I think there's a real question mark on this company over the medium to long term, and I think it's best represented in this graphic. Starbucks is a sugar company. For example, a caramel macchiato, 32 grams of sugar. A mocha frappuccino, 60 grams of sugar. This is three times what you're supposed to have as a human in a day.

And these products also average 400 to 500 calories per drink. So the real issue is that more consumers, as they question the repercussions of consuming a lot of sugar, what will they do as more consumers get on GLP-1s? What will they do as more people think about the fact that fat was never an enemy?

In fact, fats are actually really good for you. What will consumers do? And I think that's a really big strategic question mark, because the company has to embrace where the world is going. The world is going away from sugar.