新未名空间

勇敢的小猫咪 写了： 2025年 10月 29日 16:36

老包说了的确是high end spending, 但他说低消费不行没关系，只要有消费就行，哈哈，哦有点听蒙了

扯，泡浴根本不是这么说的

记者问他，股市高涨有钱人很多，消费是不是可以靠他们提升（大概这个意思）？

老炮说，有钱人钱多了消费不是成比例增高，所以对消费的提升是有限的

53的英文水平还是不行的

我最近去costco 发现一点，costco 人还是很多，停车场还是满的，但大家的购物车明显很寒酸，满满一车的很少，值钱的大件肉类也少多了

索男去costco 也观察一下

7H12$F+vu 写了： 2025年 10月 29日 16:53

大幅降息，但不投资，只裁员，让民众失业，怎么办。失业了物价还在涨，怎么办。

谁说不投资？都投到AI和gpu了，不需要人。而且因为要拿钱买这些东西，砍人省钱买

Yellen 写了： 2025年 10月 29日 16:18

Chipotle cuts same-store sales forecast for third straight quarter as diner visits drop again

Chipotle Mexican Grill
on Wednesday reported quarterly revenue that fell short of expectations and cut its same-store sales forecast for the third straight quarter.

Chipotle is expecting its full-year same-store sales to shrink by a low-single digit percentage in fiscal 2025. That’s a big change from February, when the burrito chain was projecting same-store sales would grow by a low- to mid-single digit percentage.

CEO Scott Boatwright said the company is seeing “consistent macroeconomic pressures.” Traffic fell by 0.8%, the third straight quarter of declines.

After the chain outperformed the broader restaurant industry in 2024, the sluggish consumer environment finally hit its restaurants this year. Chipotle’s customer base skews higher income, so it was insulated from the pullback in spending from low-income consumers that fast-food chains were reporting last year.

Here’s what the company reported compared with what Wall Street was expecting, based on a survey of analysts by LSEG:

Earnings per share: 29 cents adjusted, in line with expectations
Revenue: $3 billion vs. $3.03 billion expected
Chipotle reported third-quarter net income of $382.1 million, or 29 cents per share, down from $387.4 million, or 28 cents per share, a year earlier.

Excluding slight adjustments for stock-based compensation grants and other items, the burrito chain still earned 29 cents per share.

Net sales rose 7.5% to $3 billion, fueled by new restaurants. The company opened 84 company-operated locations and two licensed international stores.

Chipotle’s same-store sales increased 0.3% in a reversal from last quarter’s decline. But the growth in sales at restaurants open at least a year came from a 1.1% bump in average check, as traffic dipped.

To revive traffic growth, Chipotle is focusing on its in-restaurant execution, marketing, digital experience and menu innovation, according to Boatwright.

Looking to 2026, Chipotle anticipates that it will open 350 to 370 new locations. That target includes 10 to 15 international restaurants operated by partners, as the company aims to expand globally. Last month, Chipotle announced a joint venture with SPC Group, a Korea-based restaurant operator. It has also signed development deals with operators in the Middle East and Latin America.

这家真心不行。十几块钱一个卷就一点点肉。孩子都吃不饱。
同样价钱CAVA 至少能吃饱。但也真心不值那个价钱。

便宜量足的in and out 这几年来价格也是不断的涨。十块钱还是能吃个午饭的。

都怪民主党

老百姓苦啊。

Yellen 写了： 2025年 10月 29日 16:18

Chipotle cuts same-store sales forecast for third straight quarter as diner visits drop again

Chipotle Mexican Grill
on Wednesday reported quarterly revenue that fell short of expectations and cut its same-store sales forecast for the third straight quarter.

Chipotle is expecting its full-year same-store sales to shrink by a low-single digit percentage in fiscal 2025. That’s a big change from February, when the burrito chain was projecting same-store sales would grow by a low- to mid-single digit percentage.

CEO Scott Boatwright said the company is seeing “consistent macroeconomic pressures.” Traffic fell by 0.8%, the third straight quarter of declines.

After the chain outperformed the broader restaurant industry in 2024, the sluggish consumer environment finally hit its restaurants this year. Chipotle’s customer base skews higher income, so it was insulated from the pullback in spending from low-income consumers that fast-food chains were reporting last year.

Here’s what the company reported compared with what Wall Street was expecting, based on a survey of analysts by LSEG:

Earnings per share: 29 cents adjusted, in line with expectations
Revenue: $3 billion vs. $3.03 billion expected
Chipotle reported third-quarter net income of $382.1 million, or 29 cents per share, down from $387.4 million, or 28 cents per share, a year earlier.

Excluding slight adjustments for stock-based compensation grants and other items, the burrito chain still earned 29 cents per share.

Net sales rose 7.5% to $3 billion, fueled by new restaurants. The company opened 84 company-operated locations and two licensed international stores.

Chipotle’s same-store sales increased 0.3% in a reversal from last quarter’s decline. But the growth in sales at restaurants open at least a year came from a 1.1% bump in average check, as traffic dipped.

To revive traffic growth, Chipotle is focusing on its in-restaurant execution, marketing, digital experience and menu innovation, according to Boatwright.

Looking to 2026, Chipotle anticipates that it will open 350 to 370 new locations. That target includes 10 to 15 international restaurants operated by partners, as the company aims to expand globally. Last month, Chipotle announced a joint venture with SPC Group, a Korea-based restaurant operator. It has also signed development deals with operators in the Middle East and Latin America.

