Chipotle is now packing in on the protein. That's with its new high protein menu with GLP-1 friendly options. It features protein cups, bowls, a taco, and a salad.The company says the new offerings give people taking GLP-1s a way to get more protein into their diets. The double high protein bowl includes 81 grams of protein and the high protein lowc calorie salad has 36 grams of protein with just 470. ...

Chipotle is now packing in on the protein. That's with its new high protein menu with GLP-1 friendly options. It features protein cups, bowls, a taco, and a salad.The company says the new offerings give people taking GLP-1s a way to get more protein into their diets. The double high protein bowl includes 81 grams of protein. ...

Market Trends & Consumer Behavior - Molson Coors' stock decreased by 2.76% [1] - Alcohol stocks are perceived as underperforming [1] - Younger generations are shifting towards mocktails and consuming less alcohol per occasion [2][3] - Restaurant margins are affected by decreased alcohol consumption [2] Company Performance & Financials - Shake Shack's stock is down 34% year-to-date [2] - Chipotle's stock is down 38% year-to-date [2] - Cava's stock is down 50% year-to-date [2] Potential Disruptors & Future Outlook - Eli Lilly's GB-1 in pill form may further negatively impact alcohol sales [1] - The aging population may contribute to decreased alcohol consumption [1] - Restaurants are finding it difficult to pass on increased costs to consumers [2]

Core Insights - Chipotle is launching a new high-protein menu on December 23, featuring various items with protein content ranging from 15 to 81 grams [1][3] - The new menu includes a chicken bowl without traditional toppings, a salad, a burrito, an adobo chicken taco, and a four-ounce cup of adobo chicken priced at an average of $3.82 [1][2] - The introduction of the high-protein menu is a response to consumer demand, with 70% of Americans prioritizing protein intake [3] Financial Performance - Chipotle has faced a challenging year, with stock prices down nearly 40% in 2025 and same-store sales declining by 0.4% in Q1 and 4% in Q2, although there was a slight increase of 0.3% in the latest quarter due to higher prices [4] - The company is experiencing persistent macroeconomic pressures, particularly affecting low- to middle-income consumers, who represent about 40% of total sales [5] - The CEO indicated that the first quarter of 2026 is expected to be particularly tough for middle- and low-income consumers, especially those aged 25 to 35, who are facing challenges such as unemployment and increased student loan repayments [6]

chipotle was never goodhersch (@tittyrespecter):chipotle has some how devolved from bearable food to slop within the last year ...

Core Insights - The restaurant sector had a challenging year, with notable companies like Domino's Pizza, Inc. (DPZ) and McDonald's (MCD) significantly underperforming the market, while Chipotle has been favored by investors [1] Group 1: Company Performance - Domino's Pizza, Inc. (DPZ) and McDonald's (MCD) are described as legendary safe-haven compounders that have not met market expectations [1] - Chipotle has emerged as a favorite among investors, contrasting with the performance of traditional giants in the sector [1] Group 2: Investment Strategy - The company aims to invest in firms with ideal qualitative attributes, purchasing them at attractive prices based on fundamentals, and holding them long-term [1] - The investment strategy includes maintaining a concentrated portfolio to avoid underperformers while maximizing exposure to high-potential winners [1]

Industry Overview - The restaurant sector had a challenging year, with notable companies like Domino's Pizza, Inc. (DPZ) and McDonald's (MCD) significantly underperforming the market [1] - In contrast, companies such as Chipotle have been favored by investors, indicating a shift in market preferences [1] Investment Strategy - The focus is on investing in companies with strong qualitative attributes, purchasing them at attractive prices based on fundamentals, and holding them long-term [1] - The investment approach involves managing a concentrated portfolio aimed at avoiding underperformers while maximizing exposure to high-potential winners [1] - Companies may receive a 'Hold' rating if their growth opportunities do not meet the investor's threshold or if their downside risks are deemed too high [1]

