chipotle mexican grill (Seite 5)

[Frontosa1]

da braucht man wohl nichts mehr zu sagen....15% an einem Tag.....

[Frontosa1]

Es wäre schön, wenn sich hier wieder ein paar Beiträge einstellen würden. Die Aktie läuft im Moment gut! diese Woche kommen Zahlen, bin schon gespannt, wie sie ausfallen werden.
Wie ist eure Meinung.

[fredthejet]

So, 15 Wochen hat es gedauert. Gestern 447,45 $

[fredthejet]

Noch 35 $ bis zum ATH.
Wird das überwunden, ist sicher weiter Luft nach oben.
Hab meinen Stopp dennoch mal auf 278 € nachgezogen.

[fredthejet]

Kritischer Blick auf CMG:

http://www.insidermonkey.com/blog/getting-real-about-chipotl…

[fredthejet]

Chipotle Mexican Grill, Inc. (CMG): Up 34% In 2013 And Expanding Aggressively

Wall Street and stock market gains are all about growth. That's why I am such a big fan of fast-food franchises with the ability to grow tens of thousands of stores both domestically and all across the globe.

McDonald's (NYSE: MCD : 96.65, -0.79) and Starbucks (NASDAQ: SBUX : 67.62, -1.4) are great examples of this dynamic. Both franchises sprung from humble beginnings before eventually expanding restaurants all across the globe and becoming two of the most recognizable brands in the world. Early investors in both companies scored huge gains.

But while McDonalds and Starbucks are past peak growth, I see a similar opportunity in Chipotle Mexican Grill, Inc. (NYSE: CMG : 397.38, -4.42). Although Chipotle is hardly an unknown startup, with a market cap of $12 billion and more than 1,500 US stores, this company still has plenty of room to grow both domestically and internationally.

In a very challenging domestic market struggling with slow economic growth and intense competition, Chipotle is one of the few fast-serve restaurants that has been able to continue expanding. The company opened 150 new stores in 2011, 183 new stores in 2012 and is on pace to open between 165-180 new stores in 2013. Of its new store openings in 2013, 30 will be in virtually untapped markets with outsized growth potential. Chipotle's aggressive growth rate has it adding about 10% to its domestic store count annually.

But the bigger opportunity for Chipotle lies in international expansion, where the company has little presence. Management is currently in the process of creating plans for a big move into Europe to build on its success in the US and existing locations in Paris and London.

Chipotle has also launched a catering division in the first quarter of 2013 to cash in on the popularity of its products and enable loyal customers to serve large amounts of guests and friends off site. The program has already been rolled out in a number of test markets in the US, but Chipotle has plans to expand its catering services nationwide this fall.

Chipotle is also a financial powerhouse that will provide the company with plenty of resources to fuel its aggressive expansion strategy. The company ended the first quarter with cash and equivalents of $282 million with no long-term debt. That means that Chipotle has been financing its aggressive growth organically with free cash flow. There are very few companies in the world with the financial firepower to pull that off.

Chipotle has also been using its cash to return value to shareholders, buying back 84,000 shares during the first quarter for $30 million, leaving $120 million left under the existing share buyback program.

Looking forward, analysts are bullish on Chipotle, calling for earnings growth of 21% in 2013 and 22% in 2014. In the next 5 years analysts are projecting annual earnings growth of 20%.

The Takeaway

After dipping sharply in 2012, Chipotle has rebounded aggressively in 2013, with shares up 33% on the year. That has shares trading with a forward P/E of 38. While that is far from value territory, high-growth stocks rarely trade with low valuations. And in terms of long-term growth potential, Chipotle has few peers.

http://www.istockanalyst.com/finance/story/6507059/chipotle-…

[fredthejet]

Chipotle Mexican Grill, Inc. Announces Second Quarter 2013 Results

Chipotle Mexican Grill, Inc. (NYSE: CMG) today reported financial results for its second quarter ended June 30, 2013.

