Season 1 · Episode 61
Chipotle Plunges 50% in 12 Months — The “Portion Size” Lawsuit & The End of Easy Growth
Implied Podcast · Implied Podcast™
November 18, 20253m 8s
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Show Notes
Chipotle’s stock has been cut in half, crashing 50% over the last 12 months as the "growth at any cost" era comes to a screeching halt. Why the massive freefall? Beyond the brutal 0.3% same-store sales growth, a new class-action lawsuit regarding "inconsistent portion sizes" has rattled investors, confirming that fixing the viral complaints is destroying margins.