Consumer Services U.S. Community
Our community narratives are driven by numbers and valuation.
Consumer Services U.S. Investing Ideas
Despite short-term challenges, Chipotle is well positioned for sustainable long-term growth.
O Futuro da Chipotle Mexican Grill: Uma Jornada de Resiliência e Expansão No final de 2025, a Chipotle Mexican Grill (CMG) encontra-se num ponto de viragem. Após um ano desafiante marcado por pressões macroeconómicas, declínio no tráfego de clientes e uma revisão em baixa das projeções de vendas comparáveis (que passaram de crescimento low-to-mid single digit para um declínio low single digit), a empresa demonstra sinais de recuperação.Read more
Cheap if able to sustain revenue, and a potential bargain if able to turn store openings into revenue growth
Conservative valuation of $24.28 based on sustained revenues of ~RMB3bn/quarter. Potential upside if growth in store openings realises additional revenue.Read more
Cheesecake Factory offers an enticing opportunity for long-term growth by leveraging new concepts
The Cheesecake Factory is a stock that I believe most people do not understand it's actual potential; or really what makes this stock so attractive for long term growth. Here is a brief description of the company according to Benzinga: "Cheesecake Factory Inc owns and operates restaurants in the United States and Canada under brands that include The Cheesecake Factory, North Italia, and a collection within the Fox Restaurants Concepts subsidiary.Read more
MGM Resorts Stock: Turning Entertainment Into a Recurring Revenue Machine
MGM Resorts International (NYSE: MGM) sits at the crossroads of physical entertainment and digital gaming. Long known for its iconic Las Vegas properties, MGM has steadily reshaped its business into something broader: a global hospitality, entertainment, and betting platform designed to monetize experiences both on-property and online.Read more
Duolingo (DUOL): Why A 20% Drop Might Be The Entry Point We've Been Waiting For
December 27, 2025 It is a scenario that frustrates traders but delights long-term investors: A company crushes its earnings report, posting record revenue and user growth, yet the stock plummets 20% overnight. This is exactly what happened to Duolingo (NASDAQ: DUOL) in early November.Read more
Airbnb (ABNB): Still one of the most interesting bets in travel
Key insights Airbnb is changing from a travel-only app to a full lifestyle platform (stays, rentals, experiences) International markets are growing faster than the US, which is slowing down Product experience is improving a lot, with AI making search and booking easier Regulations are becoming a big risk, especially in Europe where listings are getting removed The way people move around the world has changed. It’s not only about holidays anymore.Read more
Wyndham Continues Global Expansion with 19% Ancillary Revenue Growth
WH is a company that I actually took interest in a couple of months ago when I happened to stay at one of their franchise hotels. I had to leave early in the morning at like 4 and when I went out to the parking lot I was astounded that in the little town I was was absolutely full.Read more
Starbucks Faces Growth-Negating Hurdles
Key Takeaways Starbucks has heavily invested in new leadership, pushing for a turnaround by hiring former Chipotle's CEO Brian Niccol. Niccol's plan simplifies the offering, reduces costs through operational efficiencies, and raises employee satisfaction.Read more
Airbnb Stock: Platform Growth in a World of Saturation and Scrutiny
Airbnb (NASDAQ: ABNB) transformed travel by turning homes into hotels and hosts into entrepreneurs. What began as a peer-to-peer marketplace has evolved into a global platform shaping how people travel, live, and work.Read more
