The last time I wrote about Wonder, I mentioned their somewhat innovative model of using food trucks to deliver meals while also prepping the food at the customer’s doorstep.
You so softly and charitably held Lore's ambition to reach $1 trillion as within the realm of possibility...And while I acknowledge there is some pathway of events that leads to this reality, I'll put my prediction a bit less mildly -- if Wonder ever reaches a trillion dollar valuation I'll eat this keyboard!
Professor, if this wasn't by Marc Lore, I imagine a regional chain of mediocre food courts wouldn't get much attention. 7,000 locations for Wonder is a pipe dream by two orders of magnitude... Chipotle, over 30 years old, has about half that number in the US today. Newer successes like Cava and Sweetgreen have 250-350 each. They're all more cohesive concepts with better quality/experience for diners.
You so softly and charitably held Lore's ambition to reach $1 trillion as within the realm of possibility...And while I acknowledge there is some pathway of events that leads to this reality, I'll put my prediction a bit less mildly -- if Wonder ever reaches a trillion dollar valuation I'll eat this keyboard!
Professor, if this wasn't by Marc Lore, I imagine a regional chain of mediocre food courts wouldn't get much attention. 7,000 locations for Wonder is a pipe dream by two orders of magnitude... Chipotle, over 30 years old, has about half that number in the US today. Newer successes like Cava and Sweetgreen have 250-350 each. They're all more cohesive concepts with better quality/experience for diners.
But the entrepreneur does matter, and execution does matter. On both dimensions I will take Lore over the other founders.