- 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.
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