Latest / Earn Your Leisure / Chipotle Stock Analysis: Is It Time to Buy?

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Chipotle Stock Analysis: Is It Time to Buy? · Earn Your Leisure

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  Speaker 3: So Chipotle has split a couple weeks ago and then
• 1:55
  Speaker 3: suffered a recent decline. So what's the what's the deal
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  Speaker 3: with Chipotle?
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  Speaker 4: Now?
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  Speaker 3: Is it time to start mining Chipotle stock?
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  Speaker 4: I think so. I was slowly easing to it.
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  Speaker 5: I do want to see the succession plan, because when
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  Speaker 5: you lose a great CEO like the one they lost,
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  Speaker 5: it does have an impact.
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  Speaker 4: Now they do have great systems in place. I do
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  Speaker 4: like the stock.
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  Speaker 5: I do want to see what changes they would make
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  Speaker 5: after losing him, because some people are just great drivers
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  Speaker 5: of a business. He was one of them. But if
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  Speaker 5: we're going to be very honest, like that Stock one
• 2:29
  Speaker 5: of the biggest mistakes that I made is when they
• 2:32
  Speaker 5: had that deep dip and I sold off a few
• 2:35
  Speaker 5: years ago in twenty eighteen, And it goes to show
• 2:38
  Speaker 5: like and even though like I made it up in
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  Speaker 5: other AMD and video Lily stuff like that, Like it
• 2:43
  Speaker 5: just shows the power of holding and letting the restructure.
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  Speaker 4: Will Liam is a great example of that.
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  Speaker 5: Before Elon got there, there was not as much fanfare
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  Speaker 5: for the stock. Just holding through every wave of ups
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  Speaker 5: and downs is really key. But fundamentally the business is there,
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  Speaker 5: great profit margins is great. We talked about it. I
• 3:00
  Speaker 5: got like one of all the fast food places I
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  Speaker 5: feel comfortable like going to because of the quality. So yeah,
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  Speaker 5: great company. I would look to add some positions to
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  Speaker 5: it now. And I think it's one of those companies
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  Speaker 5: that you cannot miss out off for like the next
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  Speaker 5: five execuits.
• 3:16
  Speaker 1: I went you, I went you. I mean, it just
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  Speaker 1: feels like a natural progression. That's kind of what we
• 3:20
  Speaker 1: talked about when Stock split and what just so happened
• 3:22
  Speaker 1: in the video. I think the double double whammy polls
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  Speaker 1: is that they you changed your CEO and right after that.
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  Speaker 1: So people don't like uncertainty. And for the past five years,
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  Speaker 1: definitely during the pandemic. We've seen Chipotle just after that
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  Speaker 1: twenty eighteen when they when they had the food.
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  Speaker 4: Oh yeah, that crisis was big. That would have crippled they.
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  Speaker 1: Yeah, it was tough and they took a hit for it,
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  Speaker 1: but they recovered nicely. We covered it, you know what
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  Speaker 1: Brian Nicole did to get them back on track. So
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  Speaker 1: now you lose that leader, now what And so that
• 4:00
  Speaker 1: I think his effective date is as the new col
• 4:03
  Speaker 1: Starbucks is September ninth.
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  Speaker 4: Right when Breake cuts.
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  Speaker 1: Right, So you're talking about like in the next week
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  Speaker 1: or two you're gonna have you're gonna name whose predecessor
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  Speaker 1: is that would be important to the future of the stock.
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  Speaker 2: But it is a short stock. Like I said that,
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  Speaker 2: the margins are great.
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  Speaker 1: So if it's a stock that was on your watch
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  Speaker 1: list and you're waiting to pull back like a guy
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  Speaker 1: like me, it might be a good time.
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  Speaker 5: Can we talk about the importance of keeping momentum at
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  Speaker 5: all costs because maybe fifteen years ago Subway with Chipotle,
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  Speaker 5: and now I'm worried if Subway is even going to survive.
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  Speaker 1: Subway has the most restaurants in the country.
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  Speaker 5: What one of the deepest pullbacks I've seen, just like
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  Speaker 5: sales are through the.
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  Speaker 1: Floor, and they just so they've watched the model, like
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  Speaker 1: Chipotle has definitely coming and taken over.
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  Speaker 2: Cava is now Cava's.
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  Speaker 4: I mean, if you put yoga i'm at in your bread.
