Barrons·5d ago
Do You Want Gains With That?Restaurants are struggling with higher prices for ingredients and labor, as well as the wellness trend the need for innovation:
Chipotle's revenue growth has decelerated from 18.2% in 2024Q2 to 9.3% in 2026Q2, yet gross margin surged to 70.3% in 2026Q2, suggesting potential commodity cost relief or pricing power. However, operating margin contracted from 19.7% to 17.0% over the same pe...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth slowed to 9.3% in 2026Q2 from 18.2% in 2024Q2, while gross margin spiked to 70.3% but operating margin fell to 17.0% from 19.7%, reflecting margin volatility and fading operating leverage.
The company's operational efficiency is highlighted as a key driver for its bullish outlook, contributing to long-term earnings compounding.
Chipotle's strong brand and reputation for responsibly sourced and freshly prepared food are central to its investment appeal.
The adoption of digital ordering and rewards programs enhances customer engagement and drives revenue growth.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $0.33+3.5% vs $0.32 | $3.3B+0.5% vs $3.3B |
Q2 2026 Apr 29, 2026 | $0.24+1.1% vs $0.24 | $3.1B+0.7% vs $3.1B |
Q1 2026 Feb 3, 2026 | $0.25+5.0% vs $0.24 | $3.0B+0.7% vs $3.0B |
Q4 2025 Oct 29, 2025 | $0.29+1.5% vs $0.29 | $3.0B-0.5% vs $3.0B |
Restaurants are struggling with higher prices for ingredients and labor, as well as the wellness trend the need for innovation:
Chipotle stock slips 15% as cautious spending and margin pressure weigh on growth, but menu innovation, digital initiatives and expansion could spark a rebound.
Chipotle (CMG) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
The Fed hiked to 4%, Generac jumped 40% on Amazon warrants, and more
Benchmark CMG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Chipotle Mexican Grill, Inc. (CMG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $32.72 | $41.97B | 28.70 | 5.41% | 12.88% | 47.36% | — | |
| $66.07 | $6.16B | 12.44 | 14.08% | 5.58% | 34.84% | — | |
| $58.47 | $2.36B | 53.64 | 15.38% | 2.56% | 7.17% | — | |
| $164.84 | $10.83B | 27.02 | 9.39% | 6.63% | 27.2% | — | |
| $53.10 | $6.18B | 98.33 | 22.41% | 4.82% | 8.28% | — | |
| $97.88 | $2.67B | 15.76 | 11.35% | 16.15% | — | — |
Chipotle Mexican Grill, Inc. (CMG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Chipotle Mexican Grill, Inc. (CMG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 29, 2026·SEC
Jul 8, 2026·SEC
Jun 17, 2026·SEC
Get notified when CMG posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Chipotle Mexican Grill, Inc. (CMG) stock FAQ — growth, dividends, profitability & financials explained
Chipotle Mexican Grill, Inc. (CMG) reported $12.42B in revenue for fiscal year 2025. This represents a 2539% increase from $470.7M in 2004.
Chipotle Mexican Grill, Inc. (CMG) grew revenue by 5.4% over the past year. This is steady growth.
Yes, Chipotle Mexican Grill, Inc. (CMG) is profitable, generating $1.42B in net income for fiscal year 2025 (12.9% net margin).
Chipotle Mexican Grill, Inc. (CMG) has a return on equity (ROE) of 47.4%. This is excellent, indicating efficient use of shareholder capital.
Chipotle Mexican Grill, Inc. (CMG) generated $1.57B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
