Jack and Nick
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Podcast Appearances
They're low priced, consistent, and could scale across the whole country. And now, of course, Chase, Bank of America, Citi, Wells Fargo, they think they're the McDonald's of banking. But Chime, Chime is internet first. Chime's menu of low-priced banking products with an engaging brand that's green, they're the McDonald's of money.
They're low priced, consistent, and could scale across the whole country. And now, of course, Chase, Bank of America, Citi, Wells Fargo, they think they're the McDonald's of banking. But Chime, Chime is internet first. Chime's menu of low-priced banking products with an engaging brand that's green, they're the McDonald's of money.
Because there is an opportunity in every industry to become the McDonald's.
Because there is an opportunity in every industry to become the McDonald's.
Because there is an opportunity in every industry to become the McDonald's.
For our third and final story, Kava is the only food chain defying the economic vibe session. We'll tell you why, apples to apples, Kava is crushing the fast casual competition. But Jack, in order to tell this story, can you please set the scene for us June 2023? We covered the Kava IPO. Ironically, we covered it on the same day we interviewed Sweetgreen's co-founder. Awkward, but it was fun.
For our third and final story, Kava is the only food chain defying the economic vibe session. We'll tell you why, apples to apples, Kava is crushing the fast casual competition. But Jack, in order to tell this story, can you please set the scene for us June 2023? We covered the Kava IPO. Ironically, we covered it on the same day we interviewed Sweetgreen's co-founder. Awkward, but it was fun.
For our third and final story, Kava is the only food chain defying the economic vibe session. We'll tell you why, apples to apples, Kava is crushing the fast casual competition. But Jack, in order to tell this story, can you please set the scene for us June 2023? We covered the Kava IPO. Ironically, we covered it on the same day we interviewed Sweetgreen's co-founder. Awkward, but it was fun.
Awkward because Kava and Sweetgreen are both competing against Chipotle for your lunch bowl order. Every single day. Millennials, we sit at our desks and we eat bowls. That is what we do. Bread, wrap, man, that's empty calories, my friend. Customizable lunch bowls from Chipotle, Kava, and Sweetgreen. They hit the three circle Venn diagram sweet spot. I know what you mean, Jack.
Awkward because Kava and Sweetgreen are both competing against Chipotle for your lunch bowl order. Every single day. Millennials, we sit at our desks and we eat bowls. That is what we do. Bread, wrap, man, that's empty calories, my friend. Customizable lunch bowls from Chipotle, Kava, and Sweetgreen. They hit the three circle Venn diagram sweet spot. I know what you mean, Jack.
Awkward because Kava and Sweetgreen are both competing against Chipotle for your lunch bowl order. Every single day. Millennials, we sit at our desks and we eat bowls. That is what we do. Bread, wrap, man, that's empty calories, my friend. Customizable lunch bowls from Chipotle, Kava, and Sweetgreen. They hit the three circle Venn diagram sweet spot. I know what you mean, Jack.
It's like health, cost, convenience, boom. All three brands are right in the middle of that thing. In like 12 minutes, you get all the nutrients you need while you're still like reading an earnings report. Well, interestingly, one year ago, all three of those fast casual stocks were actually at all-time highs.
It's like health, cost, convenience, boom. All three brands are right in the middle of that thing. In like 12 minutes, you get all the nutrients you need while you're still like reading an earnings report. Well, interestingly, one year ago, all three of those fast casual stocks were actually at all-time highs.
It's like health, cost, convenience, boom. All three brands are right in the middle of that thing. In like 12 minutes, you get all the nutrients you need while you're still like reading an earnings report. Well, interestingly, one year ago, all three of those fast casual stocks were actually at all-time highs.
Another good thing about bowls, you eat them with forks, which means you're less likely to get messy. I know you're a sport guy, Jack. Don't sell a short over there. And when those stocks were at all-time highs, it looked like there was room in this economy for a Mexican bowl, a Mediterranean bowl, and a shroomami bowl to exist peacefully.
Another good thing about bowls, you eat them with forks, which means you're less likely to get messy. I know you're a sport guy, Jack. Don't sell a short over there. And when those stocks were at all-time highs, it looked like there was room in this economy for a Mexican bowl, a Mediterranean bowl, and a shroomami bowl to exist peacefully.
Another good thing about bowls, you eat them with forks, which means you're less likely to get messy. I know you're a sport guy, Jack. Don't sell a short over there. And when those stocks were at all-time highs, it looked like there was room in this economy for a Mexican bowl, a Mediterranean bowl, and a shroomami bowl to exist peacefully.
But in the past 12 months, Sweetgreen and Chipotle have shrank. Yes. But Kava? they have only accelerated even faster. Like feta cheese, baby, kava has got big tahini energy right now. So we jumped into the numbers. The vibe session is hitting Chipotle and Sweetgreen really hard. Yeah, sales at both those chains actually fell last quarter. And the reason? It's got to be this.
But in the past 12 months, Sweetgreen and Chipotle have shrank. Yes. But Kava? they have only accelerated even faster. Like feta cheese, baby, kava has got big tahini energy right now. So we jumped into the numbers. The vibe session is hitting Chipotle and Sweetgreen really hard. Yeah, sales at both those chains actually fell last quarter. And the reason? It's got to be this.
But in the past 12 months, Sweetgreen and Chipotle have shrank. Yes. But Kava? they have only accelerated even faster. Like feta cheese, baby, kava has got big tahini energy right now. So we jumped into the numbers. The vibe session is hitting Chipotle and Sweetgreen really hard. Yeah, sales at both those chains actually fell last quarter. And the reason? It's got to be this.