Nick Setyan says, “Pizza’s always going to win,” and “Domino’s is the number one player.” He says they’re taking share from competitors and are making up the ground they lost with third-party delivery. He also looks at Shake Shack (SHAK), which has been working to increase its profitability, saying the big question is whether 2025 expectations are feasible. He says he’s nervous around the fast casual space into 2025.