CHIPOTLE MEXICAN GRILL INC CMG S

July 24, 2020 - 10:40am EST by

member

						2020	2021
Price:		1,112.00		EPS		5	13
Shares Out. (in M):		28		P/E		246	87
Market Cap (in $M):		31,500		P/FCF		0	0
Net Debt (in $M):		-900		EBIT		160	470
TEV (in $M):		30,600		TEV/EBIT		183	64
Borrow Cost:		General Collateral

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#	AUTHOR DATE SUBJECT
8	member 7/27/20 12:55PM Weakened compeition
How do you address the covid weakness in other restaurants? Just seems like probably the next couple of years they have less or weaker competition and a better opportunity to grow. Why is this wrong view available tags
7	member 7/24/20 2:20PM Re: Re: few thoughts 5
Thanks, Fire. Two notes on your pushback: 1-I only meant that some of the characteristics could be comparable to a software business. Consumer preference and taste is fickle-which has historically made it difficult to sustain a... login to read the rest view available tags
5	member 7/24/20 2:01PM Re: few thoughts 1
Appreciate the thoughts here WinBrun and you make a number of great points. I would push back on two related points. Is the restaurant industry really winner take all? I would argue that it isn't. Consumer... login to read the rest 1 view available tags
4	member 7/24/20 1:08PM Re: Re: Re: few thoughts 3
Hi Nails--a set of equally dumb answers--(I really have no idea but will answer in spite of myself): 1-a) To preface, I think of it as broader than delivery. I view it all forms of fufillment... login to read the rest view available tags
2	member 7/24/20 12:26PM Re: few thoughts 1
This is a thoughtful response WinBrun and I agree with a lot of what you said. I still think the valuation is too high (I'm short, and yes I agree that this is more of... login to read the rest 2 view available tags
1	member 7/24/20 11:49AM few thoughts
Thank you for the write-up. Have been spending a fair amount of time on restaurants given that what is happening with Covid may lead to major changes in the industry that could make some of... login to read the rest 9 view available tags

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