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/biz/ - Business & Finance

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326091 No.326091 [Reply] [Original]

Why aren't you shorting Panera and Chipotle?

>be PNRA
>start to raise money for future store upgrades
>decide to upgrade ALL STORES in one go
>gonna need to start cashing out dat money to implement the new tablets and restaurant layout and how the food is prepped
>since they are going to hire less people, they can afford to lower prices, which means overall less profit, unless they can match with volume, which they are betting on with the tablets and phone app

>be CMG
>don't raise much money for future upgrades
>just using tablets for logistics and supplies
>refuse to use any robotics for the line unless it's the cashier register
>it already takes almost 30 minutes to get served when there's only a handful of customers in front of you because they are skimping out on hiring people to save money to hedge against future commodity prices concerning beef and avacado
>every single competitor will have customers being able to get in and out in new industry standards, while CMG is still slow as fuck
>customers won't like not being able to have guacamole in the future, neither
>prices will eventually continue to rise up as they have to fight rising commodities

>> No.326100

CMG is too extended to short right now and PNRA has 2-3 more days to rise before I short it

>> No.326179

muh speculation

>> No.326180

>>326091
Hats off to your research, Anon. I regret not buying CMG. However, your post is intriguing. Where do you get your news from regarding your opinions on those stocks? What websites do you subscribe to? How'd you get the info? I know it seems like basic and easily-findable information (and it likely is) but I'm extremely curious of your sources. (Not doubting you, I'd just like to be able to be that up to date about certain stocks.)

That said, CMG has been going down in recent times.