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YUMBEARISHSubstantive discussion · 3/5

Cyclospora outbreak hits Taco Bell sales

The guest reported that Taco Bell's U.S. same-store sales fell 2% due to consumer fears from the cyclospora lettuce outbreak, even though it wasn't directly in their supply chain.

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The story so far
OPEN · 3 MENTIONS · 1 SHOW
  1. 30 JUL 2026 · 1W AGO · FIRST HEARD
    WSJ WHAT'S NEWS
  2. 31 JUL 2026 · 6D AGO
    WSJ WHAT'S NEWS
  3. 5 AUG 2026 · YESTERDAY
    WSJ WHAT'S NEWS
    • Cyclospora outbreak hits Taco Bell sales · THIS IDEA
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE