live stream for january 13th |
6.881 |
Jump to 19.439 |
|
|
2022 we are back for the first interview |
4.279 |
Jump to 23.24 |
|
|
absolutely yeah i think 2022 really is a |
5.281 |
Jump to 38.079 |
|
|
of things lined up so 2022 really is |
4.481 |
Jump to 45.039 |
|
|
the next you know 10 10x plus |
4.961 |
Jump to 60.879 |
|
|
know 18 months we've already had nine of |
3.439 |
Jump to 99.04 |
|
|
thousand to five thousand percent |
4.721 |
Jump to 102.479 |
|
|
another 10 more of these 10 baggers in |
5.279 |
Jump to 107.2 |
|
|
could be one of them he definitely has |
4.24 |
Jump to 112.479 |
|
|
yes there's two there's two sides to um |
4.561 |
Jump to 152.879 |
|
|
with four locations |
4.24 |
Jump to 165.68 |
|
|
all natural products um we're a one-stop |
5.759 |
Jump to 172.48 |
|
|
10 to 12 000 square feet and so we want |
4.161 |
Jump to 178.239 |
|
|
cheese uh co-founded by two excellent |
5.2 |
Jump to 209.599 |
|
|
are stellar and so launched uh four skus |
5.36 |
Jump to 222.48 |
|
|
late october uh so we have four skus out |
4.401 |
Jump to 230.239 |
|
|
right time this is like one of the big |
2.639 |
Jump to 245.68 |
|
|
just in one of our |
3.28 |
Jump to 251.599 |
|
|
know was named uh you know one of the |
3.68 |
Jump to 325.28 |
|
|
top ten products to watch for for this |
3.52 |
Jump to 327.28 |
|
|
famous place called i think it's 11 |
3.52 |
Jump to 411.84 |
|
|
stars one two stars and the guys go you |
4.64 |
Jump to 416.8 |
|
|
right and of course one of the things |
4.479 |
Jump to 434.0 |
|
|
breed that is second to none and so when |
4.799 |
Jump to 510.8 |
|
|
tesla that's i don't know like a hundred |
3.2 |
Jump to 549.6 |
|
|
like 35 grand so it's like yeah but it's |
3.92 |
Jump to 552.8 |
|
|
plant-based space now one thing also is |
4.88 |
Jump to 559.04 |
|
|
it's a 600 billion dollar market |
3.68 |
Jump to 563.92 |
|
|
opportunity there is 600 billion |
4.159 |
Jump to 565.68 |
|
|
seen a lot of fads over the 15 years |
4.161 |
Jump to 591.519 |
|
|
and that's why you know the first two |
3.76 |
Jump to 651.12 |
|
|
know 30 years ago there used to be still |
4.0 |
Jump to 703.279 |
|
|
multi-multi-billion dollar market |
4.599 |
Jump to 726.36 |
|
|
won't know what's gonna make this a 10 |
3.68 |
Jump to 738.8 |
|
|
think you're at a 25 million plus run |
5.599 |
Jump to 742.48 |
|
|
rate exited 20 last year |
5.201 |
Jump to 745.519 |
|
|
new stores i think four to six stores |
3.44 |
Jump to 756.959 |
|
|
let's call it a 50 or 60 million dollar |
4.16 |
Jump to 763.76 |
MONEY
50 or 60 million dollar
|
|
exit this year 22 with a 50 60 million |
4.081 |
Jump to 771.279 |
|
|
that could be also 15 20 million |
5.12 |
Jump to 784.0 |
|
|
it could be you know 5 10 x whatever |
4.64 |
Jump to 791.6 |
|
|
stock to go from you know uh 40 50 cents |
5.52 |
Jump to 796.24 |
|
|
to you know 250 |
4.24 |
Jump to 800.0 |
|
|
i'm saying even potentially five dollars |
4.48 |
Jump to 801.76 |
|
|
to ask you two questions and we'll jump |
3.281 |
Jump to 825.839 |
|
|
matt let's kind of one thing i'm sure |
4.24 |
Jump to 831.92 |
|
|
21 on kind of a downer let's be honest |
4.8 |
Jump to 854.56 |
|
|
beginning went from 30 to 70 cents we |
3.76 |
Jump to 859.36 |
|
|
one there's been other stuff it's |
3.039 |
Jump to 865.04 |
|
|
understand that basically one of our |
3.599 |
Jump to 953.92 |
|
|
quarter it's continued into fourth |
3.841 |
Jump to 957.519 |
|
|
you know it's easy to say it's one store |
2.64 |
Jump to 961.36 |
|
|
