Nick Martell

Coffee shops are number two.

But number three.

Pause the pod.

It better be pizza, Jack.

Pizza.

75,000 pizzerias in America, according to IbisWorld.

But that's a problem, Yetis, a pizza problem, because pizza is falling fast.

According to the Wall Street Journal, we are past our pizza peak.

That's right.

The Wall Street Journal published America is falling out of love with pizza.

The honeymoon, it's over.

Now, to sprinkle on some more context, Nick, pizza's success in America was its delivery advantage.

For decades, pizza dominated the Yellow Pages in your phone book.

The pizza is so boxable, they even invented their own pizza box for the pizzas.

But in the delivery app age, that advantage has been neutralized.

In the past, pizza restaurants had their own delivery drivers on staff.

But now every restaurant has delivery drivers because of the delivery apps.

And in this economy, an $18 family-sized pie from Domino's doesn't taste like value like it used to.

I'm sorry, Jack, but the carb to cash ratio, it's just still too low.

It just leads to the sad news.