Chipotle's Future is...?

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The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 27 April 2022

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

To understand Alphabet's latest results it helps to look past the headlines and hand-wringing. (0:20) Jason Moser discusses: - 1st-quarter revenue growing 23% - Alphabet's board approving a $70 billion share buyback plan - CFO Ruth Porat's continued strong performance with the company's capital allocation - The pricing power of Chipotle boosting its 1st-quarter results - How Chipotle's specific plans for opening new locations provides clues as to where the business goes from here (12:00) Jim Mueller and Bill Mann square off in a "bull vs. bear" debate over Netflix. Who made the better argument? Vote in our poll on Twitter @MotleyFoolMoney Stocks discussed: GOOG, GOOGL, CMG, NFLX Host: Chris Hill Guests: Jason Moser, Jim Mueller, Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today on Motley Full Money, a bull versus bear debate over Netflix and a look at Chipotle's
0:10.2	future.
0:11.2	I'm Chris Hill, joined once again by Motley Full Senior analyst Jason Moser.
0:18.1	Thanks for being here.
0:19.1	Hey, thanks for having me.
0:20.9	We're going to start today with one of the most consequential companies in the world,
0:24.4	and that is Alphabet.
0:26.1	When I get that first quarter profits in revenue were a little lower than expected, I don't
0:31.1	get the hand-ringing that I'm seeing from some corners in the financial media and the
0:36.2	analyst community.
0:38.0	They had $68 billion in sales in the first quarter, which I guess technically that is
0:45.3	lower than the expected $68.1 billion.
0:49.6	This is 23% revenue growth compared to a year ago for a company of this size.
0:55.8	Come on.
0:56.8	I'm glad you put it that way.
0:59.7	It's often maybe pay less attention to those sort of targets that analysts said, and pay
1:07.3	more attention just how the business is doing, right?
1:09.4	When you look at how Alphabet's business is doing, it's hard to argue that it is not
1:15.1	doing well.
1:16.1	As you mentioned, revenue growth, and if you exclude currency effects, revenue growth is 26%,
1:22.1	pretty margin steady at 30%.
1:26.1	The attention getter probably, and maybe some of the hand-ringing comes from the YouTube
	...

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