Sysco

And guess what? you don't think other people want to be a part of, of great relationships.

So like if you then went to your food vendor, whether it's Cisco or us foods, one of the big guys or a local person, right.

And you go, Hey, we're partnering, you know, Spiro's a beef shack and pesto.

We're, we're partnering on a specialty sandwich.

Management citing stronger consumer personalizations, lower than expected currency headwinds, and its Formula One championship position as the reason for the move, the stock seeing its best day since mid-April.

And then Cisco, ticker S-Y-Y, is sinking 9% after posting Q1 revenue that missed estimates while profit came in line.

Cisco CEO says the cyclospora outbreak worsened already weak restaurant demand.

The company had halted distribution of Taylor Farms iceberg lettuce from Mexico in July following that outbreak, Scott.

Okay, Brandon, appreciate that.

I don't think I've ever heard of any CEO of a restaurant group do anything like that.

I got that a lot, especially when I started the second and third round of trips where I was visiting with Cisco warehouse managers and stuff because I wanted to talk to them about their efficiency and food handling.

Because frozen pita shells are like...

China fragile.

And so if they're being mishandled and stuff, you're making a bunch of waste, you're making compromised product for my franchisees.

So I started going around to a lot of Cisco warehouses to talk to them about how they handle the pita bread and why it's important that it stays frozen and it's handled delicately and things like that.

And that's even that's more of the even behind the behind the scenes stuff that that even the franchisees didn't really know the level I was going to.

I mean, what did you learn from the experience of doing that? And in some ways, what gave you the validation that this was working and that you should continue on the road meeting with all the franchisees?

Okay, this movie had massive anti-corporate skewering and I was 100% here for it.

like underneath all that slime and goo, this film actually had a surprisingly focused script that satirized, oh my God, did it satirize the predatory nature and soullessness of the American fast food industry from the American chicken bunker, you know, plowing over an ancient Indian burial ground to build their next chain to having like Just the lowest quality of still human edible food being handed off to its people, regardless of the fact that it was zombie chickens at that point, but that they had started with a Cisco level brand.

of like the lowest, lowest quality of food.

And I mean, yes, that, that happens a great deal.

I am not okay with what I'm seeing out of the neoclouds.

Generally speaking there, I'm not saying everyone, either way, I'm not saying it's a blanket, but generally speaking, Cisco is down 9.3% today.

Not Cisco Systems, but Cisco, the food delivery company.

You know, tonight when you go to the cafeteria or you go to a restaurant, there's a pretty good chance Cisco delivered the food there.

AMD also known as Archer Daniels Midland, down 6.8%, weaker than expected quarterly revenue.

Keurig Dr. Pepper, down 5.6%.

I am not okay with what I'm seeing out of the neoclouds.

Generally speaking there, I'm not saying everyone, either way, I'm not saying it's a blanket, but generally speaking, Cisco is down 9.3% today.

Not Cisco Systems, but Cisco, the food delivery company.

You know, tonight when you go to the cafeteria or you go to a restaurant, there's a pretty good chance Cisco delivered the food there.

AMD, also known as Archer Daniels Midland, down 6.8%, weaker than expected quarterly revenue.

Keurig Dr. Pepper down 5.6%.

Man, oh, man.

Vertex Pharmaceuticals, Cisco, not the technology company.

Palantir was blowing up and only finished down $4 after being down about $12.

Zebra Tech, Shopify was hit hard.

They were somewhat on the mixed side today.

I noticed they came after some of the consumer staples today.

I mentioned Cisco, the symbol S-Y-Y.

That's the food whatever business.

This is where you're going to bring in all the stuff we talked about.

The food, the flowers, the Cisco truck with all the everything that they use.

Anything that's coming in here is backing into this dock.

Yep.