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So this video is dedicated toward the ttcf squad welcome in yes we’re doing a dedicated video about ttcf if anybody clicked on this video that is not in the ttcf squad what the heck are you doing in here get out while you still can okay next thing you know you’re going to be like the rest of us freaks and you’re going to be taking pictures of freezers at your local
Grocery store and stalking people to see if they buy the items or not okay so get out what you can because you don’t belong here all right for everybody that’s already in the rabbit hole let’s talk about ttcfk so i just did some channel checks because that’s what us freaks that are in ttcf that’s what we do okay uh make sure you’re subscribed if you’re not already
Subscribed the channel but uh yeah that’s what we like to do so i went to fry’s tonight fry’s is owned by kroger if you didn’t know and it’s nice to finally see the items getting in the kroger stores i mean kroger the rollout was a little slow let’s just call it that it seems like target moves a million miles per hour like it’s amazing like like target moves so
Fast and yet kroger who you think would be like the they’re the king of groceries right like there’s nobody bigger than croaker you know walmart’s obviously a massive player but like walmart kroger those are big players in terms of the grocery game right and specifically in terms of a direct grocery play there’s no one bigger than kroger so you would think they
Would move fast but actually they move super slow compared to target so the rollout’s been slow but it’s nice to see the items finally getting in the stores okay now what i want to start out looking at here is um basically the pizza area and what i’m finding is several different pizza items now four different skus which is awesome okay very very awesome and they’re
In the natural section as we kind of expect okay they’re all cauliflower crust pizzas essentially they got a cheese one they have the plant-based pepperoni one they have a two cheese one which that one’s actually vegan as well which is cool and then they have their their vegetable pizza um so this is very very exciting opportunity the pizza game for us because i
Mean look at amy’s i mean you don’t even think about amy’s as like a player in the pizza market but i mean look at how many different skus just somebody like amy’s has this is the biggest player kind of in this natural uh segment let’s call it that when it comes to pizzas this culi power brand essentially and so we’re tattooed chef it’s great to see them get in
With four skus right from the jump and what i’m hoping it for is that they get a nice sell-through over time we’ve seen tattoo chef we we know sell-through is very strong um what i’m hoping is is eventually they get like six items and eight items uh they could definitely have a plant-based sausage pizza they could probably have some sort of plant-based like three
Meat like something that’s like a you know imitates bacon and then they’re plant-based pepperoni and they’re plant-based sausage that’s definitely a potential for them so it’s great to see this this is a huge opportunity for the company over time and um there are there aren’t a ton of big players really in this market yet of the natural pizzas obviously if you
Go just the traditional route you got the tontinos you got tony’s you got digiorno you got all those you know million pizza brands but this sector is growing pretty rapidly it’s nice to see the chef have multiple skus already in this and i can only imagine what they’re gonna have three years from now five years from now seven years from now versus what they have
Today with kind of these introductory uh you know products there essentially okay now this is huge so what we’re looking at here this is like the what’s considered the natural burrito area okay and the reason this is so big is uh we’ve already seen a leak on kroger’s website and several different um like smith’s fries some of the some of those have already leaked
Where essentially you can already see the product on the website now they might have taken it down but um i can tell you that packaging looks freaking amazing and i would assume this these products will be announced very shortly and be in the stores very shortly essentially but i mean you look at how big this opportunity already is i mean imagine where these these
Things are going to be in three years from now five years from now seven years from now but i mean look at the you know already two very nice doors for kind of what is considered like natural burritos and so tattoo chef’s going to likely have multiple skews here right from the jump i’m going to say somewhere between three and five skews and this is just another huge
Opportunity when when you think about this for a moment okay it’s not just about you know tattooed chefs launching burrito products so they can make you know 10 million dollars extra a year or 50 million extra year whatever they can sell through right that’s actually not the biggest factor the biggest factor for tattoo chef is just having more places especially as
Tattoo chef being a new brand relatively new like no one ever heard a tattoo chef two years ago right like literally nobody heard of it and they’ve come out of nowhere and they’ve taken the world by storm and they’re putting up crazy numbers right but the biggest thing for a new brand is having several different touch points in a store so people can try one of
Your products and associate your brand with something right and so if somebody buys a tattoo chef uh you know burrito and they like that experience they think it’s pretty good then they’re more likely this when they see a pizza right to pick up a pizza when they like they see a frozen entree of some kind hey that’s that brand that made that burrito i had that time
Right and so this is where it get it’s very very important and if you see somebody like amy’s right which amy’s would definitely be considered a competitor of tattoo chef definitely a competitor right i think they’re just a much slower uh moving competitor and they’re not as good as tattoo chef but that’s just my personal opinion um but amy’s no doubt is a serious
Competitor and you can see amy’s has products all over the place they got burrito products here they got the pizzas they got frozen entrees they have a lot of different products at a lot of different touch points in a store and so tattoos chef they’re going this route but tattoo chef i think is going to get even smarter as they they introduce snack products and
Things like that that have crazy margins so this is what this is an exciting opportunity i took a picture of this too just so you can see like how big the the burrito section is and i understand you know this is in arizona i’m taking these pictures so the burrito section is usually bigger in arizona than it would be most other places but nonetheless this is a huge
