CMG FLASH CALL INVITE | NEW BEST IDEA SHORT

11/16/15 05:45PM EST

new best SHORT idea: Chipotle (CMG)

watch THE REPLAY below

https://cdn.jwplayer.com/players/uVvAeb4l-KY3o17gg.js 

When we added CMG to the short list on 9/30/15, one of our primary concerns was focused on potential issues surrounding the supply chain and increased growth pressures coming from more expensive real estate and associated costs. The walls seem to be caving in on CMG, and on the call we will take you through what we see as the biggest issues.

 

We will be discussing three main points:

  1. Chipotle’s Whole Foods moment
  2. Growing pains / supply chain issues
  3. Valuation

CALL DETAILS

Toll Free:

Toll:

Confirmation Number: 13625259

Materials: To be released before the call

Please call or e-mail with any questions.

Howard Penney

Managing Director

Shayne Laidlaw

Analyst

 

 

© 2024 Hedgeye Risk Management, LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.