we are seeing it in full service too, you know, we follow the brinker, chili's, they will do a lot ofrking really well for them. so the price point value is definitely making a comeback, if you will. you know, it's always been around if you go back, and covering these companies during global financial crisis. we were seeing dollar double cheeseburgers. we were seeing the same price point value. we are not in that kind of situation yet, but again, this isn't brand new for this industry. >> and look at brinker, up 266% on the year. just incredible. value wins. sara, thank you so much for joining us today. really appreciate it. >> my pleasure. >> and a new way of thinking about that rao's sauce. >>> coming up, sticking with food, a classic thanksgiving meal this year is 5% cheaper than it was last year according to the american farm bureau of federation. well, the holiday meal might be getting less expensive though, breakfast is getting more costly. the spike of the avian flu has made egg prices higher after climbing 30% from the previous year in october. and coffee prices are nearing hi

if i look at some of the things hike, you know, a darden or brinker. look at brinker's chart, looks like they're selling semiconductors. >> wild. >> i think that would want to fade going into next year among the winter. there's a lot of trade opportunities out there. i'd rather stick with where there could be upward divisions. the only thing i'd add is healthcare services stocks are down a lot. i don't think that make sense. they're going to grow earnings next year, and they're cheap. an overexaggeration of how much the fundament al is going to be impaired. there's lots of stocks like that where they're going to grow their earnings and they're cheap so. that's probably the stuff that's down that i do like. >> i mentioned that using the equal weight s&p as opposed to the cap weight is a crowded idea, and arguably, i would agree with that. does that mean you think that therefores the kind of played out and you would actually prefer megas? >> probably for mow, but if you get back to the january earnings, that might change my mind. it's hard to think that

are doing well in that space but are not necessarily holding although if you look at a chart like brinker, they own chilies and it looks like a tech stock but that's a good example of the type of consumer name to which you can be exposed to say the consumer is really buying but it does not have to be macy's or cap stores per se. >> dan, before we let you go on the holiday weekend, what is the part of the market you think we should stay away from? >> listen, right now it is relative value game. i don't have a particular one that i dislike more than others. i guess you could say or i wouldn't say that, i don't have an answer, i have a favorite section i mentioned, the financials, the industrials, we like a good chunk of the energy space, oil has been flat, i don't have a least favorite part of the market. a lot of things are working and it's more relative value gained. >> i like it, steve liesman to the optimist. have a very nice thanksgiving we will see you soon. bitcoin and its path 100,000 getting a speedbump, but the next guest, they still see the cryptocurrency climbing to the 250,000

you, and another outfit i like very much, brinker, seem to recognize even though i know we have goodprices have really flown up. i mean you go in to a supermarket, you can't believe it. you go into a restaurant, the prices are crazy. how they have been able to hold the line? >> well, you just need to do the right thing by your business and by your guest and consumer. we talked to our partners twice a year to really talk about the pricing side of it. we work with our vendors to try to do everything that we can. but we are working, you know, it settled down, but we're working in a tough environment from profitability standpoint. so we need that top line. and that's really what we focus on, that top line, a great experience for our employees and for our guests. that will take care of our business. >> i think it is fair also. i want you to introduce the other concepts. it's not just texas roadhouse. the we'll be selling short your other businesses, which is very good? >> yeah, we've got bubba's 33 with burgers, pizzas, rock 'n' roll, and some sports. and then we've got a newer concept, j

and brinker was one of the great performers of our era, kevin hochman, this tripled under him. >> i thinkt comps were up 15 in the quarter? i can't remember. >> there were two analysts who downgraded it saying it moved too much. those analysts, like the people who were short shopify, you what to send them? invitations to their funeral. >> did you hang with jerry after the game? >> no, before. >> because that would have been awkward. >> no, yeah. and he's a delight. it was a beatdown, but there are other things besides football. he's just a loyal, good guy. big friend of ours. big friend of what we do here. who's that? there's lisa. my wife. >> yes. >> you got to see on -- i think that that's a challenged franchise but not a challenged person. >> well, our thoughts are with dak and his hamstring. hopefully -- >> they gave -- the reason you can't be too -- you can't pound on your chest because we lost by the same amount last year at this time. i went down for that. that was an invitation. just managed to dodge that invitation. >> we'll see if thursday will be eventful. >> oh, my. i'm not go

take it -- i want to match it against brinker, which put up incredible numbers.s texas roadhouse long-term, one of the greatest of all time. >> you had them on the other night. >> i went there this weekend. it was like 2,800 calories. >> you nailed cava, too. >> i absolutely love cava. i doubled down at 33. >> and sweetgreen. >> love sweetgreen. i know that business. i was in the restaurant business. i know a good restaurant when i see one. >> remember that i gave you praise. >> i think you are delightful. how is your mother doing? >> great. >> she is okay. >> and, yeah, that's the same way -- >> nice. >> delightful. >> he was nice to me. >> no, he is fine. he is going to cancel his interview. >> i tried to get gelsinger for delivering alpha because he is so nice. >> right. i know. watch bonds as well. we did get to 44 on the ten-year. almost taking out the november six high. and got headlines on logan as well. upside risk to inflation, tighter financial conditions from this recent rise in yields. won't rule out any more damaging declines to employment. we will a