Trump 写了： 2025年 10月 29日 16:35

最明显的是chick fil a, 以前店里要等座位，现在最多一半的座位。有的店早餐时间只有我们一桌。

我们已经一年没去过了。记得最后一次去发现随便吃点就50多了，去in-and-out现在也只要不到40, 还是牛肉 vs 鸡肉。

周末 逛mall，吃cheesecake factory，得11:15进餐厅，11:35所有的位子都满了。。。菜不贵，但就是得给20%的小费。。。

laoxg 写了： 2025年 10月 29日 17:08

老百姓苦啊。

所以说股市赚钱的人不能忘记普通没有股票的低收入者，你现在不管他们死活，几年后他门拿子弹上门跟你换钱换食物，你想这样吗？

Narcotics07 写了： 2025年 10月 29日 17:03

谁说不投资？都投到AI和gpu了，不需要人。而且因为要拿钱买这些东西，砍人省钱买

之所以印钱，不就是说能给民众创造就业吗。结果一边印钱一边说不需要人。

cboe 写了： 2025年 10月 29日 17:13

周末 逛mall，吃cheesecake factory，得11:15进餐厅，11:35所有的位子都满了。。。菜不贵，但就是得给20%的小费。。。

cheesecake factory是不贵。本大妈这两个月因为工作关系，招待了7，8次饭局，都是一个人100多刀的中高档餐厅，同样坐得都很满，可见高收入者绝对数量不少，也消费得起。

现在高收入者消费得起，股市一天赚得钱常常够吃100刀的餐馆100次，但是不能忘了低收入群体。不然几年后他们请你吃花生米，就完蛋了。

想起来当年在小城市读书，我和我最好的朋友管cheesecake factory叫迪士尼餐厅

涨得太贵了，量也越给越少。

7H12$F+vu 写了： 2025年 10月 29日 17:16

之所以印钱，不就是说能给民众创造就业吗。结果一边印钱一边说不需要人。

买GPU还好，除了AI可能造成失业，对普通人影响较小。
疫情中的放水造成房价（租）、食物两三年涨50%以上，这事不能再来一次了，会死人的。

你说的很对，我现在就拿股市挣到的钱去买枪买子弹，保护好自己

Yellen 写了： 2025年 10月 29日 17:14

所以说股市赚钱的人不能忘记普通没有股票的低收入者，你现在不管他们死活，几年后他门拿子弹上门跟你换钱换食物，你想这样吗？

fantasist 写了： 2025年 10月 29日 16:48

现在是滞胀。降息印钱没用的，钱会在金融系统里空转，造成更大的物价通胀，弊大于利。

gdp增长是假的？蠢普拉来的投资自己号称18万亿，猪党新闻核实8万亿。ai投资，蠢普拉来的投资在金融空转？

laoxg 写了： 2025年 10月 29日 17:34

你说的很对，我现在就拿股市挣到的钱去买枪买子弹，保护好自己

枪和黄金，每家必备，这可是保命的东西，和医疗保险一样，省不得的。

Yellen 写了： 2025年 10月 29日 16:18

Chipotle cuts same-store sales forecast for third straight quarter as diner visits drop again

Chipotle Mexican Grill
on Wednesday reported quarterly revenue that fell short of expectations and cut its same-store sales forecast for the third straight quarter.

Chipotle is expecting its full-year same-store sales to shrink by a low-single digit percentage in fiscal 2025. That’s a big change from February, when the burrito chain was projecting same-store sales would grow by a low- to mid-single digit percentage.

CEO Scott Boatwright said the company is seeing “consistent macroeconomic pressures.” Traffic fell by 0.8%, the third straight quarter of declines.

After the chain outperformed the broader restaurant industry in 2024, the sluggish consumer environment finally hit its restaurants this year. Chipotle’s customer base skews higher income, so it was insulated from the pullback in spending from low-income consumers that fast-food chains were reporting last year.

Here’s what the company reported compared with what Wall Street was expecting, based on a survey of analysts by LSEG:

Earnings per share: 29 cents adjusted, in line with expectations
Revenue: $3 billion vs. $3.03 billion expected
Chipotle reported third-quarter net income of $382.1 million, or 29 cents per share, down from $387.4 million, or 28 cents per share, a year earlier.

Excluding slight adjustments for stock-based compensation grants and other items, the burrito chain still earned 29 cents per share.

Net sales rose 7.5% to $3 billion, fueled by new restaurants. The company opened 84 company-operated locations and two licensed international stores.

Chipotle’s same-store sales increased 0.3% in a reversal from last quarter’s decline. But the growth in sales at restaurants open at least a year came from a 1.1% bump in average check, as traffic dipped.

To revive traffic growth, Chipotle is focusing on its in-restaurant execution, marketing, digital experience and menu innovation, according to Boatwright.

Looking to 2026, Chipotle anticipates that it will open 350 to 370 new locations. That target includes 10 to 15 international restaurants operated by partners, as the company aims to expand globally. Last month, Chipotle announced a joint venture with SPC Group, a Korea-based restaurant operator. It has also signed development deals with operators in the Middle East and Latin America.

是贵啊，吃一个chicken bowl加饮料要17刀。。。

Yellen 写了： 2025年 10月 29日 17:19

cheesecake factory是不贵。本大妈这两个月因为工作关系，招待了7，8次饭局，都是一个人100多刀的中高档餐厅，同样坐得都很满，可见高收入者绝对数量不少，也消费得起。

现在高收入者消费得起，股市一天赚得钱常常够吃100刀的餐馆100次，但是不能忘了低收入群体。不然几年后他们请你吃花生米，就完蛋了。

从银行等报告来说，目前经济靠高收入人群消费。不降息，不建设工厂，低收入家庭无法维持，长期就不稳。蠢普是对的，必须降息。

Livermore1930 写了： 2025年 10月 29日 16:37

那前几天拉比帖的100元四口之家吃越南泡面是咋回事？

据说拉比廉颇草菇赚了老多钱了。