$CMG Chipotle Tape Reports
Per Ticker.id: $CMG Chipotle Tape Reports — 52 podcast mentions across 10 podcasts (30 days), latest 2026-08-21 10:00 UTC.
Well, I believe I could if I just stopped getting Chipotle and DoorDash every week. Well, okay, well, maybe.
Speaker F — The Ramsey Show · Behavior Matters More Than Math · 2026-08-25Yeah, Starbucks and Chipotle can't get out of their own way, and they're not—
Michael Batnick — The Compound and Friends · How to Play the Money Game with Michael Santoli · 2026-08-21Yeah, some people maybe, maybe have heard of Zipline because it did have a limited partnership with Chipotle Mexican Grill, but I became enamored with this company because of the work that it's been doing in the country of Rwanda. It has literally been able to save thousands of lives because of what it's doing. And that's not exaggeration. When you look at some of these remote places in Rwanda, some lives could be saved with a simple blood transfusion. But those clinics, those remote clinics don't— maybe even don't even have electricity. And so they're not— they don't have the infrastructure they need to keep enough blood on hand to perform this simple medical procedure. Now, there is infrastructure in a bigger city, such as the capital, And really that's what Zipline's been able to do. It's been able to, as soon as there's a need in a remote clinic, it's able to get the blood that it needs onto a drone, send that way out, and it can do over 100 miles round trip and get it delivered. Now, last I checked, it was using parachutes to kind of just drop it off, but it's, it's a real, real benefit to a society like this where delivery infrastructure or even just storing blood on site is just not possible. And so really cool company doing some great things in the world, in my opinion. But now really trying to, I mean, it was trying to basically find customers, find a use case to kind of build out proof of concept. But Zipline's goal has been what it's partnering with Uber here to do. And so Uber is going to allow customers in many cities to be able to choose drone delivery for an Uber Eats order. Now, What's interesting here is that basically a, a restaurant is going to be able to receive an order, kind of put out a little pad out in their parking lot. They can put the food there and the Zipline drone will fly from a hub to the restaurant, lower a basket on a tether, and that's where it gets its name, Zipline. It's gonna lower that down, scoop it up, take it to the home that ordered it, then lower that basket down again with the Zipline and open it up, leave it there.
Jon Quast — Motley Fool Hidden Gems Investing · Is AI the Answer to Big-Box Retail’s Woes? · 2026-08-20Yeah, I mean, Zipline already has some major partners. It's still in the very early stages of actually monetizing the business, but it has partnerships with Walmart, with restaurant companies like Panera, like Chipotle. The company's targeting 1 million drone deliveries daily by the end of 2029. That sounds pretty ambitious, but with those partners, the order flow is definitely there. I'm curious about the economics and maybe John knows more about this than I do, but what, you know, drone delivery so far has been a money loser for companies who have actually used it in the real world, including Amazon. You know, I read that the average Amazon drone delivery costs the company like $30 to $40, but at scale, could it have improved to the point where it makes economic sense to do those, do 1 million drone deliveries per day? And be profitable without passing on $30 a delivery or, or whatever the cost is to customers.
Matt Frankel — Motley Fool Hidden Gems Investing · Is AI the Answer to Big-Box Retail’s Woes? · 2026-08-20people would go to the whatever, the Chipotle site, and say, uh, give me a Python script for reversing a set of 10 integers, and we just write it out. And now, what would you like? Would you much like beans with that?
Leo Laporte — This Week in Tech (Audio) · Gina and the Glueballs - Is AI Moving Too Fast? · 2026-08-17Yeah, I, I think so to a degree. I mean, there, there are, I mean, the restaurant business right now is obviously very difficult and we're starting to see the lines blur between traditional fast food, right? And fast casual. I mean, the menu prices for traditional fast food are really starting to creep up there. I mean, going to get like a value meal from one of these McDonald's or Burger King or whatever it may be, that's just, it, it, it's not cheap anymore. And so I think the fast casual restaurants have a little bit of an opportunity right there to sort of keep, keep close, at least in regard to pricing while offering a higher quality meal. Right. And so, Cava really rhymes with Chipotle. I think, I mean, it was a good quarter, right? I mean, the revenue up 31-plus percent. That growth was fueled by a 9% increase in comps. They opened 17 new stores. They are seeing, as you mentioned, traffic up. That was better than 5%. Another interesting data point that I found regarding the quarter, they saw their average unit volume, right? The average unit volume for their restaurants now hit, they cracked $3 million per year, right? And that's up modestly from around $2.8, $2.9 million recently. But that is on par with Chipotle now. Now, I think the caveat there is that we need to recognize the fact that Cava only has a handful of stores compared to the Chipotle, right? I mean, there's something like 350 Cavas versus 4,200 Chipotles. Now that is, I think at the end of the day, an opportunity. You mentioned you don't have them out there in Minnesota yet, at least where you live. And so maybe there is a nice runway of growth because I mean, as a consumer, and I think Lou would agree, we, we do like what Cava has to offer. It's, you know, not terribly hard on the wallet. And it is something that I think could continue to grow for some time.
Jason Moser — Motley Fool Hidden Gems Investing · IPO Fever Heats Up For OpenAI and Anthropic · 2026-08-14It will be interesting to see what happens with restaurants. Always an area that I would like to invest more, but it's such a tough space. So don't find a new Chipotle every day. When we come back, we are going to go shopping for sports franchises. You're listening to Motley Fool Hidden Gems Investing.
Travis Holyham — Motley Fool Hidden Gems Investing · IPO Fever Heats Up For OpenAI and Anthropic · 2026-08-14People are cutting back at restaurants that don't even serve iceberg lettuce. You know, this is not a food safety issue because, because the pathogen— and then we also saw salmonella in jalapeño peppers in the last couple of weeks. Right. Because the pathogen and the bacteria weren't due to food safety handling issues and they were found in the supply chain, you know, we think it's going to be relatively short. And that's what we've seen. I mean, you know, Taco Bell talked about a -2% comp for the month of July and they were closely linked to cyclospora. Chipotle, before the salmonella impacted jalapeños, had talked about, about a down 2% comp here in the third— I'm sorry, about 200 basis points of impact to their comp in the third quarter. Papa saw some impact start at the beginning of July, but it's steadily increased and now their comps are up mid-single digits. So we expect it to be generally short-lived.
Tom Keene — Bloomberg Surveillance · Bloomberg Surveillance TV: August 14th, 2026 (Podcast) · 2026-08-14