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Trade Ideas (15)
Date Ticker Price Dir Speaker Thesis Source
Feb 18
CMG
$38.72
$38.72 +0.0%
N/A Finnhub News Finnhub - CMG
Jim Cramer Is Happy About Chipotle (CMG)
Feb 18
CMG
$38.72
$38.72 +0.0%
N/A Finnhub News Finnhub - CMG
Guggenheim Notes Chipotle’s (CMG) Conservativ...
Feb 17
CMG
$37.88
$38.72 +2.2%
LONG Adam Rymer
CFO, Chipotle Mexican Grill
CFO Rymer states new restaurants are opening at "80% of the volume of existing restaurants" with "cash on cash returns north of 60%." He also notes strength in "higher income guests which is about 60% of sales." Despite the narrative of a weak consumer, Chipotle's specific demographic (higher income) is resilient. The unit economics (60% returns) justify continued aggressive expansion (350-370 new stores). Long CMG on execution and demographic resilience. Rising input costs (beef/avocados) pushing inflation back to 3-4%. Bloomberg Markets
Stocks Gain as Tech Holds Up; Bonds Steady | ...
Feb 17
CMG
$37.88
$38.72 +2.2%
N/A Finnhub News Finnhub - CMG
Daniel Loeb's Strategic Moves: Flutter Entert...
Feb 17
CMG
$37.88
$38.72 +2.2%
N/A Finnhub News Finnhub - CMG
Third Point Takes New Stake In Chipotle Mexic...
Feb 17
CMG
$37.88
$38.72 +2.2%
N/A Finnhub News Finnhub - CMG
Pershing Square Capital Management Sold Holdi...
Feb 17
CMG
$37.88
$38.72 +2.2%
N/A Finnhub News Finnhub - CMG
Chipotle: A Tough Hill To Climb, No Growth Ex...
Feb 17
CMG
$37.88
$38.72 +2.2%
N/A Finnhub News Finnhub - CMG
Chipotle: Not Sure The Bottom Is In As Excuse...
Feb 15
CMG
$36.30
$38.72 +6.7%
N/A Finnhub News Finnhub - CMG
Bill Ackman Exit Puts Chipotle’s Premium Grow...
Feb 15
CMG
$36.30
$38.72 +6.7%
N/A Finnhub News Finnhub - CMG
What Was Once One of the Hottest Consumer Sto...
Feb 13
CMG
$36.30
$38.72 +6.7%
LONG @unusual_whales At close: 🦚 https://t.co/F4eY8aRYjU https://t.co/R7MXFLftfi @unusual_whales
At close: 🦚 https://t.co/F4eY8aRYjU https://...
Feb 13
CMG
$36.30
$38.72 +6.7%
LONG Finnhub News Dutch Bros reported strong Q4 earnings and revenue that surpassed expectations and grew year-over-year, leading to a stock price increase. Finnhub - CMG
Dutch Bros Q4 Earnings & Revenues Beat Estima...
Feb 13
CMG
$36.30
$38.72 +6.7%
SHORT Finnhub News Chipotle's inability to raise prices in line with inflation is causing a significant squeeze on its profit margins. Finnhub - CMG
Chipotle's Pricing Lags Inflation: How Deep I...
Feb 13
CMG
$36.30
$38.72 +6.7%
NEUTRAL Finnhub News The current valuation of Chipotle's stock appears to accurately reflect its intrinsic value, suggesting neither significant upside nor downside. Finnhub - CMG
Chipotle's Stock Looks Fairly Priced Right No...
Feb 13
CMG
$36.30
$38.72 +6.7%
SHORT Finnhub News Investors are prompted to re-evaluate Chipotle Mexican Grill following a significant decline in its share price over the past year. Finnhub - CMG
Is It Time To Reassess Chipotle Mexican Grill...