Happy first week of good to see you.

It was good to be seen Ricky. Well yesterday former Chipotle CEO Brian Nickle,

you know he grabbed his lunch pail he hopped on his private jet and started his

first day leading Starbucks. Interesting company to look back on because it's sort of

long long term Starbucks has been a fabulous performer, but over the past just five years, it's just

been paying dividends. So on Mr. Nichols' first day of school, what's the situation he's walking into

into this new high school with new friends, new opportunities?

Uh-huh.

I'm gonna suggest, well, I like that you said that Brian Nichols taken his lunch pail because I would suggest the first thing is it's a good thing he's not eating at Starbucks because I'm of the opinion that Starbucks has never gotten food right unless you like pre-made sandwiches made a month ago in a factory in Denver.

And I think that might be something that he's walking into.

I think he's also walking to.

Starbucks was famously always the so-called third place between work and home.

You know, a third place where you could gather,

maybe if you're like me and a remote worker,

you know, who sits at a desk and needs a little bit of downtime from from sitting at the same desk always so I go to

a Starbucks to sit at a different desk. The third place has kind of disappeared.

Starbucks has kind of evolved under the leadership and you can insert in air quotes if you want there.

The leadership over the past six or seven years, it's kind of evolved from a coffee shop more low key to get in slash get out with your

sugary frufru beverage of choice rather than the focus on coffee.

And so I think my take is I think there's a lot of things

he's gonna need to do to get back to get back to where they were.

I've got a Beatles song in my head,

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