now that's 25 of our store count |
4.8 |
Jump to 964.0 |
|
|
had one store that was under renovation |
3.599 |
Jump to 974.48 |
|
|
a 30 plus uh gross profit percentage is |
5.921 |
Jump to 999.519 |
|
|
last you know let's say even two and a |
3.601 |
Jump to 1025.039 |
|
|
like first of all by contrast case |
3.521 |
Jump to 1066.559 |
|
|
leader and yet still pulling uh 30 plus |
5.44 |
Jump to 1119.84 |
|
|
percent margin speaks to number one the |
4.08 |
Jump to 1123.2 |
|
|
one of the points we'll talk about about |
3.04 |
Jump to 1180.24 |
|
|
yeah i mean one of the one of the big |
3.04 |
Jump to 1204.24 |
|
|
garage could easily grow to a 20 to 30 |
4.48 |
Jump to 1214.559 |
|
|
four to six store package we really want |
3.921 |
Jump to 1292.799 |
|
|
eight to ten store range but above and |
4.16 |
Jump to 1296.72 |
|
|
easily support you know five to six |
4.24 |
Jump to 1314.0 |
|
|
support a five to six store development |
3.919 |
Jump to 1320.0 |
|
|
that could support a five to six store |
4.0 |
Jump to 1326.48 |
|
|
you know each store you know six to |
4.08 |
Jump to 1347.36 |
|
|
seven million in sales you look at us as |
4.16 |
Jump to 1349.28 |
|
|
a ten store operation we're we're going |
3.92 |
Jump to 1351.44 |
|
|
to be a 60 to 70 million dollar year |
3.68 |
Jump to 1353.44 |
MONEY
60 to 70 million dollar
|
|
operation you look at a 15 store |
2.96 |
Jump to 1355.36 |
|
|
where 100 million dollar a year company |
5.2 |
Jump to 1358.32 |
|
|
and so with 15 stores 15 stores is 150 |
5.04 |
Jump to 1360.48 |
|
|
four and so we're not we're not talking |
3.84 |
Jump to 1365.52 |
|
|
to develop 100 stores to be noticed here |
4.4 |
Jump to 1369.36 |
|
|
10 to 11 000 square foot range could be |
4.48 |
Jump to 1396.0 |
|
|
know 20 30 000 square foot range |
4.8 |
Jump to 1407.52 |
QUANTITY
20 30 000 square foot
|
|
you know three to five thousand square |
3.199 |
Jump to 1414.96 |
|
|
here i always like to say we're two |
3.361 |
Jump to 1418.159 |
|
|
to 100 million dollars with just you |
5.36 |
Jump to 1469.52 |
MONEY
100 million dollars
|
|
know 15 stores in like your local region |
5.921 |
Jump to 1472.159 |
|
|
does a walkthrough through one of their |
3.2 |
Jump to 1484.24 |
|
|
so yes to so to get to 15 would be very |
3.44 |
Jump to 1512.88 |
|
|
first off you know you have things like |
3.76 |
Jump to 1553.84 |
|
|
sometimes they look at one number when |
3.12 |
Jump to 1619.52 |
|
|
they should be looking at seven numbers |
2.88 |
Jump to 1621.039 |
|
|
and look at seven numbers when they |
3.36 |
Jump to 1622.64 |
|
|
should be looking at three numbers so we |
3.521 |
Jump to 1623.919 |
|
|
one thing matt i i don't want to insult |
3.841 |
Jump to 1663.039 |
|
|
know uh in the last three four months |
3.679 |
Jump to 1666.88 |
DATE
the last three four months
|
|
of new uh multi-family six five four |
4.96 |
Jump to 1699.12 |
|
|
five story buildings |
2.961 |
Jump to 1702.559 |
|
|
have a you know 10 000 they have a 10 |
4.799 |
Jump to 1712.24 |
|
|
000 square foot space essentially and |
4.16 |
Jump to 1714.72 |
|
|
is once they see you have you know eight |
4.4 |
Jump to 1841.6 |
|
|
eight stores and you know we can do this |
4.079 |
Jump to 1849.84 |
|
|
there's like 20 million or something or |
3.041 |
Jump to 1863.039 |
|
|
10 yeah yeah i mean look i always like |
3.52 |
Jump to 1864.32 |
|
|
think third or fourth largest city so |
3.199 |
Jump to 1867.84 |
|
|
eight to ten store range was a key |
4.88 |
Jump to 1884.96 |
|
|
