Ib tug poj niam hnav lub ntsej muag tawm ntawm lub tsev noj mov Chipotle Mexican Grill nrog nws daim ntawv xaj tawm thaum Lub Ib Hlis 14, 2021 hauv Monterey Park, California.
Frederic J. Brown | AFP | Getty Dluab
Cov nroog me zoo li cov burritos loj, thiab nws tau txhawb nqa Chipotle Mexican Grill txoj kev txhim kho hauv North America.
Hnub Tuesday, cov khw noj mov tau hais rau cov tub ua lag luam tias nws tau nthuav dav lub hom phiaj mus sij hawm ntev rau nws cov North American hneev taw los ntawm 6,000 qhov chaw mus rau 7,000, feem ntau vim nws txoj kev vam meej hauv cov nroog me. Rau kev sib piv, McDonald's muaj 13,443 lub tsev noj mov hauv Asmeskas ib leeg, txawm hais tias feem coob yog ua haujlwm los ntawm cov neeg ua lag luam. Thaum kawg ntawm 2021, Chipotle muaj 2,966 lub tsev noj mov thoob ntiaj teb - feem ntau yog cov tuam txhab muaj tswv thiab hauv Asmeskas
Shares ntawm Chipotle tau nce ze li 9% nyob rau hauv thaum sawv ntxov trading hnub Wednesday tom qab lub tuam txhab topped Wall Street cov nyiaj tau los kwv yees thiab qhia nws cov tshiab txoj kev loj hlob lub hom phiaj.
"Peb cia siab tias yuav ua kom lub tsev loj hlob sai nyob rau xyoo tom ntej, tab sis qhov loj dua qhov peb xav tau," BMO Capital Markets kws tshuaj ntsuam Andrew Strelzik tau sau rau hauv daim ntawv rau cov neeg siv khoom. "Qhov ntau dua rov qab lub sijhawm ua lag luam me yog qhov nthuav vim peb tau pom qhov zoo sib xws ua haujlwm zoo rau lwm tus hauv qhov chaw."
Xyoo 2022, cov saw hlau tau npaj qhib 235 txog 250 qhov chaw tshiab. Pib xyoo 2023, nws xav tias nws tuaj yeem ua kom nrawm nrawm ntawm cov chav nyob tshiab mus rau thaj tsam ntawm 8% txog 10% hauv ib xyoos, hais txog kev txhim kho cov nyiaj rov qab los ntawm cov nyiaj uas nws tau nqis peev. Ntau tshaj 80% ntawm cov tsev noj mov tshiab yuav suav nrog "Chipotlanes," txoj kab tsav tsheb uas tau mob siab rau khaws cov xaj digital xwb.
"Qhov Chipotlane tseem tso cai rau peb ua yog mus rau hauv cov nroog me no, qhov chaw peb muaj lwm qhov chaw nkag tau yooj yim," CEO Brian Niccol tau hais hauv lub rooj sib tham hu nrog cov kws tshuaj ntsuam. Nws txhais tias "cov nroog me" yog thaj chaw uas muaj neeg nyob ntawm 40,000 lossis ntau tus neeg.
Ntau lub tsev noj mov nce thiab tuaj, zoo li Sweetgreen thiab Cava, tau pib hloov lawv txoj kev tsom mus rau thaj chaw suburban, tab sis Chipotle tab tom nkag mus rau theem tom ntej ntawm kev loj hlob rau nws hneev taw vim nws qhib qhov chaw tob hauv suburban sprawl ntawm US thiab Canada.
Chipotle Tus Thawj Saib Xyuas Tsev Noj Mov Scott Boatright tau qhab nia Chipotle qhov kev nyiam rau kev lag luam hauv qab Niccol, uas tau los ua CEO plaub xyoos dhau los tom qab ua tiav stint coj Yum Brands 'Taco Bell. Cov phooj ywg Taco Bell alumnus Chris Brandt tau tuav lub luag haujlwm ua tus thawj coj ua lag luam ntawm Chipotle thiab pib siv kev tshaj tawm ib txwm muaj, xws li kev tshaj tawm hauv TV. Lub tuam txhab txawm khiav nws thawj zaug Super Bowl tshaj tawm xyoo tas los.
"Tam sim no peb muaj lub tebchaws nyob," Boatright tau hais hauv kev xam phaj. "Kuv xav tias cov zej zog me me no, lawv paub lub hom phiaj thiab pom nws hauv kev sib raug zoo [xov xwm], hauv TV, thiab cov neeg tuaj yeem tawm hauv cov zej zog me me uas peb tau tawm tsam hauv keeb kwm."
Boatright tau hais tias cov saw tau txais txiaj ntsig los ntawm kev xauj tsev pheej yig dua hauv cov nroog me. Thiab txawm hais tias pab cov neeg tsawg dua, cov khw noj mov hauv cov nroog me tseem pom kev muag khoom muaj zog.
Nws tau hais tias "Nws yog txoj haujlwm zoo tiag tiag los nyob hauv," nws hais.
Tau qhov twg los: https://www.cnbc.com/2022/02/09/small-towns-fuel-chipotles-ambitious-north-american-expansion-plans.html