Let's discuss various food stocks! Seems like a volatile space. Curious to hear DD from experts.

What are your thoughts on various sub-sectors?
Delivery (dash, uber, Fast casual, vegan, premium, etc.

What are some interesting examples?

total Bust: Blue apron, beyond meat, sweetgreen, oatly, etc.

Success: Cava, shakeShack, DutchBros, dash, uber, etc.

Seems like a volatile space. Curious to hear DD from experts.