- 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
Video at CNBC.com (Jun 9, 2015)
at CNBC.com (Jun 2, 2015)
at CNBC.com (May 4, 2015)
Video at CNBC.com (Mar 26, 2015)
at CNBC.com (Mar 12, 2015)
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs