Core Insights - Chipotle Mexican Grill and BÉIS have launched "The To Go Collection," an 11-piece capsule collection aimed at making it easier and stylish to transport Chipotle food [1][2][3] - The collection features insulated designs to keep food warm, convenient pockets for napkins, and fashionable styles suitable for travel [4][9] Product Details - The collection includes various items such as the Take Out Tote Bag, Burrito Holder Sling, and Burrito Duffle, with prices ranging from $18 to $378 [15] - The first 5,000 orders in the U.S. and Canada will receive a free entrée code from Chipotle, valid for one entrée item [7][12] Launch Events - A public "BÉISpotle" pop-up experience will take place at Chipotle Larchmont in Los Angeles on December 6-7, 2025, offering fans early access to shop the collection [4][11] - The collection will be available for purchase starting December 8, 2025, on the BÉIS app and beistravel.com [6][9]

Chipotle is one of the greatest restaurant success stories of all time. But how has its stock been doing?Fast-casual burrito chain Chipotle (CMG 0.61%) is so well known that it's easy to forget how young the company is. The stock has been publicly traded for fewer than 20 years. Since its IPO in January 2006, Chipotle's shares have crushed the market with a nearly 3,000% return. But how has it done for more recent investors? One-year return: This isn't what I orderedIn spite of its long-term track record of ...

Core Insights - Chipotle Mexican Grill and Wingstop reported Q3 2025 earnings, highlighting their distinct strategies in a challenging consumer environment [1] Company Performance - Chipotle Mexican Grill is navigating a more favorable trajectory compared to Wingstop, indicating differing operational strategies and market responses [1] - Wingstop's performance reflects the difficulties faced by some fast-casual chains in the current economic climate [1]

Key Takeaways Chipotle's shares have dropped 34.6% as traffic weakens and margins face mounting pressure.Pullbacks among key consumers and repeated 2025 traffic step-downs weigh on performance.Rising costs, limited pricing power and digital issues add to near-term earnings concerns.Shares of Chipotle Mexican Grill, Inc. (CMG) have declined 34.6% in the past six months compared with the industry’s 9.3% decrease. In the same time frame, the S&P 500 has surged 17%, highlighting just how sharply Chipotle has un ...

Core Points - Chipotle Mexican Grill will host a conference call on February 3, 2026, to discuss its fourth quarter and full year 2025 financial results and provide a business update for the first quarter of 2026 [1][2] - A press release with the financial results will be issued at approximately 4:10 PM Eastern time on the same day [1] - The conference call can be accessed via phone or through a live webcast on the company's investor relations page [2] Company Overview - Chipotle Mexican Grill, Inc. is focused on serving responsibly sourced, real food without artificial ingredients, with over 3,900 restaurants across multiple countries as of September 30, 2025 [3] - The company employs over 130,000 individuals and is recognized as a leader and innovator in the food industry, committed to making its food more accessible while emphasizing digital and sustainable business practices [3]

Industry Trends - Sweetgreen and Cava are facing challenges as consumers prefer more affordable and substantial food choices [1] - Even Chipotle's founder has shifted focus, indicating a potential change in market dynamics [1]

Core Insights - The podcast discusses the emotional pitfalls of selling stocks too soon, emphasizing that selling good companies prematurely can lead to significant missed opportunities for gains [2][4][12] - Historical examples, such as Netflix and Sea Limited, illustrate how selling decisions based on short-term performance can result in substantial long-term losses [3][5][10] - A framework for evaluating when to sell stocks is proposed, focusing on business fundamentals rather than emotional reactions to market fluctuations [12][14] Emotional Temptations of Selling - Investors often succumb to emotional impulses driven by fear and greed, leading to premature selling of stocks that may recover or grow significantly [2][3] - The pain of perceived losses is more intense than the pleasure of gains, influencing investors to sell stocks that are declining or have appreciated significantly [2][3] Historical Examples of Selling Mistakes - David Gardner's sale of Netflix in 2003 for valuation reasons resulted in a missed opportunity for 26,000% gains had he held onto the stock [3] - Sea Limited was sold in November 2023, missing out on 223% gains, despite logical reasons for selling at the time [5][10] Framework for Selling Decisions - A structured approach to selling stocks is recommended, including evaluating whether the decision is based on business fundamentals, macroeconomic factors, or valuation concerns [12][13] - Key questions to consider include whether the stock has reached a financial milestone or if the business is still aligned with the investor's thesis [12][13][14] Importance of Patience and Long-Term Perspective - Holding onto stocks that have the potential for significant growth can outweigh the risks of short-term volatility [10][11] - The concept of asymmetric returns highlights that the potential upside of successful investments can far exceed the downside risk [9][10] Lessons from Past Sales - The podcast emphasizes the importance of reflecting on past selling decisions to avoid repeating mistakes and to recognize the potential for recovery in previously sold stocks [6][16] - Building a habit of reviewing earnings reports and company fundamentals can help investors resist the urge to sell based on market noise [15][16]

