Chipotle Mexican Grill

For 2019, analysts are projecting Chipotle to post adjusted EPS of $12.42, which represents a rise of 37.1% from $9.06 in 2018.

Shake Shack (SHAK) is scheduled to post its fourth-quarter earnings results after the market closes on February 25.

At the end of 4Q17, Yum! Brands operated 45,804 restaurants, which included 21,487 KFC restaurants, 16,748 Pizza Hut restaurants, and 6,849 Taco Bell restaurants.

Target price As of December 28, 2017, Chipotle Mexican Grill (CMG) was trading at $294.06. On the same day, analysts were expecting the stock to reach $317.26 in the next four quarters, which represents a return potential of 7.9%. Before the announcement of Chipotle’s 3Q17 earnings, analysts had forecast a 12-month target price of $375.46. […]

Unit growth By the end of 3Q17, Shake Shack (SHAK) was operating 143 restaurants—79 domestic company-owned restaurants, ten domestic franchised restaurants, and 54 international franchised restaurants. Unit growth In the last four quarters, Shake Shack has increased its restaurant count by 38 units—21 company-owned restaurants and 17 franchised restaurants. In 3Q17 alone, the company added […]

In 1Q17, Baskin-Robbins, which operates under the umbrella of Dunkin’ Brands (DNKN), had SSSG of -2.4% in the United States and -2.0% in international markets.

As of April 5, 2017, Panera was trading at a forward PE multiple of 38.8x—compared to 32.6x before the acquisition rumor started to surface on April 3.

Of the 28 analysts covering Panera (PNRA), 71.4% have given it a “buy” recommendation, and 28.6% have given it a “hold.”

Since the E. coli outbreak in October 2015, Chipotle Mexican Grill’s (CMG) same-store sales growth has been falling. This led to negative revenue growth.

Despite the recent fall in Panera’s share prices, analysts are still maintaining their price target of $238.2 for the next year—a return potential of 18.5%.

Lower revenue and EPS estimates made investors skeptical about investing in Panera. As of September 19, it was trading at 28.1x—down from 30.9x on July 28.

On August 29, 2016, Chipotle Mexican Grill (CMG) launched its latest promotional offer, targeting students in the back-to-school season.

In last four quarters, Chipotle has beaten analysts’ estimates three times. Usually, when the company beats analysts’ estimates, the share price rises.

Revenue sources By the end of 1Q16, Chipotle Mexican Grill (CMG) owned and operated all of its 2,066 restaurants. In 2Q16, analysts are expecting the company to register revenue of $1.05 billion, a decline of 12.1% from $1.2 billion in 1Q15. Factors affecting Chipotle’s revenue Although Chipotle’s management had undertaken several measures to counter the […]

In 1Q16, Shake Shack saw a 43.3% rise in revenue over $37.8 million in 1Q15, driven by unit growth and same-store sales growth.

From the beginning of 2Q15 to the end of 1Q16, Panera Bread (PNRA) increased its unit count by 96, of which 25 units were added in 1Q16.

In addition to its marketing and promotional efforts, Chipotle Mexican Grill (CMG) launched a food safety website on February 8, 2016, which outlines the company’s enhanced food safety procedures.

Dunkin’ Brands (DNKN) earns its revenue from five different channels: Dunkin’ Donuts US, Dunkin’ Donuts International, Baskin-Robbins US, Baskin-Robbins International, and others.

Chipotle Mexican Grill (CMG) recorded overall same-store sales growth of -14.6% for 4Q15. It was -16% in November and -30% in December, according to the company.

Since Jack in the Box’s acquisition of brand Qdoba Mexican Grill, now named Qdoba Mexican Eats, the brand has grown from a mere 85 restaurants to 661.

In 2003, when Jack in the Box (JACK) acquired Qdoba Mexican Grill for $45 million, Qdoba was operating 85 outlets with a total revenue of $65 million.

Headquartered in San Diego, California, Jack in the Box (JACK), was founded by Robert O. Peterson in 1951.

Let’s examine the management’s target for the restaurant operating margins for each of Yum! Brands’ divisions in 2016. Please note that the data excludes India.

Chipotle expects its 4Q15 same-store sales growth to range from -8% to -11%. This would be the first time in almost ten years the company expects to report negative same-store sales growth.

When the first cases of E. coli were linked to Chipotle, the company shut down 43 of its restaurants for a week.

While the latest unemployment rate indicates that the US economy is healthy, it’s important to remember that the labor force participation fell over time.

Starbucks (SBUX) operates restaurants in 65 countries around the world. However, 83% of its revenue comes from the Americas and the CAP segments.

Chipotle (CMG) experienced tremendous same-store sales growth in 2014, with most of its quarters reporting a double-digit growth.

Average revenue per square foot gives us insight into how efficiently a company is able to generate sales. Naturally, the higher the number, the better.

McDonald’s (MCD) turnaround plan, which went into effect on July 1, 2015, will take several months to yield results as far as the company’s performance goes.

There’s strong acceptance of the Starbucks loyalty program in China, with 40% of transactions completed using the Starbucks card.

The Americas and the CAP (China, Asia-Pacific) segments have been the biggest contributors toward Starbucks global comps growth.

Over the past 12 months, the restaurant industry has experienced significant sales growth. In this series, we’ll look at certain indicators that investors in this sector should track.

Chipotle’s average restaurant size is about 2,550 square feet. With an average restaurant volume of $2.4 million, the revenue per square foot comes to $969.

The recent rally in Shake Shack’s share prices—without any new catalyst—may indicate that investors are optimistic about the company’s prospects.

According to a study by researchers at John Hopkins University, the arsenic in served chicken isn’t healthy. It could increase consumers’ cancer risk.

Domino’s debt is high because it was the product of a leveraged buyout. The latest recapitalization happened in 2012, leaving it with $1.57 billion in debt.

Dunkin’ Brands’ (DNKN) sources of revenue include franchise revenue, sale of ice cream products, company-owned sales, rental income, and other income.

Benefits to a franchise model include low need for capital, more focus on brand in marketing and menus, and a potential to penetrate faster into the market.

Dunkin’ Donuts is Dunkin’ Brands’ most important brand, with 77% of the revenue or $568 million in 2014. Of this, $548 million was from the US market.

Disposable income increased by 40 basis points month-over-month in January. On a YoY (year-over-year) basis, disposable income increased 9.5%.

Activist investor Starboard Value opposed Red Lobster’s sale, stating that Darden management could do more to turn the undervalued brand around.

Chili’s is the most important restaurant under the Brinker (EAT) umbrella. Chili’s contributed 86%, or $2,443 million, to the company’s sales in 2014.

LongHorn Steakhouse’s same-store sales increased to 2.7% in 2014 year-over-year from 1.2% in 2013. This is lower compared to fiscal 2012 and fiscal 2011.

The restaurant industry is part of the consumer discretionary sector. This sector does well when the economy is expanding.

Labor expenses increased by 1.15% to 31.11% as a percentage of related sales from last year. The increase affected the company’s bakery operating margins.

Low inflation means low interest rates. This makes it affordable for restaurants to borrow and expand units.

Domestic means all of the restaurants in Shake Shack’s domestic market—the US. Revenue from this segment was $78.5 million in 2013.

We’ve looked at Shake Shack’s (SHAK) revenues and drivers. It’s also important to understand how the company has been managing its key costs.

We’ll look at Shake Shack’s profitability in terms of its operating and net profit margins. In 2013, it had an operating profit of $5.9 million.