"Now, we get to our fail of the week. This is the second fail of the week. In this case, it's Chipotle. Chipotle stock is down around 50% on the year. And it's not just the stock price. The company's also struggling. For example, even though Chipotle is opening up more locations and they're seeing some growth that way, the average revenue per location is declining and it's been declining quarter after quarter. One of the major problems with Chipotle is very clear. Anyone that has gone there frequently knows about this issue. It is a fact that going to Chipotle to some degree is a bit of a gamble. You don't really know what you're going to get. It's very inconsistent. All Chipotle needs to do is add the scales. That's it. They add the scales and they figure out one massive problem for the business. Food scales are cheap. They're easy to implement. They're easy to train."
The speaker criticizes Chipotle for its highly inconsistent portion sizes, which frustrates customers and affects revenue reliability. He suggests that implementing a simple solution, such as using food scales at point of service, could resolve the inconsistency and improve the customer experience.
The Rise And Fall Of Duolingo
Joseph Carlson After Hours
November 6, 2025
Company Opinion