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Trade Tracker: Stephanie Link sells Chipotle, Deckers and Gap
Youtube· 2025-10-31 01:43
Welcome back to halftime. Let's get to our chart of the day. Look at this one.Chipotle shares taking a real big hit after lowering its sales outlook as consumers they cut back on dining as they're feeling the pressure from inflation. Shares down more than 14%. Steph Link, you sold out of this one. You got out.You don't like burritos. What's going on. >> Mayor Kulpa, this has been a problem for a while.I've been fighting it. I I was looking for anything to be positive last night. Anything at all.There was no ...
Chipotle: Challenges Are Ahead, But The Beatdown Prices A Lot In (Rating Upgrade)
Seeking Alpha· 2025-10-31 00:58
市场表现与盈利季节 - 尽管标准普尔500指数在第三季度财报季迄今为止保持稳定 但许多知名公司在公布令人失望的业绩后股价遭受重挫 突显了差距扩大的现象 [1] 分析师背景与行业洞察 - 分析师在华尔街覆盖科技公司以及在硅谷工作方面拥有综合经验 并担任多家种子轮初创公司的外部顾问 对当前塑造行业的许多主题有深入了解 [1] - 该分析师自2017年以来一直是Seeking Alpha的定期撰稿人 其文章被引用并同步到如Robinhood等流行交易应用的公司页面 [1]
Chipotle shares tank 15% after burrito chain slashes sales forecast, store visits drop
New York Post· 2025-10-31 00:37
Chipotle shares cratered 15% Thursday after the burritos-and-bowls chain reported a decline in store traffic and slashed its sales forecast.Net sales at the fast-food chain jumped 7.5% to $3 billion in the third quarter, just a tad below Wall Street estimates of $3.03 billion.But CEO Scott Boatwright warned the chain is struggling to hold onto its customers amid “persistent macroeconomic pressures.” 3 Chipotle shares cratered after it reported a decline in store traffic and slashed its sales forecast. Get ...
Chipotle Q3 Earnings Beat, Revenues Lag Estimates, Stock Down
ZACKS· 2025-10-31 00:36
Key Takeaways Chipotle's Q3 EPS rose 7.4% year over year, topping estimates, while revenues missed slightly.Management warned of comp sales declines and margin pressure from beef costs and tariffs.Shares dropped 16.2% after hours as softer traffic trends and cautious guidance unnerved investors.Chipotle Mexican Grill, Inc. (CMG) reported third-quarter 2025 results, with earnings beating the Zacks Consensus Estimate and revenues missing the same. Both top and bottom lines increased year over year.Chipotle st ...
Chipotle stock plunge 15% after sales forecast cut amid industry headwinds
Invezz· 2025-10-31 00:11
公司股价表现 - 公司股价在周四盘中暴跌高达15% [1] 公司业绩指引 - 公司连续第三个季度下调全年同店销售额预期 [1]
Chipotle trims same‑store sales outlook as Q3 2025 profit dips
Yahoo Finance· 2025-10-30 23:46
Chipotle Mexican Grill has reported a slight fall in third‑quarter (Q3) profit and has lowered its same‑store sales guidance amid softer traffic and cost pressures. Net income for the quarter ended 30 September 2025 was $382.1m, or $0.29 per diluted share, down from $387.4m - $0.28 per diluted share - a year earlier. Net sales rose 7.5% year-on-year to $3bn, driven by new restaurant openings and a 0.3% increase in comparable restaurant sales. The rise in comparable sales reflected a 1.1% increase in ave ...
Chipotle Is Seeing a 'Significant Pullback' in Younger Customers. Its Stock is Getting Hammered.
Investopedia· 2025-10-30 23:17
Chipotle has repeatedly cut its sales projections this year. David Paul Morris / Bloomberg via Getty Images Close Key Takeaways The Newport Beach, Calif.-based company reported third-quarter revenue of $3.00 billion, up 7.5% year-over- year but below the $3.06 billion consensus estimate of analysts polled by Visible Alpha. Adjusted earnings of $0.29 per share matched expectations. Chipotle shares entered Thursday having lost about a third of their value this year. With today's sharp decline, the stock is tr ...
Big Tech earnings reaffirm AI bullishness, OpenAI reportedly sets stage for big IPO at $1 trillion
Youtube· 2025-10-30 23:04
大科技公司AI投资 - 微软、Alphabet和Meta第三季度资本支出总额达780亿美元,同比增长89% [10] - Meta首席财务官表示公司将继续积极投资AI基础设施,预计明年资本支出和费用计划将进一步面临上行压力 [11] - 微软首席财务官指出需基于明确的需求信号和更高的使用模式信心进行支出 [12] - Alphabet首席财务官强调因云客户需求和增长机会将继续积极投资AI [13] 大科技公司股价表现 - 英伟达股价周三开盘后市值首次突破5万亿美元,早盘上涨约2.4%后回落约1% [4][5] - Alphabet财报后股价上涨,因各项业务均显著超预期 [18][22] - 微软财报后股价下跌约2%,Meta因支出增加股价下跌约12% [6][22] - Meta股价早盘下跌近12%,因公司明确优先投资AI基础设施而非短期回报 [27][28] 消费类公司业绩 - Chipotle股价下跌超过19%,因公司指出年轻消费者支出收缩且年轻消费者占其客群近一半 [7][45] - Chipotle第三次下调全年业绩指引,且10月业绩未见改善 [44][45] - 年轻人群失业率从一年前的7.9%升至8月的9.2%,加剧消费压力 [46] - 星巴克美国销售额在10月转正,蛋白冷泡饮品推动校园消费强劲 [43] OpenAI潜在IPO - OpenAI可能于明年申请IPO,估值或达1万亿美元 [56] - 公司当前年化收入约为200亿美元,但尚未盈利且资本需求巨大 [60] - OpenAI需展示硬件创新(如与Jony Ive合作项目)及更多合作伙伴关系以支撑高估值 [63][64] - 微软持有OpenAI营利部门27%的股份,其财报因该项投资获得41美分的正面影响 [64][67] 其他公司业绩展望 - 市场对亚马逊AWS增长预期为18%,需达到20%以上才能推动股价上涨 [31][32] - 苹果即将公布财报,投资者关注iPhone 17需求及公司在智能家居设备领域的进展 [34][35] - eBay因第四季度展望谨慎及运营利润率同比下降300个基点而股价下跌 [39]
Chipotle CEO sounds alarm on the American economy: Gen Z and millennials are too burdened by unemployment and student loans to eat out
Yahoo Finance· 2025-10-30 22:48
Even fast-casual dining may be too much of a financial burden for younger generations. Chipotle CEO Scott Boatwright said young diners between the ages of 25 and 35 are cutting back on dining at the Mexican-inspired fast-casual chain. But these millennial and Gen Z customers are not snubbing Chipotle for other fast food spots; they’ve stopped dining out as frequently altogether. “This group is facing several headwinds, including unemployment, increased student loan repayment, and slower real wage growth,” ...
Chipotle stock craters as Wall Street grows 'concerned' after company cuts forecast
CNBC· 2025-10-30 22:48
Shares of Chipotle Mexican Grill tumbled as much as 19% in morning trading on Thursday after the company cut its full-year same-store sales forecast for the third straight quarter.Including Thursday's move, the stock has fallen 45% this year, dragging its market value down to roughly $43 billion. At least five Wall Street analysts have cut their price targets for the stock after the report, anticipating investors' displeasure with the burrito chain's shrinking traffic and gloomy outlook."It's difficult to c ...