you know with our four stores we're well |
2.961 |
Jump to 1900.399 |
|
|
four to six door package um in terms of |
4.081 |
Jump to 1991.279 |
|
|
easily support five six stores each and |
4.0 |
Jump to 2003.76 |
|
|
you're talking 15 to 18 stores right |
5.119 |
Jump to 2005.44 |
|
|
there in those three geographic areas so |
4.32 |
Jump to 2007.76 |
|
|
market and when you look at the four |
4.079 |
Jump to 2018.08 |
|
|
50 60 million run rate by the end of the |
4.479 |
Jump to 2043.6 |
|
|
year by the end of this 22 so which |
4.32 |
Jump to 2046.24 |
|
|
250 million valuation so that's a 10 |
4.399 |
Jump to 2053.44 |
|
|
not just one product not just two not |
4.16 |
Jump to 2132.48 |
|
|
just three but four products in a six |
3.28 |
Jump to 2134.64 |
|
|
outlined you know four key things for us |
3.28 |
Jump to 2148.48 |
|
|
number one with solidifying our |
3.28 |
Jump to 2150.48 |
|
|
co-packer is number one for for |
4.24 |
Jump to 2212.48 |
|
|
milestone number two is working with the |
4.8 |
Jump to 2214.24 |
|
|
the six recipes that the that the team |
4.319 |
Jump to 2219.04 |
|
|
said it was a 10 sku package we wanted |
4.48 |
Jump to 2234.96 |
|
|
to get to 10 skus before really pushing |
3.68 |
Jump to 2236.8 |
|
|
market so that's milestone number two |
4.08 |
Jump to 2240.48 |
|
|
milestone number three is linking up |
5.6 |
Jump to 2242.4 |
|
|
the fourth is is linking up with at |
4.72 |
Jump to 2264.72 |
|
|
least one large retailer and the reason |
4.639 |
Jump to 2266.96 |
|
|
look at 10 skus and our skus are packed |
5.041 |
Jump to 2273.599 |
|
|
six units per case they're not big cases |
4.0 |
Jump to 2276.079 |
|
|
case of 12 24 36 cases six keep it very |
5.28 |
Jump to 2280.079 |
|
|
ten skus six units per case an average |
4.961 |
Jump to 2285.359 |
|
|
base of five dollars a unit which is |
3.601 |
Jump to 2295.599 |
|
|
you look at an average five dollar cost |
2.96 |
Jump to 2303.28 |
|
|
ten skus six units per case in 500 doors |
7.839 |
Jump to 2306.24 |
|
|
okay one case per door per week you're |
4.56 |
Jump to 2310.72 |
|
|
looking at an eight million dollar a |
3.921 |
Jump to 2314.079 |
MONEY
eight million dollar
|
|
a very low bar 500 stores that is |
3.679 |
Jump to 2320.16 |
|
|
because 500 |
2.72 |
Jump to 2322.32 |
|
|
that with one retailer that doesn't even |
4.16 |
Jump to 2326.48 |
|
|
out if you're in a thousand doors if |
2.88 |
Jump to 2330.64 |
|
|
you're in two thousand doors if you're |
3.52 |
Jump to 2332.079 |
|
|
in four thousand doors you look at we |
4.24 |
Jump to 2333.52 |
|
|
talked about oatley is in 65 000 doors |
4.401 |
Jump to 2335.599 |
|
|
get the 10 skus link up with a |
4.48 |
Jump to 2350.0 |
|
|
the for the coming 12 months those are |
3.76 |
Jump to 2354.48 |
DATE
the coming 12 months
|
|
our four bedrock milestones for this |
4.0 |
Jump to 2356.4 |
|
|
going to hit eight million dollars in |
2.16 |
Jump to 2373.52 |
MONEY
eight million dollars
|
|
million revenues and they have some of |
3.44 |
Jump to 2410.24 |
|
|
20 million u.s 25 million and uh you |
6.399 |
Jump to 2417.68 |
|
|
worth 50 million plus you add the |
3.28 |
Jump to 2424.079 |
|
|
the 8 million revenues which is nothing |
4.401 |
Jump to 2427.359 |
|
|
that's based on 500 doors that's like |
4.64 |
Jump to 2429.04 |
|
|
you know there's 60 valencia one |
4.0 |
Jump to 2431.76 |
|
|
could hit that with one large of our |
3.601 |
Jump to 2446.319 |
|
|
part of of 2021 was show the market |
5.04 |
Jump to 2467.76 |
|
|
just tremendous and it's in a six week |
