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195 days

Chipotle Earnings Beat. Why The Stock Is Falling. - Barron's

1. Chipotle's earnings beat expectations, but revenue fell short. 2. New CEO Scott Boatwright focuses on growth, planning 315-345 new restaurants. 3. Potential tariffs on avocados could increase Chipotle's costs significantly. 4. SBUX's former CEO, Brian Niccol, now leads Chipotle amid ongoing challenges. 5. Inflation continues to press restaurant margins, impacting industry dynamics.

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FAQ

Why Neutral?

While Chipotle's challenges might affect industry sentiment, SBUX remains on its growth trajectory.

How important is it?

Economic factors affecting Chipotle could indirectly influence SBUX's competitive landscape.

Why Long Term?

Chipotle's tariffs could have a delayed effect on supply dynamics, which may influence SBUX indirectly over time.

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