Boomflation or a Recession? (EP.244)
Animal Spirits Podcast
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Navigating Restaurant Growth and a Vacation Boom
This chapter explores Chipotle's remarkable revenue growth driven by digital sales, which now represent 42% of transactions, and examines the company's pricing strategy amidst rising costs. The discussion then shifts to Disney, highlighting its robust theme park revenue and speculating on a potential resurgence in vacationing.
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