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13.02.26 - 15:48
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Billionaire Investor Bill Ackman Exits Chipotle Completely, Buys Meta Stock Instead (24/7 Wall St.)
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Bill Ackman's Pershing Square Capital made a significant portfolio shift, selling its entire stake in Chipotle Mexican Grill (NYSE:CMG) and taking a new position in Meta Platforms (NASDAQ:META), marking a rotation from consumer discretionary into AI infrastructure. The Trade That Turned Heads Ackman's firm exited Chipotle along with positions in Nike (NYSE:NKE) and Hilton (NYSE:HLT), ... Billionaire Investor Bill Ackman Exits Chipotle Completely, Buys Meta Stock Instead
The post Billionaire Investor Bill Ackman Exits Chipotle Completely, Buys Meta Stock Instead appeared first on 24/7 Wall St.....
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13.02.26 - 13:18
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Billionaire Bill Ackman Just Dumped Chipotle for Meta: Should You Follow His Lead? (24/7 Wall St.)
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Chipotle Mexican Grill (NYSE: CMG) and Meta Platforms (NASDAQ: META) became the centerpiece of Bill Ackman's boldest portfolio moves. Pershing Square exited its entire Chipotle stake and rotated into Meta, betting AI infrastructure will outperform struggling fast-casual dining. Should everyday investors follow his lead? Why Ackman Walked Away From Chipotle Chipotle's Q4 2025 results revealed ... Billionaire Bill Ackman Just Dumped Chipotle for Meta: Should You Follow His Lead?
The post Billionaire Bill Ackman Just Dumped Chipotle for Meta: Should You Follow His Lead? appeared first on 24/7 Wall St.....
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11.02.26 - 19:36
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Chipotle Stock Falls 34% as Transaction Volume Drops, Even With High Earners. (24/7 Wall St.)
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Shares of Chipotle Mexican Grill (NYSE:CMG) fell 6.7% over the past week, coinciding with a shift in retail investor sentiment on platforms like Reddit and X. Social sentiment for Chipotle has settled into neutral territory with a 43.9 score, down from the bullish enthusiasm that once surrounded the fast-casual chain. The shift comes as the ... Chipotle Stock Falls 34% as Transaction Volume Drops, Even With High Earners.
The post Chipotle Stock Falls 34% as Transaction Volume Drops, Even With High Earners. appeared first on 24/7 Wall St.....
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09.02.26 - 11:54
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Chipotle CEO Reveals Customers Have Money, Sets Stage For Price Hikes (ZeroHedge)
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Chipotle CEO Reveals Customers Have Money, Sets Stage For Price Hikes
Chipotle Mexican Grill shares chopped around last week after the fast-casual chain delivered an underwhelming outlook for annual comparable sales forecast. But by week's end, it was not the earnings print making the rounds on social media; it was a snippet from the CEO's remarks on the earnings call that went viral on X.
*CHIPOTLE SEES 2026 COMP SALES ABOUT 0%, EST. +1.84%
— zerohedge (@zerohedge) February 3, 2026
First off, X users framed CEO Scott Boatwright's remarks as if he'd been "caught on a recording." That's complete nonsense. He said it openly on an earnings call with Wall Street analysts. But sure, whatever fuels the engagement algo machine on X.
On the call, Evercore ISI analyst David Palmer asked Boatwright:
And I wonder, you're going to be existing among these giant fast-food players that are rolling out value menus, and you've done some things along the way. You have an entry price point cup...
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