Monday, September 1, 2014

Zoes Kitchen: Son Of Chipotle?

Guess this was missed from a few weeks back, but Cramer did an interesting analysis of Zoes Kitchen (ZOES) compared to Chipotle Mexican Grill (CMG) back when it went public. Agree with Cramer that Chipotle will never be matched, but if anybody has a chance of reaching half the size of Chipotle it would be Zoes that grew revenue 54% during Q2. Its worth watching for those interested in the concept.





With roughly 130 stores, Zoes has a long runway to hit what is probably a floor of 1,600 units.


Disclosure: Long ZOES. Please review the disclaimer page for more details. 







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