Dan Caplinger

But look, the market didn't react well to this deal.

It's huge and failed combinations like Kraft Heinz spring to mind.

And I'll concede, McCormick management has a full plate here.

You see what I did?

JMO would like that.

But I think scale matters in this business.

And I think McCormick is better managed than Kraft Heinz.

I am at least intrigued here, kind of watching this.

A lot of risk, but a lot of potential rewards here as they kind of fill up the shopping cart.

Dan, pro tip.

You might have done better with the York Peppermint Patty.

It does.

I'm a Planet Fitness member as well.

I'm a Black Card member.

I do a lot of traveling and Planet Fitness has a vast network of locations all around the country that is extremely convenient for me.

The machinery is generally pretty standardized, so I can generally expect to get the same workout in regardless of where I go.

It's been a huge value to me.

Sammy, I think it's a great pick.

I'm curious, when you're looking at this company, when you're looking at Planet Fitness, what kind of key performance indicators do you look at?

Do you look at black card mix versus non-black card mix?