Chipotle
0 statements across 0 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement May 13, 2021 by Chamath Palihapitiya · said 2 times in 2 episodes since 2022 · across every show →
Mentions by year
brought up most by Chamath Palihapitiya (2)
tap a year for its mentions
2024 1 mention in 1 episode
Everything said about Chipotle, oldest first
May 13, 2021 neutral
Aug 26, 2022 positive
Chamath: Consumers will reallocate personal spending toward paying for privacy
“I think that the pendulum starts to swing in the other direction where we say, okay, you know what? I'll eat out at Chipotle one night a week less. And instead I'm going to reallocate that money to making sure that I have, you know, some amount of privacy.”
Aug 16, 2024 positive
Friedberg estimates automating labor could eliminate 20 percent of fast-casual costs
“So it was going to take out basically these businesses today are running a call at 30% EBITDA margins at peak performance. That's like Chipotle's best class. By taking out labor, you could probably take out another 20 points of cost, which could translate into…”