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  • Chipotle: Setting up for Disappointment [View article]
    Zach, I read all of your articles and usually find myself in agreement with you, even on the ones we miss (WFR). In this case, I haven't followed CMG very closely, though I did recently add it to the 100 stocks on my focus list.

    I think that Chipotle offers one of the very best values in dining. While it is clearly "fast-food" in terms of delivery and pricing, the quality and nutritional value are on a totally different level. When I talk to people about the restaurant, I am shocked at how many people have never eaten there before (despite liking burritos).

    While your concerns about price inputs and the macro headwinds may be valid, I think the bigger picture suggests that there is tremendous long-term growth potential here. I liked it enough to add it to my focus list at what happened to be the low for the last 9 months. Now that I know the story a bit better, I sure hope it gets back to 90. I doubt it, though!
    Apr 07 06:16 am |Rating: 0 0
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