CAVA Group (Ticker: CAVA) with Alex Morris
Chit Chat Stocks
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The Importance of Recognizing Big Consumer Insights
I think it's recognizing those things and then companies making adjustments as it becomes evident that they need to do so. It's a very difficult business to stay ahead of the competitors because they can copy everything you do. But when you find a concept that has attractive unit economics and is broadly demanded by consumers, let's just say the US to keep it somewhat small, that is probably demanded by people across different geographies. So yeah, he's someone who has, Ron Schake has done seeing that personally. And now in his position as acts three, he's in a place where he can make what seems like a relative, a limited number of bets on concepts or other restaurants that he believes
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