Chipotle Mexican Grill(CMG)
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Down 43%, This Beaten-Down Stock Could Skyrocket Over the Next 5 Years for 1 Reason
Yahoo Finance· 2026-02-11 17:00
The market has been choppy as of late. But the S&P 500 index is still trading in record territory, which might be discouraging for investors who are on the hunt for bargain stocks to buy. Not all hope is lost. As of this writing, there's a beaten-down but promising stock that's trading 43% below its all-time high, which was established in June 2024. Despite its terrible performance over the past year and a half, there's an opportunity here for those who can be patient. Will AI create the world's first tril ...
Disney Has Its Next CEO
Yahoo Finance· 2026-02-11 15:50
Disney Leadership Transition - Bob Iger's tenure at Disney is officially ending on March 18, with Josh D'Amaro appointed as the new CEO and Dana Walden promoted to Chief Creative Officer [2][4] - Iger's leadership is viewed positively, particularly for transformative acquisitions like Pixar, Marvel, and Lucasfilm, which significantly increased Disney's market cap from approximately $56 billion to over $230 billion [8][7] - Iger's recent return in late 2022 focused on stabilizing the company, implementing $5.5 billion in cost cuts, and achieving streaming profitability amidst various challenges [8] Future Outlook for Disney - The transition to D'Amaro is seen as a well-planned move, with Iger remaining as a senior advisor and board member until the end of 2026 to guide new leadership [8] - There are speculations about potential media spinouts, particularly concerning ESPN and Hulu, as Disney may need to streamline its operations to enhance valuation [10][9] - The company is expected to face ongoing challenges in its linear networks and streaming business, with a need to adapt to changing market dynamics [9][10] Chipotle Performance Insights - Chipotle reported a 3.2% drop in transactions in the fourth quarter, reflecting a broader trend of consumers, especially those aged 25-35 and earning under $100,000, reducing discretionary spending [14] - Operating margins fell to 14.1%, influenced by rising costs of beef, avocado, and labor, which the company has not fully offset [14] - Despite these challenges, Chipotle opened 132 new restaurants in the fourth quarter and plans to open up to 370 new locations by 2026, indicating ongoing growth ambitions [14] Industry Trends and Challenges - The fast-casual dining sector is experiencing a shift, with consumers becoming more selective about their spending, favoring sit-down dining experiences over fast-casual options [15] - Chipotle's traffic has declined for four consecutive quarters, raising concerns about the sustainability of its growth in a saturated market [18] - The company is exploring international growth opportunities, but faces significant competition and market saturation domestically [20]
Chipotle CEO doubles down on not offering value meals, says ‘our food is worth
MarketWatch· 2026-02-11 13:00
Core Insights - The fast-casual chain is not aiming to compete with major fast-food brands like McDonald's in terms of low pricing strategies [1] Company Strategy - The company focuses on providing a different dining experience rather than engaging in price wars with traditional fast-food competitors [1]
CMG Announces the Appointment of Christopher Wright to the Board of Directors
Globenewswire· 2026-02-10 22:00
CALGARY, Alberta, Feb. 10, 2026 (GLOBE NEWSWIRE) -- Computer Modelling Group Ltd. (“CMG” or the “Company”) (TSX: CMG) is pleased to announce the appointment of Christopher Wright to its Board of Directors, effective today. Mr. Wright brings extensive experience in global investment, board governance, and growth strategy. Mr. Wright served on the Board of Roper Technologies (NYSE: ROP, S&P 500, Sarasota FL), a market leading vertical software and technology business, for thirty-five years. During his tenure, ...
CMG Announces the Appointment of Christopher Wright to the Board of Directors
Globenewswire· 2026-02-10 22:00
CALGARY, Alberta, Feb. 10, 2026 (GLOBE NEWSWIRE) -- Computer Modelling Group Ltd. (“CMG” or the “Company”) (TSX: CMG) is pleased to announce the appointment of Christopher Wright to its Board of Directors, effective today. Mr. Wright brings extensive experience in global investment, board governance, and growth strategy. Mr. Wright served on the Board of Roper Technologies (NYSE: ROP, S&P 500, Sarasota FL), a market leading vertical software and technology business, for thirty-five years. During his tenure, ...