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  Speaker 1: This is with the thing about Cova is that they
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  Speaker 1: don't have that many locations yet. Yeah, so the growth
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  Speaker 1: and the potential for growth is still there. So they
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  Speaker 1: come into space. Subway is now for the first time
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  Speaker 1: adjusting the prices. So the mistake, right, but what they're
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  Speaker 1: doing to here's what they're doing though, right, So like
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  Speaker 1: one of the plans is like let's give them more
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  Speaker 1: with a little bit of an elevated price, and so
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  Speaker 1: like let's say it was a meal that would of
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  Speaker 1: course sixteen ninety nine, they're now selling that for seven
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  Speaker 1: ninety nine. So they're trying to infuse new ways to
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  Speaker 1: generate income. But it's tough, right when people start looking
• 5:34
  Speaker 1: at healthier options. Not that Chapole is the healthiest option,
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  Speaker 1: but it feels like it's a sophisticated fast food.
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  Speaker 2: Cova is now in that space. You got a couple
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  Speaker 2: other companies that are in the space. So it's tough.
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  Speaker 1: It's tough. You have to be innovative. They don't have
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  Speaker 1: the mobile part component.
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  Speaker 4: I mean, but it's hard to build a mobile part
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  Speaker 4: of the Food isn't what you eat that subway.
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  Speaker 3: What I eat and I don't eat fast food. But
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  Speaker 3: are your tuning fish chamis if I had.
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  Speaker 2: To from but I used to eat the kariakee chicken.
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  Speaker 4: Sandwich is good. Yeah.
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  Speaker 2: Did they hit me up about the chocolate? No, no, shot,
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  Speaker 2: he's paid.
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  Speaker 4: They thing.
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  Speaker 1: They said, that's not really a candy Somebody text me
• 6:12
  Speaker 1: that it's not a candy bar?
• 6:16
  Speaker 2: Is I don't know? They said there's no chocolate in it.
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  Speaker 4: You can have a candy bar without chocolate, can can you?
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  Speaker 4: Why not?
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  Speaker 3: That's a prerequisite to be a candy bar chocolate. Somebody
• 6:24
  Speaker 3: gave me a payday too. Actually may be listening shouting.
• 6:28
  Speaker 3: Everybody gave me a fist bum. Appreciate you. Shouts of
• 6:31
  Speaker 3: food pubid that offered the hand sanitizer, appreciate you, thank you.
• 6:36
  Speaker 2: I don't I know that. I thought it was a chocolate.
• 6:38
  Speaker 2: It's peanuts and camera.
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  Speaker 5: I thought if it was just candy in it.
• 6:45
  Speaker 4: I don't know.
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  Speaker 5: I'm not a hers, She's kind of s But I
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  Speaker 5: think it's really important for these brands because we're going
• 6:51
  Speaker 5: through a shift. Like even with Starbucks, Dutch Bros. Is
• 6:54
  Speaker 5: catching fire. Yeah yeah, So like, can you guys talk
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  Speaker 5: about the important of keeping momentum while the brand is
• 7:01
  Speaker 5: hot and not falling back.
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  Speaker 1: It's the company line we say to each other all
• 7:05
  Speaker 1: the time. Don't leave it why you're hot, That's how
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  Speaker 1: it may screwed up. Shot to Betha right, like when
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  Speaker 1: you when when it's it's hot, Paul Gasolino.
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  Speaker 2: And the way to do that is to be consistent.
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  Speaker 1: And so most people have to run like we just
• 7:21
  Speaker 1: had leading up to the Vest Vest.
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  Speaker 2: People don't realize the work that it takes.
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  Speaker 1: That is an entire festival market, Monday still happens, your
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  Speaker 1: leisure still happens, Blackout still happens. There's other businesses that
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  Speaker 1: are happening, but you have to be consistent with all
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  Speaker 1: of them. And so that's what keeps you hot is
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  Speaker 1: because people can rely on you and they know you're
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  Speaker 1: going to be consistent, and the consistency brings trust, and
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  Speaker 1: with that trust now people feel like, all right, I
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  Speaker 1: can go to them. You get people from other businesses saying, oh,
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  Speaker 1: those are the guys you Yeah, you become the pillar
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  Speaker 1: of the space because it's like, all right, we can
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  Speaker 1: trust them. We know they're consistent, they've been here for
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  Speaker 1: a while, they're vetted. We like these guys. Let's rock
• 8:01
  Speaker 1: with them.
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• 8:03
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