Opportunity for tattoo chef and i can’t wait to see to do you know a bunch of tattoo chef items here and um you know it’s just a very very exciting opportunity for the company over time okay now what we’re looking at here essentially is um some of their let’s call it like side dishes and things like that you got chow mein there they got their mexican style street corn
There and a couple other products and um you know this is another one of those very very big opportunities for the company you know they only got a few skus in mostly stores target seems to be the one they have the most sku’s in but i mean when you think about this opportunity right talk about a crazy big opportunity if you just look at you know how many different
Skus are in this section i mean it is absolutely enormous and the thing i think is most powerful when it comes to food game because i you know not everybody eats everything right not everybody would even be into products like this or or frozen vegetables and things like that but i think it’s very important to understand just because you might personally not eat
It you gotta understand how big um these things really are by the way crispy uh cauliflower wings man could that be a something that tattoo chef gets in over time they’re the cauliflower kings let’s call it that okay so you have to understand like how big these opportunities are and how many skus you can get into a store and what that means for your sell-through
And your touch points and how big these segments are even if you don’t like i’m not one that i don’t buy frozen vegetables you know or even frozen entrees for the most part but i tell you a whole bunch of people do buy those and so it’s very important that you’re in these segments and you’re doing seltzer and you’re getting those touch points there as well which
By the way that products really really good that mexican style street corn definitely try that one make that with a burrito or something oh my gosh man flipping flapjack and amazing um now these are the these are the main items that really drive tattoo chef’s business the burritos frozen pizzas um you know all those sorts of opportunities side dishes stuff like
That even family dinners which they don’t have that this fries yet from what i see but they do have them in a lot of target stores you know those are all awesome opportunities for the company right but this this right here that’s our bread and butter okay the the plant-based pepper or excuse me the plant-based burrito bowl obviously the plant-based uh pepperoni
Bowl they’re uh cauliflower mac and cheese they’re enchiladable you know the bootable these are these they’re these are all their core products that are really putting up the crazy numbers and so you know look at this i mean there’s six items now first off that’s a huge win like you know they were non-existent in fries a year ago two years ago you know not even
In the store and so the fact that also now you got all these other skus we just looked at right but also like six skus of frozen entrees this is great okay but keep this in mind this is very very important okay this is just the start this is like the second inning for the company the first inning is you just get in the game right um but this is the very beginning
Of this game essentially six skus is a joke is a joke compared to how many skus this company is going to have when i say sku that means each individual product item how many they’re going to have in a year from now two years from now three years from now six is literally uh almost laughable from where this company will be in a few years from now you know look at
Something like lean cuisine i mean they got basically like three doors dedicated toward them you go to a major fries right kroger smith’s whatever you want to call it and you count up the skus i mean you can you for these big frozen food brands you count 40 50 60 70 skus for the you know when you start counting me like oh one two three four five it’s it’s ridiculous
Right this in my opinions where tattooed chef’s going long term not gonna get there magically tomorrow and have all these skews in the stores but slowly but surely they’re going to go from six skews to 12 to 18 to 24 to 36 and they’re just going to keep expanding the next thing you know also they got a full door and then two doors and three doors that’s what i’m
Fully convinced tattoo chef’s going to over time so although yes this is awesome right they didn’t have these six items in the stores before remember this is just child’s play right now this is literally just to start compared to where things will be in a few years it was like when you first started seeing your your first few tests around town i was like oh this
Is cool you know this is awesome right that was just child’s play compared to what tesla’s doing now and compared to what tesla will be doing in five or ten years from now and so when you see these just understand this child’s play right now because this is where they’re going too long term in my opinion this sort of skew opportunity you look at something like
Stouffer’s you know they got two full doors and i mean you count up how many skus this company has it’s astronomically high right and once you get in you put up the numbers you keep getting more and more product placement and more and more opportunity because you’re moving the volume you’re moving the units essentially right and so the whole in the whole market’s
Moving toward these sorts of products that’s the best thing that’s the best thing and i can tell you as the the world goes more and more plant-based over the next decade let me tell you these sorts of brands are going to have a hard time changing to compete with something like a tattooed chef because they’re not known as that they’re known as you know the the
One that’s selling you know spaghetti with meat sauce and the stall the salisbury steaks and the you know uh these sorts of things right um so the creamy chicken parmesan you know that’s what they’re known for and so when you try to go into like plant-based products and whatnot right like tattoo chef has you know there’s going to be a bit of an uphill battle
For them to try to change how consumers think about them because i don’t think about stouffer’s as far as like getting a plant-based item of some kind that’s like the last brand i would think about if i wanted to get a salisbury steak that’s usually one of the first i would think about right but but not to get like some sort of plant-based item you look at marie
