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johnsyn

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johnsyn

Re: None

Wednesday, 10/03/2012 11:24:08 AM

Wednesday, October 03, 2012 11:24:08 AM

Post# of 915
11:19 AM A taco too far? Shares of Chipotle (CMG) recover more than half the ground lost after David Einhorn unleashed his short thesis on the company yesterday. Though the argument on valuation and commodity costs resonate, Einhorn seems to have lost the investment community with his take that Taco Bell's (YUM +0.3%) refreshed menu will steal significant market share from Chipotle. The counterpoint being bandied about is that CMG's brand equity and Taco Bell's long history as an unhealthy fast-food stopping off point make the two chains too far away for direct comparisons

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