Tellvest

Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Zach Ogden (TD Cowen) — Tellvest

Analysts/Zach Ogden

Zach Ogden

TD Cowen

Consumer Cyclical

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

Companies

Questions

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

Challenge Trend

Q3 '25Q2 '26

Focus Areas6 topics

Geographic Expansion1Capex Investment1Pricing1Margin1Revenue Growth1Macroeconomic1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

CMGChipotle Mexican Grill2 quarters

2026 Q2

Can you talk about why you view that as the right level versus maybe the prior ceiling of 400 stores

Geographic ExpansionCapex InvestmentView in transcript →

2025 Q3

So one is that the strategy for 2026? And then two, is this a change in philosophy that you're prioritizing traffic growth over margin expansion?

PricingMarginView in transcript →

So is that still the case for 2026? Or I guess what would be a reasonable time to get back there?

Revenue GrowthMacroeconomicView in transcript →