Chipotle Mexican Grill, Inc.
Chipotle Mexican Grill, Inc. (CMG) is a US fast‑casual restaurant chain known for burritos, bowls and a limited‑menu format that emphasises fresh ingredients and customisation. For investors, Chipotle combines strong brand recognition with high average ticket sizes and improving unit economics powered by digital sales, loyalty and operational efficiency. The company’s roughly $56.8bn market capitalisation reflects expectations for continued same‑store sales growth, disciplined new restaurant openings and margin resilience. Key drivers to watch include digital penetration, food and labour costs, pricing power, and execution of new store rollouts and international expansion. Main risks are consumer spending weakness, input‑cost volatility, competitive pressures and occasional food‑safety incidents that can hit traffic. This is general educational information, not personalised investment advice; values can fall as well as rise and past performance is not a guide to the future. Investors should consider their objectives and seek independent advice if needed.
Why It's Moving
Chipotle Stock Tumbles on Flat 2026 Sales Outlook After Q4 Traffic Slump
- Same-store sales dropped 2.5% in Q4—better than the expected 2.9% decline—but marked the fourth straight quarter of falling traffic amid higher menu prices.
- Annual same-store sales fell 1.7% in 2025, the first yearly drop since 2016, signaling broader pressure on core customers as spending patterns fluctuate.
- CEO highlighted a 'dynamic consumer backdrop' driving conservative guidance, with flat sales expected in 2026 versus analysts' 1.8% growth forecast.
Chipotle Stock Tumbles on Flat 2026 Sales Outlook After Q4 Traffic Slump
- Same-store sales dropped 2.5% in Q4—better than the expected 2.9% decline—but marked the fourth straight quarter of falling traffic amid higher menu prices.
- Annual same-store sales fell 1.7% in 2025, the first yearly drop since 2016, signaling broader pressure on core customers as spending patterns fluctuate.
- CEO highlighted a 'dynamic consumer backdrop' driving conservative guidance, with flat sales expected in 2026 versus analysts' 1.8% growth forecast.
When is the next earnings date for Chipotle Mexican Grill, Inc. (CMG)?
Chipotle Mexican Grill (CMG) reported its Q4 2025 earnings on February 3, 2026, which has already passed as of today. The next earnings release, covering Q1 2026, is estimated for late April 2026, with analyst projections centering around April 22–28 based on historical patterns of reporting roughly 90 days after quarter-end.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Chipotle's stock, with a target price indicating potential growth.
Financial Health
Chipotle is performing well with strong revenue and cash generation, but margins could improve.
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Explore BasketWhy You’ll Want to Watch This Stock
Digital Sales Momentum
App and delivery growth lift average checks and convenience, aiding sales and data insights — though fees and margin pressure from third‑party delivery can offset gains.
Strong Unit Economics
High sales per restaurant and efficient operations support attractive unit returns, yet expansion requires careful execution to avoid cannibalisation and margin dilution.
Expansion & Competition
Domestic openings and selective international rollouts offer growth avenues, while competitors and input‑cost volatility remain meaningful headwinds.
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