The Crowd Tape
What the street is doing, not what I think
What top X accounts are doing, not what I think
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @firstadopterViews › | 0 | 0 | 1 | 0 |
 @StockSavvyShayViews › | 0 | 2 | 0 | 0 |
 @IBDinvestorsViews › | 0 | 1 | 0 | 0 |
 @garyblack00Views › | 0 | 1 | 2 | 0 |
 @jimcramerViews › | 0 | 1 | 0 | 0 |
 @Stephanie_LinkViews › | 1 | 0 | 0 | 0 |
 @amitisinvestingViews › | 0 | 1 | 0 | 0 |
 @KobeissiLetterViews › | 0 | 0 | 0 | 1 |
@Stephanie_Link: There is alot to unpack with the rumor of $SBUX $CMG but down 6% at one point today created an opportunty in my opinion.
https://cnb.cx/3VUCKsP@garyblack00: $SBUX $CMG merger offers the wrong kind of synergy. The overlap between the two brands is unlikely to be enough to justify a takeover premium.
The Financial Times
October 9, 2026
Putting the band back together is surely a great feeling, but a dubious corporate strategy. Starbucks chief Brian Niccol has considered a merger with Chipotle, his $41bn rival — and former employer — the FT reported on Thursday. However neat the match might seem from Starbucks’ corner office, it makes little sense for shareholders.
Niccol knows Chipotle very well indeed. He ran the Mexican-themed restaurant chain for six years before decamping in 2024 to the world’s biggest coffee chain, which was then in a state of considerable disarray. Seen from afar, the two do faintly similar things, serving comestibles to customers who are in a hurry. Both have large, sometimes restive workforces.
Moreover, the ways in which they differ might seem from a distance like opportunities. Chipotle’s balance sheet is free of debt; gearing it up a little could provide low-hanging fruit. And while Starbucks has a sprawling global network, Chipotle has yet to venture outside the US, apart from a smattering of international stores.
But do these companies really belong together? Not really. For one, the overlap is unlikely to be enough to justify a takeover premium. Imagine Niccol could shave 10 per cent off Chipotle’s food, drink and packaging costs and halve its general overheads. That would save $770mn a year, Lex@garyblack00: On the surface, a $SBUX takeover of $CMG makes some sense. Brian Niccol, CEO of SBUX, was previously CEO of CMG for 6 years and was viewed às a visionary leader after guiding CMG to record growth. That said, the synergies of offering Chipotle bowls at Starbucks or potential supply chain advantages for Starbucks seem insignificant. Buying Chipotle may be $SBUX CEO Brian Niccol’s best chance of keeping his CEO job given disappointing results so far in his two years as CEO of Starbucks ($SBUX -3% vs SPX +42%). I am wary when I see a company with lackluster performance trying to acquire another company on the benefits of “synergies” that are far from obvious and likely to cause distraction when $SBUX needs leadership, product innovation, and better merchandising.
Chipotle Jumps on Report Starbucks Has Explored Takeover
Summary by Bloomberg AI
▪Chipotle Mexican Grill Inc. shares jumped after the Financial Times reported that Starbucks Corp. has worked with advisers on a takeover proposal for the burrito chain.
▪The status of the takeover plans couldn’t be immediately learned and a mega deal of this size might never get off the ground, according to people familiar with the matter.
▪Analysts expressed skepticism about a potential deal given the vast differences between the two businesses, but noted that access to Chipotle’s supply chain could provide some justification for the potential overture.
By Redd Brown
10/08/2026 09:51:46 [BN]
(Bloomberg) -- Chipotle Mexican Grill I@firstadopter: Think of the synergies! Coffee with burritos.
Never mind. This make no sense at all.Clear split. Accounts are on both sides; see the two columns above for where they differ.
@StockSavvyShayViews ›@KobeissiLetterViews ›@KobeissiLetter reports Chipotle $CMG fell after Starbucks said it is not buying the company. The FT had reported on October 8th that Starbucks explored talks about acquiring Chipotle.@garyblack00Views ›@Stephanie_LinkViews ›@jimcramerViews ›@IBDinvestorsViews ›@firstadopterViews ›@StockSavvyShay: $SBUX killed the $CMG takeover rumor by saying “we’re not buying” the burrito chain. It was one of the easier no deal calls since nobody was asking for a caffeine bowl anyway. Previously there was a report of exploring a takeover. (Neutral)@garyblack00: $SBUX $CMG merger offers the wrong kind of synergy. The overlap between the two brands is unlikely to be enough to justify a takeover premium.
The Financial Times
October 9, 2026
Putting the band back together is surely a great feeling, but a dubious corporate strategy. Starbucks chief Brian Niccol has considered a merger with Chipotle, his $41bn rival — and former employer — the FT reported on Thursday. However neat the match might seem from Starbucks’ corner office, it makes little sense for shareholders.
Niccol knows Chipotle very well indeed. He ran the Mexican-themed restaurant chain for six years before decamping in 2024 to the world’s biggest coffee chain, which was then in a state of considerable disarray. Seen from afar, the two do faintly similar things, serving comestibles to customers who are in a hurry. Both have large, sometimes restive workforces.
