Jack
👤 SpeakerAppearances Over Time
Podcast Appearances
less than a hundred grand.
But if they did, they'd be leaving more money on the table from the upper 60%.
Chipotle stock is down 32% in the last year.
They realized they have to do something.
They have to make a change.
So they're going upstream instead of trying to go mainstream.
Chipotle, why stop here?
I mean, you keep going upstream.
caviar on that carnitas, Jack?
No.
That is not a good flavor combination, Nick.
Yeah, I know you.
You want the barbacoa made with A5 wagyu flown in from Japan, if I know you.
I thought it was barbacoa.
This is why we can't get into a love in Madison Park, Jack.
In the K-shaped economy, you have to pick a side.
So Yetis, this is wild.
We've got two case studies this week in two brands facing the same exact problem, but opposite decisions.
Pepsi saw a sales decline in lowered prices, Chipotle saw a sales decline and is raising prices.
So we know what you're wondering, like if your business is facing the same problem, which one is right?