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Chipotle Lane / Chipotlane. Inflation. Supply Chain. Transaction Growth. Al Pastor. Promotion. Tariff. Carne Asada. Share Purchase. Honey Chicken. Autocado. Automation
This afternoon Chipotle has its 2025 Q4 earnings call at 4:30 pm ET. We read through their last 12 earnings call transcripts (sourced from Morningstar) and counted each potential mention using our Mention Markets x Earnings Call Dashboard Tool.
In many cases, the markets are currently aligned with our expectations.
Chipotle/Chipotlane, Inflation, and Supply Chain all seem highly likely to us.
Right now, we’re looking at “Supply Chain” potentially being slightly underpriced, given that Supply Chain has been said in the past 10 of 12 calls; it’s usually mentioned within the context of the CEO’s discussion of strategic priorities.
Another market that we think might be underpriced is…