$CMG 暴跌11%！ 网红股也扛不住了？ 门店客流断崖下跌， 资本故事讲不动了。 别扯基本面， 现在只剩两条路： A. 抄底梭哈 B. 永远拉黑？👇

Take-Two, $TTWO, earnings: - EPS: $-0.5, est: $-0.39 - Revenue: $1.75 billion, est: $1.58 billion Chipotle, $CMG, earnings: - EPS: $0.25, est: $0.24 - Revenue: $2.98 billion, est: $.296 billion

Chipotle, $CMG, is down 45% year to date. It is down 17% today after earnings. See net premium on Unusual Whales:

“Saving money because of concerns around the economy was the overwhelming reason consumers were reducing the frequency of restaurant visits at [Chipotle], $CMG,” CEO of $CMG has said.

Chipotle’s, $CMG, CEO says the company will absorb any price increases due to tariffs and its affect on Chipotle's avocado supply. They said the company could raise prices in the future if costs become a “significant headwind.”

#Upgrades - Mar 03, 2025 • $ACNB: Piper Sandler Upgrades to Overweight from Neutral - PT $50 (from $37) • $BOW: KBW Upgrades to Outperform from Market Perform - PT $44 • $CHKP: Piper Sandler Upgrades to Overweight from Neutral - PT $260 (from $220) • $CMG: Morgan Stanley Upgrades to Overweight from Equalweight - PT $70 (from $65) • $CRL: Redburn-Atlantic Upgrades to Neutral from Sell - PT $188 (from $171) • $GTN: Wells Fargo Upgrades to Equal Weight from Underweight - PT $4 • $ITCI: Canaccord Genuity Upgrades to Buy from Hold - PT $132 • $KMI: Barclays Upgrades to Overweight from Equalweight - PT $31 • $MLCO: Morgan Stanley Upgrades to Overweight from Equalweight - PT $6.70 (from $7.50) • $MOS: JPMorgan Upgrades to Overweight from Neutral - PT $29 (from $26) • $MSEX: Baird Upgrades to Outperform from Neutral - PT $61 • $MYTE: TD Cowen Upgrades to Buy from Hold - PT $14 (from $13) • $ONC: BofA Securities Upgrades to Buy from Neutral - PT $320 (from $207) • $THO: BofA Securities Upgrades to Buy from Neutral - PT $125 (from $110) • $UWMC: KBW Upgrades to Outperform from Market Perform - PT $7.50 (from $6.50) • $VIV: Barclays Upgrades to Overweight from Equalweight - PT $11.50 (from $11.80)

Companies are telling their investors how President Donald Trump’s plan to radically remake the US government poses new risks to their businesses, per Bloomberg. In recent weeks, Chipotle Mexican Grill, $CMG, warned about potential tariffs on avocados and limes. Johnson & Johnson, $JNJ, sees a risk that Food and Drug Administration cuts will slow down medicine approvals. And American Airlines, $AAL, alerted shareholders to possible additional charges for aircraft and parts from outside the US.

Good night to everyone:

Look at this. Chiptole, $CMG, saw traders placing a $55 call contract expiring 4/17, with volume 10,000+, yesterday. They are now up 50%. Nice work on a quick trade, doubling in 24 hours as the market crashes.

BREAKING: Bill Ackman (Pershing Square) updated their portfolio. As soon as his filing comes in, we update the full positions and portfolios on Unusual Whales. Get it live and first! Bill increased $BN $NKE $SEG, sold out of $SEG-R, reduced $CMG and $HLT.

If you thought last week was a big one for earnings.. hold onto your butts... $AMD $AMGN $AMZN $AFRM $CMG $DIS $FTNT $GOOGL $ICE $LLY $NVO $NXPI $PLTR $PYPL $QCOM $RBLX $SPOT $UBER

$CMG - CHIPOTLE CONFIRMS APPROXIMATE 2% PRICE BOOST NATIONWIDE