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Another blazing, industry-defying quarter from Chipotle: Q2 results, just announced: Total revenue up 18.2 percent, year-over-year, to $3 billion. Same-store sales growth of 11.1 percent. That owed to higher transactions of 8.7 percent (nearly unheard of these days) and a 2.4 percent increase in average check. Digital sales represented 35.3 percent of total F&B revenue. Chipotle in Q2 opened 52 new company-operated restaurants, of which 46 included a Chipotlane, and one international licensed restaurant. The company expects to debut 285 to 315 new store openings this year, with over 80 percent including the order-ahead pickup Chipotlane. Operating margin was 19.7 percent, a jump from 17.2 percent. Restaurant-level operating margin was 28.9 percent compared to 27.5 percent in the year-ago quarter.

Celebrate National Avocado Day with us and Chipotle! While enjoying your free guacamole today, consider checking out our two available Chipotle listings: 1. El Centro, CA - https://lnkd.in/gUPzZUr8 2. Great Falls, MT - https://lnkd.in/gU55eUHV Both deals feature 15-year corporate leases with multiple 5-year extension options and scheduled rental increases. El Centro and Great Falls are both newly constructed Chipotle locations, built in 2023. Looking for more reasons to invest? Data from Placer.ai shows that Chipotle is experiencing huge increases in customer traffic and overall demand, leading to improved customer loyalty. Chipotle's YOY visits increased by 16.9% and the amount of repeat visitors (defined as x2 visits/month) increased 7.1% during Q2. Read more about Chipotle's success here: https://lnkd.in/gyaY6ttz For more information on these listings, contact Trevor Morse and Zandy Smith. #NationalAvocadoDay #Chipotle #California #Montana #QSR

📈 Ahhh, Thursday. We're almost to the weekend folks. Wednesday saw minimal market fluctuations as investors geared up for more earnings reports. The NASDAQ edged up by 0.10%, the S&P 500 barely moved, finishing just 0.02% above the open, while the Dow Jones dipped slightly by 0.11%. 🌯 Chipotle Mexican Grill Inc. (CMG) raised its annual forecast, riding high on increased demand driven by limited-time promotions like chicken al pastor. The numbers speak volumes: -Revenue: $2.70B vs. $2.67B Expected -Earnings Per Share: $13.37 vs. $11.66 Expected -Same-store Sales Growth: 7% vs. 5.13% Expected What's fueling this success? High-priced limited-time offerings such as Braised Beef Barbacoa and Chicken al Pastor, despite challenging market conditions. Although foot traffic rose by 5.4%, the average spend per customer saw a modest 1.6% increase, slightly below the predicted 2.0% rise. 🚀 Chipotle's expansion plans are in full swing. In Q1 alone, they opened 47 new restaurants, with 43 featuring Chipotlane drive-thru concepts. Their vision for the year? Introduce between 285 and 315 new establishments, with over 80% embracing the drive-thru concept. They aim to hit a total of 7,000 restaurants across North America in the future, doubling the current count of 3,500. 🛒 In 2023, Kroger clinched the top spot in Houston's grocery wars, surpassing H-E-B and affiliates to become the supermarket with the largest market share in the Houston area, commanding 22.7%. Together, Kroger and H-E-B accounted for over 45% of the region's grocery industry last year. 📊 While Kroger took the market share crown, H-E-B stood out for exceptional average performance per store. Despite securing the second position in total market share, each of H-E-B's 76 Houston locations boasted an impressive average sales figure of $79.7 million, setting a remarkable standard in the industry. 🌮💼 #EdgarDailyMarketMusings #MarketRecap #ChipotleEarnings #RetailTrends 📈🛍️

📈 Ahhh, Thursday. We're almost to the weekend folks. Wednesday saw minimal market fluctuations as investors geared up for more earnings reports. The NASDAQ edged up by 0.10%, the S&P 500 barely moved, finishing just 0.02% above the open, while the Dow Jones dipped slightly by 0.11%. 🌯 Chipotle Mexican Grill Inc. (CMG) raised its annual forecast, riding high on increased demand driven by limited-time promotions like chicken al pastor. The numbers speak volumes: -Revenue: $2.70B vs. $2.67B Expected -Earnings Per Share: $13.37 vs. $11.66 Expected -Same-store Sales Growth: 7% vs. 5.13% Expected What's fueling this success? High-priced limited-time offerings such as Braised Beef Barbacoa and Chicken al Pastor, despite challenging market conditions. Although foot traffic rose by 5.4%, the average spend per customer saw a modest 1.6% increase, slightly below the predicted 2.0% rise. 🚀 Chipotle's expansion plans are in full swing. In Q1 alone, they opened 47 new restaurants, with 43 featuring Chipotlane drive-thru concepts. Their vision for the year? Introduce between 285 and 315 new establishments, with over 80% embracing the drive-thru concept. They aim to hit a total of 7,000 restaurants across North America in the future, doubling the current count of 3,500. 🛒 In 2023, Kroger clinched the top spot in Houston's grocery wars, surpassing H-E-B and affiliates to become the supermarket with the largest market share in the Houston area, commanding 22.7%. Together, Kroger and H-E-B accounted for over 45% of the region's grocery industry last year. 📊 While Kroger took the market share crown, H-E-B stood out for exceptional average performance per store. Despite securing the second position in total market share, each of H-E-B's 76 Houston locations boasted an impressive average sales figure of $79.7 million, setting a remarkable standard in the industry. 🌮💼 #EdgarDailyMarketMusings #MarketRecap #ChipotleEarnings #RetailTrends 📈🛍️

