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CMG Amends Normal Course Issuer Bid
Globenewswire· 2026-02-23 21:03
CALGARY, Alberta, Feb. 23, 2026 (GLOBE NEWSWIRE) -- Computer Modelling Group Ltd. (“CMG” or the “Company”) (TSX: CMG) today announced that the Toronto Stock Exchange (“TSX”) has accepted a notice (the “Notice”) filed by the Company to amend its Normal Course Issuer Bid (“NCIB”) effective as of February 26, 2026. The amendment increases the maximum number of common shares (the “Shares”) of the Company that may be repurchased from 4,136,475 Shares, representing 5% of the Company’s outstanding shares as of Nov ...
A Look Into Chipotle Mexican Grill Inc's Price Over Earnings - Chipotle Mexican Grill (NYSE:CMG)
Benzinga· 2026-02-19 18:00
In the current session, Chipotle Mexican Grill Inc. (NYSE:CMG) is trading at $38.50, after a 2.66% drop. Over the past month, the stock fell by 7.03%, and in the past year, by 26.83%. With performance like this, long-term shareholders are more likely to start looking into the company's price-to-earnings ratio. Chipotle Mexican Grill P/E Ratio Analysis in Relation to Industry PeersThe P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, histori ...
Chipotle Mexican Grill Stock Is Interesting, but Here's What I'd Buy Instead
The Motley Fool· 2026-02-19 10:30
Core Insights - Dutch Bros presents a significant growth opportunity compared to Chipotle Mexican Grill, which has faced challenges in maintaining customer traffic and sales growth [2][4]. Group 1: Chipotle Mexican Grill - Chipotle's menu features fresh ingredients without artificial flavors, but it experienced a 1.7% decline in same-restaurant sales last year, primarily due to a 2.9-percentage-point drop in customer traffic [4][5]. - The company opened 321 new locations last year, bringing its total to over 4,000, indicating potential for further expansion despite recent sales challenges [5]. - Chipotle's stock price fell 36.4% over the past year, with a current P/E ratio of 32, which is still higher than the S&P 500's 29 [6][8]. Group 2: Dutch Bros - Dutch Bros operates drive-thru beverage locations, focusing on customer service and high-quality products, including coffee and energy drinks [9]. - The company reported a 5.6% increase in same-store sales last year, driven by a 3.2-percentage-point increase in customer traffic [9]. - Dutch Bros opened approximately 150 new locations last year, with over 1,100 locations across 25 states, highlighting its substantial growth potential, especially in underserved regions [11]. - Despite a 35.1% decline in stock price over the past year, the P/E ratio has decreased from 240 to a more reasonable 84, indicating a potential for better valuation [11].
Billionaire Bill Ackman Pours $1,764,796,000 Into Mag 7 Stock, Dumps Entire Stake in Chipotle Restaurant Chain
The Daily Hodl· 2026-02-19 08:04
Billionaire Bill Ackman’s investment firm just picked up more than 2.67 million shares of one magnificent seven stock.The latest 13-F filing with the U.S. Securities and Exchange Commission (SEC) shows Pershing Square Capital Management accumulated $1.76 billion worth of shares in Meta Platforms (META) in the fourth quarter of 2025.META, the parent company of Facebook and Instagram, is trading for around $643 at time of writing, down more than 10% in the past year.Meanwhile, Ackman’s firm unloaded its entir ...
Is Chipotle Leveraging AI to Reengage Lapsed Customers?
ZACKS· 2026-02-18 18:40
Key Takeaways CMG is expanding AI tools to personalize outreach and re-engage less-frequent users.Chipotle uses data analytics to tailor offers through its loyalty and mobile platforms.CMG aims to lift digital sales and member visit frequency with targeted engagement.Chipotle Mexican Grill, Inc. (CMG) is expanding its use of artificial intelligence within its digital platform, with a focus on strengthening customer engagement. The company stated that AI-driven tools are being used to support personalized co ...
Jim Cramer Is Happy About Chipotle (CMG)
Yahoo Finance· 2026-02-18 17:50
We recently published 17 Stocks Jim Cramer Talked About.  Chipotle Mexican Grill Inc. (NYSE:CMG) is one of the stocks that Jim Cramer talked about. Chipotle Mexican Grill Inc. (NYSE:CMG) is a restaurant chain known for providing Mexican-themed cuisine. Its shares are down by 31% over the past year and are flat year-to-date. Guggenheim trimmed the firm’s share price target to $36 from $37 and kept a Neutral rating on the shares in February. Chipotle Mexican Grill Inc. (NYSE:CMG)’s same-store sales growth f ...
