In Queso Wars, Del Taco Is a Bigger Winner Than Chipotle
- Both restaurant chains introduced queso dishes in past month
- Goopy cheese fits better with Del Taco’s lineup, analyst says
Del Taco in Stanton, California.
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Both Chipotle Mexican Grill Inc. and Del Taco Restaurants Inc. introduced new queso dishes in the past month. But the latter chain may get more of a sales boost from the melted-cheese item than its rival.
That’s the view of BTIG LLC analyst Peter Saleh, who sees the Tex-Mex dish as more compatible with the rest of the menu at Del Taco. The California-based chain interprets Mexican food more liberally than Chipotle (in addition to tacos and nachos, its lineup includes burgers and fries). And queso -- a goopy bowl of melted cheese -- seems to fit.