Travis Hoium

Yeah.

If we look back on the early Bob Iger tenure, a lot of those big moves that he made buying Pixar, buying Marvel was done in the first couple of years.

I think Pixar, it sounds like he made that call to Steve Jobs basically as soon as he got the job.

So the wheels were spinning there.

It will be interesting to see what tomorrow does.

When we come back, we are going to talk about Chipotle and why people are eating out less.

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Welcome back to Motley Fool Money.

Chipotle's results were reported last night and they left a lot to be desired in a lot of ways.

Rachel, what should we take from this quarter at Chipotle?

We had a lot of negative comps, but this seems like a theme with a lot of restaurant stocks right now.

Lou, one of the things I'm looking at with restaurant stocks is how many times have they mentioned GLP-1s?

In Chipotle's call, they mentioned it twice, and it was actually in relation to their new protein bowl, bowl of chicken, for $3.80.

Yeah, they invented the nugget.

Yeah, it's the new version of the nugget.

Slightly healthier than a nugget, maybe.

But it is interesting that that seemed to be their answer not only to GLP-1s, but also people spending less, saying, hey, if you just want to spend $4 on some chicken, come here.

Which, by the way, was a great buying opportunity.

It will be very interesting to see what happens not only with Chipotle, but with restaurants in general.

We'll have another few earnings reports coming out in the next few weeks.