- Mar 22, 2003
- 29,006
- 17,672
OFFICIAL STOCK MARKET AND ECONOMY THREAD VOL. A NEW CHAPTER
- Thread in 'General' Thread starter Started by johnnyredstorm,
- Start date
They charge $11 for beans, rice and a few crumbs of chicken, and people keep coming back.
- May 27, 2017
- 20,237
- 26,560
The latter
- Mar 22, 2003
- 29,006
- 17,672
Interested in your reasoning outside of your thoughts on the product
- Oct 14, 2008
- 13,945
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Don’t think he realizes that outstanding shares is what drives pricing to a degree hence why we see splits and such.
- May 27, 2017
- 20,237
- 26,560
Travelling around the country and usually seeing their locations empty except for the short time frame of the dinner rush hours
The current price it's trading at is basically saying that consumer demand will still be there 5,10,15 years from now which I beg to differ as consumers have shown over and over how fickle they are. They are trading on the supposed "healthiness" of their food in comparison with competitors. And I bring up the fickleness argument because of the parallels with Subway that was also trading on "healthiness" but is currently struggling because people don't eat there like they used to. And yes I know Chipotle doesn't franchise like Subway does.
And the food isn't that great. People who generally like that type of food can find better tasting, more authentic alternatives for less. There has been an increase in mobile taco/burrito truck vendors across the country that wasn't the case several years ago
The current price it's trading at is basically saying that consumer demand will still be there 5,10,15 years from now which I beg to differ as consumers have shown over and over how fickle they are. They are trading on the supposed "healthiness" of their food in comparison with competitors. And I bring up the fickleness argument because of the parallels with Subway that was also trading on "healthiness" but is currently struggling because people don't eat there like they used to. And yes I know Chipotle doesn't franchise like Subway does.
And the food isn't that great. People who generally like that type of food can find better tasting, more authentic alternatives for less. There has been an increase in mobile taco/burrito truck vendors across the country that wasn't the case several years ago
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- Jul 13, 2005
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Im pretty sure there is way more to Chipotle than just their food.
- Mar 22, 2003
- 29,006
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- Mar 22, 2003
- 29,006
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- Sep 30, 2006
- 15,804
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Well its quick ‘decent’ food thats popular amongst millennials, they are everywhere, and is a product of mcd’s
The millennial part i think is the biggest reason why they are up so high
In the last couple yrs i seen so much chipotles pop up its crazy
The millennial part i think is the biggest reason why they are up so high
In the last couple yrs i seen so much chipotles pop up its crazy
- Mar 22, 2003
- 29,006
- 17,672
Another interesting comparison would be Sbux - a company with a MC of 108B
- Sep 30, 2006
- 15,804
- 12,202
Can u explain this mumbo jumbo
- Mar 22, 2003
- 29,006
- 17,672
Starbucks, market cap
- Nov 3, 2011
- 26,542
- 29,770
I've noticed that they've started to consolidate locations, but I believe this was due to the pandemic and lockdowns.
- Mar 22, 2003
- 29,006
- 17,672
Yep I’ve seen the same and they talked about it on their earnings
- Jan 12, 2017
- 1,097
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A company or individual can have price or quality, but you cannot have both
Subway "won" off price. Chipotle wins off quality
- Aug 9, 2014
- 12,850
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Who told you this
- Aug 19, 2015
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It was a few years ago, but I had some buddies doing consulting for Chipotle here in Denver. Their supply chain was a mess, which is why they couldn't even track down which produce was potentially contaminated with e coli.
- May 20, 2006
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Just because a company has a high stock price in $ terms doesnt mean its expensive. Just because it has a low stock price doesn't mean its cheap. That said, CMG is probably a little expensive but they have reasonable margins, zero debt and a captive customer base. Now cheesecake factory, thats an overvalued restaurant lol.
- Jan 12, 2017
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My boy's pops told me that you can have quality or price, but not both
- Jan 12, 2017
- 1,097
- 729
Can anyone speak on experience or culture at City Storage Systems?
thekillerj23
Supporter
- Apr 4, 2007
- 10,341
- 11,629
Someone tell me SQ gonna be ok like 5 years from now 
Thinking of adding more
Thinking of adding more
- Mar 22, 2003
- 29,006
- 17,672
Someone tell me SQ gonna be ok like 5 years from now
Thinking of adding more
SQ will be fine
- May 20, 2006
- 6,000
- 9,918
Whats your reasoning for buying more here?Someone tell me SQ gonna be ok like 5 years from now
Thinking of adding more
thekillerj23
Supporter
- Apr 4, 2007
- 10,341
- 11,629
just want to keep accumulating as Im looking at this as 3-5 year play, not just few months
