I believe MMM will do quite well as they continue to grow. They appear to have consistent COGS of between 55% to 58%, which is very predictable for a grocery business. I think grocery delivery and meal kits are here to stay, however, I think their customers will be transitory, over time. I can't understand how some companies appear to offer such good discounts to my valuations and others not. I personally "guess" MMM to be about 35% undervalued at today's prices based on what I think to be conservative revenue growth rates.