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Ca$htag$: Chipotle (CMG) Sees Earnings Drop, Gen Z to Blame?

Ca$htag$: Chipotle (CMG) Sees Earnings Drop, Gen Z to Blame?

Schwab Network · Schwab Network

November 10, 20257m 42s

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Show Notes

Likefolio’s Andy Swan covers Chipotle (CMG), where he notes a major change in visits: -17% year-over-year. He thinks that “an entire generation of consumers” is moving away from the company, and they were the ones who “built the company up.” The other big story he sees is “people are complaining” that their portions aren’t large enough.


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