Chipotla - What's the Difference?

2min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

Chipotle up 280 % over the same five year period. Although you compare that to chipole, up 280%. What is the best version of this we own everything model? T seems to be working out better for yumbrand. I think the biggest question marks for chipotla to day and encourage investors to think about these questions.

(1:00) Three months ago Chipotle's CFO made a bold proclamation regarding the company's pricing power. Chipotle's 4th-quarter results prove he was correct. But how much more can the company raise the price of their menu without lose customers? Jason Moser analyzes the restaurant landscape, including: - Yum Brands' eye-popping unit growth over the past year - How the economics of Yum's franchise model stack up against Chipotle's decision to own all of their locations - Whether Chipotle can get to 7,000 locations

(15:00) Ron Gross discusses the business of acquisitions, including: - The different ways that companies fund buying another business - Horizontal vs. vertical acquisitions - Hostile takeovers - Whether investors should wait for an acquisition to close before selling their shares

Looking for more information on restaurant stocks? Click here: https://www.fool.com/investing/stock-market/market-sectors/consumer-discretionary/restaurant-stocks/

Stocks: CMG, YUM, MSFT, ATVI, TTWO, ZNGA

Host: Chris Hill Guests: Jason Moser, Ron Gross Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices