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Can you talk about where you ended with marketing as a percent of sales in '25, how do you think about that for '26?
I'd be curious on what you're hearing from guests there.
I think about a year ago, you talked about about 35% of onboard being prebooked. Can can you give us an update on where that stands today?
It seems as if this would also kind of goose onboard spending quite a bit if if passengers are getting rewarded for total spend.
have you seen that consumer as well kind of a comeback? Is there anything to call out from a demographic standpoint?
was that successful in bringing in new customers to Chipotle or was it really kind of a frequency or upsell kind of dynamic?
Is it fair to assume that you're going to exit the year with no price at this point?
Can you talk about how meaningful that has been, I think you referred to potentially yielding a step function and throughput. And I'm curious as to what the actual results are.
how do you think about what's happening by income cohort? Is there anything to talk about there or the digital versus walk-in business
it seems to kind of have gapped more negatively in the first quarter than where it has been trending relative to the non-digital business
I just wanted to maybe touch on your thoughts on full year restaurant level margin and your ability to spend that
it sounds like you might be positioned to hold retail GPU for the full year. And I'm curious on your thoughts on that in terms of seeing an improvement in the back half
did you see any change in the complexion of your customers across income cohorts, or those all look very similar to what you were seeing in 2025
if you got all of the locations to the top quartile, you'd get a $220 benefit per car. What is a reasonable time line to kind of move that bell curve to the right?
Can you talk about what the early kind of nascent uses are that you're implementing AI to do? And then if you're seeing anything in the competitive set
can you talk about kind of the health of the portfolio, whether you foresee needing to take incremental reserves there at all?
the timing of the formalization of these new third-party agreements, kind of what brought on that timing?
do you have any metrics for what aided brand awareness would be for Carvana versus maybe some of your peers?
I'm curious where your brand awareness now is nationally. And if you have a figure for where that might be in Phoenix?
I want to level set that, that means future gains, and we're not expecting kind of a retrenchment in GPU anytime soon
are those things you're going to outline to us on the Street, so that we're aware of kind of where you're prioritizing that investment?
Is there any way to kind of quantify what a faster delivery time means to you in conversion?
From here kind of what are the pushes and pulls on GPU or should we really expect kind of leverage on that Carvana operations part of SG&A
Are you seeing a change in the way the customer is shopping the brand? Or is that reflective of where you were choosing to do kind of the clearance activity?
how you're thinking about any potential tariff impact as it relates to next year? And if you think you're a better or worse positioned than your peers on the dynamic?
Are you making any itinerary changes given higher fuel either currently or looking out to '27, '28
I wanted to talk through kind of the composition of your revenue as you ramp up more of the owned destination
I wanted to drill down a little bit on how you keep the momentum going forward. You touched on this a bit.
what part of the equation is the furthest off from that four-minute total?