Bill Ackman runs Pershing Square Capital Management. He is perhaps best known for a disastrous short position in Herbalife, a nutrition company he called a pyramid scheme. Ackman made a $1 billion bet against Herbalife in 2012, expecting the stock to go to zero, but it had doubled by the time he exited the position in 2018.However, Ackman has made some excellent moves in the market as well. Indeed, his hedge fund returned 288% over the past five years, easily topping the S&P 500's 107% gain. That outperform ...

Consistent sales growth is critical for a company’s success, as it’s the foundation of generating profits. Strong revenue generation allows companies to achieve scaling efficiencies, generate continuous shareholder value, and many other clear benefits.And when it comes to top line strength, three companies – Chipotle Mexican Grill (CMG) , Copart (CPRT) , and PDD Holdings (PDD) – have been standouts.All three have enjoyed solid revenue growth over the last several years and have seen recent positive earnings ...

比尔·阿克曼投资 - 比尔·阿克曼在Pershing Square Capital Management基金中持有两只永久持有的股票[1] - 视频发布日期为2024年1月9日，使用的股价为2024年1月8日的交易日价格[2]

Growth stocks made a big comeback in 2023, outperforming value stocks by 31%. This is the second biggest outperformance on record (data goes back to 1979) — only 2020 saw a bigger outperformance. Can the rally in high-growth stocks continue into 2024? With the economy remaining strong, interest rates poised to move lower and a soft landing coming into view, there’s every reason to believe that growth will again outpace value in the year ahead. While the market’s performance has been choppy to start 2024, co ...

The most recent trading session ended with Chipotle Mexican Grill (CMG) standing at $2,232, reflecting a -0.2% shift from the previouse trading day's closing. This change lagged the S&P 500's 0.15% loss on the day. Meanwhile, the Dow experienced a drop of 0.42%, and the technology-dominated Nasdaq saw an increase of 0.09%.Coming into today, shares of the Mexican food chain had lost 2.57% in the past month. In that same time, the Retail-Wholesale sector gained 3.43%, while the S&P 500 gained 3.5%.The investm ...

Key PointsChipotle Mexican Grill hit a top at the end of 2023, but new highs are in the forecast. The year's first five analysts' revisions have this stock trading at an all-time high.The bar for Q4 results is set low and provides a potential catalyst for higher share prices. 5 stocks we like better than Chipotle Mexican GrillChipotle Mexican Grill NYSE: CMG shares entered correction along with the broader market at the start of 2024, but the pullback will not likely get far. The company continues to execut ...

文章核心观点 - Chipotle与Strava合作,推出定制挑战赛和路段,鼓励消费者保持健康习惯,并提供免费Lifestyle Bowl作为奖励 [2][5] - Chipotle将1月12日定为"No Quitters Day",向Chipotle Rewards会员提供免费Lifestyle Bowl优惠,帮助他们坚持新年健康目标 [6] - Chipotle推出多种Lifestyle Bowl,满足不同饮食需求,并提供免费送货优惠,方便消费者获取健康餐品 [8][9][10] Chipotle品牌和业务 - Chipotle是一家墨西哥餐厅连锁品牌,在美国、加拿大、英国、法国和德国拥有3,300多家门店 [13] - Chipotle致力于提供无人工色素、香料和防腐剂的真实食材,并注重可持续经营实践 [13] - Chipotle拥有110,000名员工,在食品行业中一直是领导者和创新者 [13]

Portillo's - Portillo's是一家标志性的芝加哥街头快餐餐厅，提供意大利牛肉三明治、芝加哥热狗和舒适食物，拥有超过70家餐厅[1] - Portillo's将在2023年扩张到10个州的84家餐厅[4] Sweetgreen - Sweetgreen是一家全国性的沙拉餐厅连锁店，提供健康、新鲜和有机沙拉和热碗，通过超过200家本地农民供应食材，拥有220多家门店[1]

kafaca/iStock via Getty Images Introduction Generally speaking, I am not a big fan of restaurant stocks, which explains why I have never discussed Chipotle Mexican Grill (NYSE:CMG) on Seeking Alpha or anywhere else. What has kept me from buying restaurant stocks is my focus on wide-moat businesses. More often than not, restaurants are exposed to severe competition on top of the usual economic risks like consumer health and input inflation. According to BinWise (emphasis added): Approximately 60% of r ...

业绩总结 - 第三季度销售额增长11%，达到25亿美元，数字增长5%[10] - 餐厅利润率为26.3%，同比增长100个基点[11] - 调整后的每股收益为11.36美元，同比增长19%[11] - 数字销售占销售额的37%[10] - 预计第四季度同店销售将在中至高个位数范围内，包括最近的定价行动[11] 新产品和新技术研发 - 重新推出备受喜爱的Carne Asada，受到热烈欢迎[23] - 公司正在进行核心菜单的创新工作，未来18至24个月内有新菜单项目计划[74] - 目前大约有一半的餐厅使用数字制作线和智能取餐时间，取得了良好的效果[88] 市场扩张和并购 - 公司董事会迎来新成员Laura Fuentes，将协助实现公司的五大战略[12] - 第三季度开设了62家新餐厅，其中54家有Chipotlane，计划今年开设255至285家新餐厅[49] - 预计到2025年，新餐厅开业率可达到10%[50] 未来展望 - Chipotle的增长主要由交易量驱动，这对业务的持续健康和未来增长机会至关重要[62] - 公司对未来充满乐观，计划在建设新单位的同时继续提高平均单位销售额和利润率[142]