Nick Mazing
December 21, 2015
Consumer-focused PM/founder.

Meet the "new" lower margin, lower quality CMG $CMG (SHORT idea)

Structural changes in the wake of the multiple disease outbreaks linked to Chipotle $CMG restaurants will force higher costs and lower quality food on a business that was already seeing a massive slowdown in traffic before the latest 2 of 5 major disease outbreaks caught national media attention. Since serving safe food is not something that merits a price premium, CMG's new extensive testing on a very fragmented supply chain is an added cost. Brand perception survey shows major damage while CMG's "fresh" food image will go away as the company is modifying its prep methods (details inside). Please review the attached 74-slide deck. 

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