoW

FCPO Aug-26 settle: RM 4320/MT, open interest 28,400 lots

MetMalaysia 14-day outlook: above-normal rainfall Sabah/Sarawak from 2026-05-29

2025 monsoon onset (2025-05-31): CPO lifted RM 480/MT over 5 weeks

Sime Darby JAKIM-HC-2024-01182 (renewed 2026-02-14), FGV JAKIM-HC-2024-02047 valid through 2027-Q1

Place 18 FCPO Aug-26 buy orders via Maybank IB by 2026-05-25 16:00 (Bursa close)

Notify central kitchen and 3 commissaries: lock recipe-cost at RM {cpo_price}/MT for menu engineering

Set roll-forward calendar: review Nov-26 contracts at end of monsoon (week of 2026-07-07)

Margin call risk if CPO drops >RM 200/MT post-hedge: ~22% probability (2019-2025 base rate). Maybank IB margin requirement RM 6,500/lot = RM 117,000 initial — within standing facility RM 2M. Counterparty risk negligible (Bursa-cleared). Halal supply disruption risk: 8% (JAKIM lot audit could pause shipments 3-5 days, mitigated by 9-day buffer stock at commissaries). KPDN price-control on cooking oil (RM 2.50/kg subsidised) does not apply to industrial RBD palm olein used in our fryers.

MPOB cash CPO: RM 4280/MT, threshold RM 4,200

FCPO Aug-26 open interest: 28,400 lots (+12% WoW)

MetMalaysia monsoon onset forecast: 2026-05-29

Central kitchen + commissary buffer: 9 days

MPOB cash CPO crossed RM 4,200/MT today — monsoon arrival forecast (MetMalaysia) brought forward to 2026-05-29; hedge window closes 48h.


Crew Agent + Menu Agent jointly recommend onboarding 12 additional dinner-shift crew (2 per outlet x 6 Klang Valley outlets: OUT-0014 Mid Valley, OUT-0022 PJ Empire, OUT-0031 1Utama, OUT-0047 KLCC, OUT-0061 Sunway Pyramid, OUT-0078 Setia City) for the 19:00–22:30 daypart. Planning window covers Aidiladha (2026-06-27) and the forward Ramadan-2027 staffing pipeline (intake-to-productive runs 6-8 weeks via Workforce SDN BHD agency contract WF-2024-117). Current dinner transactions/labor-hour ratio at 1.20 vs SLA ceiling 1.20; service time at 8.4 min (SLA 6.5 min). Capture: +RM 1.2M revenue capture over 90-day window. Compliance: JKKP working-hours rule (max 48h/week, 1h break) embedded in scheduling; foreign-worker quota verified with KSM (Kementerian Sumber Manusia) — 18 PLKS-eligible slots in hand.

Dinner transactions/labor-hour at 1.20 — 12 new crew restore 6.5-min SLA at 6 KV outlets

Toast POS labor module shows dinner daypart 19:00–22:30 running 1.20 transactions per crew-hour across the 6 named outlets — above SLA ceiling 1.20. Average order-to-tray time 8.4 min (SLA 6.5 min); Foodpanda/GrabFood rider wait at 11.2 min, triggering 6% cancellation. Intake of 12 crew via Workforce SDN BHD (PLKS-eligible Bangladeshi + Nepali workers, JKKP cleared) requires 14-day onboarding + halal-handling briefing per JAKIM MS1500 clause 4.2. Estimated incremental labor cost RM 168k over 90 days; revenue capture +RM 1.2M revenue capture = net RM ~1.0M+.

OUT-0014 Mid Valley dinner: 312 txns/2.5h, 4 crew on shift, ratio 1.25

OUT-0061 Sunway Pyramid dinner: 298 txns/2.5h, 4 crew, ratio 1.19, rider wait 12.3 min

GrabFood cancellation rate (KV cohort): 5.8% (norm 2.1%)

Workforce SDN BHD WF-2024-117: 14 candidates pre-screened, PLKS approval pending (5-day SLA)

JKKP audit 2025-11 cleared — 48h/week + 1h break rule compliant under proposed roster

Issue intake LOA to Workforce SDN BHD for 12 crew (2 per outlet x 6) by 2026-05-25

Schedule 14-day onboarding cohort starting 2026-06-02 (halal-handling, POS, safety brief)

Update Lightspeed scheduling for dinner daypart cap: 6 crew/outlet effective 2026-06-16

Dinner txns/labor-hour (6 outlets): 1.20, threshold 1.20

Avg order-to-tray time: 8.4 min (SLA 6.5)

Workforce SDN BHD candidate pool: 14 PLKS-cleared

Dinner basket at the 6 KV outlets is reshaping: set-meal share up to 47% (from 39%), beverage attach rate at 0.81 (from 0.68), dessert attach 0.22. Crew-led upsell scripts (rolled out 2026-04-12) now show +RM 2.40 AOV when ratio <1.15; collapse to +RM 0.60 when ratio >1.20 because crew skip the script under pressure. Adding 2 crew/outlet returns ratio to ~1.05 and reactivates the AOV lift, worth RM 480k of the +RM 1.2M revenue capture estimate. Recipe mix unchanged — no halal/JAKIM impact.

Set-meal share dinner daypart: 47% (vs 39% Q1)

Crew-upsell uplift: +RM 2.40 AOV at ratio <1.15, +RM 0.60 at ratio >1.20

Foodpanda dinner basket: RM 38.20 avg (KV cohort)

No menu engineering change required — staffing-led capture only

Re-issue upsell script v2.1 with new crew onboarding cohort (covers nasi-set + air bandung + cendol)

Tag 6 outlets in Menu Agent dashboard for daily AOV monitor post-intake (target +RM 1.80)

Dinner set-meal share: 47%
Beverage attach rate: 0.81
AOV uplift at low ratio: +RM 2.40
Foodpanda dinner basket: RM 38.20

Dinner-daypart understaffing ratio (transactions / labor-hour) at 6 KV outlets crossed 1.20 today — service-time SLA breaches doubled WoW; intake window closing.


