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  • Why Chipotle Is Going To $400 [View article]
    We just added Chipotle to our coverage universe:

    http://bit.ly/teZ8Qm

    Expect 60+ new restaurants & double-digit comps in Q4, 160+ openings in FY 2012 which should juice top-line growth.

    However, restaurant-level operating margins have contracted 100 bps through first nine months of the year on the back of higher food costs (+230 bps).
    Dec 12 12:12 AM | Likes Like |Link to Comment
  • Ranking The Top 20 U.S. Chains By Highest Retail Sales Per Square Foot [View article]
    Walmart breaks down as follows:

    U.S. - $418/sq ft, -2.1% YoY
    International - $407/sq ft, +3.9% YoY
    Aug 24 12:19 PM | Likes Like |Link to Comment
  • Retail: March Same-Store Sales Surpass Muted Expectations [View article]
    Unfortunately, Walmart ceased reporting monthly sales back in 2009. Just 5 years ago, there were over 70 firms reporting and 10 years ago more than 100 retailers released monthly performance data.
    Apr 8 05:19 PM | Likes Like |Link to Comment
  • March Same-Store Sales Surge to Best Levels Since 1999 [View article]
    Armando & Dagny - I agree with both of your comments - total sales are still well below peak levels from 2007, and this group just represents a small sample of the overall retail environment. However, it is another data point which shows improvement from the very depressed spending levels from a year ago.
    Apr 8 03:34 PM | 4 Likes Like |Link to Comment
  • Retailers Post Stronger than Expected December Same-Store Sales [View article]
    Roughly 80% of Costco's sales come from the U.S., and a large part of the +25% international figure came from foreign currency translation - same-store sales were +10% excluding f/x. It's not perfect, but it's one useful indicator among many...
    Jan 7 05:13 PM | Likes Like |Link to Comment
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