CMG

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Chipotle Mexican Grill (CMG) is drawing attention ahead of its Q2 2026 earnings release, as investors compare a projected slight EPS decline with expectations for healthy revenue growth and ongoing margin pressure from higher input costs. The setup creates a straightforward question for anyone following the stock: can Chipotle’s growing restaurant base and digital scale justify recent share price moves even as earnings expectations soften? See our latest analysis for Chipotle Mexican Grill. Recent price action shows how opinions on Chipotle Mexican Grill are in flux, with the share price up 14.21% over 30 days but down 10.83% year to date. A 1 year total shareholder return decline of 40.24% points to longer term pressure even as shorter term momentum improves. If Chipotle’s moves around digital, new concepts and index reshuffles have you rethinking your watchlist, now could be a good time to broaden your search with 19 top founder-led companies After a 14.21% rebound in 30 days but a 40.24% decline in 1-year total shareholder return, Chipotle Mexican Grill sits at a crossroads. Is the bigger opportunity now in further upside, or was most of it in the rearview already as Q2 approaches? On the most followed narrative, Chipotle Mexican Grill’s fair value of $42.88 sits well above the last close at $33.43. This frames Q2 against a longer term expansion story built on measured growth and efficiency gains. Read the complete narrative. Want to see what underpins that fair value gap? The narrative leans on steady top line growth, firmer margins and a future earnings multiple that assumes continued brand strength and store expansion. The exact mix of those inputs may surprise you. Result: Fair Value of $42.88 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the Chipotle Mexican Grill story could change quickly if weaker consumer spending pressures transactions or if tariffs and higher build costs squeeze margins more than expected. Find out about the key risks to this Chipotle Mexican Grill narrative. The narrative and analyst targets frame Chipotle Mexican Grill as about 22% undervalued at a fair value of $42.88, compared with the last close at $33.43. On that view, the market is applying a dis...

In early July 2026, Chipotle Mexican Grill appointed independent director Albert Baldocchi to its Audit and Risk Committee to meet SEC and NYSE independence requirements, while the stock was reclassified across several Russell indices including additions to the Russell Midcap Index and Russell 1000 Dynamic Index. These governance and index changes come as investors watch Chipotle’s upcoming July 29 earnings report, weighing revenue growth against margin pressures, negative comparable sales, and ongoing investments in digital channels, menu innovation, and the Cultivate Next venture fund. Next, we’ll examine how Baldocchi’s Audit and Risk Committee appointment shapes Chipotle’s investment narrative amid earnings expectations and expansion efforts. We've uncovered the 9 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. To own Chipotle today, you need to believe the brand can convert its store expansion, digital scale and menu innovation into healthier traffic and margins, despite recent negative comparable sales and consumer pullback risks. The key near term catalyst is the July 29 earnings release, where investors will focus on whether revenue growth of about 8% aligns with stabilizing comps. Baldocchi’s Audit and Risk Committee appointment looks governance related and not a material driver of that earnings outcome. The governance news sits alongside Chipotle’s shifting index profile, including its recent addition to the Russell Midcap Index and Russell 1000 Dynamic Index. These changes can subtly influence trading flows and who owns the stock, but they do not alter the core questions around margin pressures, traffic recovery and returns on new restaurant openings. Instead, they frame how different types of investors may gain exposure to Chipotle’s upcoming catalysts. But while revenue is still projected to grow, investors should be aware of... Read the full narrative on Chipotle Mexican Grill (it's free!) Chipotle Mexican Grill's narrative projects $16.3 billion revenue and $2.0 billion earnings by 2029. Uncover how Chipotle Mexican Grill's forecasts yield a $42.88 fair value, a 28% upside to its current price. Some of the most optimistic analysts were expecting Chipotle to reach about US$17.5 billion of revenue and US$2.1 billion of earnings by 2029, which is a much stronger outcome than the consensus view. If you b...

