Calls
1
Adam Rymer
CFO, Chipotle Mexican Grill
Win Rate
0.0%
return
-12.7%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 17
$37.88
-12.7%
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%.
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%.
Restaurants
Showing 1 of 1 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Adam Rymer has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: CMG.
