Adam Rymer

CFO, Chipotle Mexican Grill
· tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
CMG long -24.1%
Most Mentioned
CMG ×1
Recent Calls
CMG long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -24.1% Long Return -24.1% Short Return -
Average Return
7d -3.7%
30d -13.0%
90d -10.9%
Result
Result
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Thesis
Theme
Source
CMG Chipotle... Chipotle Mexican Grill
Long
Feb 17
$37.88
-24.1%
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%.
Consumer
YOUTUBE
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