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
expecting a midsingle-digit decline in same-store sales in China. Yum shares sold off pretty aggressively on this news. But R . J . Hottovy , our Yum analyst, thinks this is an overreaction. If you take a step back and look at the big picture, there are still