(https://www.marketwatch.com/story/analysts-say-this-restaurant-chain-has-figured-out-how-to-feed-everyone-glp-1-users-included-bc34f211?mod=mw_rss_topstories) on the thesis that it's solved the GLP-1 consumer problem. Smart take operationally. But here's the problem: restaurant FCF collapses when rates stay elevated.

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