Chipotle has approximately 3,381 locations and a market cap of $79.86 billion. According to Wall Street, each Chipotle location is valued at an impressive $23.6 million! Here’s a closer look at the numbers: 🕵♂️ 💰 Revenue: $9.9 billion annually from restaurant sales. 📈 Average Sales per Restaurant: $2.9 million annually. 💸 NET Profit per Restaurant: $644,188 annually. 💵 Adjusted EBITDA per Restaurant: $555,161 annually. Based on these figures, investors are valuing Chipotle restaurants on average 43X adjusted EBITDA multiplier 😮or 258% higher than the standard multiplier. What’s truly remarkable is that Chipotle achieves these unprecedented valuation results with: 💲 No contractual revenue 📱 No specialized technology 🌯 No secret recipes 👌 Zero guaranteed repeat business 🏢 Rented real estate locations 🥙 Expensive customer acquisition strategy What are your thoughts on valuation? #Chipotle #BusinessSuccess #InvestorInsights #MarketValuation #RestaurantIndustry #BusinessGrowth #Finance #WallStreet

The Challenges and Adaptation of Pizza Hut Pizza Hut, once the world's largest pizza chain, is currently facing market challenges. The company's success stemmed from new discoveries, premium quality standards, and exceptional customer service. From 1958 to 1971, Pizza Hut’s rise to prominence was fueled by innovative marketing, quality products, and excellent customer service. The PepsiCo takeover expanded its global presence to over 16,000 locations. However, Pizza Hut is now grappling with declining growth and bankruptcy due to several factors: 📍 Changing dining trends- Quick service restaurants are increasingly preferred. 📍Product value disconnect - Students favor Domino’s and Papa John’s for better pricing and discounts, impacting revenue and market share. 📍 Lack of unique products 📍 Failure to adapt to changing consumer behavior 📍Lagging in delivery technology, affecting brand image and competitiveness. Despite these challenges, Pizza Hut is adapting by focusing on delivery, reducing store sizes, and investing in digital platforms to remain competitive. Business lessons from Pizza Hut’s experience include carefully studying the business environment and maintaining a clear brand image for customer recognition and loyalty. #PizzaHut #Revival #Innovation #KnowingMarketTrends #DecliningRevenue #Competition

The model right now for Chipotle isn't overly complicated. Improve throughput with better-run restaurants and real-time tools to measure performance. Rotate LTOs with a history of success and create fresh marketing campaigns that gamify engagement. And, meanwhile, make sure stores nationwide are loading up burritos and bowls (in response to recent social media noise) to ensure the reasons Chipotle was always successful remain intact. The result, however, is Chipotle just posted its best traffic performance in three years. By industry trends, the brand is generating transaction results double-digits ahead of the rest of the field. There are very few quick-service chains in America producing results like this (same-store sales of 11.1 percent and traffic of 8.7 percent). And no real sign of let up in sight. It's yet another sign that "value" is best defined as what you get for what you pay for, and whether or not that feels "worth it." The experience at Chipotle is simply winning over core and new customers.

Chipotle just lit up another crazy quarter: Same-store sales up 7 percent. More notable, transactions made up 5.4 percent of that (almost nobody is doing that in quick service at scale lately). Total revenue increased 14.1 percent to $2.7 billion. Restaurant-level operating margin was 27.5 percent, an increase of 190 basis points, and trying a 2015 record. Chipotle opened 47 new restaurants, with 43 including a Chipotlane. Digital sales 36.5 percent of the business. So what's going on? For starters, throughput scored its best mark in four years. And turnover is at record lows (lower than 100 percent for crew in some spots). But there's also no denying the high-priced arena is favoring the brand's value proposition. In a level playing field, check wise, Chipotle stands at a pretty good spot to showcase its differentiators. The better it gets at operating efficiently behind the scenes of that reality, the more transactions it's going to fire up.

Higher costs and inflation-weary consumers are starting to erode sales across much of the U.S. restaurant industry. Traffic last year, while 1% higher than in 2022, remained 8% below pre-pandemic levels, according to market research firm Circana. Many Chipotle customers, though, are still willing to pay. The California-based chain’s same-store sales grew 8.4% last quarter, outpacing rivals including McDonald’s and Starbucks’s U.S. operations. Chipotle has reported better-than-expected earnings for four straight quarters, according to FactSet. It is one of the industry’s fastest-growing chains, with plans to build around 300 new locations this year. #growth #inflation #prices #chipotle

Will Pizza Hut end? Pizza Hut, once the world's largest pizza chain, faced a market decline. The company's success was because of its new discoveries, premium quality standards,  and exceptional customer service. Pizza Hut's rise to success from 1958 to 1971 was through innovative marketing, quality products, and excellent customer service. With PepsiCo takeover its global presence increased at over 16,000 locations. Pizza Hut is facing challenges with declining growth and bankruptcy due to 📍changing dining trends- quick service restaurants being preferred more. 📍 product value disconnect- students prefer Domino's and Papa John's due to better pricing and discounts. impacting its revenue and market share. 📍 Lack of unique products 📍 failure to adapt to changing consumer behavior, 📍 lagging in delivery technology, impacting brand image and market competitiveness. Pizza Hut faced challenges with declining sales but adapted by focusing on delivery, reducing store sizes, and investing in digital platforms to stay competitive. Business lessons learned from Pizza Hut's experience include studying the business environment carefully and maintaining a clear brand image for customer recognition and loyalty. #pizzahut #revival #innovation #knowingmarkettrends #decliningrevenue #competition