Calendars i mean look at this a door a full door there a full door there it looks like kind of like a half a door here right and then like another full door over here i mean it’s it’s insane you count up how many skus marie calendars has that’s ridiculous okay and so that’s where that’s where the chef is going over the coming years and um you’re going to walk
In your grocery store i believe in in a matter of the next couple years and you’re going to see a full door there no different than we see at target now you already see you go into target stores and now tattoo chef at almost all these target stores now has a full door dedicated to them and i’m seeing some of these super target stores and whatnot having not only
A full door dedicated to them but actually two full doors it’ll be like another section and then like several other products just randomly placed you know like the acebols uh the cold brew bowls and those sorts of things right and so yeah i mean it’s just it’s just insane this long-term opportunity here okay no i i know in this sort of market right now you can’t
Even think about anything positive because you’re just being flooded with negative stuff constantly and all that and i think in these sorts of time periods it’s very important to understand what’s going on with the underlying fundamentals of the business model and you know disconnecting that from stock prices and from what the market’s doing right now and what’s
Going on in russia and oh my gosh you know dot dot dot it’s very important to keep your eye on the prize and what’s going on with these companies and you know you gotta understand a lot of folks like to talk about inflation and kathy wood brought up a very good point recently she said you know the in in a high inflation environment the ones that are best served in
That sort of environment or are high growth companies right high growth companies usually have pricing leverage and they’re not known um for a specific margin right like it’s not like tattoo chef’s been established for 20 years now and they got a specific margin they need to hit however you know other brands have specific margins they have to hit and so they have
To make sure their pricing is constantly in line right grow stocks it’s not really like that margins can move around a lot but in this sort of market it’s just very easy to get um you know kind of like let’s call it like like focus over here focus on what russia is doing don’t focus on what’s going on the you know the freezer aisle right now focus on russia
And that’s just always there’s just always a mistake like 100 a mistake every single time ever you know i was looking at the market right now i went on the hungry bull app and ethereum’s down big bitcoins down big uh ada is down 14 just some massive downward moves and then with the massive downward moves in in futures you know it looks like it’ll be a rough day
Tomorrow we’ll see kind of what happens there as far as tattooed chef and the way this one’s setting up um i love the way this one’s kind of setting up recently right i mean if you look throughout all this drama we’ve had which is i call it the wall of worry that’s a new term for it this massive wall of worry we have right in front of our eyes which is inflation
The fed uh russia’s at the forefront right now with this ukraine situation you think about all this drama that’s going on in the market right and yet tattoo chef’s been holding up pretty decent the past month and um i like the setup there and i think i think what it comes down to with a stock like the chef right is i think there’s just a lot of folks um that just
Got out of the stock and just have have left it and now it’s just hard to find sellers there and it’s clear it’s clear as day it’s hard to find sellers for the chef anymore now at this point in time because you have all this going on and look what has happened to other stocks over the past month or so right i mean i’m talking even mega caps look what’s happened to
A ton of these mega caps look what’s happened to so many stocks in general i mean so many stocks in general have gone like this and in the meanwhile the chef for the past month is actually and believe it or not an uptrend for the past month which is crazy to think about right from the bottoms it reached kind of in uh to mid to late january and so what i see in
This situation is tattoo chef has this and you can see it in the volume as well teddy chef has this long-term shareholder base of folks like myself right that are really holding the stock and are also buyers of this stock and on any major dips we buy and we add more shares and we’re plugging those shares for the long term we’re like more tattoo chef at 10 more
Tattoos at 12 more tattoos chef at you know 14 whatever we’ll take it when we keep just adding shares and increasing our ownership in the end and um as long as this company executes the way we believe it’s going to execute over the next five ten years all you know the tattoo chef shoulder shareholders will be very very thrilled um regardless of whatever happens
With the russia situation and whatever happens with inflation the short term and the fed and all this stuff and i know i’ve been on this earth for 32 years and um guess what every single time you get drama is a huge buying opportunity every single time there’s never been one time that it hasn’t been a big buying opportunity that’s what it consistently is and
So i think a lot of us uh that are invested in the stock we just understand this this this game and how it’s played and if we get any significant dips we just buy more shares um we had the the massive kind of exodus out of the stock and the sellout when the folks at warren is convinced but maybe maybe we’re invested um kind in the back half of last year and now
It just feels and based upon the pricing action based upon the volume that’s going through it just seems like you know it’s just us the the longs that are really in this for the long term and we’re ready to pick up shares you wanna give us any more discounts we’ll take the discounts and we’ll add more shares and we’ll continue to increase our ownership because we
We know where this company’s going over the long term and we study it enough so um anyways guys i hope you enjoyed this as always everybody in the ttcf squad much love and um i’ll do a dedicated tdcf video every once in a while and kind of update on what’s going on because there’s a lot that’s going on fundamentally fundamentally with the company and new products
Coming out new skus getting in stores expansion in the stores and it’s a pretty darn exciting opportunity and i know in this sort of market no one wants to talk about anything exciting unless it’s on a negative light but um you know we we gotta we gotta uh cover cover the positive stuff as well so anyways guys much love as always hope you enjoyed this don’t forget
To be subscribed the channel and have a great day
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