Highlights for the second quarter of 2013 as compared to the second quarter of 2012 include:

Revenue increased 18.2% to $816.8 million
Comparable restaurant sales increased 5.5%
Restaurant level operating margin was 27.6%, a decrease of 160 basis points
Net income was $87.9 million, an increase of 7.6%
Diluted earnings per share was $2.82, an increase of 10.2%
Opened 44 new restaurants

Highlights for the six months ended June 30, 2013 as compared to the prior year include:

Revenue increased 15.9% to $1.54 billion
Comparable restaurant sales increased 3.4%
Restaurant level operating margin was 27.0%, a decrease of 130 basis points
Net income was $164.4 million, an increase of 13.9%
Diluted earnings per share was $5.27, an increase of 16.3%
Opened 92 new restaurants

“This month marks Chipotle’s 20th anniversary. What started out as one restaurant serving burritos and tacos, has evolved into a national brand which is changing the way people think about and eat fast food. Our vision has connected with our loyal customers, who visit Chipotle to enjoy great tasting food made from premium ingredients. It's rewarding to look back and see what we've accomplished, but it's even more inspiring to think about what lies ahead over the next twenty years.” said Steve Ells, Founder, Chairman and co-CEO of Chipotle.

Second quarter 2013 results

Revenue for the quarter was $816.8 million, up 18.2% from the prior year period. The growth in revenue was the result of new restaurants not in the comparable base and a 5.5% increase in comparable restaurant sales. Comparable restaurant sales growth was driven by increased traffic and from the benefit of one additional trading day in the quarter as compared to the second quarter of 2012.

During the quarter we opened 44 new restaurants, bringing the total restaurant count to 1,502.

Food costs were 33.1% of revenue, an increase of 100 basis points driven by higher commodity costs. Higher commodity costs were driven by increased prices for all of our salsa ingredients, as well as for dairy items and chicken. These increases were partially offset by lower avocado prices.

Restaurant level operating margin was 27.6% in the quarter, a decrease of 160 basis points from the prior year period. The decrease was primarily driven by higher food and marketing costs.

General and administrative expenses were 6.2% of revenue, an increase of 10 basis points due to higher legal and payroll costs partially offset by favorable sales leverage.

Net income for the first quarter of 2013 was $87.9 million, or $2.82 per diluted share, compared to $81.7 million, or $2.56 per diluted share, in the second quarter of 2012. Income taxes were negatively impacted by non-recurring tax adjustments that reduced earnings by $0.03 per share.

Results for the six months ended June 30, 2013

Revenue for the first six months of 2013 was $1.54 billion, up 15.9% from the prior year period. The growth in revenue was the result of new restaurants not in the comparable base and a 3.4% increase in comparable restaurant sales. Comparable restaurant sales growth was primarily driven by increased traffic.

During the first six months of the year, we opened 92 new restaurants, bringing the total restaurant count to 1,502.

Restaurant level operating margin was 27.0% for the first six months, a decrease of 130 basis points from the prior year period. The decrease was primarily from higher food costs and higher marketing costs.

General and administrative expense for the first six months of 2013 was 6.2% of revenue, or a decrease of 70 basis points from the prior year period. The decrease was from lower stock based compensation expense and lower employee related payroll taxes.

Net income for the first six months of 2013 was $164.4 million, or $5.27 per diluted share, compared to $144.3 million, or $4.53 per diluted share, in the first six months of 2012.

“We are delighted with our strong financial performance during the second quarter. We know that empowered cultures create excellent teams, who deliver a special dining experience for each customer who visits Chipotle. They attract great employees and develop them to be the very best leaders from within the organization, which not only supports our great operations, but also makes our strong performance sustainable as we add more restaurants,” said Monty Moran, co-CEO

Outlook

For 2013, management expects the following:

165 – 180 new restaurant openings
Low to mid single digit comparable restaurant sales
An effective full year tax rate of approximately 38.9% (39.4% for the remainder of 2013).



http://www.pymnts.com/news/businesswire-feed/2013/july/18/ch…

[fredthejet]

http://www.insidermonkey.com/blog/chipotle-mexican-grill-inc…

In diesem Artikel ist u.a. von 300-400 ShopHouse-Restaurants in den nächsten 10 Jahren die Rede.

[fredthejet]

http://www.insidermonkey.com/blog/chipotle-mexican-grill-inc…

[fredthejet]

Am 18.Juli gibt es die Q2-Zahlen...