Apr. 16 at 2:08 PM
$THCH gentle reminder — Q1 already finished and we should expect results in May. With 6K application, expect 1K to 2K getting approved with
$200M deposits coming in during 2025. Pivotal year if they can align a debt deal with QSR. All stores have better looking prep stations. Total subscribers
$24M. Active 5m for co operated stores x
$100 per year in spending =
$500M
It’s not that hard to do store level to corporate level math.