Chipotle Mexican Grill, Inc. (CMG) is one of the largest fast-casual restaurant chains in the world, specializing in Mexican-inspired cuisine such as burritos, burrito bowls, tacos, quesadillas, and salads. The company emphasizes responsibly sourced ingredients and a streamlined, customizable dining experience. Chipotle operates thousands of company-owned restaurants across the U.S. and several international markets, while also investing in digital ordering, loyalty programs, and automation to drive long-term growth. The company is headquartered in Newport Beach and has a market cap of around $43.6 billion. The company is set to announce its fiscal Q2 2026 results after the market closes on Wednesday, July 29. Analysts predict CMG to report an EPS of $0.32, a 3% decrease from $0.33 in the year-ago quarter. However, it has surpassed or met Wall Street's earnings estimates in the past four quarters. Broadcom’s Largest AI Customer Is Fleeing to MediaTek. AVGO Stock Is Still a Buy. Nasdaq Futures Plunge as Samsung Sparks Chip Selloff Mark Cuban Asks What If You Didn’t Need Health Insurance — And Hospitals Just Treated You, Then Took 10% of Your Pay? Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! For fiscal 2026, analysts forecast Chipotle Mexican Grill to report an EPS of $1.13, a dip of 3.4% from $1.17 in fiscal 2025. Nevertheless, EPS is anticipated to increase 19.5% year-over-year (YOY) to $1.35 in fiscal 2027. Shares of Chipotle Mexican Grill have declined 40.5% over the past 52 weeks, lagging behind the S&P 500 Index's ($SPX) 20% gain and the State Street Consumer Discretionary Select Sector SPDR ETF's (XLY) 6.7% rise over the period. Chipotle Mexican Grill reported its first-quarter 2026 results on Apr. 29. Revenue increased 7.4% YOY to $3.1 billion, driven by new restaurant openings and a 0.5% increase in comparable restaurant sales. However, adjusted EPS declined 17.2% YOY to $0.24, reflecting margin pressure from higher labor and food costs. Despite the earnings decline, investors welcomed the revenue performance and positive comparable sales, sending Chipotle shares up about 3% on Apr. 30. Analysts' consensus view on CMG stock is optimistic, with a "Strong Buy" rating overall. Among 35 analysts covering the stock, 24 rec...

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at modern fast food stocks, starting with Chipotle (NYSE:CMG). Modern fast food is a relatively newer category representing a middle ground between traditional fast food and sit-down restaurants. These establishments feature an expanded menu selection priced above traditional fast food options, often incorporating fresher and cleaner ingredients to serve customers prioritizing quality. These eateries are capitalizing on the perception that your drive-through burger and fries joint is detrimental to your health because of inferior ingredients. The 6 modern fast food stocks we track reported a mixed Q1. As a group, revenues were in line with analysts’ consensus estimates. While some modern fast food stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 3.2% since the latest earnings results. Born from a desire to offer quick meals with fresh, flavorful ingredients, Chipotle (NYSE:CMG) is a fast-food chain known for its healthy, Mexican-inspired cuisine and customizable dishes. Chipotle reported revenues of $3.09 billion, up 7.4% year on year. This print exceeded analysts’ expectations by 0.5%. Overall, it was a strong quarter for the company with a solid beat of analysts’ same-store sales and EBITDA estimates. Interestingly, the stock is up 6.6% since reporting and currently trades at $35.16. We think Chipotle is a good business, but is it a buy today? Read our full report here, it’s free. Starting from a single Washington, D.C. location, CAVA (NYSE:CAVA) operates a fast-casual restaurant chain offering customizable Mediterranean-inspired dishes. CAVA reported revenues of $438.3 million, up 32.1% year on year, outperforming analysts’ expectations by 4.7%. The business had an exceptional quarter with an impressive beat of analysts’ EBITDA and same-store sales estimates. CAVA achieved the biggest analyst estimate beat and fastest revenue growth among its peers. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 1.9% since reporting. It currently trades at $76.61. Is now the time to buy CAVA? Access our full analysis of the earnings results here, it’s free. Started as a hot dog cart in...

