Posts on CMG

Latest ideas and analyses related to Chipotle Mexican Grill Inc. Common Stock

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CMG

+39 pts



$CMG Numbers Move Higher, But So Do Risks

By mooreideas on July 27, 2022, noon
Tagged topics: earnings results

Views: 16, Votes: 3, Responses: 1, Attachments: 1
CMG

+33 pts



$CMG 2Q22: Numbers Move Higher, But So Do Risks

By realmomobags on July 27, 2022, 4:59 a.m.
Tagged topics: earnings results , restaurants

Views: 11, Votes: 4, Responses: 0, Attachments: 1
YUM , CMG , EAT

+35 pts



Taking A More Defensive Approach Into 2H ; YUM to Buy, CMG Off CL (Stay Buy), EAT to Neutral

By ethonomics on July 18, 2022, 6:14 p.m.
Tagged topics: analyst downgrade , analyst upgrade

Views: 20, Votes: 4, Responses: 0, Attachments: 1
TGT , CMG , YUM , GIS , CLX , US Consumers

+38 pts



State of the Consumer: 2H Headwinds likely, but we see a path to a better 2023

By ethonomics on July 18, 2022, 6:11 p.m.
Tagged topics: improving outlook

Views: 29, Votes: 3, Responses: 0, Attachments: 1
CMG , DPZ , BLMN , USFD , YUM , SBUX , WING , CAKE , EAT , TXRH , MCD , JACK , QSR , SHAK , SG

+32 pts



Top line Risk Increases as Consumer Sentiment Drops; Adjusting Estimates Downward

By mooreideas on July 18, 2022, 11:13 a.m.
Tagged topics: earnings preview , analyst lowers estimates

Views: 11, Votes: 2, Responses: 0, Attachments: 1
MSFT , PEP , UNH , ORLY , AMZN , CMG , ENPH , CRM , DK , OGN , MOS , XOM , RGA , AMD , FANG , DDOG , HLT , GLW , URI , BMY , SU , INVH , EQH , EBAY , MUSA , RL

+64 pts



Identifying Opportunities Through the Lens of Quality and FCF Profitability

By ethonomics on June 23, 2022, 6:10 p.m.
Tagged topics: stock ideas

Views: 87, Votes: 13, Responses: 2, Attachments: 1
SYY , PFGC , USFD , DPZ , JACK , MCD , QSR , WEN , YUM , BJRI , BLMN , CAKE , DIN , DRI , EAT , TXRH , CMG , SBUX , Restaurants

+36 pts



Recession Odds on the Rise... But Restaurants are Staples within Consumer Discretionary

By mooreideas on June 9, 2022, 12:34 p.m.
Tagged topics: deep dive , recession risk

Views: 41, Votes: 4, Responses: 0, Attachments: 1
CMG

+32 pts



$CMG 1Q22: Spicier Margin Outlook Despite Food Costs Running Hot

By realmomobags on April 27, 2022, 5:19 a.m.
Tagged topics: restaurants

Views: 13, Votes: 2, Responses: 0, Attachments: 1
CMG

+33 pts



Not a perfect quarter, but positives outweigh negatives at $CMG

By realmomobags on Feb. 9, 2022, 8:30 a.m.
Tagged topics: restaurants

Views: 26, Votes: 2, Responses: 0, Attachments: 1
PG , OLPX , BRBR , STZ , PEP , PM , SIX , HST , MCG , PK , MAR , HLT , H , WH , TNL , HGV , FUN , BIG , OLLI , CMG , SBUX , SHAK , SG , QSR , DNUT , VFC , RL , LULU , CPRI

+38 pts



Americas Consumer Cyclicals: Top recommendations as the outlook for the low-end consumer further erodes

By ethonomics on Jan. 26, 2022, 1:47 p.m.
Tagged topics: deep dive

Views: 54, Votes: 4, Responses: 1, Attachments: 1
MAR , CMG , VVV , STZ , WSM , BBY , BBBY , H , NCLH , LULU , CLX , CPB , PG , PEP , NKE , PM , KR , SFM , DNUT

+53 pts



Consumer spending set to exit 2021 like a lion, but enter 2022 like a lamb; next year will favor business that are service oriented & cater to higher income consumers

By ethonomics on Dec. 14, 2021, 5:14 p.m.
Tagged topics: Consumer spending , deep dive , 2022 outlook

Views: 234, Votes: 8, Responses: 2, Attachments: 1
CMG

+33 pts



$CMG : Still Smoking with Smoked Brisket

By KHUN on Oct. 25, 2021, 6:48 p.m.
Tagged topics: valuations , analyst checks , analyst raises target

Views: 41, Votes: 2, Responses: 0, Attachments: 2
KTB , ELF , LOW , FOUR , BBY , YETI , HD , BIG , OSTK , VFC , CMG , WING , WEN , LESL , CHWY , GIS , AXP , ZM , W

+32 pts



Piper Sandler data suggest increased interest in spending on reopening areas (apparel, restaurants), but also continued strength among 'COVID winners' (home, pets, outdoors)

By josiebe on April 12, 2021, 1:22 p.m.
Tagged topics: analyst checks , eCommerce , post-COVID , reopening , fiscal stimulus , pandemic trends , Piper Sandler , stimulus checks

Views: 180, Votes: 2, Responses: 0, Attachments: 94
AAPL , CMG , AMZN , SBUX , BYND , NKE , ULTA , SNAP , FB

+34 pts



Piper Sandler identifies the purchasing trends among Gen-Zs, from 90% iPhone-ownership to SHEIN as 2nd favorite e-com site after AMZN

By josiebe on April 7, 2021, 2:15 p.m.
Tagged topics: analyst checks , Consumer spending , streaming , gaming , eCommerce , TikTok , cryptocurrency , social media , fintech , ESG initiatives , Gen Z , consumer trends

Views: 297, Votes: 3, Responses: 1, Attachments: 83
CMG

+65 pts



$CMG - Goldman says buy the dip, sees Quesadilla launch as a catalyst, and raises target to $1,725

By rIsILAwr on March 9, 2021, 5:23 p.m.
Tagged topics: digital penetration , Goldman Sachs , buy the dip , conviction buy , restaurants , new products , product innovations

Views: 183, Votes: 1, Responses: 1, Attachments: 8
BA , DAL , LUV , CAR , AXP , WYNN , MCD , V , WBA , WDC , ST , ROST , CSCO , KO , AMZN , DPZ , NFLX , CHTR , CVS , CMG , W , ETSY , SHOP , ZM , ROKU

+73 pts



Morgan Stanley identifies winners and losers for 'Life After COVID'...I'm surprised $SHOP and $ROKU are in losers table

By labjordan on March 8, 2021, 2:31 p.m.
Tagged topics: street expectations , post-COVID , reopening , deep dive , reopening trade , winners vs losers

Views: 296, Votes: 1, Responses: 3, Attachments: 213