Chipotle CEO: Here's why we won't do a McDonald's-style dollar menu
Yahoo Finance· 2026-02-10 14:04
Core Viewpoint - Chipotle is not planning to adopt a dollar menu strategy similar to McDonald's, emphasizing the value of its offerings and avoiding devaluation of its core products [1]. Group 1: Promotions and Marketing Strategies - Chipotle recently gave away $1 million in free food as part of a Super Bowl promotion, targeting the first 100,000 customers who redeemed the offer [2]. - The company confirmed the distribution of 100,000 meals and hinted at potential similar promotions later in the year [4]. - A new initiative called "Happier Hour" is being tested to attract cost-conscious customers during dinner hours, with offerings likely priced below $10 [5]. Group 2: Financial Performance and Market Position - Chipotle's fourth quarter same-store sales declined by 2.5%, reflecting challenges with customer traffic amid affordability concerns [6]. - The company reported that 60% of its core customers earn over $100,000 annually, which sparked online discussions about its customer base [6]. - The 2026 sales outlook disappointed analysts, as Chipotle expects sales to remain unchanged, contrary to the anticipated 1.8% increase [6]. - Over the past year, Chipotle's stock has decreased by 30%, while McDonald's stock has increased by 10%, attributed to McDonald's more aggressive marketing of affordable menu options [7]. Group 3: Product Offerings - To improve sales, Chipotle plans to introduce limited-time offerings, including chicken al pastor, and has launched a small bowl of grilled chicken priced at approximately $3.95 to appeal to budget-conscious consumers [8].
2026: Chipotle Must Prove Traffic Weakness Is Cyclical, Not Structural
The Motley Fool· 2026-02-10 07:05
If there is one leading indicator for Chipotle in 2026, this is it.After a normalization year in 2025, Chipotle Mexican Grill (CMG +0.34%) enters 2026 with its long-term investment case largely intact. The brand remains strong, execution has held up, and the unit growth runway remains meaningful.But one question now sits at the center of the stock's outlook: Is recent traffic weakness cyclical or structural?That distinction matters more than margin noise or short-term earnings volatility. What actually drov ...
Chipotle CEO allegedly suggests company would keep raising prices and 'lean into' customers making over $100K
Fox Business· 2026-02-10 06:50
Core Insights - Chipotle's CEO Scott Boatwright indicated a strategic focus on customers with an average household income exceeding $100,000, suggesting potential price increases to cater to this demographic [1][7][9] - The company has identified that 60% of its core customers fall into this income bracket, which provides confidence in targeting this group for enhanced transaction performance [1][4][9] - Chipotle is launching a new high-protein menu to align with consumer demand for clean food and ingredients, appealing to a younger, higher-income, digitally savvy customer base [4][9] Pricing Strategy - CFO Adam Rymer announced that menu prices are expected to rise by 1-2% due to increasing food and labor costs [5] - Despite the focus on higher-income consumers, Chipotle has only increased prices by approximately 0.7% this quarter, significantly lower than the industry average of 4% [10] Consumer Engagement - The company plans to enhance its offerings through brand and menu innovations, aiming to provide compelling reasons for higher-income consumers to visit [7][9] - Chipotle's spokesperson clarified that pricing strategies were not directly linked to the $100,000 income cohort, emphasizing a measured approach to price increases [10]
Chipotle CEO fights back after online uproar over its wealthy customers
Yahoo Finance· 2026-02-09 23:35
Chipotle (CMG) is not just for the $100,000 club, its CEO insists. Addressing what he described as "misinformation" surrounding the brand's recent pricing coverage, CEO Scott Boatwright clarified to Yahoo Finance that "60% of our consumers' average household income is over $100,000 a year, and they're still spending in this tough economy." He added that the company plans to "lean into those consumers with brand innovation, menu innovation, and really give them more compelling reasons to come in." The ...
Chipotle CEO: Here's why we are testing a happy hour
Yahoo Finance· 2026-02-09 21:06
Let the good times roll at Chipotle (CMG) — the company said it's about to test a happy hour offering. "We're going to give it a shot and see what it looks like for us. We're calling it Happier Hour, so think maybe a couple of tacos and a beverage sometime during the middle daypart ... And we feel like it's a compelling offer, and it creates value for our consumer," Chipotle CEO Scott Boatwright told me on Yahoo Finance's Market Domination (video above). "So we have more work to do on exactly what we'l ...