Lou Whiteman

If it's not reality, it's at least customer perception right now, and that's just as important.

I think you got to give Texas Roadhouse here the gold of this group.

If you want a high-quality restaurant business with no drama in your portfolio, I think you go with Texas Roadhouse.

It just consistently quarter in, quarter out.

It's a pretty mature chain at this point, and yet, same-store sales are up, again, 5% or 6% so far this year.

Those are really strong numbers.

The restaurant-level profit margins are good.

It's even working on some newer chains that it can grow from here.

But then as far as my silver, I'm definitely going to give that to Kava.

I think that Kava, yeah, same-store sales are...

drifting lower.

But so long as those profit margins at the restaurant level stay above 20% as they are right now, I think this is a growth opportunity just from opening up new restaurants.

Only around 300 or so right now, opening up 70 or so this year.

That's a good growth rate.

And so long as margins stay where they are, it should do well.

I'll give the bronze to Portillo's.

Lot of upside if things go right.

It does have some execution issues going on right now.

Debt levels are high, but I think that it can really perform well for shareholders if it can get back to some same-store sales growth.

Well, we'll start with gold.