Economic Data and Earnings Reports - A busy week of economic data is anticipated, starting with the NAHB Housing Market Index on Monday, followed by significant reports on Tuesday including ADP Employment, Building Permits, Housing Starts, Core Retail Sales, and the Unemployment Rate [4] - Additional economic indicators will be released throughout the week, including MBA Mortgage Applications, Business Inventories, Continuing Jobless Claims, Core CPI, and Core PCE [4][5][6][7] Earnings Highlights - Companies scheduled to report earnings next week include Accenture (ACN), Nike (NKE), FedEx (FDX), and Carnival Corp. (CCL), among others [5][6][7] - Specific earnings spotlight dates include December 15 for Abivax (ABVX) and Ocean Power (OPTT), December 16 for Lennar (LEN) and Worthington Enterprises (WOR), and December 17 for Micron (MU) and General Mills (GIS) [5][6][7] REIT Sector Insights - The REIT sector is viewed as stable and beneficial, focusing on income generation through predictable long-term dividends rather than stock price volatility [8] - Potential benefits for the REIT sector are anticipated if the Federal Reserve cuts interest rates, which could lead to a market rally [9] - M&A activity is strong within the REIT sector, with 36 REITs exploring options since March 2022, indicating ongoing consolidation [10] - Future growth is expected in Healthcare, particularly senior housing, and certain Retail segments, along with the emergence of new REIT classes like "AI REITs" and "Solar REITs" [10] Investment Strategy - Young investors are encouraged to utilize REITs and the power of compounding dividends for long-term wealth building, with a recommended investment horizon of 25 to 50 years [11]

Market Overview - The Dow is up about 100 points, indicating a potential record close after a record yesterday [2][3] - The S&P 500 also closed at a record yesterday but is down about a third today, while the Nasdaq is down about half a percent [3][4] - The S&P equal weight index is outperforming the S&P 500, suggesting broadening participation in the market [4] Federal Reserve Insights - The Federal Reserve cut interest rates by a quarter percentage point, with dissent from three members [8][10] - Chicago Fed President Austin Goulby expressed a desire to wait for more inflation data before further cuts, indicating optimism for significant reductions in rates over the next year [9][10] - Kansas City Fed President Jeff Schmid believes inflation remains too high and the economy shows momentum, suggesting that policy is not overly restrictive [10][11] Technology Sector Performance - Broadcom's disappointing earnings report has significantly impacted the tech sector, contributing to its decline [6][7] - Despite the drop, Broadcom's stock is still up year-to-date due to investor confidence in its AI-related prospects [7] College Athletics and NIL Legislation - The Hustle Act aims to protect college athletes' name, image, and likeness (NIL) earnings by creating tax-advantaged savings accounts and capping agent fees [36] - NIL has become a multi-billion dollar business for college athletes, necessitating legislative measures to provide structure and support [37][38] - The legislation seeks to address the challenges faced by student-athletes in managing their new commercial opportunities while balancing academic commitments [39][41] Corporate Developments - Citigroup received an upgrade to overweight from JP Morgan, citing expected benefits from a solid economy and market activity [60] - Alphabet's price target was raised to $350 by TD Cowan, driven by increased search engagement and the success of its Gemini chatbot [61][62] - FMCC was double upgraded by Wedbush, with expectations of near-term action from the Trump administration to recapitalize the mortgage giant [63] Cryptocurrency Market - Bitcoin is rebounding after dipping below 90,000 earlier in the week, with analysts noting it has been stuck in a range of 85,000 to 95,000 for about a month [64] Electric Vehicle Sector - Rivian's stock is up significantly after NEM raised its price target, citing momentum in AI and autonomous driving [65][66] Banking Sector - UBS shares are rising after Swiss lawmakers proposed easing capital rules, which would lower funding costs for the bank [68]

Joining us here at Post Chipotle CEO Scott Boltray he is fresh from ringing the opening bell here at the big word. Scott I see your ads in the NFL of course and you do this you know build your own and that is the first time where I think that you are offering a real price break for people. Are people taking you up on it.>> They are. We're pleasantly surprised by how it's performed. Although we still have very low awareness on build your own Chipotle.We know that consumer there's there's an opportunity in gr ...