- Chipotle (CMG +0.8%) is testing selling coffee in several Washington D.C. outlets in what Janney thinks could be a precursor to a national breakfast rollout.
- Much of the bear thesis on Chipotle - demonstrated loudly by David Einhorn amongst others - was predicated on the Cantina Bell menu at Taco Bell clipping Chipotle's market share.
- Most restaurant analysts don't think the Cantina Bell effect is occurring and Taco Bell's 2% gain in U.S. same-store sales during Q3 wasn't a home run.
From other sites
at CNBC.com (May 4, 2015)
Video at CNBC.com (Mar 26, 2015)
at CNBC.com (Mar 12, 2015)
Video at CNBC.com (Mar 12, 2015)
at CNBC.com (Mar 6, 2015)
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