WC Whiner

Chipotle Mexican Grill: A Close Look

Good note on the 'B' shares.

Decent analysis overall. CMG's product may be a pale, flavorless and overpriced equivalent of my local burrito smorgasboard, but east of the Rockies, that may well be enough. One note: Mexican food is eaten by Mexicans in Mexico. The burrito is American, like Chow Mein and the fortune cookie. Call it 'Tex-Mex' or more accurately, 'Southwestern', since the US Southwest is where it's at home.

If Rubio's had CMG's management, I'd bet on their concept first. As they don't, betting on the old MCD hands may work out okay.

FD: no position, long or short