while the s&p is up 5%, the restaurant chains like texas roadhouse, cheesecake factory, and brinker arether way. is there more pain ahead as consumers try to deal with price hikes and how can investors decide which brands are more susceptible? joining me now is andy beara ae andy, it's great to see you. what names do you think are best positioned >> thanks for having me on we look at the casual dining categories where there really is a lot of opportunity it goes back really to what happened during the pandemic when a lot of capacity in competing small chains and independents was taken out by the pandemic the casual dining brands that were able to pivot like a lot of the bigger chains benefitted from that and were able to increase sales through an incremental layer of off-premise sales. actually the top line has been really quite good. clearly today the question has been costs and margins you know, happy to discuss that a little bit more as we move forward here. >> you're pretty positive still on companies like brinker, bloomin, cheesecake factory, texas roadhouse. why is that? it seems

we have seen players like brinkers dock a virtual brand.we see indoor sit down come back in a big way. but that's after it was hit hard before the pandemic, before we knew what covid was. completely new operating environment. i think they have done well to pift could be an opportunity to get in while they are battered and hammered stocks. >> spicy chicken still hot chicken in general. >> of course when is it not the chicken war is gone going, john, forever and ever. >> with that, appropriately, that will do it for "the exchange." "power lunch," perhaps with some spicy chicken, starts right now. ♪ >>> "power lunch," featuring spicy chicken, begins right now. i'm tyler mathisen courtney reagan is right over there, she will joan us in just a second a selloff on wall street a busy end to a busy week. technology tachgs, the nagds on pace for its worst daily performance since september, volatility elevated. our market expert on where to find safety in this disturb leapt storm. >>> and a big miss, the economy created far fewer jobs last month than

the casino side of things and i would argue even the restaurant side of things like a darden or a brinker international or something like that. let's -- i want to get to one last point here. and one that also hasn't been brought up and that's the ride share side of things we're talking uber and lyft. guy, i have actually taken ubers and lyfts a handful of times over the course of last few months here. it seems kind of normal. i'm still back in a mask but i talk to the drivers i'm with and they seem to think there is no other drivers out there. they're busy as heck because they don't think there is as many colleagues out there driving. is there a cap to the business that uber and lyft could see for taking passengers around, not food, passengers >> i don't know if there is a cap. i'll one up you, by the way. i worked at lyft to throw that out there. >> i remember that >> of course you do. i was hoping to get you as a passenger, i was thwarted in my efforts. he actually -- we asked him, we said, you just came off a ridiculously strong quarter, all the metrics were great, are you surprised ho

going to grab some consumer names at a discount here 15% off the high casual dining stocks, brinker for levels we are positive now for the month so far for the nasdaq 100 ne nevada thought that a couple days ago did we get the flush out for room to run? >> mostly reflects how stretched we did get and comprehensive the sell-off was it was spring loaded because of i think people clenched up into the weekend. mechanical factors the market on slippery footing seeming like the deleveraging going on and once that lifted epa you have the seasonal factors. they're still having people to think to reload for a year end run. again, we are flat basically since 10:30 this morn jg repriced higher. we'll see if there's more to it and burned up the fumes of the oversold condition coming into the week. >> internals as soon as the headline? >> just about. slipped slightly a lot of people have monitored the up versus down volume for a 90% upside volume day and not quite going to get there but still very, very good and absolutely a strong breadth day. inclues i rally. mega cap nasdaq stocks doing more than