经济放缓也能增长,Chipotle 靠的是「自救」
Chipotle 一季度大超预期,涨价的同时客流和销售都在增长。Cramer 认为在经济放缓、通胀不退的环境里,要找能不断「自我改进」的公司:Chipotle 靠提高出餐效率,每 15 分钟能服务的顾客越来越多,这和 GDP、通胀都无关;消费者也确实想要它的产品。CFO 说出餐速度比半年多前提高了 20%–30%。
When we're looking for reasons to buy a stock in this environment, we want companies that generate constant self-help. Chipotle does it by improving throughput — how many people that they can serve, say, every 15 minutes,