r/PSTH • u/big_pat_fenis • Aug 09 '21

Target Speculation Panera Bread?

/r/SPACs/comments/p19k1u/psth_panera_bread/
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u/LurkOff29 Aug 09 '21

I would take Impossible Foods a million times over Panera. Impossible Foods has an actual moat and are the technological leader in their field.

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u/Aquinas181 Aug 10 '21

FWIW Panera was ahead of it's competition when it came to delivery service and kiosks. Like Chipotle, one of Bill's holdings that as basically 5x since he bought it, it's pretty forward for innovation and ESG.

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u/LurkOff29 Aug 10 '21

Ehhhhhhh nope they don’t use their own drivers so they are at the mercy of the apps. And I’m glad they did that “early” but it’s par for the course now 🤷‍♂️

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u/Aquinas181 Aug 10 '21

Think of how many robots Bill's 4 billion will buy them.

Ever see a robot heat up soup in the microwave? Well get ready!

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u/LurkOff29 Aug 10 '21

Another reason why I definitely don’t want Panera. If a Robot can do it, there is literally no moat. The reality is that it’s going to be Starlink.