$Chipotle Mexican Grill(CMG.US) tapped the 200 last week and pulling in today. Posted chart and figured this is what would take place. Some basing between 10-200 will give it energy. Stops in and letting it do what it wants.
Source: Sunrise Trader
Chipotle Mexican Grill
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$Chipotle Mexican Grill(CMG.US) putting shares into let it ride
Source: Sunrise Trader
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$Cava(CAVA.US) IYKYK! Biggest growth story for retail business since $Chipotle Mexican Grill(CMG.US) in 2010s.
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$Chipotle Mexican Grill(CMG.US) reversing on an upgrade
Source: Sunrise Trader
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FOMC + META Earnings LIVE: AMZN, MSFT, GOOGL & CMG Results | With Rock Regan
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$Chipotle Mexican Grill(CMG.US) a move and hold over 34.33 the next level I am watching if price wants higher.
Source: Sunrise Trader
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Burrito Season $Chipotle Mexican Grill(CMG.US) Needs over the 10ema and the small overhead gap and then might have something using the daily chart.
Source: Sunrise Trader
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$Chipotle Mexican Grill(CMG.US) (not owned) down -5% post-market after beating on 4Q results but guiding to flat FY’26 SSS vs +1.8% est. This seems like an overreaction to normal beginning of the year conservative guidance.
4Q:- SSS -2.5% vs -2.9% - Revs $2.98B vs $2.96B- EPS $.25 vs $.24FY’26- SSS flat vs +1.8% exp - G
$Cava(CAVA.US) (no position) -21% AH after missing 2Q estimates and cutting its FY same store sales forecast. The company blamed the miss on “ongoing uncertainty among consumers”, echoing what both $Chipotle Mexican Grill(CMG.US) and $Sweetgreen(SG.US) said after posting disappointing results.
2Q:- SSS +2.1% vs +6.4% est- Revs $280.6M vs $285.6M est- Adj EBITDA $42.1M vs $40M estFY’25 guide:- SSS +4-6%, saw +6-8%, est +7.2%- New store openings 68-70 saw 64-68- Adj EBITDA $152-$159M vs $158.1M (no change)At 2025 P/E of 147x, the miss will get amplified by both the likely decline in FY’25 estimates and a downward re-rating of the multiple. - G
$Starbucks(SBUX.US) (-2.0%, no position) still seems more hype than substance. Many bulls are discounting a quick turnaround by CEO Brian Niccol (former CEO of $Chipotle Mexican Grill(CMG.US), where he worked miracles). 3Q SSS was a disappointing -2.0% vs -1.5% expected. North America SSS were -2.0% vs -2.5% expected. Adj EPS was $.50 vs $.64 expected. China was the bright spot with SSS +2.0% vs +1.4% expected. Rev of $9,436M was ahead of $9,293M est.
Niccol claims the company’s turnaround efforts are “ahead of schedule” and he vowed to unleash a wave of innovation in 2026, including protein infused cold foam added to drinks.At 32x FY’26 ests of $2.82 SBUX seems rich to us unless SSS comps turn positive. SBUX shares reached $97 pre-mkt on hopes that the Niccol turnaround is happening. We’re not so sure. - G
In today’s pre-mkt summary for Subscribers: China maintains tough stance on potential tariff deal with U.S; Polymarket still puts odds >50% that U.S. enters recession; futures show 8% chance Fed cuts rates at May 6-7 meeting; $Chipotle Mexican Grill(CMG.US) blames first negative comps since COVID on economic uncertainty and tariffs; our cautious stance on $Tesla(TSLA.US) reflects -15% decline in FY’25 earnings ests since Tues as analysts cut FY’25 deliv ests, and our skepticism that more affordable vehicles will generate incremental volume.
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In our pre-mkt summary for Subscribers: Trump’s threats to remove Fed Chair Powell spark concerns about Fed independence, U.S. dollar confidence; $Tesla(TSLA.US) earnings Tuesday will be bad; bigger issues are update on more affordable models, Austin unsupervised autonomous ride hailing test, FY’25 delivery outlook and brand equity taint; Earnings season moves into full swing as $Alphabet - C(GOOG.US), $Intel(INTC.US), $Procter & Gamble(PG.US), $PepsiCo(PEP.US), $Chipotle Mexican Grill(CMG.US), $GE Aerospace(GE.US), $Visa(V.US) all report this week.
