Tus dais-kev lag luam muag tawm hauv Chipotle cov khoom lag luam tau tsim 'kev txaus nyiam' kev yuav khoom, tus kws tshuaj ntsuam hais tias

Ntau tus ntawm Phab Ntsa Street txhais cov lag luam dais raws li qhov poob ntawm 20% lossis ntau dua los ntawm kev ua lag luam bull. Ntawm lub hauv paus ntawd, Chipotle cov Tshuag tau nkag mus rau nws lub lag luam dais tam sim no thaum Lub Ib Hlis 10, thaum nws kaw 20.6% hauv qab nws cov ntaub ntawv. Qhov ntawd tau cim thawj lub lag luam dais txij li lub Peb Hlis 2020, thaum nws poob ntau li 50% los ntawm nws cov ntaub ntawv thaum Lub Ob Hlis.

iav tau hloov kho Chipotle kom hnyav dhau, thiab tsa nws lub hom phiaj tus nqi rau $ 1,920, uas txhais tau hais tias kwv yees li 28% upside los ntawm qib tam sim no.

"Txawm hais tias peb tsis muaj qhov hloov pauv ntawm qhov tseem ceeb ntawm no, peb pom qhov no yog qhov chaw nkag txaus nyiam rau cov khoom lag luam loj tshaj plaws hauv cov khw noj mov," Glass tau sau rau hauv daim ntawv rau cov neeg siv khoom.

Ntawm Chipotle's "kev sib xyaw tshwj xeeb ntawm cov cwj pwm" yog kab tias tus nqi zog tshaj plaws ntawm cov tuam txhab uas nws npog, uas iav ntseeg tias yog qhov tseem ceeb hauv kev nce nqi tam sim no. Nws hais tias Chipotle twb tau siv nws lub hwj chim ntawm tus nqi "liberly" yam tsis muaj kev cuam tshuam kev lag luam loj hlob, vim tias lub tuam txhab muaj "cov neeg siv khoom muaj txiaj ntsig tshaj plaws (thiab cov hluas)" hauv cov khw noj mov loj dua nws npog.

Iav kuj tau taw qhia tias Chipotle txoj kev lag luam tau "tau hloov pauv mus rau qhov zoo dua" los ntawm COVID-19, vim nws tau ua kom nkag mus rau digital sai. Kev muag khoom digital tau nce peb zaug tom qab-COVID thiab tam sim no ze li ib nrab ntawm kev muag khoom tag nrho, iav tau hais tias, uas tau txhawb nqa kev txais yuav kev txiav txim ntawm lub xov tooj ntawm tes thiab them nyiaj, uas yog Chipotle cov txiaj ntsig siab tshaj plaws.

Tib lub sijhawm, iav txo qis Domino's Pizza Inc.
DPZ,
-1.74%
kom sib npaug qhov hnyav, tom qab lub khw noj mov pizza cov khoom lag luam tau ua tiav nws cov phooj ywg nrog 47.2% surge hauv 2021. Cov khoom lag luam poob 1.7% Friday rau $ 473.04, thiab tau poob 16.2% txij li kaw ntawm cov ntaub ntawv $ 564.33 thaum Lub Kaum Ob Hlis 31.

"Txawm hais tias DPZ's [Domino's] tseem embodies ntau tus yam ntxwv ntawm kev loj hlob nyob rau lub sij hawm ntev, peb pom muaj kev txwv tsis pub muaj kev nthuav dav ntxiv, tshwj xeeb tshaj yog vim tias DPZ kev muag khoom loj hlob yuav zoo li qub tom qab tau txais txiaj ntsig zoo ntawm COVID (thiab kev txhawb nqa) cov txiaj ntsig.
hauv 20/21, ”Glas sau.

Nws kuj tau txo qis cov khw noj mov Brands International Inc.
QSR,
-0.99%

QSR,
-0.77%,
niam txiv ntawm Burger King, Popeyes thiab Tim Hortons tsev noj mov chains, kom poob phaus. Iav tau hais tias nws ntseeg tias Burger King tseem nyob rau lub sijhawm thaum ntxov ntawm kev hloov pauv hauv Asmeskas, uas tuaj yeem siv sijhawm ntev dua li qhov xav tau. Nws kuj tseem txhawj xeeb txog Tim Hortons 'siab tshaj qhov nruab nrab ntawm qhov kev nkag siab zoo rau COVID kev pheej hmoo thiab qhia tias cov nuj nqis nce ntxiv thiab tuaj yeem tshaj Wall Street cov kev kwv yees yav tom ntej.

Cov khoom lag luam poob qis 1.0% Hnub Friday rau $ 57.19, thiab tau poob 18.8% txij li kaw ntawm ze li ob xyoos siab ntawm $ 70.47 thaum Lub Rau Hli 1, 2020.