Gas prices are eating restaurant budgets while (https://www.cnbc.com/2026/06/17/lyft-could-reap-rewards-of-robotaxi-boom-rothschild-co-says-.html) as a robotaxi play. The problem: consumer discretionary is already compressed. LYFT's robotaxi optionality doesn't fix the fact that QSR comps are rolling over *right now* because fuel costs are starving discretionary spend at the pump.

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