new best SHORT idea: Chipotle (CMG)
watch THE REPLAY below
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:
- Chipotle’s Whole Foods moment
- Growing pains / supply chain issues
- 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
