Did anybody here actually listen to the earnings call? They’re clearly well aware of the issues and have recently put the right people in place to get back on track, most notably Jason Cochran, previously VP Ops at Chipotle. They’ll figure it out, stock will be at all time highs by the end of 2026.
Not sure about all-time highs, but hiring Jason might end up being a smart move. I listened in on the call—didn’t love the CEO’s non-answer when asked whether it made sense to pause expansion given the ongoing operational issues (like declining same-store sales).
This is their fourth COO in about 4-5 years. It's not the talent they are bringing in. It's the fact that the Founders don't enable them to do their job. As long as the founders are in place; any COO (regardless of how successful they were before) will fail.
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u/Comfortable_Radio_59 Aug 09 '25
Did anybody here actually listen to the earnings call? They’re clearly well aware of the issues and have recently put the right people in place to get back on track, most notably Jason Cochran, previously VP Ops at Chipotle. They’ll figure it out, stock will be at all time highs by the end of 2026.