If I am understanding you correctly it seems that you only have an issue if coffee shop count is 'lagging the market' but you never actually say whether you bel

If I am understanding you correctly it seems that you only have an issue if coffee shop count is 'lagging the market' but you never actually say whether you believe it is? It seems that you are just pointing out the obvious; this person's analysis assumes that coffee shop count is a leading indicator but you are not giving any reason why this is a flawed assumption.