In-depth business breakdowns of microcap and small-cap companies, recorded with management teams and experienced MicroCapClub investors.
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
As the dominant U.S. foodservice pesto leader, the company leverages a debt-free "fortress" balance sheet to fund aggressive automation and international expansion.
The company has a vision of becoming a $1 billion business that “owns” the fresh deli space.
ARR now covers all fixed expenses, so growth creates significant contribution margin as the platform scales.
Shutting down an unprofitable business in 2025, will allow the great business to shine through in 2026 and beyond.