Chipotle recovering from food safety scare

Ahead of Chipotle’s earnings release today, we took a quick look at the behavior of paying customers since the outbreaks. With millions cashing in on Chipotle’s free burrito campaign, the troubled restaurant chain seems to be bouncing back from its food safety scare. By the end of March, monthly paying customers had reached 79% of … Continued

Who is gaining from Chipotle’s loss?

Chipotle’s business has been sliding ever since some of its locations were linked to E.coli and norovirus outbreaks. While news of the outbreaks peaked, sales[1] dipped. 45% of people who transacted with Chipotle between August and October 2015 have not returned since the outbreaks. These churned consumers tend to dine out about 4 times per … Continued

The success of Gobble’s pivot

Gobble was started in 2011 as a marketplace for home-cooked food. By 2014, they had become a pre-cooked meal subscription service as part of YC. Neither model really took off, so in September they pivoted again – this time to meal kits. Here’s what happened: Gobble hasn’t revealed their monthly numbers, but we believe this … Continued