Guggenheim Notes Chipotle’s (CMG) Conservative 2026 Guidance, Valuation Gap
Yahoo Finance· 2026-02-18 14:27
Group 1 - Chipotle Mexican Grill Inc. (NYSE:CMG) is considered one of the best stocks under $50 to invest in [1] - Guggenheim lowered Chipotle's price target to $36 from $37, citing conservative flat same-store sales growth guidance for 2026 [1] - Telsey Advisory analyst Sarang Vora reduced the price target to $48 from $50 while maintaining an Outperform rating, noting Q4 results exceeded expectations due to effective marketing and operational improvements [2][3] Group 2 - Chipotle is on track to become a leading restaurant brand, with a favorable risk-reward profile at its current valuation [3] - The company offers a variety of food and beverage options, including burritos, tacos, and salads [3]
Chipotle: Not Sure The Bottom Is In As Excuses Run Out (Downgrade)
Seeking Alpha· 2026-02-17 16:21
I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and maximizing exposure to big winners. This means that often I'll rate great companies at a 'Hold' because their growth opportunity is below my threshold, or their d ...
What Was Once One of the Hottest Consumer Stocks Issues a Warning to Wall Street
The Motley Fool· 2026-02-15 07:45
Economic Context - The current economic backdrop is characterized by macroeconomic uncertainty, particularly a K-shaped economy where affluent individuals are thriving while lower-income households are struggling, impacting the equity market [1] - This situation is causing challenges for businesses that previously thrived, indicating potential implications for investment portfolios [1] Company Performance - Chipotle Mexican Grill has reported a decline in traffic for four consecutive quarters, leading to a 39% drop in shares last year and a 46% decrease from its all-time high in June 2024 [4] - Same-store sales fell by 1.7% in 2025, with expectations of flat sales in 2026, indicating a challenging path to return to growth [5] - Consumer confidence in the U.S. hit a 12-year low in January, with lower-income consumers dining out less, negatively affecting demand for Chipotle [5] Strategic Initiatives - The leadership team at Chipotle is focusing on menu innovation, planning to introduce four limited-time offers in 2026 to drive excitement [6] - Despite current challenges, Chipotle's growth strategy remains unchanged, with 334 new company-owned restaurants opened in 2025 and plans to open 350 to 370 net new locations in 2026 [9] Financial Metrics - Chipotle's current market capitalization is $47 billion, with a price-to-earnings ratio of 32, representing a 45% discount to the trailing five-year average multiple [8][10] - The gross margin stands at 22.35%, indicating the company's profitability metrics [8] Future Outlook - The CFO expressed confidence in the brand's strength and customer loyalty, emphasizing the commitment to executing the growth strategy and expanding the business [10] - There is an optimistic view that Chipotle will return to better financial performance, suggesting that patient investors may see impressive returns over the next five years [11]
Chipotle Must Prove Growth Still Creates Shareholder Value
The Motley Fool· 2026-02-14 23:05
Core Insights - Chipotle Mexican Grill has successfully established its growth trajectory and now faces the challenge of ensuring that this growth translates into shareholder value rather than merely increasing scale [1][12] Growth Strategy - The company plans to continue opening hundreds of new restaurants annually, with a significant portion of these featuring Chipotlanes, despite already reaching 4,000 stores, which is still short of its long-term goal of 7,000 stores [4] - The focus has shifted from store count to unit economics, emphasizing the importance of new locations delivering high returns on invested capital [5] Digital Ecosystem - Chipotle has developed a robust digital ecosystem, with digital orders and loyalty programs accounting for over one-third of sales in Q3 2025 [7] - However, the higher fulfillment costs associated with digital orders, particularly delivery, pose a risk to margin potential if efficiency does not improve alongside volume [8] Operational Discipline - As the business scales, disciplined site selection, controlled build costs, and consistent unit-level returns become crucial for maintaining long-term value creation [10] - Historical management decisions indicate an understanding of the trade-offs between speed and sustainability, which will need to be demonstrated to investors in 2026 [11] Investor Expectations - Investors are not questioning Chipotle's brand strength or growth potential but are focused on whether growth will continue to deliver attractive returns and if digital scale will enhance profitability rather than dilute it [12] - The performance of unit economics and the effectiveness of digital tools in increasing visit frequency and supporting margin stability will be critical metrics to watch [9]