Beyond the Burrito: Chipotle’s Next Chapter in Growth and Technology with CFO Adam Rymer
Description
Chipotle's ($CMG) stock is up 70% in two years, making it the third-largest U.S. restaurant chain by market value, nearing $80 billion. In 2024, revenue rose 14.6% to $11.3 billion, with slightly improved operating margins. However, investors expected a stronger 2025 outlook than the company's projected low-to-mid single-digit growth in same-store sales. CFO Adam Rymer spoke with Ann Berry about Chipotle's success, highlighting its Cultivate Next Fund venture arm, Chipotlanes for mobile order pickups, and the brand’s reputation for generous portions. $CMG
00:00 START
02:13 The Rise of “Chipotlanes”
06:47 Portion Sizes and Value Proposition
08:39 Impact of Mobile Ordering
11:01 Seasonal Trends and International Expansion
14:31 Ownership Model
17:42 Rapid Fire Questions
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