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Chipotle has a burrito surveillance problem

For months, Chipotle customers on TikTok and X have theorized that the chain is holding back on its scoops, doling out significantly smaller portions despite multiple price hikes.

Last month, food critic Keith Lee (who's partnered with Chipotle in the past) joined in, reviewing a chicken bowl that he claimed only contained four pieces of chicken. The chain pushed back, with CEO Brian Niccol telling Fortune that the portion-skimping accusations were unfounded. Around this time, customers began filming their orders as a theory went viral that workers would be more generous with proteins with a camera in their faces.

Chipotle workers haven't enjoyed the trend and are venting on the company’s subreddit. "The issue is above us and I’m just trying not to get fired," reads one post.

The problem may lie in Chipotle's lack of portion standardization (something food prep robots may help). Unfounded theory or burrito conspiracy, the issue could become more serious for the fast casual restaurant: more than half of its customers are millennial or Gen Z.

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Volkswagen is reportedly closing in on its own, separate tariff deal with the US

In a bid to get its own tariff rate below the 15% applied to most EU exports, Volkswagen is dangling big US investments.

Speaking at a trade show Monday, VW CEO Oliver Blume said the automaker is in advanced talks on a deal to limit its own tariff burden. Volkswagen reported a tariff cost of $1.5 billion in the first half of the year.

Speaking to Bloomberg TV, Blume said the company is in close contact with the Trump administration and has had “good talks” about its separate deal. The current 15% tariff rate on EU vehicles would still “be a burden for Volkswagen,” Blume said.

A company reaching a tariff deal separate from its home country isn’t typical, though there’s already precedent this year, with Apple’s $100 billion US investment deal amid chip tariffs and President Trump’s threats to add a levy to smartphones. Nvidia and AMD similarly struck a deal to receive the ability to sell chips in China and in exchange agreed to give the US 15% of the revenue from those sales.

Speaking to Bloomberg TV, Blume said the company is in close contact with the Trump administration and has had “good talks” about its separate deal. The current 15% tariff rate on EU vehicles would still “be a burden for Volkswagen,” Blume said.

A company reaching a tariff deal separate from its home country isn’t typical, though there’s already precedent this year, with Apple’s $100 billion US investment deal amid chip tariffs and President Trump’s threats to add a levy to smartphones. Nvidia and AMD similarly struck a deal to receive the ability to sell chips in China and in exchange agreed to give the US 15% of the revenue from those sales.

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