文章核心观点 - Chipotle Mexican Grill (CMG) 的第三季度财报显示，尽管收入略低于预期，但盈利表现强劲，股价在过去一个月内上涨了约11.3%，超过了标准普尔500指数的表现 [1][2] 财务表现 - 第三季度调整后每股收益(EPS)为27美分，超过Zacks共识预期的25美分，同比增长17.4% [3] - 季度收入为27.936亿美元，略低于28.17亿美元的共识预期，但同比增长13% [4] - 调整后净收入为3.666亿美元，同比增长16.6% [9] 销售与运营 - 第三季度同店销售增长6%，尽管低于上一季度的11.1%，但受益于交易量增长3.3%和平均客单价增长2.7% [4] - 数字销售占总食品和饮料收入的34% [4] - 第三季度新开了86家餐厅，其中73家位于新地点，包括一家Chipotlane，以及一家国际授权餐厅 [5] - 餐厅级运营利润率为25.5%，低于去年同期的26.3% [8] 成本与利润 - 食品、饮料和包装成本占收入的30.6%，高于去年同期的29.7%，主要受通胀影响，尤其是鳄梨和乳制品，以及蛋白质组合的变化 [7] 资产与负债 - 截至2024年9月30日，现金及现金等价物为6.985亿美元，高于2023年12月31日的5.606亿美元 [11] - 库存为4980万美元，高于2023年12月31日的3930万美元 [11] - 商誉占资产总额的0.3% [11] 展望与计划 - 2024年预计同店销售增长在中高个位数范围内，计划新开285至315家餐厅，预计税率在24-26%之间 [12] - 2025年计划新开315至345家餐厅，其中超过80%将配备Chipotlane [12] 市场反应与评级 - 过去一个月，投资者对Chipotle的预期有所上升 [13] - Chipotle的VGM综合评分为C，其中增长评分为A，但动量评分为D，价值评分为F [14] - 预计未来几个月股价将保持平稳 [15]

NEW YORK, Nov. 28, 2024 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Chipotle Mexican Grill, Inc. (NYSE: CMG) and certain of the Company’s senior executives for potential violations of the federal securities laws. If you invested in Chipotle, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/chipotle-mexican-grill-inc. Investors have until January 10, 2025, to ask the Court ...

公司动态 - Chipotle正在考虑提高价格，原因是鳄梨、queso和酸奶油的成本上升 [1][2] - 新任CFO Adam Rymer的目标是在成本压力下保持菜单价格的可负担性 [1] - Chipotle尚未决定价格上涨的时间和幅度 [3] - Adam Rymer于10月开始担任Chipotle的财务总监，此前在公司担任过多个职位，包括财务副总裁和薪酬分析师 [3] - Rymer原本计划于1月担任CFO，但由于前任Brian Niccol于8月离职成为星巴克CEO，他提前三个月上任 [4] - 尽管可能提高菜单价格，Chipotle仍被Rymer认为是对顾客来说比类似替代品更好的价值选择 [5] 行业趋势 - 通货膨胀对快餐价格不利，包括星巴克、麦当劳、肯德基、In-N-Out和Olive Garden在内的连锁店都因劳动力和商品成本飙升而提高了价格 [6] - 与一些因顾客减少而销售下滑的快餐公司不同，Chipotle表现出韧性 [7] - 在最近一个季度，Chipotle的同店销售额同比增长6%，收入同比增长13%至28亿美元 [7]

LOS ANGELES, Nov. 26, 2024 (GLOBE NEWSWIRE) -- Glancy Prongay & Murray LLP (“GPM”) reminds investors of the upcoming January 10, 2025 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Chipotle Mexican Grill, Inc. (“Chipotle” or the “Company”) (NYSE: CMG) common stock between February 8, 2024 and October 29, 2024, inclusive (the “Class Period”) and those who purchased Chipotle call options or sold put options during the class period. ...

There are many reasons to own a stock, and the CEO is one of them. The right CEO can be the defining factor in a company’s success, shaping operations, driving growth, and delivering substantial shareholder returns. Strong leadership often signals not just steady performance but transformative potential. Brian Niccol and Laura Alber are prime examples of how executive vision can create lasting value. Their track records at Chipotle Mexican Grill NYSE: CMG and Williams-Sonoma NYSE: WSM underscore why investi ...

NEW YORK, Nov. 26, 2024 (GLOBE NEWSWIRE) --  Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Chipotle Mexican Grill, Inc. (NYSE: CMG) and certain of the Company’s senior executives for potential violations of the federal securities laws. If you invested in Chipotle, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/chipotle-mexican-grill-inc. Investors have until January 10, 2025, to ask the Cour ...

NEW YORK, Nov. 26, 2024 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Chipotle Mexican Grill, Inc. ("Chipotle" or the "Company") (NYSE: CMG) of a class action securities lawsuit.CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Chipotle investors who were adversely affected by alleged securities fraud between February 8, 2024 and October 29, 2024. Follow the link below to get more information and be contacted by a member of our team:https://zlk.com/pslra-1/chipotle-mexican-gri ...

In this article, I will outline my bullish thesis for Chipotle Mexican Grill, Inc (NYSE: CMG ). I don’t think CMG needs an introduction to most of you. It is a popular restaurant company that operatesAs an individual investor nearing retirement I am trying to build my financial assets in order to have a fulfilling retirement. I am interested in trading both long and short; or at least using inverse ETFs, to take advantage of market declines. Having long term and short term trading strategies, proper executi ...

NEW YORK, Nov. 24, 2024 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Chipotle Mexican Grill, Inc. (NYSE: CMG) and certain of the Company’s senior executives for potential violations of the federal securities laws. If you invested in Chipotle, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/chipotle-mexican-grill-inc. Investors have until January 10, 2025, to ask the Court ...

NEW YORK, Nov. 22, 2024 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Chipotle Mexican Grill, Inc. (NYSE: CMG) and certain of the Company’s senior executives for potential violations of the federal securities laws. If you invested in Chipotle, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/chipotle-mexican-grill-inc. Investors have until January 10, 2025, to ask the Court ...