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Chipotle Mexican Grill has seen its share price fall 38.0% over the past year, yet on current checks the stock still does not screen as a clear bargain. The Discounted Cash Flow (DCF) intrinsic value estimate points to a premium price tag, while market based multiples look closer to fair. A 38.0% share price decline over the last 12 months puts Chipotle Mexican Grill firmly in the “out of favor” camp. This often prompts investors to reassess whether sentiment has moved further than fundamentals. Recent commentary around slower comparable sales and heavier reliance on new restaurant openings can cap growth expectations. At the same time, Chipotle's scale and ongoing efforts to improve operational efficiency may support cash flow generation over time. With a low overall value score of 2 out of 6, Chipotle Mexican Grill currently leans expensive on the broader valuation checks rather than standing out as obviously cheap. The issue now is whether the recent share price weakness has created enough of a discount to the intrinsic value for Chipotle Mexican Grill, or if the stock is still pricing in optimistic assumptions despite the pullback. Find out why Chipotle Mexican Grill's -38.0% return over the last year is lagging behind its peers. The Discounted Cash Flow (DCF) model values Chipotle Mexican Grill by projecting future free cash flows and discounting them back to today. On this basis, the latest twelve month free cash flow sits at about $1.53b, with the model assuming broadly growing cash flows over the coming decade. This 2 Stage Free Cash Flow to Equity model points to an intrinsic value of about $30 per share, which implies the stock trades around 17.9% above that estimate. That gap suggests the current share price already prices in healthy long term cash generation for Chipotle Mexican Grill, leaving limited margin between the DCF value and where the stock changes hands today. Because recent commentary highlights CAVA as a faster growing fast casual peer, the premium to the DCF estimate for Chipotle Mexican Grill may partly reflect investors’ willingness to keep paying up for its scale and profitability profile, even as growth comparisons get tougher. Overall, the DCF workup indicates Chipotle Mexican Grill stock currently appears over...

Darden Restaurants DRI presents a balanced investment debate after fiscal 2026 results. Earnings grew, revenues increased and the company kept returning cash to shareholders while investing in new restaurants.The counterpoint is clear. Estimate revisions, softer momentum indicators, cost inflation and consumer spending sensitivity keep the buy case from becoming automatic. Darden’s fiscal 2026 adjusted earnings per share rose to $10.64 from $9.55 in fiscal 2025. Fourth-quarter adjusted earnings per share increased 22.8% year over year to $3.66, giving investors a clear earnings growth base to evaluate. Darden Restaurants, Inc. price-consensus-chart | Darden Restaurants, Inc. Quote Sales also moved higher. Total fiscal 2026 sales increased to $13.21 billion from $12.08 billion, supported by same-restaurant sales growth, an extra operating week and contributions from 43 net new restaurants.The strength was not limited to one metric. Blended same-restaurant sales rose 4.5% for fiscal 2026, with Olive Garden up 4% and LongHorn Steakhouse up 7.2%. That mix gives Darden a firmer foundation than a pure cost-cutting earnings story. DRI trades at 17.6X forward 12-month earnings. That sits below the Zacks sub-industry multiple of 22.83X, the sector multiple of 22.59X and the S&P 500’s 20.8X, making valuation a more constructive part of the investment case.The multiple is close to Darden’s five-year median of 17.53X and below the five-year high of 22.86X. That does not make the stock cheap in isolation, but it suggests the valuation reset has reduced the risk of paying peak multiples for steady growth.Chipotle Mexican Grill CMG remains a relevant fast-casual comparison for investors weighing restaurant growth and valuation trade-offs. Restaurant Brands International QSR offers another peer reference, with a franchised restaurant model that differs from Darden’s company-owned full-service portfolio. Capital allocation strengthens Darden’s investment profile. The company returned approximately $1.4 billion to shareholders in fiscal 2026 through dividends and share repurchases while continuing to fund restaurant development.Darden also raised its quarterly dividend 8% to $1.62 per share and authorized a new $1.5 billion share repurchase program. Long-term debt declined to $1.64 billion at fiscal 2026-end from $2.13 billion at the end of fiscal 2025.That balance matters be...

