The consumer is under more pressure now, says Bernstein's Danilo Gargiulo

Now, one group of restaurant stocks that so far has been healthier for investors is the dining category. Stocks like Brinker and Darden. So, how should investors make sense of this growing divergence in the categories? Let's bring in Bernstein senior research analyst Danilo Gargulo. Danilo, good to see you. So, um interesting. The Chipotle CEO squarely said, "Hey, look, economic times are tough. the working class consumer, I'm paraphrasing here, is drifting toward these deals. Is that a normalization or is ...