Jack Crivici-Kramer

You can buy at least three bagels.

They don't sell you single bagels.

And then there's the rip and dip, which goes viral on social media.

They treat those sesame bagels like influencers.

Plus, with people drinking less alcohol, there's fewer hangovers and fewer people sleeping in.

So this is a true fact.

More breakfast is being had in this country.

Turns out the hangover is not good for the bagel industry.

Although when I used to be hangover, I would definitely get bagels.

It's counterintuitive, Jack.

Besties add it all up and the bagel.

The victim number one of the anti-carb era is now the ultimate comeback story.

Because Atkins is over and you're gluten-free phase and it stopped being fun, didn't it?

So Wall Street...

They're tasting money.

Jack, what's the takeaway for our buddies over in the bagel industry?

Will the bagel become coffee or cupcakes?

So, daddies, big money is betting that there's a lot of breakfast market share or tummy share for the bagel to eat up.

The risk is that the bagel goes the way of the cupcake, a fad that fades away.

Remember when Wall Street was obsessed with crumbs cupcakes a decade ago?