When you look at the components of a fast food burger meal, you got: burger, bun, drink, and fries. Meat and drink stocks have been well analyzed and well brou

When you look at the components of a fast food burger meal, you got: burger, bun, drink, and fries. Meat and drink stocks have been well analyzed and well brought. Bun has high substitutability and too diverse sourcing. That leaves fries. There're just a few players supplying the potato products. LW is the biggest one. Not sure about CVGW. Might be too small a market.