The Best One Yet
👵👴 “DINKs vs PINKs” — The Silver Tsunami of Americans over 65. Chipotle’s Hero Metric. The End of Media’s Gated Gardens.
Feb 8, 2024
This episode explores the rise of 'PINKs' as the new top demographic in America, Chipotle's success due to its hero metric, and the merger of three TV companies to create the ultimate sports streaming network.
20:08
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Quick takeaways
- Chipotle's success is driven by focusing on throughput and increasing the number of meals served during peak hours.
- The 'silver tsunami' of Americans turning 65 presents a business opportunity to cater to the affluent 'pinks' demographic with substantial net worth.
Deep dives
Chipotle's Stock Soars on Record Earnings Fueled by Throughput
Chipotle's stock reached an all-time high as the company reported a 15% increase in sales and a 27% rise in profits. Chipotle's CEO focused on improving throughput, the measure of how many meals the company can serve during peak hours. Investments like adding a fourth person to the assembly line and using an avocado-slicing robot paid off, allowing Chipotle to sell to more customers and increase profitability.
