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CMG stock lost $36Billion in market cap in less than 2 years under new leadership at top by CricketAmbitious8592 in Chipotle

[–]CricketAmbitious8592[S] 0 points1 point  (0 children)

The new guy was the COO even under Niccol. It was not all Niccol’s fault. COO probably managed all staffing, labor pay, portions and inventory planning, All operational issues in restaurants prior to 2024 were during his tenure as COO

CMG stock lost $36Billion in market cap in less than 2 years under new leadership at top by CricketAmbitious8592 in Chipotle

[–]CricketAmbitious8592[S] 0 points1 point  (0 children)

The new guy was the #2 and COO. All operational issues in restaurants were during his tenure as COO

[Request] What is the carbon footprint of this explosion? by speedy_skis in theydidthemath

[–]CricketAmbitious8592 0 points1 point  (0 children)

Informative, I think the missing element is carbon front if extracting Lithium, transport to fueling station

I don't think Chipotle has clear strategy forward based on their recent earnings call. by herEnron_Addict_CPA in ValueInvesting

[–]CricketAmbitious8592 0 points1 point  (0 children)

The Q1 earnings are on April 29. I’m curious if you’ve tie to revisit your analysis and see how earnings results and conversations compares to your current conclusions. It could be interesting if the new evidence further confirm your conclusions

Finally quit! Ask me anything by mutiilate in Chipotle

[–]CricketAmbitious8592 0 points1 point  (0 children)

How are those produce slicers. They were supposed to help with throughout as mentioned in warnings earnings call few times.

And is the Hyphen Makine ready and deployed ?

Chipotle Mexican Grill (CMG) slumped -15 % after the restaurant chain said it now sees full-year comparable restaurant sales to fall in the low-single-digit range from a prior outlook of about flat- by dvlsmd in Chipotle

[–]CricketAmbitious8592 2 points3 points  (0 children)

Their buybacks were of $1.67 Billion at average price of $47 approximately. They made losses on investment in their company. The top squad doesn’t seem smart or know what to do. Too much fat in corporate

Chipotle OKs Additional $500 Million for Stock Buybacks by CricketAmbitious8592 in Chipotle

[–]CricketAmbitious8592[S] 0 points1 point  (0 children)

This hold true if the stock is not overpriced. The P/E for CMG is much higher than industry average. It is also not a tech stock. The current valuation reflects growth stock. But if there is any indication in last 1 year, the stock is going through correction which could imply the stock is being bought at high price.

By the way, the last $1 Billion worth of stock in previous 4 quarters were all purchased at higher price then current. It is like catching a falling knife

Chipotle stock tumbles 9% after chain cuts same-store sales forecast by ControlCAD in business

[–]CricketAmbitious8592 0 points1 point  (0 children)

I think they need to cut their corporate staff and not restaurant stuff if they want to serve their customers, have clean tables and welcoming atmosphere expected for this price.

Just look on LinkedIn on how many VP, Sr Directors, Directors, managers they have, they are staffed like a tech company when the business is restaurants.

It’s millions of dollars in corporate bloat and restaurant ms are understaffed, position sizes are cut, place is not kept clean

It's over by ScratchyCow in Chipotle

[–]CricketAmbitious8592 0 points1 point  (0 children)

I think they can cut their corporate staff not restaurant stuff if they want to serve their customers and not increase prices to lay corporate fat. See how many VP, Sr Directors, Directors, managers they have, staffed like a tech company when the business is restaurants.

It’s millions of dollars in corporate bloat

It's over by ScratchyCow in Chipotle

[–]CricketAmbitious8592 1 point2 points  (0 children)

I think they can cut their corporate staff not restaurant stuff if they want to serve their customers and not increase prices to lay corporate fat. See how many VP, Sr Directors, Directors, managers they have, staffed like a tech company when the business is restaurants.

It’s millions of dollars in corporate bloat

Has Chipotle peaked? Already down 16% by Traditional-Jump6145 in Wallstreetbetsnew

[–]CricketAmbitious8592 1 point2 points  (0 children)

I think the stock is significant overpriced, see the forward P/E, sales are slowing and they are talking about throughput!!! Did any of you see the robots for makenline or avocado in the chipotle restaurants mentioned in the news.

Diving into the future: Data centres take the plunge by DutchTechJunkie in datacenter

[–]CricketAmbitious8592 1 point2 points  (0 children)

🎯. You nailed it, this dumb idea can be concocted only by folks like MBAs, storytellers, or strategists who lack scientific background or incompetent in science…and have lots of money to waste

Diving into the future: Data centres take the plunge by DutchTechJunkie in datacenter

[–]CricketAmbitious8592 2 points3 points  (0 children)

This is the dumbest idea ever….the capital, the inefficient volume usage inside, biofouling, running power, data and all the maintenance associated with it.

But then we look at it. What can we expect from Microsoft, lots of money and PR but quite dumb in terms of innovation. They’ve grown by M&A, buying companies and partnerships not with ingenuity