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What kind of growth have you been seeing in membership in recent quarters
Any color that you can give in terms of stative trends as you move through the quarter
Can you just help level set what you're seeing quarter to date, perhaps pre-storm
Is there more opportunity for entry-level pricing or how you're thinking about smaller portions overall
do you think you're also losing customers that are trading down or out of the space, losing frequency of transactions with your more loyal customers?
Can you just help level set where you exited the quarter and what you're seeing from a traffic perspective?
Is there any reason you think Chipotle is more susceptible to macro today than you have historically?
Can you just help level set what you're seeing on a 1-year basis in July?
What are you seeing in terms of cannibalization of the existing store base and whether you're seeing any incremental drag
are you anticipating comps approach mid-single-digit, or do you need the macro to get a little bit better before returning to your mid-single-digit run rate?
any more color on what you're seeing from the consumer, any shifts that you're seeing across cohorts
what are you defining as low single digit to the 0% to 3%
What do you think is driving that weakness more recently in restaurants, just broadly
Can you just give a bit more color on incrementality, what you're seeing in terms of traffic versus average ticket contribution
Do you expect incrementality of 50% now is you're Domino's Direct customers, or is the lower incrementality a function of multiple partnerships
how are you thinking about balancing the timing of a high volume LTO with potential additional delivery partners
any thoughts on whether there could be a delayed reaction from consumers
Any color on what you are embedding through the rest of the quarter
If you go back to prior fiscal stimulus, which brands tend to benefit the most
Can you just help unpack what you saw in terms of cadence of actual comp
do you expect like 2Q to peak in terms of actual commodity inflation
Can you just help unpack sort of what you saw in terms of cadence of comps during the quarter
If your top line comes in stronger than expected, how are you thinking about flowing through to earnings versus reinvesting back in the business
Can you just talk about how you're thinking about the cadence of comp as we move through the year
Is that where you're currently running and you assume current trends hold?
Can you just talk about the cadence through the quarter? And any color on what you're seeing in December
do you expect the balance of the quarter to rebound back to where you were running?
Can you give any color on how we should be thinking about, I guess, Q1, knowing there's some weather there
Is there any evidence of share shift from fast casual into QSR from that higher income consumer
it's been a bit more difficult perhaps in recent years to get franchisees to coalesce around national price points
unpack U.S. comps a bit more. Can you talk about what you're seeing across the low, middle and high income consumer
how you're thinking about comps on a full-year basis in the US and IOM
what you would need to see to get towards the top end of the range on the guide
Can you give any more color on the cadence of comps as you move through the quarter?
non-rewards member growth outpacing rewards member growth
What's driving the relative outperformance in the morning
Can you help contextualize like anything around the traffic lift that you might be seeing in test stores
How are you assessing the current level of staffing across the US system and magnitude of investment that might still be necessary?
How much of the growth is coming from new account wins relative to expanding penetration with existing accounts?
can you help us understand what you're seeing in terms of underlying dynamics and any market share dynamics during the quarter
I think you mentioned $100 million in annualized savings to help GP dollars in the back half. Just can you expand a bit on some of the drivers of that?