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Started By
Message
Chipotle lost its CEO to Starbucks
Posted on 8/13/24 at 9:04 am
Posted on 8/13/24 at 9:04 am
This guy is a star.
Brian niccol is his name. Came from Taco Bell. Turned chipotle around after the bacterial issues they were having. Brought the guacamole.
Chipotle down big while Starbucks up big
Brian niccol is his name. Came from Taco Bell. Turned chipotle around after the bacterial issues they were having. Brought the guacamole.
Chipotle down big while Starbucks up big
9
Posted on 8/13/24 at 9:15 am to SlidellCajun
CMG: Customers cheer, investors sad
SBUX: Investors cheer, customers sad
SBUX: Investors cheer, customers sad
Posted on 8/13/24 at 10:07 am to SlidellCajun
I just don't understand the chipotle customers. A burrito with like 3 oz of chicken is $10
Posted on 8/13/24 at 10:23 am to SlidellCajun
My SBUX stock this morning . 
Posted on 8/13/24 at 1:24 pm to Civildawg
quote:$10 is parity with McDonald's combos, that's not a bad deal at all if you're looking around. You can of course save money at home but for many people the $3-5 savings simply isn't worth the time & energy
I just don't understand the chipotle customers. A burrito with like 3 oz of chicken is $10
Over 900% growth in 6.5 years. The NVIDIA of fast food. Take a bow Brian
Posted on 8/13/24 at 1:58 pm to SlidellCajun
Is this the dude that said if you feel the Chipotle employee isn't giving you enough food, just give them a head nod?
Posted on 8/13/24 at 2:03 pm to FLObserver
Posted on 8/13/24 at 2:46 pm to Civildawg
quote:
I just don't understand the chipotle
Posted on 8/13/24 at 3:38 pm to SlidellCajun
Can we get him to go to Cracker Barrel next?
Posted on 8/13/24 at 8:12 pm to Civildawg
quote:
I just don't understand the chipotle customers. A burrito with like 3 oz of chicken is $10
They used to give you enough food for it to be easily two meals. Now you’re lucky if they give enough for one.
Posted on 8/13/24 at 8:19 pm to Civildawg
quote:
I just don't understand the chipotle customers. A burrito with like 3 oz of chicken is $10
The trick is get the bowl.
They'll sell you a tortilla for like fifty cents each up to three. Use to you could get up to three tortillas free however I think people caught on. You can roll three burritos from a bowl.
Posted on 8/13/24 at 8:59 pm to SlidellCajun
I like to imagine he calls the first all hands top executive meeting and his master plan is… guacamole coffee. Guy just loves guacamole
Posted on 8/13/24 at 9:08 pm to leeman101
been wanting to buy CBRL but havent 
Posted on 8/14/24 at 7:21 am to SlidellCajun
I don't think that company can be saved by a new CEO. It was built in a structurally deflationary regime and the bulk of their expansion came after China joined the WTO during peak globalization. Now we're in a structurally inflationary regime. Their rents are increasing, coffee is increasing and discretionary income is shrinking.
The easiest thing in the world to make at home is coffee. I think their entire model is broken. Captured locations like airports, sure, they'll do fine but I think the growth model of a profitable location on every urban block in the developed world is dead for reasons far beyond the ability of any single CEO to remedy.
The easiest thing in the world to make at home is coffee. I think their entire model is broken. Captured locations like airports, sure, they'll do fine but I think the growth model of a profitable location on every urban block in the developed world is dead for reasons far beyond the ability of any single CEO to remedy.
Posted on 8/14/24 at 7:54 am to Nonetheless
quote:
been wanting to buy CBRL but havent
I bought yesterday at 39. Went back to Louisiana the past week from jax and every CB we passed on the interstate was packed so i bought a starter position yesterday.
Figured a nibble here was worth the risk.
Posted on 8/14/24 at 9:40 am to TomRollTideRitter
quote:
They used to give you enough food for it to be easily two meals. Now you’re lucky if they give enough for one.
I've never once experienced this. I've never finished my entire bowl and side, but I'm not a fatass
Posted on 8/15/24 at 9:47 am to SlidellCajun
Supposedly, Starbucks has allowed him Nicolli to work remotely and even allow him to use any Starbucks coffe shop with free wifi and all the coffee he wants
Posted on 8/15/24 at 6:51 pm to Art Blakey
quote:I would bet that less than 1% of customers buy drip coffee from Starbucks. The person spending $10 padding profits at Starbucks isn’t taking the time to make that shite in their kitchen.
The easiest thing in the world to make at home is coffee.
They also pivot and sell a lot of food now. They have key locations, drive through for the lazy consumer, are efficient for the impatient consumer, and will sell whatever the frick people are buying. SBUX model is not even close to being broken.
Posted on 8/16/24 at 4:59 am to SlidellCajun
There seems to be a lot of corporate/chain coffee shops sprouting up. 7brew, Dutch bros. It’s gotta hurt them.
I sold off my position last year.
I sold off my position last year.
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