Moreover, the ways in which they differ might seem from a distance like opportunities. Chipotle’s balance sheet is free of debt; gearing it up a little could provide low-hanging fruit. And while Starbucks has a sprawling global network, Chipotle has yet to venture outside the US, apart from a smattering of international stores.
But do these companies really belong together? Not really. For one, the overlap is unlikely to be enough to justify a takeover premium. Imagine Niccol could shave 10 per cent off Chipotle’s food, drink and packaging costs and halve its general overheads. That would save $770mn a year, Lex (Bearish)$SBUX killed the $CMG takeover rumor by saying “we’re not buying” the burrito chain. It was one of the easier no deal calls since nobody was asking for a caffeine bowl anyway. Previously there was a report of exploring a takeover.
$SBUX just killed the $CMG takeover rumor by saying “we’re not buying” the burrito chain. One of the easier no deal calls to make since nobody was asking for a caffeine bowl anyway.
Reasoning: Not tagged by analyst
$SBUX $CMG merger offers the wrong kind of synergy. The overlap between the two brands is unlikely to be enough to justify a takeover premium. The Financial Times October 9, 2026 Putting the band back together is surely a great feeling, but a dubious corporate strategy. Starbucks chief Brian Niccol has considered a merger with Chipotle, his $41bn rival — and former employer — the FT reported on Thursday. However neat the match might seem from Starbucks’ corner office, it makes little sense for shareholders. Niccol knows Chipotle very well indeed. He ran the Mexican-themed restaurant chain for six years before decamping in 2024 to the world’s biggest coffee chain, which was then in a state of considerable disarray. Seen from afar, the two do faintly similar things, serving comestibles to customers who are in a hurry. Both have large, sometimes restive workforces. Moreover, the ways in which they differ might seem from a distance like opportunities. Chipotle’s balance sheet is free of debt; gearing it up a little could provide low-hanging fruit. And while Starbucks has a sprawling global network, Chipotle has yet to venture outside the US, apart from a smattering of international stores. But do these companies really belong together? Not really. For one, the overlap is unlikely to be enough to justify a takeover premium. Imagine Niccol could shave 10 per cent off Chipotle’s food, drink and packaging costs and halve its general overheads. That would save $770mn a year, Lex
Reasoning: Fundamentals · Medium term Specific
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. OpenAI told investors its annualized revenue was approaching $50B at the end of September, according to the Financial Times, below the roughly $70B figure that had been widely reported last month. The discrepancy reportedly reflects differences in accounting methods, with Anthropic including revenue generated through cloud partners such as AWS and Google Cloud, while OpenAI does not. Investors had attempted to adjust OpenAI’s figures to make them comparable with Anthropic’s, contributing to the higher estimate. The report weighed on AI infrastructure sentiment, with several semiconductor stocks falling roughly 5–7% as investors reassessed near-term AI spending expectations. OpenAI declined to comment. 2. The September FOMC meeting minutes showed that most Federal Reserve officials expect another interest rate hike by year-end, reinforcing the central bank’s higher-for-longer stance. All 19 Fed officials supported the September rate hike, reflecting unanimous concern that inflation remains above target. The minutes also said almost all policymakers believe inflation risks remain tilted to the upside, with several officials warning that the accelerating AI investment boom could increase demand faster than supply, adding to inflationary pressures. 3. Elon Musk said today that he sees an extraordinary long-term future for $SPCX SpaceX, writing: “This will sound super crazy, but I see a path to SpaceX
Reasoning: Not tagged by analyst Specific
2/ If it moves forward, a potential $SBUX/ $CMG merger would be one of the largest restaurant acquisitions in history. In 2014, Burger King acquired Canadian chain Tim Hortons in an $11.4 billion deal. At CMG’s current price, this would be a $41 billion deal. It is unclear if SBUX has made a formal offer for the fast casual chain. $CMG has struggled since Brian Niccol’s departure (CMG -40%, SPX +42%). Other than synergies, a key question is what Brian Niccol would do differently than CMG’s current management team.
Reasoning: Catalyst Specific
There is alot to unpack with the rumor of $SBUX $CMG but down 6% at one point today created an opportunty in my opinion. https://cnb.cx/3VUCKsP
Reasoning: Catalyst · Short term Specific
Here's Starbucks' comment on Chipotle:" As a matter of policy, we don't comment on rumors and speculation." They say they are "laser focused on executing our Back to Starbucks strategy. We have strong momentum and confidence in our long-term growth potential. We look forward to sharing our Q4 results, including FY 27 guidance later this month."
Reasoning: Catalyst
@KobeissiLetter reports Chipotle $CMG fell after Starbucks said it is not buying the company. The FT had reported on October 8th that Starbucks explored talks about acquiring Chipotle.
BREAKING: Chipotle stock, $CMG, falls after Starbucks says that it is not buying the company. On October 8th, the Financial Times reported that Starbucks "explored talks" about acquiring Chipotle.
Reasoning: Catalyst
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.