Don't Call It a Comeback
View original at nasdaq.comDon't Call It a Comeback In this podcast, Motley Fool contributors Travis Hoium, Jon Quast, and Rachel Warren discuss: Chipotle's drop and falling same-store sales.Target's lost identity.Crocs' value…
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Over the long-term, stock price is correlated with profits
80% confidenceChipotle opened about 200 new locations over the last three quarters, with average unit volumes dropping about 3%
80% confidenceTarget stock price has already hit its low point and can make a comeback
80% confidenceWould be very hesitant to say Chipotle's best days are over
80% confidenceCrocs has the clearest path toward a comeback because it has the clearest explanation of what has gone wrong
80% confidenceTarget has an A credit rating and just under 5 billion in cash
80% confidenceTarget plans to drive over $15 billion in revenue growth over the next five years
80% confidenceGrowth is a component of value
80% confidenceTarget has 53 years of consecutive dividend increases
80% confidenceAbout 40% of Chipotle sales come from households earning under $100,000 annually
80% confidenceCrocs share count is down about 16% over the last three years
80% confidenceChipotle is in a very strong financial position with 1.5 billion in net income over the past year, 1.8 billion in cash and investments, and no debt other than lease liabilities
80% confidenceChipotle plans to open 350-370 new restaurants in 2026
80% confidenceChipotle's board authorized an additional $1.8 billion in share repurchases
80% confidenceCrocs is the number one footwear brand on TikTok shop in the US
80% confidenceCrocs management overestimated growth potential for Hey Dude and stuffed wholesale channels full of merchandise
80% confidenceTarget is doubling down on what's not working with remodels and private label strategy
80% confidenceCrocs has a comeback in store and will be a market beater over the next five years
80% confidenceChipotle is dealing with cyclical headwinds, not structural issues
80% confidenceChipotle has almost 4,000 locations and thinks it can add 3,000 more
80% confidenceTarget's digital businesses (third party marketplace and digital advertising) have potential to help financials, but require stabilization of core retail operations
80% confidence