What will the long term impact prove to be?

http://www.cnbc.com/2015/11/02/how-long-will-chipotle-be-in-the-penalty-box.html

http://www.benzinga.com/analyst-ratings/analyst-color/15/12/6025529/cowen-downgrades-chipotle-as-q4-sales-were-far-more-impa

The erosion of analyst expectations for Chipotle (CMG). Remember, stock prices follow earnings.

Business Model Analysis

The reductions in sales forecasts and profitability (EPS) for 2015 and 2016 have put a dent in the trend.

Using the ACE growth estimate and reducing it by 33% as we do “across the board” the growth outlook could be imputed at (17.6%)(2/3) = 11.7%

The sales growth regression for (2013-2017) checks in at 14.9%. It’ll be interesting to see what Value Line does with the 3-5 year sales forecast if the mystery continues to persist in about a month.