far reaching or getting a little bit more information about some of the big changes that are going to happen. Our analyst R . J . Hottovy called them "practical measures"--things like reorganizations, refranchising some restaurants that McDonald's currently
carnitas blackouts" across the country, where it hasn't been available in some stores, and that's hurt sales as well. But RJ Hottovy , our Chipotle analyst, thinks this is a good investment in their long-term future. Chipotle sells its sustainably farmed
Notwithstanding disappointing first-quarter sales, Chipotle can weather a more competitive fast-casual industry in the years to come, writes Morningstar’s R. J . Hottovy .
RJ Hottovy : The restaurant industry has been one of the more interesting categories across the broader consumer cyclical sector over the
in the quarter already, which is a sign that they will deliver on those targets they had promised before. Longer term, R . J . Hottovy who has initiated coverage on this firm for us, sees it as a narrow-moat company that's going to be able to continue
Chipotle continues to post impressive results, but the market may be underestimating long-term competitive threats, writes Morningstar’s R.J . Hottovy .
The retail giant's results point to longer-term margin potential, but the profitability expansion will be slow and uneven, writes Morningstar's R.J . Hottovy .
Alibaba’s lower-than-expected revenue growth is not a cause for concern as the firm continues to build its network effect, writes Morningstar’s R.J . Hottovy .
doing some user experience investments that slowed revenue growth somewhat, and that really showed up in the numbers. But R . J . Hottovy , our Alibaba analyst, thinks that neither of these are reasons to be concerned about the competitive positioning of Alibaba
Those kind of capital-allocation missteps made investors pause a little bit about what the future of this business is. But R . J . Hottovy , our analyst who covers Amazon, thinks that over the long term Amazon is going to be able to be profitable, and that they