@mj41fantastican.eth
when i can’t sleep on the weekends i go to joliet for donuts, passing 4 dunkin’s
there’s a difference between a company that sells a product
and a company that sells the idea of owning the product.
one model is a capital machine.
distribution first. scale first.
the product, maybe second maybe third or lower, gets standardized, outsourced, optimized to death.
some operators win big.
most do fine.
some get crushed big.
the company itself barely touches the day-to-day work. dunkin franchisees own more than 90% of stores
the other model is smaller.
family-run. open 24/7.
they make the thing themselves. every day. you can watch thru the window.
quality is the point, not the byproduct.
open all the time. and happy belly.
no hypes pumps apes vamps or expansion frenzy.
just people going because it’s good and remember what that was like.
one scales faster.
one delivers on point.
bubbles usually don’t come from bad ideas.
they come from confusing scale with value.
and when that happens,
the quiet places with real sustenance and value tend to survive.
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