Tuesday, May 1, 2007

Complex flavors, tasty earnings

Just watching the impact of continued success of Chipotle model reported in today's Q1 earnings call. Interesting parallels with Green Mountain in terms of values, goodness, integrity, etc. Customers seem to get it, appreciate it, spread the word and return. Might want to up the importance of sustainability across the board when evaluating investments. Also noted this morning that Mickey D's is planning to further enhance beverage offerings, adding iced coffee; seems the drive-thru premium coffee biz is proving itself and starbucks could see even more competition.

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