Over the last six months, Chipotle’s shares have sunk to $29.20, producing a disappointing 13.4% loss - a stark contrast to the S&P 500’s 8% gain. This might have investors contemplating their next move. Following the pullback, is now an opportune time to buy CMG? Find out in our full research report, it’s free. Born from a desire to offer quick meals with fresh, flavorful ingredients, Chipotle (NYSE:CMG) is a fast-food chain known for its healthy, Mexican-inspired cuisine and customizable dishes. A restaurant chain’s total number of dining locations influences how much it can sell and how quickly revenue can grow. Chipotle operated 4,090 locations in the latest quarter. It has opened new restaurants at a rapid clip over the last two years, averaging 8.5% annual growth, much faster than the broader restaurant sector. When a chain opens new restaurants, it usually means it’s investing for growth because there’s healthy demand for its meals and there are markets where its concepts have few or no locations. With $12.14 billion in revenue over the past 12 months, Chipotle is one of the most widely recognized restaurant chains and benefits from customer loyalty, a luxury many don’t have. Its scale also gives it negotiating leverage with suppliers, enabling it to source its ingredients at a lower cost. Growth gives us insight into a company’s long-term potential, but how capital-efficient was that growth? A company’s ROIC explains this by showing how much operating profit it makes compared to the money it has raised (debt and equity). Chipotle’s five-year average ROIC was 19.4%, placing it among the best restaurant companies. This illustrates its management team’s ability to invest in highly profitable ventures and produce tangible results for shareholders. There are definitely things to like about Chipotle. With the recent decline, the stock trades at 24.6× forward P/E (or $29.20 per share). Is now the time to initiate a position? See for yourself in our in-depth research report, it’s free. ONE MORE THING: Top 5 Growth Stocks. The biggest stock winners almost always had one thing in common before they ran. Revenue growing like crazy. Meta. CrowdStrike. Broadcom. Our AI flagged all three. They returned 315%, 314%, and 455%, respectively. Find out which 5 stocks it’s flagging this month — FREE. Get Our Top 5 Growth Stocks for Free HERE. Stocks that have made our li...

NEWPORT BEACH, Calif., June 2, 2026 /PRNewswire/ -- Chipotle Mexican Grill (NYSE: CMG) will host a conference call on Wednesday, July 29, 2026, at 4:30 p.m. ET to discuss second quarter 2026 financial results and provide a business update for the third quarter to date. A press release with second quarter financial results will be issued at approximately 4:10 p.m. ET on Wednesday, July 29, 2026. Participants can join the conference call by dialing 1-888-317-6003 and will be prompted to enter the code 3937444. International callers can dial 1-412-317-6061 and will be prompted to enter the code 3937444. The call will also be webcast live from the company's website on the investor relations page at ir.chipotle.com and registration is available at https://app.webinar.net/1xylDGAwMKP. An archived webcast will be available approximately one hour after the end of the call. ABOUT CHIPOTLEChipotle Mexican Grill, Inc. (NYSE: CMG) is cultivating a better world by serving responsibly sourced, classically-cooked, real food with wholesome ingredients without artificial colors, flavors or preservatives. There are over 4,100 restaurants as of March 31, 2026, in the United States, Canada, the United Kingdom, France, Germany, and the Middle East and it is the only restaurant company of its size that owns and operates all its restaurants in North America and Europe. With over 135,000 employees passionate about providing a great guest experience, Chipotle is a longtime leader and innovator in the food industry. Chipotle is committed to making its food more accessible to everyone while continuing to be a brand with a demonstrated purpose as it leads the way in digital, technology and sustainable business practices. For more information or to place an order online, visit www.chipotle.com. View original content to download multimedia:https://www.prnewswire.com/news-releases/chipotle-mexican-grill-to-announce-second-quarter-2026-results-on-july-29-2026-302788544.html

