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Started By
Message
Is Shake Shack (SHAK) the next Chipotle (CMG)?
Posted on 5/22/15 at 12:22 pm
Posted on 5/22/15 at 12:22 pm
Shake Shack trading at $93/share today. Chipotle was around that same price early 2010 and is currently trading at $623/share. And each location is worth $50M, compared to a Chipotle location at $10M. Insane. Anyone jumping on this train?
LINK
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Posted on 5/22/15 at 1:49 pm to Crescent Connection
I think so, I'm jumping in next week. Going to sell a mutual fund and buy shak for the Roth
Posted on 5/22/15 at 2:06 pm to DaBeerz
I'm really tempted, but it only has like 60 stores open.
Posted on 5/22/15 at 2:35 pm to Civildawg
Why are you tempted? It appears EXTREMELY overvalued.
Posted on 5/22/15 at 3:17 pm to I Love Bama
People said the same thing about tesla. Danny Meyer is the restaurant king, I have faith they will expand appropriately and everyone loves the product
This post was edited on 5/22/15 at 3:19 pm
Posted on 5/22/15 at 3:21 pm to Crescent Connection
Chipolte also had the luxury of learning and growing under the McDonalds brand before it went independent. Several of Chipotle's execs were pretty high up at McDonalds in the 90s
Posted on 5/22/15 at 4:15 pm to DaBeerz
quote:
People said the same thing about tesla
Like the Tesla CEO? Awful rebuttal
Posted on 5/22/15 at 6:47 pm to Crescent Connection
Who was it that made a thread about SHAK when it ipo'd? Said it very well could double in no time.
Then it doubled before it even opened to the public and everyone got scared saying it was overvalued. Well now it's doubled again.
Then it doubled before it even opened to the public and everyone got scared saying it was overvalued. Well now it's doubled again.
Posted on 5/22/15 at 7:40 pm to Crescent Connection
I ate at one in DC. It was good but not great.
Posted on 5/22/15 at 8:01 pm to I Love Bama
How is that an awful rebuttal. People were saying Tesla stock was overvalued because cars are so expensive and there were limited charging capabilities but stock keeps climbing.
Shak has huge growth capability but they are expanding smart and slow. Long term potential is high, look at red robin stock growth. This is a better product
Shak has huge growth capability but they are expanding smart and slow. Long term potential is high, look at red robin stock growth. This is a better product
Posted on 5/23/15 at 12:17 am to DaBeerz
Terrible example because you are comparing a technology company that makes cars to a natural burger joint...
Posted on 5/23/15 at 9:34 am to I Love Bama
I agree. About time to short this one
Posted on 5/23/15 at 9:44 am to lynxcat
I give up, some of you are ridiculous. Im comparing the stock performance based on its perceived value. I'm not comparing the freaking products but they are both boutique startup brands with limited market now that have cult followings who love the product. I think that will support a growing stock price.
Posted on 5/27/15 at 5:14 pm to DaBeerz
quote:
I think so, I'm jumping in next week. Going to sell a mutual fund and buy shak for the Roth
Good thing you had to sell that mutual fund and couldn't get in until this week. SHAK down ~20% since OP.
Posted on 5/27/15 at 6:31 pm to kennypowers816
Haven't had time yet, correction is good. I'm still going to buy in and hold long term
Posted on 5/28/15 at 8:12 am to Azazello
quote:
I ate at one in DC. It was good but not great.
I don't know much about them. Are they just serving units and you have to eat it outside? Do they have sitting facilities?
Posted on 5/28/15 at 8:41 am to Blakely Bimbo
I've never eaten at SHAK except for one time at an airport when I bought an overpriced milkshake.
It seems like the burger market is saturated. There are tons of competitors offering a similar product, which I see limiting their success and their route to be the next CMG.
CMG doesn't have many established competitors in the fast casual Mexican cuisine market, which I believe is why its had unprecedented growth in its market along with other factors.
It seems like the burger market is saturated. There are tons of competitors offering a similar product, which I see limiting their success and their route to be the next CMG.
CMG doesn't have many established competitors in the fast casual Mexican cuisine market, which I believe is why its had unprecedented growth in its market along with other factors.
Posted on 5/28/15 at 9:39 am to Bearded_Chow25
I would have a hard time investing in a restaurant chain that I do not like.
The milk shakes are not even very good. Decent burger though. It just seems like a place that yuppies like to go to make themselves feel better about not eating at McDonalds.
The milk shakes are not even very good. Decent burger though. It just seems like a place that yuppies like to go to make themselves feel better about not eating at McDonalds.
Posted on 5/28/15 at 10:23 am to Crescent Connection
I doubt it will be anywhere near the success Chipotle is. Chiplote has the edge in which it offers different "healthier" products(burritos, tacos, etc) and its a little more unique than another burger chain. Just MO of course
This post was edited on 5/28/15 at 10:24 am
Posted on 5/29/15 at 9:20 am to AUtigerNOLA
quote:
I doubt it will be anywhere near the success Chipotle is. Chiplote has the edge in which it offers different "healthier" products(burritos, tacos, etc) and its a little more unique than another burger chain. Just MO of course
My thoughts exactly.
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