
Chipotle Mexican Grill will open its first restaurant in Mexico on Thursday, but the launch will leave partner-operated outlets, which another company runs day to day, at fewer than four in every 1,000 Chipotle stores worldwide. On the company’s own figures, Mexico is still an option on future growth rather than a near-term answer to soft U.S. sales.
Today’s highest-ranked model selections.
The catalysts most likely to move markets.
A large surprise can reset expectations for household spending and near-term growth, with read-through to Treasuries, USD and cyclical stocks.
Housing remains highly rate-sensitive; the print can move homebuilders, mortgage-sensitive names and the long end of the Treasury curve.
Guidance can influence software multiples and sentiment around U.S. small-business activity.