Travis Hoium
👤 PersonAppearances Over Time
Podcast Appearances
Some of the best known stocks of the last decade have fallen in 2025.
I'm Travis Hoem, joined today by John Quast and Rachel Warren.
Today, we want to talk about comebacks and potential comebacks to some really well-known companies, Chipotle, Target, Crocs.
Those are the three that are going to be on the tip of our tongue today.
But there's a number of companies that fall into this category.
Chipotle stock, John, has fallen 51% from its high in 2024.
Same-store sales have gone negative.
This is one of those companies that seemed indestructible since the whole E. coli thing early in the 2010s.
things have really turned over the past year.
And I also want to note that the valuation is something that we should talk about because this is a company that is very well known, always been very highly valued, but it still trades for 30 times earnings.
So is this the kind of stock that you're looking at?
Maybe this is a stock to come back in 2026, or is it still a little too uncertain?
John, you follow a lot of the restaurant space, at least a number of companies.
Some of what we're seeing at Chipotle is kind of across the board, so it's not Chipotle specific.
How does that play into your calculus?