Hedgeye Sees Additional 50% Downside in Chipotle (CMG); Will Hold Conference Call

August 31, 2016 11:59 AM EDT

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Hedgeye sees 50% downside in Chipotle (NYSE: CMG), according to a website post on Wednesday.

The firm's Restaurants analysts will hold a conference call on September 6th.

Key points to be discussed on the call include:

  • Management does not appear to have a cohesive strategy to guide this ship
  • Recovery is slow and the business model is impaired
  • Aggressive unit growth is a leading indicator of future value destruction
  • CMG consumer survey update
  • The new normal P&L is vastly different from the past
  • Margin analysis: What the upside is and how do they get there?
  • Sentiment/Valuation


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