Lou Whiteman

So, Travis, I'm happy to have a cover ball with you, but obviously I'm cheap, so I'm going to try and get you to pay, just for the record here.

Like Rachel said, this quarter was about pricing power.

The slight uptick in same-store sales, judging on the curve of a lot of the rest of the industry, that's pretty good.

But it was a 1.9% increase in menu price and product mix, not the fact that people are coming more.

This is an interesting moment for them.

Talk about Axon.

Talk about that.

This is still a relatively small company.

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...