Buy GEAT by Dec 1, 2026.

I keep coming back to one table in the ChefKart materials, the one breaking down what a single visit actually earns. AOV of $5.50. Chef cost of $2.20. Gross margin of 54%. Contribution margin of 11% after marketing. CAC recovered inside three orders. Per their own data, every visit makes money before overhead, and overhead is the only thing keeping EBITDA at -21%. Mismatch I see: stock is being traded on the LOI headline, without 24.6k visits a month, 70%+ …