Nick Martell

So I've been compromised in the research of this story, Jack.

Nick's very biased, but Danny Meyer invested in Salt and Straw and so did The Rock.

They have 55 scoop shops around the country with $100 million in hard revenue.

Hard because they don't sell soft serve.

But Jack, could you sprinkle on some sprinkly context to that number, please?

Salt and Straw is doing the same sales per location as Wendy's and Taco Bell do.

And yet they only serve one meal, dessert.

If you adjust their revenue per location by the number of meals.

Yes, Jack.

In other words, scale it up to three meals a day.

Salt and Straw is just behind Chick-fil-A as the number one food chain in the country.

Sit down, stand up, and hot fudge us again.

So who's going to buy Salt and Straw for $200 million?

That's totally unclear.

Yeah, like Unilever and Nestle, they're both exiting the ice cream business right now.

They already have exited.

So if food conglomerates are not interested, maybe a strategic acquirer could come along.

What if Starbucks acquired Salt and Straw?

They need the cool factor to beat Dutch Bros.

What's cooler than a scoop of ice cream in your ice latte?