季度业绩预期 - 华尔街分析师预计公司季度每股收益为0.28美元，同比增长3.7% [1] - 预计季度总收入将达到30.2亿美元，同比增长8% [1] 盈利预测调整 - 过去30天内，市场对季度每股收益的共识预期被下调了3.4% [2] - 盈利预测的调整趋势与股票短期价格走势存在强关联 [3] 关键业务指标预期 - 预计“食品和饮料收入”将达到30.0亿美元，同比增长8.2% [4] - 预计“配送服务收入”为1550万美元，同比小幅下降0.3% [5] - 预计期末“公司自营餐厅数量”将达到3,929家，去年同期为3,615家 [5] - 预计“同店销售额增长”为0.7%，远低于去年同期的6.0% [5] 餐厅运营指标 - 预计本季度将新开“公司自营餐厅”92家，去年同期为86家 [6] - 预计期初“公司自营餐厅数量”为3,839家，去年同期为3,530家 [6] - 预计“过去12个月平均餐厅销售额”为313万美元，低于去年同期的318万美元 [7] 近期股价表现 - 公司股价在过去一个月上涨6.3%，同期标普500指数上涨1.3% [7]

Chipotle Mexican Grill (CMG) stock has been depressed with a correction of 30% year-to-date (YTD). With the company’s third-quarter results round the corner, it’s time to assess if valuations are attractive considering the business outlook. Recently, UBS issued a warning that the company’s third-quarter earnings could fall short of consensus estimates and the full-year guidance is likely to be lowered. However, UBS analysts indicated that the pressure on sales and earnings is on the back of broader indust ...

Accessibility StatementSkip Navigation NEWPORT BEACH, Calif., Oct. 22, 2025 /PRNewswire/ -- Chipotle Mexican Grill (NYSE: CMG) today announced the return of Boorito, the brand's iconic Halloween tradition. On October 31, Chipotle Rewards members who visit a Chipotle restaurant in costume from 3 p.m. to close local time and scan their Rewards member card at checkout will receive a $6 entrée offer.In honor of Boorito's 25th anniversary, Chipotle is also bringing back its Boorito Costume Contest that will give ...

公司概况与竞争格局 - 公司是快速休闲餐饮领域的知名企业 以新鲜食材和可定制菜单为特色 [1] - 面临来自Cava Group和Sweetgreen等快速休闲连锁品牌的激烈竞争 这些竞争者正获得市场关注 对公司市场地位构成压力 [1] 股价表现与分析师观点 - UBS于2025年10月20日将目标价从65美元下调至56美元 当时股价为41.86美元 暗示潜在上涨空间为33.78% [2] - 股价自去年12月峰值以来已下跌超过35% 今年迄今下跌32% 而同期标普500指数上涨13% [2][4] - 星巴克面临挑战但跌幅较小为12% 凸显市场对公司增长前景和估值的担忧更为严重 [4] 经营业绩与估值 - 第二季度可比餐厅销售额下降4% [3] - 估值水平较高 市盈率为37倍 市销率为4.7倍 投资者认为在当前环境下难以支撑 [3] - 销售增长放缓和高估值是股价下跌的主要原因 [2] 管理层与战略举措 - 领导层发生变更 Scott Boatwright接替Brian Niccol出任首席执行官 Niccol已离职前往星巴克 [3] - 公司正通过国际扩张和推出新菜单项目来推动增长 [5] - 这些增长努力尚未缓解市场对其在增长和客流量趋势放缓背景下的高估值担忧 [5] 财务状况 - 公司保持强劲的财务基础 拥有健康的利润率和稳健的资产负债表 [4]

UBS issued a warning on Monday that Chipotle Mexican Grill (NYSE:CMG) could fall short of consensus estimates with its third-quarter earnings report and lower its full-year guidance. Analyst Dennis Geiger said the firm expects pressured sales and earnings from Chipotle ( ...

Chipotle (NYSE: CMG) Stock Price Prediction and Forecast 2025-2030 (Oct 2025) Forecasts ByJoel South Oct 20, 2025 10:25 amUpdated Oct 20, 2025 10:25 am This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. How to Add Us to Google News Sending You to Google News in 3 24/7 Wall St. Key Points: In the past month, Chipotle Mexican Grill Inc. (NYSE: CMG) brought back its popular Carne Asada offering for a limited time and an ...

Success in one key area could dramatically improve the stock's long-term growth prospects.Chipotle Mexican Grill (CMG 0.40%) has unwrapped its most serious challenge since the health outbreaks of the previous decade. The stock of the Newport Beach, California-based company is down more than 35% since peaking in December of last year, and with sales growth decelerating rapidly, investors seem less tolerant of its elevated valuation.This leaves prospective shareholders in a predicament. Should they stay away ...

Comparable-store sales growth is slowing to historically low levels at Chipotle.Chipotle (CMG 0.40%) is under new leadership, and that could be part of the reason for the slowdown in comparable-store sales growth.*Stock prices used were the afternoon prices of Oct. 15, 2025. The video was published on Oct. 17, 2025. ...

分析师评级与目标价调整 - 摩根士丹利分析师Brian Harbour将Chipotle目标价从65美元下调至59美元 维持“增持”评级 [1] - Truist证券分析师Jake Bartlett将目标价从60美元下调至53美元 维持“买入”评级 [2] - Stephens分析师Jim Salera将目标价从60美元下调至48美元 维持“持有”评级 [3] 业绩预期下调 - 摩根士丹利预计2025年第三季度及下半年业绩将更为疲软 并下调了其第三季度和下半年的预测 [1] - 分析师预计2025财年同店销售额将为负增长 而此前指引为大致持平 [2] - 分析师普遍预期餐饮类股在2025年第三季度的表现将较为平淡 [2][3]

文章核心观点 - Chipotle是一家在美国极受欢迎的快休闲餐厅连锁品牌 在过去几年中风靡全美[1]