On 6/20/2013 6:20 PM, Pete C. wrote:
>
> casa bona wrote:
>>
>> On 6/20/2013 4:12 PM, Pete C. wrote:
>>>
>>> casa bona wrote:
>>>>
>>>> On 6/20/2013 3:49 PM, Pete C. wrote:
>>>>>
>>>>> sf wrote:
>>>>>>
>>>>>> On Thu, 20 Jun 2013 13:31:34 -0700 (PDT), ImStillMags
>>>>>> > wrote:
>>>>>>
>>>>>>> Chipotle's GMO ingredients:
>>>>>>>
>>>>>>> The popular burrito chain Chipotle Mexican Grill is widely considered a healthy place to eat, and is known for promoting local produce and offering calorie counts on its menus. But Chipotle has revealed that genetically modified organisms (GMOs) are present in 12 of the 24 ingredients it lists on the company's website. According to The Huffington Post, GMOs can be found in all tortillas, rice and all of the varieties of meat, except pork carnitas. To its credit, Chipotle is the only fast-food chain that's identifying GMOs (though it's only on their website, not on store menus).
>>>>>>>
>>>>>
>>>>> Chipotle is a boring brand created and run by someone with no culinary
>>>>> credentials that targets PYVs who are afraid to eat at a real taqueria
>>>>> where they speak little english and don't have trendy hipster friendly
>>>>> decor. They have over expanded and will implode soon.
>>>>
>>>> Chipotle's shops average 2.1 million$/year in revenues.
>>>>
>>>> Qdoba's make 1/2 that and they are closing some restaurants.
>>>>
>>>> Chipotle has nothing but increasing market share ahead. They have 1,447
>>>> units to Qdoba's 647.
>>>>
>>>> Implode soon?
>>>>
>>>> I very seriously doubt it.
>>>>
>>>> Subway has 25,000 US shops and opened 1,200 in 2012 alone.
>>>>
>>>> Lots of room for growth yet.
>>>
>>> We'll see who is correct. I'm not the only one who thinks Chipotle is in
>>> trouble.
>>
>> So who else believes that?
>>
>> If I look at analyst ratings on the stock I see only 2 "sells".
>>
>> I will agree they've had some issues with hiring undocumented workers,
>> but so has Wal Mart.
>
> There is at least one well known investor / analyst that has been quoted
> in news pieces on CNN and elsewhere. I don't recall the name, but you
> could probably dig up those articles.
>
OK, I'll accept that at face value, given it has 2 sell recommendations now.

I think he's wrong, and their revenues tend to support mu position.