Quality’s surprising underperformance in 2025 proves that even in risk-off periods, valuation matters. Many wonder if this perpetually out-of-favor asset class is worth the trouble. Hampton: And which ...

Chipotle faces margin pressure, traffic declines, and cost headwinds from wages and avocados, challenging its valuation. See ...

Let’s dig into the relative performance of CAVA (NYSE:CAVA) and its peers as we unravel the now-completed Q1 modern fast food ...

Ackman remains bullish on Fannie/Freddie, and Pershing Square Holdings continues to trade at a substantial discount to NAV.

Consumer price sensitivity led to declines at Chipotle, McDonald’s and other QSRs, while Chili’s and Cava were among a ...

Chipotle Mexican Grill stock has declined 15% year-to-date, most notably underperforming the S&P 500’s modest 1% gain.

Investors are breathing a sigh of relief as many companies that had issued cautious warnings about how tariffs might impact ...

About Chipotle Mexican Grill Inc. Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas ...

Operationally, Lyft completed 218 million rides (up 16% y-o-y) and expanded its active rider base by 11% y-o-y to 24.2 ...

We came across a bullish thesis on Portillo’s Inc. (PTLO) on Substack by The Dutch Investors. In this article, we will ...

Overall, Cava has all the ingredients of a highly successful emerging restaurant stock, with strong same-store sales, robust RLMs, attractive average unit volumes, and a long runway for expansion. As ...

Tesla's addition of Chipotle president Jack Hartung to its board of directors helped boost the stock last week. Hartung could ...