CMG's Traffic Slide Deepens: Can Menu Innovation Reverse the Trend?
Key Takeaways CMG reports sequential traffic step-downs and now guides to low-single-digit comparable-sales declines.Households under $100K, especially ages 25-35, drive the sharpest pullback as financial pressures mount.New sauces and added LTO proteins boost trial and frequency, supporting CMG's push to revive transactions.Chipotle Mexican Grill, Inc. (CMG) is confronting a noticeable softening in guest traffic as underlying demand comes under pressure from a strained consumer backdrop. Management highlig ...