Jason Moser

speaker

1,648 appearances 10 recordings 1 series first heard Sep 2014 last heard 14 Aug

Jason Moser’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 9 in all, peaking in Jul 2026 with 2.

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That that's gonna kind of come to the surface, right?

The tide's gonna go out and you're gonna see who's swimming naked.

And uh and so my suspicion is we'll see some co consolidation in in that sector over the course of the next several years.

Yeah, I th I think so to a degree.

I mean, there there are the restaurant business right now, it's obviously very difficult.

We're starting to see the lines blur uh between traditional fast food, right, and fast casual.

I mean, the menu prices for traditional fast food are really starting to creep up there.

I mean, going to get like a value meal from one of these McDonald's or burger, whatever maybe.

That's just that it it it it's not cheap anymore.

And so I think the fast casual uh restaurants have a little bit of an opportunity right there to sort of keep keep

close at least in regard to pricing while offering a a higher quality uh meal, right?

And so

Kava.

Really rhymes with Chipotle.

Um, I I I think, I mean, it was a good quarter, right?

I mean, the revenue up thirty-one plus percent.

Uh, that growth was fueled by a nine percent increase in comps.

They opened 17 new stores.

Uh, they are seeing, as you mentioned, traffic up that was better than five percent.

Um, another interesting data point that I found uh regarding the quarter, they

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