Asit Sharma

They use their own supply chain software that monitors their supply chain of ingredients coming in.

They're tied into the restaurants, which have visibility and automated systems that show

where the inventory is, what needs to be ordered.

They've got this amazing system.

I think it's pretty amazing.

It helps with Kava's operating margins.

If you compare Kava to Sweetgreen, you'll often hear people ask, why does Kava make so much money?

Why does Sweetgreen lose money?

Because the tech is better, because they're more efficient on the tech side.

And then finally, I would look to a company like Wingstop, symbol W-I-N-G, which is optimized for a digital age.

They have very small space locations.

As you know, Emily, you're very familiar with this business.

We've looked at it together.

They are built to absorb these third-party platforms like Uber Eats and Grubhub and DoorDash and play nice with them.

They don't need to give up a lot of margin because they're already very efficient.

It's not a drag on their P&L to both have their own digital ordering and loyalty programs tied together with the third-party platforms.

They invest a lot in their tech, so I like that business as well.

Emily, one of the ways is to realize that you don't necessarily want to find that company that's going to go 100% in a day.

The reason is, it's a much harder way to make money.

In that pursuit, the chances to lose are so much.