NOW is the Golden Age for The American Eater - VCs burning pension money for delivery, meal kits, DTC food - mild commodity costs - industry overcapacity due to low rates - franchisors competing on price at exp of 'zees - supermkts upping their game - no carbon taxes on meat
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= mild commodity cost, #2
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Psshhh, yours is too general. Could mean cheaper gas to drive to McDonald's
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