Core Insights - Chipotle Mexican Grill has launched a holiday promotion called "Unwrap Extra," which includes BOGO (Buy One Get One) entrée offers on the first three Saturdays of December, aimed at encouraging customers to share meals together [1][3][7] - The promotion also includes surprise rewards for Chipotle Rewards Members, such as free guacamole, double protein, chips, or drinks, delivered directly to their accounts [4][7] - Chipotle is partnering with No Kid Hungry to raise funds for childhood hunger, allowing customers to round up their orders to donate to the cause, with over $825,000 raised since the beginning of 2024 [5] Promotion Details - The BOGO offers are scheduled as follows: - December 6: Buy three tacos, get a free entrée - December 13: Buy a burrito, get a free entrée - December 20: "Extra Sweater Day" where wearing an "extra" sweater allows customers to receive a BOGO offer [8][6] - The promotion is valid in-restaurant only, and specific conditions apply for each offer [6][8] Company Overview - Chipotle operates over 3,900 restaurants across the U.S., Canada, the U.K., France, Germany, and the Middle East, and is known for its commitment to responsibly sourced ingredients and sustainable practices [9] - The company employs over 130,000 individuals and is recognized as a leader in the food industry, focusing on enhancing customer experience and digital innovation [9]

Core Insights - Chipotle Mexican Grill's Q3 2025 earnings report showed adjusted earnings per share (EPS) of 29 cents, beating the Zacks Consensus Estimate of 28 cents, while revenues of $3 billion missed the estimate of $3.02 billion by 0.5% [2][3] Financial Performance - The bottom line increased by 7.4% from 27 cents reported in the year-ago quarter [3] - Quarterly revenues rose 7.5% year-over-year, driven by new restaurant openings and an increase in comparable restaurant sales [3] - Comparable restaurant sales rose 0.3% compared to a 6% growth in the prior-year quarter, aided by a 1.1% increase in average check, offset by a 0.8% decrease in transactions [4] Restaurant Openings - Chipotle opened 84 company-owned restaurants in the third quarter, with 64 featuring a Chipotlane, contributing to the company's performance [5] Cost and Margin Analysis - Food, beverage, and packaging costs as a percentage of revenues were 30%, down from 30.6% in the prior-year quarter, due to menu price increases and cost efficiencies, though partially offset by inflation and tariffs [6] - The restaurant-level operating margin was 24.5%, down from 25.5% in the prior-year period [7] Net Income and Balance Sheet - Adjusted net income for the quarter was $389.9 million, compared to $366.6 million in the prior-year quarter [7] - As of September 30, 2025, cash and cash equivalents were $698.7 million, down from $748.5 million as of December 31, 2024 [8] 2025 Outlook - Management anticipates comparable sales to decline in the low-single digit range, with plans to open between 315 and 345 new company-operated restaurants, over 80% featuring a Chipotlane [10] Estimate Trends - There has been a downward trend in fresh estimates, with the consensus estimate shifting down by 12.44% [11] VGM Scores - Chipotle has a Growth Score of B but lags in Momentum with an F, and a D on the value side, resulting in an aggregate VGM Score of C [12] Overall Outlook - Estimates have been trending downward, leading to a Zacks Rank 4 (Sell), indicating expectations of below-average returns in the coming months [13]

Key Takeaways Chipotle expects full-year comps to dip in the low single digits amid softer transactions.Lower-income households and adults 25-34 are cutting visits and shifting toward food-at-home.Chipotle targets experience upgrades, HEAP rollout and menu innovation to drive recovery.Chipotle Mexican Grill, Inc. (CMG) is confronting one of the most pronounced shifts in its demand profile, as the company’s core consumer base shows meaningful signs of strain. Management noted multiple step-downs in underlyin ...