Outlet Agent flags 4 Hoshizaki HRC-90A walk-in chillers (units at OUT-0008 Kepong, OUT-0033 Cheras LeisureMall, OUT-0055 Bangsar South, OUT-0097 Subang SS15) with predictive-failure signal: door-seal heat-rise + compressor vibration FFT signature matches the 2024 failure cohort (n=11, mean time-to-failure 18 days from this signal). Each chiller holds ~RM 180k of chilled ayam, ikan, dairy and vegetables (halal lots traced via JAKIM e-Halal system; loss would trigger 72h MOH food-safety notification per Akta Makanan 1983 s.13). Replacement cost RM 42k/unit x 4 = RM 168k. Avoided wastage + spoilage liability + outlet downtime = +RM 720k avoided wastage.

OUT-0008 Kepong: vibration 6.8 mm/s RMS, door-seal +4.2°C heat-rise, age 6.3 yr

OUT-0033 Cheras LeisureMall: vibration 6.4 mm/s RMS, +3.8°C, age 5.9 yr

OUT-0055 Bangsar South: vibration 6.5 mm/s RMS, +4.0°C, age 6.1 yr

OUT-0097 Subang SS15: vibration 6.2 mm/s RMS, +3.5°C, age 5.7 yr

2024 failure cohort: 11 units, 18-day MTTF from this signature, 0 false positives

Release PO under AH-2025-FNB-0042 for 4 HRC-95B units; delivery target 2026-06-01

Schedule overnight swap rotation 2026-06-02 to 2026-06-05 (Cold Chain Logistics SDN BHD for inventory transfer)

Update CMMS (Maximo) with new asset tags + 60-day post-install FFT baseline reset

Vibration amplitude (4 units): 6.2-6.8 mm/s RMS, threshold 5.0

Door-seal heat-rise: 3.5-4.2°C, threshold 2.5

Chiller age (4 units): 5.7-6.3 yr, design life 7 yr

Antah Holdings stock-on-hand: 6 HRC-95B units (sufficient)

4 chillers (Hoshizaki HRC-90A units at OUT-0008/0033/0055/0097) all crossed 5°C variance threshold today; vibration signature suggests compressor failure within 14 days.


Network Agent + Outlet Agent escalate to Chief of Staff -> Group CEO: 3 East Coast outlets — OUT-0123 Kuala Terengganu Mesra, OUT-0131 Kota Bharu Pelangi, OUT-0142 Kuantan East Coast Mall — have logged bottom-decile contribution for 14 consecutive weeks (network percentile 4-8). Cumulative monthly loss RM 194k; 12-month look-back projects -RM 1.8M consolidation case unrecoverable. Root cause mix: post-pandemic East Coast tourist recovery slower than projected (Tourism Malaysia 2025 East Coast arrivals -19% vs 2019), Foodpanda/GrabFood coverage thin (rider density 0.3x KV), local competitor (Restoran Pak Su, Sambal Hijau) repriced down 8% in Q4 2025. Recommendation: board paper covering (a) close + lease exit, (b) format conversion to smaller QSR kiosk, (c) franchise transfer. Lease covenants reviewed; landlord exit windows in Aug-Oct 2026 for OUT-0123 and OUT-0142; OUT-0131 on month-to-month.

OUT-0123 KT Mesra: percentile 4, contribution -RM 68k/month, lease ends 2026-09-30

OUT-0131 KB Pelangi: percentile 6, contribution -RM 64k/month, lease month-to-month since 2025-12

OUT-0142 Kuantan ECM: percentile 8, contribution -RM 62k/month, lease break-clause 2026-08-15

Tourism Malaysia 2025: East Coast arrivals 2.8M (vs 3.5M in 2019, -19%)

Franchise interest: Restoran Sri Pantai (LOI 2026-04-22), Warisan Pantai SDN BHD (verbal 2026-05-12)

Compile board paper (close vs convert vs franchise) for Group CEO review 2026-05-30

Issue formal JKKP retrenchment notice template to HR (90-day notice triggers if path (a) selected)

Engage Knight Frank for lease-exit negotiation on OUT-0123 (Aug-Oct 2026 window)

Network percentile (3 outlets): 4, 6, 8 (threshold 10)

Weeks below threshold: 14 (policy trigger 10)

Lease exit windows: Aug 2026, m-t-m, Aug 2026

Franchise LOI count: 2 (Sri Pantai, Warisan Pantai)

Unplanned maintenance YTD (3 outlets): RM 84k (network avg RM 23k per 3-outlet bundle)

Assets past design life: 6 of 18 majors (chillers x3, fryers x2, hood x1)

Energy intensity: 28% above network median

MOH inspection record 2024-2026: clean, 0 demerits

JAKIM cert transferability: confirmed under franchise path with re-audit at new-operator cost

Freeze non-safety capex at 3 outlets pending board decision (RM 320k avoided if path (a)/(c))

Tag 6 over-life assets for redeployment to Klang Valley sister outlets if close path selected

Unplanned maintenance YTD: RM 84k (+265% vs benchmark)

Energy intensity: +28% vs network median

14 consecutive weeks bottom-decile; cumulative monthly contribution loss widened to -RM 194k today. Group CEO decision window now open — board calendar slot 2026-05-30.