Analyst’s Disclosure:I/we have a beneficial long position in the shares of CMG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. DISCLAIMER: This article is purely for informational and educational purposes. This is NOT investment advice. You should not treat any opinion e ...

Key Takeaways MCD is leaning into value meals, scale and digital engagement to stabilize traffic and defend margins.CMG faces transaction softness and operational fixes, with margin pressure lingering amid cautious pricing.MCD shares rose 4.5% in three months, while Chipotle stock fell 8% amid weaker sentiment and estimates.McDonald’s Corporation (MCD) and Chipotle Mexican Grill, Inc. (CMG) stand as two bellwethers of the U.S. restaurant industry, each navigating a consumer environment defined by heightened ...

Chipotle Mexican Grill, Inc. (NYSE:CMG) is included among the 13 Best Blue Chip Stocks to Buy Under $50. Raymond James Sees Menu Pricing Momentum Building at Chipotle (CMG) Raymond James says its latest pricing checks show that Chipotle Mexican Grill, Inc. (NYSE:CMG) has quietly started raising menu prices in a few markets. This lines up with what management said on its Q3 call, explaining that it planned to use a “test-and-learn” and regional approach to pricing as it moves into 2026. So far, the firm h ...

Magellan Asset Management, an investment management company, released the third quarter 2025 investor letter for “Magellan Global Fund”. A copy of the letter can be downloaded here. The fund focuses on outstanding companies at attractive prices and, at the same time, leverages a deep understanding of the macroeconomic landscape to manage risk. As measured by the MSCI World Index in USD, the global equities rose 7.3% in the September quarter. The portfolio underperformed the index in the quarter due strong p ...

Chipotle (NYSE:CMG) recently authorized a $1.8 billion share buyback program. The stock has responded with a modest bounce, and the company has also crossed the 4,000-store milestone. With these developments in play, investors are asking whether the recent strength is worth chasing. To answer that, it's important to step back and assess where Chipotle sits within its Adhishthana cycle and what that implies for the road ahead.Analyzing Chipotle's Cakra StructureAccording to the Adhishthana Principles, stocks ...

You might be surprised by my conclusion.Chipotle (CMG +3.60%) lost its leader to Starbucks (SBUX +0.61%), and it's already feeling the impact.*Stock prices used were the afternoon prices of Dec. 10, 2025. The video was published on Dec. 12, 2025. ...

核心观点 - 尽管面临宏观经济挑战 但公司正在采取多项具体措施以支持中长期销售增长 [1] 公司状况与战略 - 公司面临宏观经济背景严峻 消费者支出降低的挑战 [1] - 公司正在实施多项具体举措 旨在支持中长期销售增长 [1] 作者背景与研究方法 - 作者拥有超过15年投资经验 曾为管理资产在1亿至5亿美元的中型对冲基金提供研究服务 [1] - 作者曾短暂担任卖方分析师 [1] - 作者当前主要专注于管理自有资金 其投资策略为中期投资于存在价值释放催化剂或存在下行催化剂时进行做空 也偏好以合理价格投资成长型故事 [1] - 作者在行业偏好上是通才 但职业生涯大部分时间用于分析工业、消费和科技板块 因此在这些领域通常有更高的投资信心 [1]

Joining us here at Post Chipotle CEO Scott Boltray he is fresh from ringing the opening bell here at the big word. Scott I see your ads in the NFL of course and you do this you know build your own and that is the first time where I think that you are offering a real price break for people. Are people taking you up on it.>> They are. We're pleasantly surprised by how it's performed. Although we still have very low awareness on build your own Chipotle.We know that consumer there's there's an opportunity in gr ...

公司里程碑与庆祝活动 - 公司于2025年12月12日庆祝其第4000家餐厅开业，该餐厅位于堪萨斯州曼哈顿市[1] - 为纪念这一里程碑，公司高管团队及餐厅领导层于美国东部时间上午9:30在纽约证券交易所敲响开市钟[1] 新餐厅特色与设备升级 - 第4000家餐厅配备了品牌标志性的Chipotlane车道取餐服务，方便顾客不下车即可提取数字订单[1][4] - 餐厅采用了新的高效设备包，包括：三锅电饭煲（提升烹饪量与批次一致性）、双面铁板（减少牛排、鸡肉和蔬菜烹饪时间）、大容量炸锅（提升薯片产能）以及农产品切片机（自动化切片流程）[4] - 该设备包旨在高峰时段更有效地部署员工，简化烹饪流程，同时维持公司的高烹饪标准[4] 公司增长与扩张计划 - 自现任首席执行官Scott Boatwright于2017年加入公司以来，餐厅数量从超过2300家增长至4000家，八年内增幅达70%[5][8] - 公司计划在2025年全年新开315至345家餐厅，其中至少80%将配备Chipotlane[5] - 管理层预计2026年将新开350至370家餐厅，其中包括10至15家国际合作伙伴运营的门店[5] - 公司的长期目标是在美国和加拿大运营7000家餐厅，目前已超过该目标的一半[8] 国际业务拓展 - 截至目前，公司在北美以外拥有超过100家餐厅，包括加拿大75家、欧洲28家以及中东11家合作伙伴运营的门店[6] - 上月，通过与Alshaya集团合作，北美以外的首家Chipotlane在科威特的Bneid Al Gar开业[6] - 公司已与拉丁美洲和欧洲领先的餐厅运营商Alsea签署开发协议，计划明年首次在墨西哥开设餐厅[6] - 通过与韩国领先食品公司SPC集团的合资企业，公司计划于2026年在韩国和新加坡开设首批餐厅[6] 公司概况与运营模式 - 公司致力于提供负责任采购、经典烹饪、无人工色素、香料或防腐剂的真实食品[7] - 截至2025年9月30日，公司在美国、加拿大、英国、法国、德国和中东拥有超过3900家餐厅[9] - 公司是唯一一家在北美和欧洲拥有并运营所有餐厅的同等规模餐饮企业[9] - 公司拥有超过13万名员工，在数字、技术和可持续商业实践方面处于领先地位[9]

Among the top consumer discretionary stocks in the market, Chipotle (CMG) could top many investors' lists. Indeed, in terms of fast casual dining firms available to investors, Chipotle may be one of the best-in-class options to consider right now. Chipotle's stock chart certainly does not speak to this narrative. Sinking from more than $60 per share a year ago to around $34 per share today, the stock has lost roughly half of its value over the span of the past 12 months. That's compared to a broader marke ...