Podcast by Magellan Asset Management, Magellan Asset Management

MAGELLAN - IN THE KNOW

Podcast by Magellan Asset Management

Magellan Asset Management

‘In The Know’ is a new monthly investment podcast brought to you by Magellan Asset Management, one of Australia’s leading global equities investors. We seek to bring you timely, unique and thought-provoking insights to help you make sense of today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks on global markets. Join Magellan, as they connect with a myriad of experts in their field, including CEOs of stocks we hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business. ‘In The Know’ - a monthly podcast from Magellan is worth investing your time in! Magellan - Experts in global investing.

Equity Bottom-Up

Chipotle Mexican Grill / Equity Bottom-Up

<ul><li>Chipotle has grown to 3500 restaurants without relying on franchising or compromising on food quality and people investments</li><li>CFO Jack Hartung discusses Chipotle's unique business model and competitive advantages on Magellan's podcast</li><li>Hartung's background in finance led him to join Chipotle after working with McDonald's and being impressed by the attention to detail and potential for growth</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Chipotle has grown to 3500 restaurants without relying on franchising or compromising on food quality and people investmentsCFO Jack Hartung discusses Chipotle's unique business model and competitive advantages on Magellan's podcastHartung's background in finance led him to join Chipotle after working with McDonald's and being impressed by the attention to detail and potential for growthThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Chipotle Mexican Grill Inc. reported its financial results for the second quarter of fiscal 2024, presenting a robust performance underscored by significant sales growth and strategic corporate initiatives.</li><li>The company highlighted an 18% increase in sales, reaching nearly $3 billion, driven largely by an 11.1% comparable sales growth.</li><li>This impressive sales figure was further bolstered by a 24% growth in in-store sales.</li></ul>

Chipotle Mexican Grill Inc. reported its financial results for the second quarter of fiscal 2024, presenting a robust performance underscored by significant sales growth and strategic corporate initiatives.The company highlighted an 18% increase in sales, reaching nearly $3 billion, driven largely by an 11.1% comparable sales growth.This impressive sales figure was further bolstered by a 24% growth in in-store sales.

Chipotle Mexican Grill: Digital engagement

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/guzman-y-gomez" target="_blank" data-smartkarma-citation="entities:43656:1" rel="noopener"></a><a href="https://www.smartkarma.com/entities/guzman-y-gomez" target="_blank" data-smartkarma-citation="entities:43656:1" rel="noopener">Guzman Y Gomez </a> raised around US$221m in its upsized Australian IPO. </li>
<li>GYG is a quick service restaurant business with more than 200 restaurants globally. It mainly focuses on fresh, made-to-order, Mexican-inspired food.</li>
<li>We have looked at the company’s performance  and valuation in our past notes. In this note, we talk about the trading dynamics.</li>
</ul>



Guzman Y Gomez  raised around US$221m in its upsized Australian IPO. 
GYG is a quick service restaurant business with more than 200 restaurants globally. It mainly focuses on fresh, made-to-order, Mexican-inspired food.
We have looked at the company’s performance  and valuation in our past notes. In this note, we talk about the trading dynamics.


Guzman Y Gomez IPO Trading - Strong Demand, Not All Shares in Escrow

<ul>
<li>
<a href="https://www.smartkarma.com/entities/guzman-y-gomez" target="_blank" data-smartkarma-citation="entities:43656:1" rel="noopener">Guzman Y Gomez</a> (GYG) now plans to raise US$221m, an increase from its earlier target of US$160m, in its Australian IPO.</li>
<li>GYG is a quick service restaurant business with more than 200 restaurants globally. It mainly focuses on fresh, made-to-order, Mexican-inspired food.</li>
<li>We have looked at the company’s performance in our past notes. In this note, we talk about valuations.</li>
</ul>



Guzman Y Gomez (GYG) now plans to raise US$221m, an increase from its earlier target of US$160m, in its Australian IPO.
GYG is a quick service restaurant business with more than 200 restaurants globally. It mainly focuses on fresh, made-to-order, Mexican-inspired food.
We have looked at the company’s performance in our past notes. In this note, we talk about valuations.


Guzman Y Gomez IPO - Peer Comp and Thoughts on Valuations

<ul><li>The first quarter 2024 financial results of Chipotle Mexican Grill showed positive growth with a rising momentum.</li><li>The company reported a 7% comp sales growth driven by over 5% transaction growth.</li><li>Fueled by the company's focus on improving throughput and successful marketing campaigns, sales rose by 14% to reach $2.7 billion.</li></ul>

The first quarter 2024 financial results of Chipotle Mexican Grill showed positive growth with a rising momentum.The company reported a 7% comp sales growth driven by over 5% transaction growth.Fueled by the company's focus on improving throughput and successful marketing campaigns, sales rose by 14% to reach $2.7 billion.

Chipotle Mexican Grill: Is It Successfully Leveraging Technology For Operational Efficiency & How Does Its Future Profitability Look? - Major Drivers

United States

Chipotle Mexican Grill, Inc. owns and operates quick serve Mexican restaurants. The Company manages restaurants throughout the United States.

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Chipotle Mexican Grill (CMG US)

Chipotle’s winning growth recipe

Chipotle's CFO, Jack Hartung, discusses the company's unique business model and growth story on a podcast with Magellan, highlighting the brand's...

MAGELLAN - IN THE KNOW

Chipotle Mexican Grill: Digital engagement

Chipotle Mexican Grill Inc. reported its financial results for the second quarter of fiscal 2024, presenting a robust performance underscored by...

Baptista Research

Guzman Y Gomez IPO Trading - Strong Demand, Not All Shares in Escrow

Guzman Y Gomez raised around US$221m in its upsized Australian IPO. Demand was said to be strong, as per media reports. In this note, we talk...

Sumeet Singh

Guzman Y Gomez IPO - Peer Comp and Thoughts on Valuations

Guzman Y Gomez (GYG) now plans to raise US$221m, an increase from its earlier target of US$160m, in its Australian IPO. In this note, we undertake...

Sumeet Singh

Chipotle Mexican Grill: Is It Successfully Leveraging Technology For Operational Efficiency & How Does Its Future Profitability Look? - Major Drivers

The first quarter 2024 financial results of Chipotle Mexican Grill showed positive growth with a rising momentum. The company reported a 7% comp...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)