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Analyst
Zach Ogden
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q2 (4 quarters; questions recorded in 2).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 2with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 3 of 3 questions from 1 company
CMGChipotle Mexican Grill3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
Can you talk about why you view that as the right level versus maybe the prior ceiling of 400 stores
Show response
Scott defended roughly 350 company openings a year as the sustainable pace, with incremental growth coming from partner-operated international markets.
Calendar 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?
Show response
Adam confirmed not planning to fully offset mid-single-digit inflation in 2026. Pricing will be gradual rather than all at once. Scott reaffirmed 40% flow-through as long-term goal.
So is that still the case for 2026? Or I guess what would be a reasonable time to get back there?
Show response
Scott maintained confidence in mid-single-digit comp return, contingent on macro. Economists suggest Q4-Q1 toughest for under-$100K cohort, easing in Q2.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| CMG Chipotle Mexican Grill | 3 | 0%none of 3 questions |
- CMGChipotle Mexican Grill · 3 questions0%none of 3 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q4No questions recorded
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Geographic Expansion1
- Capex Investment1
- Pricing1
- Margin1
- Revenue Growth1
- Macroeconomic1