5.36 |
Jump to 2480.8 |
|
|
that one of the key things is that look |
2.4 |
Jump to 2506.4 |
|
|
saying that they're to do at least 8 |
3.681 |
Jump to 2534.319 |
|
|
million it's going to be at least eight |
3.841 |
Jump to 2536.319 |
|
|
take a picture about one of my stores |
3.04 |
Jump to 2638.4 |
|
|
are not 52 ingredient products with a |
5.359 |
Jump to 2672.96 |
|
|
very busy you know the first two weeks |
4.319 |
Jump to 2750.0 |
|
|
look our butter sells the msrp is 9.99 |
6.081 |
Jump to 2802.319 |
|
|
this is not 99 butter so when we talk |
4.159 |
Jump to 2805.2 |
|
|
9.99 debris suggested it's 13.99 so |
5.52 |
Jump to 2816.96 |
|
|
we're not selling things for 47 cents in |
5.12 |
Jump to 2820.16 |
|
|
not a 47 cent item you know we're not |
4.241 |
Jump to 2862.559 |
|
|
at when we're at four or five stores or |
4.96 |
Jump to 2907.44 |
|
|
15 or 20 stores we'll always evaluate |
4.72 |
Jump to 2910.0 |
|
|
organic chain is a great comp for og 21 |
4.559 |
Jump to 2927.76 |
|
|
275 million 30 million a door yeah i |
4.561 |
Jump to 2935.119 |
CARDINAL
275 million 30 million
|
|
30 million a store essentially you know |
5.679 |
Jump to 2998.16 |
|
|
20 20 million market cap five million a |
5.121 |
Jump to 3024.319 |
|
|
store this is a 13 and this is |
4.239 |
Jump to 3026.88 |
|
|
ten thousand square foot four five it |
4.881 |
Jump to 3031.119 |
QUANTITY
ten thousand square foot
|
|
just 24 7 we're going to to capitalize |
5.92 |
Jump to 3114.88 |
|
|
stores within three years will you open |
4.319 |
Jump to 3130.0 |
|
|
us will there be u.s stores within three |
3.76 |
Jump to 3132.319 |
|
|
within 12 months |
3.681 |
Jump to 3136.079 |
|
|
um and look it's not the first call i've |
3.599 |
Jump to 3156.0 |
|
|
to say three years i don't say 12 months |
3.36 |
Jump to 3162.4 |
|
|
i don't want to say 24 months because |
2.961 |
Jump to 3164.079 |
|
|
next uh 60 days between now and uh |
6.401 |
Jump to 3196.079 |
|
|
solidifying the last six queues to get |
3.84 |
Jump to 3238.4 |
|
|
to that 10 ski mark link up with the |
4.161 |
Jump to 3240.079 |
|
|
it's not gonna be one store you're gonna |
3.28 |
Jump to 3270.24 |
|
|
announce four at a time right we're |
4.159 |
Jump to 3271.44 |
|
|
good two good things on both sides of |
2.879 |
Jump to 3298.24 |
|
|
to be a four store package and maybe we |
4.0 |
Jump to 3308.64 |
|
|
group four possibly six stores right |
3.919 |
Jump to 3312.64 |
|
|
four to six store package we want to |
3.439 |
Jump to 3370.4 |
|
|
the next you know 12 to 18 months what |
4.8 |
Jump to 3382.4 |
|
|
is potential what is 18 to 24 months |
4.96 |
Jump to 3384.72 |
|
|
what is 24 to 36 months and you fill out |
5.28 |
Jump to 3387.2 |
|
|
we're looking in to hit that 20 to 30 |
4.64 |
Jump to 3394.0 |
|
|
20 to 30 stores so potentially in 18 |
4.16 |
Jump to 3402.24 |
|
|
months you could have 20 or 30 stores |
3.439 |
Jump to 3404.16 |
|
|
would take you know four to six months |
4.08 |
Jump to 3424.96 |
|
|
go simultaneously i think one of the |
3.359 |
Jump to 3454.72 |
|
|
open one of these stores it is there's |
3.681 |
Jump to 3471.359 |
|
|
our stores because you get one free case |
4.0 |
Jump to 3478.88 |
|
|
75 or 80 percent of a new store it's |
5.041 |
Jump to 3491.599 |
|
|
proven not even two dollars i don't |
3.361 |
Jump to 3526.799 |
|
|
below two or three dollars though |
5.24 |
Jump to 3551.599 |
MONEY
two or three dollars
|
|
of opportunity to raise money at 70 |
4.159 |
Jump to 3562.4 |
|
|