Lou Whiteman

They just crossed a billion dollars in revenue.

They're only in 26 states.

There's massive potential if Travis is part of the world.

We'll eat Mediterranean rice bowls, which we'll see.

I'll give it a shot.

It's really good and it's a lot healthier than some of the other stuff that people are eating, but that's neither here nor there.

Rachel was saying that it's all coming from new restaurants, but that is a path for success here.

They're going to open 75 restaurants in 2026.

In theory, they can grow at that pace into the 2030s just to hit their target of 1,000 locations.

And again, they're only in 26 states, so there is places to go.

If they can grow at that pace and have flat same-store sales, it's at least probably good enough.

The other thing I'd say is that the market reaction here...

Whatever we're talking about, quarterly reports are often more about expectations going in than the actual results.

Kava has been cut in half since the beginning of 2025.

Rivals are having trouble.

There is saturation there.

The macro picture from here is cloudy.

You don't need to be a wow quarter all the time.

In this environment, good enough is good enough.

And this is almost as delicious as a Mediterranean bowl.