It has been about a month since the last earnings report for Chipotle Mexican Grill (CMG). Shares have lost about 4.6% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Chipotle due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Chipotle Mexican Grill, Inc. before we dive into how investors and analysts have reacted as of late. Chipotle posted first-quarter 2026 results with earnings in line with the Zacks Consensus Estimate and revenues beating the same. The top line increased from the prior-year quarter’s figure, while the bottom line declined. Comparable sales growth in the quarter was supported by a return to positive transaction growth, driven by improved in-restaurant execution and early traction from the “Recipe for Growth” strategy. Management highlighted that menu innovation and targeted marketing initiatives helped drive incremental visits and sustain momentum into April.However, the mix remained a headwind, primarily due to lower group sizes amid ongoing normalization and factors such as reward redemptions and shifting order patterns. Despite this, add-on protein attachment rates stayed elevated beyond the initial “high-protein” campaign, while new offerings like sauces continued to support engagement and frequency. For the quarter under review, CMG reported adjusted earnings per share (EPS) of 24 cents, in line with the Zacks Consensus Estimate. The bottom line was down 17.2% on a year-over-year basis.Quarterly revenues came in at $3.09 billion, up 7.4% from the year-ago period and ahead of the $3.08 billion consensus estimate by 0.4%. Results reflected contributions from unit growth and a 0.5% increase in comparable restaurant sales, while digital sales represented 38.6% of total revenue. Chipotle opened 49 company-owned restaurants in the quarter, including 42 locations featuring a Chipotlane. Management has leaned on this format to expand access and convenience while keeping the development pipeline moving, even as the consumer backdrop stays dynamic.Operational data in the earnings materials showed the company-owned restaurant count rising to 4,090 on March 31, 2026. Average restaurant sales were $3.09 million for the period, a m...

In fast-casual restaurants right now, there is one number every analyst is hunting for, and almost nobody is producing it. That number is positive guest traffic. Sweetgreen (SG) posted an 11.2% traffic decline in the first quarter of 2026, per its first-quarter 2026 earnings release. Chipotle (CMG) clawed its way back to just 0.6% traffic growth after four straight quarters of declines, Yahoo Finance reports. Starbucks (SBUX) only recently returned to traffic growth after a brutal stretch, per Restaurant Dive. Then there is CAVA Group (CAVA), which just reported 6.8% guest traffic growth and made everyone else look slow. That divergence is exactly what triggered the latest analyst move. Argus Research analyst Christine Dooley upgraded CAVA from Hold to Buy on May 21, 2026, setting a price target of $92, Investing.com reports. The change in stance matters because Argus had been on the sidelines for months while CAVA worked through a sharp pullback from its 2024 highs. Dooley flagged improving restaurant traffic as the key driver of the upgrade. The firm also pointed to on-track new restaurant openings, strong unit-level economics, and a bullish technical pattern of higher highs and higher lows. That call landed on top of an already heavy week of analyst revisions. Other analysts joining the lift: Robert W. Baird raised its target to $98 from $88, per TipRanks Telsey Advisory moved to $95 from $92 Stifel, Morgan Stanley, Mizuho, TD Cowen, and Guggenheim all raised targets after the quarter The fast-casual category has been quietly cracking. Most major chains are either declining or barely flat on traffic, according to Restaurant Dive's same-store sales tracker. Placer.ai's head of analytical research, R.J. Hottovy, told Restaurant Dive that value grocers like Aldi and Trader Joe's are now stealing fast-casual visits, with consumers questioning the value of a $16 bowl eaten at a counter. CAVA is the clear exception. Related: Cava is betting millions on restaurant role most chains overlook In its first-quarter 2026 earnings release, CAVA reported: Revenue up 32.2% to $434.4 million. Same-restaurant sales up 9.7%, driven by 6.8% traffic growth. Restaurant-level profit margin of 25.1% Adjusted EBITDA up 37.6% to $61.7 million. 20 net new restaurants, bringing the total to 459. Source: CAVA Group First Quarter 2026 Report "Amid today's broader macroeconomic environ...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Chipotle Mexican Grill (CMG) just reported Q1 2026 results, with revenue of US$3.09b, positive comparable sales and transaction growth, and a plan for up to 370 new restaurant openings this year. See our latest analysis for Chipotle Mexican Grill. Despite the upbeat Q1 revenue and the plan for hundreds of new restaurants, the recent 1 day share price return of 3.03% decline and year to date share price return of 14.70% decline suggest momentum has cooled. Meanwhile, the 1 year total shareholder return of 36.05% decline and 5 year total shareholder return of 14.88% gain paint a mixed longer term picture. If Chipotle's recent moves have you thinking about where growth might come from next, it could be worth sizing up opportunities in AI infrastructure stocks via the 38 AI infrastructure stocks. With revenue growing but net income and earnings per share lower than a year ago, and the stock down over the past year even as analysts keep price targets well above the last close, the key question is whether Chipotle now offers value or if the market is already pricing in its next phase of growth. With Chipotle's fair value in the narrative set at $45.00 against a last close of $31.98, the story centers on whether current weakness masks a longer term recovery, according to Valrodmon. Read the complete narrative. Curious how this expansion push, margin expectations and long term growth path combine into that fair value number, the full narrative spells out the financial roadmap behind it. Result: Fair Value of $45.00 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this story could unravel if international expansion stalls, or if weaker traffic and competitive discounting keep pressure on margins and Chipotle’s share price. Find out about the key risks to this Chipotle Mexican Grill narrative. The user narrative leans on a fair value of $45.00, yet the SWS DCF model points the other way, with an estimate of $27.65 versus the current $31.98. That suggests the stock is trading above its modeled future cash flows, so which story earns your confidence? Look into how the SWS DCF model arrives at its fair value. Simply Wall St performs a discounted ca...

