Squawk on the Street Broadcom Extends AI Sell-Off, Lululemon CEO to Step Down, Chipotle CEO Interview12/12/25
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Dec 12, 2025 Scott Boatwright, CEO of Chipotle Mexican Grill, shares insights on the company’s innovative new menu options, including the 'Build Your Own' concept that’s gaining traction. He explains how Chipotle is tackling high beef prices by pivoting towards chicken and barbacoa. The discussion touches on pricing strategies to attract cost-conscious consumers and the rigorous testing process for new menu items to ensure operational efficiency. Boatwright also highlights the healthy labor supply supporting Chipotle's expansion plans.
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Negotiate Data Center Utility Deals
- Cramer advises negotiating utility deals when cities court data centers to avoid ratepayer burdens.
- He urges local commissions to push back if utilities gave away favorable rates to data centers.
Lululemon Faces Tough U.S. Execution
- Calvin McDonald is stepping down as Lululemon CEO after execution issues in the U.S. despite earlier global growth.
- Jim Cramer sees the athleisure market as intensely competitive with margin pressure from knockoffs and promotions.
Costco Needs Unwavering Consistency
- Costco showed deceleration in non-food categories and lumpy performance can trigger investor selling even for high-quality names.
- Cramer still favors Costco long-term but warns perfection is required at high multiples.