Operations-led traffic recovery
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Chipotle's Recipe for Growth: Can Operations Fix the Traffic Problem?
ZACKS· 2026-01-21 23:11
Key Takeaways CMG introduced its Recipe for Growth plan to address declining visit frequency.CMG is boosting retraining, digital accuracy incentives and rolling out HEEP to improve speed and consistency.Traffic pressure is strongest among lower to middle-income guests and the 25-35 age group, management said.Chipotle Mexican Grill, Inc.’s (CMG) third-quarter 2025 earnings call made it clear that the near-term challenge is not demand destruction, but declining visit frequency caused by macro pressure. Manage ...