Chipotle Mexican Grill, Inc. CMG posted first-quarter 2026 results with earnings in line with the Zacks Consensus Estimate and revenues beating the same. The top line increased from the prior-year quarter’s figure, while the bottom line declined. Following the results, the company's shares gained 0.4% in the after-hours trading session yesterday. Comparable sales growth in the quarter was supported by a return to positive transaction growth, driven by improved in-restaurant execution and early traction from the “Recipe for Growth” strategy. Management highlighted that menu innovation and targeted marketing initiatives helped drive incremental visits and sustain momentum into April. However, the mix remained a headwind, primarily due to lower group sizes amid ongoing normalization and factors such as reward redemptions and shifting order patterns. Despite this, add-on protein attachment rates stayed elevated beyond the initial “high-protein” campaign, while new offerings like sauces continued to support engagement and frequency. For the quarter under review, CMG reported adjusted earnings per share (EPS) of 24 cents, in line with the Zacks Consensus Estimate. The bottom line was down 17.2% on a year-over-year basis. Chipotle Mexican Grill, Inc. price-consensus-eps-surprise-chart | Chipotle Mexican Grill, Inc. Quote Quarterly revenues came in at $3.09 billion, up 7.4% from the year-ago period and ahead of the $3.08 billion consensus estimate by 0.4%. Results reflected contributions from unit growth and a 0.5% increase in comparable restaurant sales, while digital sales represented 38.6% of total revenue. Chipotle opened 49 company-owned restaurants in the quarter, including 42 locations featuring a Chipotlane. Management has leaned on this format to expand access and convenience while keeping the development pipeline moving, even as the consumer backdrop stays dynamic. Operational data in the earnings materials showed the company-owned restaurant count rising to 4,090 on March 31, 2026. Average restaurant sales were $3.09 million for the period, a modest step down from $3.19 million in the prior-year quarter, underscoring why throughput and transaction momentum remain key priorities. Profitability was pressured as operating costs rose faster than pricing. Operating margin was 12.9% in the quarter versus 16.7% a year ago, and adjusted restaurant-level operating...