Andy North

Consumer Cyclical

Limited coverage. Only 3 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

3

Questions

0%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q3 '25Q1 '26

Focus Areas6 topics

Margin1Cost Pressure1Innovation & R&D1Capex Investment1Revenue Growth1Guidance Reliability1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

CMGChipotle Mexican Grill2 quarters

2026 Q1

Wondering if you have any updated perspective on the shape of the margins as we get to the second half

MarginCost PressureView in transcript →

wondering if that gap has widened versus control for some of the early restaurants with the equipment

Innovation & R&DCapex InvestmentView in transcript →

2025 Q3

any guardrails on how you're thinking about 2026 from a comp perspective or maybe traffic and the time line getting back to positive traffic?

Revenue GrowthGuidance ReliabilityView in transcript →