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Chipotle Revenue Rises Despite Decline in Transactions
WSJ· 2026-02-03 21:41
New restaurant openings helped boost the fast-casual chain's revenue in the latest quarter, even as same-store sales fell. ...
Chipotle's outlook for the year casts doubt on a restaurant-industry rebound
MarketWatch· 2026-02-03 21:38
Chipotle's outlook for the year casts doubt on a restaurant-industry rebound - MarketWatch## Earnings Results# Chipotle's outlook for the year casts doubt on a restaurant-industry rebound## Shares fall after hours as management says it will focus more on new menu items and relaunch its rewards program, with hopes of stronger sales growth aheadPublished: Feb. 3, 2026 at 4:38 p.m. ETShareResize---Listen(2 min)Chipotle reported fourth-quarter results on Tuesday. Photo: Getty ImagesShares of Chipotle Mexican Gr ...
Chipotle Mexican Grill(CMG) - 2025 Q4 - Earnings Call Presentation
2026-02-03 21:30
Q4/FY 2025 EARNINGS I N V E S T O R I N F O R M A T I O N FORWARD -LOOKING STATEMENTS Certain statements in this presentation are forward -looking statements as defined in the Private Securities Litigation Reform Act of 1995, including statements about our future financial results, including future AUV and margins, the number of company owned and partner - operated restaurants we will open, and the future success of our Recipe for Growth initiatives. We use words such as "anticipate," "believe," "estimate," ...
Chipotle stock sinks 11% as restaurant chain reports falling traffic, weak guidance
CNBC· 2026-02-03 21:13
A Chipotle store stands in the Bronx in New York City on April 23, 2025.Chipotle Mexican Grill on Tuesday reported quarterly earnings and revenue that topped analysts' expectations, although traffic to its restaurants fell for the fourth straight quarter.For 2026, the company is projecting flat same-store sales growth, signaling that the burrito chain's woes are not expected to disappear quickly. Chipotle ended a bumpy 2025 with a full-year same-store sales decline of 1.7%.Shares of the company fell as much ...
Chipotle Mexican Grill(CMG) - 2025 Q4 - Annual Results
2026-02-03 21:10
Exhibit 99.1 EARNINGS RELEASE IR Contact: Cindy Olsen, CFA (949) 524-4205 Cindy.Olsen@chipotle.com CHIPOTLE ANNOUNCES FOURTH QUARTER AND FULL YEAR 2025 RESULTS LAUNCHES "RECIPE FOR GROWTH" STRATEGY TO GROW TRANSACTIONS AND DRIVE ACCURACY, EFFICIENCY AND SPEED FULL YEAR TOTAL REVENUE INCREASED 5.4% TO $11.9 BILLION NEWPORT BEACH, Calif. – February 3, 2026 – Chipotle Mexican Grill, Inc. (NYSE: CMG) today reported financial results for its fourth quarter and fiscal year ended December 31, 2025. Fourth quarter ...
CHIPOTLE ANNOUNCES FOURTH QUARTER AND FULL YEAR 2025 RESULTS
Prnewswire· 2026-02-03 21:10
Core Insights - Chipotle Mexican Grill launched its "Recipe for Growth" strategy aimed at enhancing transactions and improving operational efficiency, accuracy, and speed [4][19] - The company reported a total revenue increase of 5.4% to $11.9 billion for the full year 2025, driven primarily by new restaurant openings [8][12] Fourth Quarter Highlights - Total revenue for Q4 2025 was $3.0 billion, a 4.9% increase from Q4 2024, supported by new restaurant openings and a gift card breakage revenue of $27.0 million [5][8] - Comparable restaurant sales decreased by 2.5%, attributed to a 3.2% drop in transactions, although there was a 0.7% increase in average check [5][12] - Digital sales accounted for 37.2% of total food and beverage revenue [5] Full Year Highlights - For the full year 2025, comparable restaurant sales decreased by 1.7%, with a 2.9% decline in transactions offset by a 1.2% increase in average check [12][16] - The operating margin for the full year was 16.2%, down from 16.9% in 2024 [8][16] - Net income for 2025 was $1.54 billion, or $1.14 per diluted share, compared to $1.53 billion, or $1.11 per diluted share in 2024 [16][28] Restaurant Expansion - In 2025, Chipotle opened 334 company-owned restaurants, including 257 with a Chipotlane, and 11 international partner-operated restaurants [8][13] - As of December 31, 2025, Chipotle operated a total of 4,056 restaurants globally [13] Cost Management - Food, beverage, and packaging costs were 29.6% of total revenue for 2025, a decrease from 29.8% in 2024, primarily due to menu price increases and cost efficiencies [14][28] - Labor costs increased to 25.1% of total revenue, up from 24.7% in 2024, mainly due to lower sales volumes and wage inflation [15][28] Share Repurchase Program - During 2025, Chipotle repurchased $2.4 billion of stock at an average price of $42.54 per share [11][17] Future Outlook - For 2026, management anticipates comparable restaurant sales to be about flat and plans to open 350 to 370 new restaurants, including 10 to 15 international partner-operated locations [22][20]
Chipotle Reports Earnings as Investors Look for Signs of a Customer Rebound
Barrons· 2026-02-03 18:48
Chipotle reports earnings after shares slid 34% in a year. Investors are watching closely for signs that customer traffic and pricing pressures are stabilizing. ...
Chipotle stock sinks after company reports Q4 same-store sales drop 2.5%, forecasts no sales growth in 2026
Yahoo Finance· 2026-02-03 16:42
Chipotle (CMG) stock fell almost 6% before the bell on Wednesday after reporting on Tuesday that its same-store sales fell in the fourth quarter and told investors it expects no sales growth in 2026 as the company continues to navigate economic pressure on its core customer and a decline in traffic. In the fourth quarter, same-store sales fell 2.5%, less than the 2.9% Wall Street expected, according to Bloomberg estimates. Higher menu prices offset lower transactions. In a statement, CEO Scott Boatwrig ...
Chipotle expected to report another quarter of sales declines as it navigates tricky consumer backdrop
Yahoo Finance· 2026-02-03 16:42
Chipotle (CMG) is expected to report another quarter of same-store sales declines as the company continues to grapple with a traffic decline and economic pressure on its core customer. Wall Street expects same-store sales to have fallen 2.9% in the company's fourth quarter, which Chipotle is expected to report after the market close on Tuesday. Higher menu prices are expected to offset a decline in foot traffic, according to Bloomberg estimates. Chipotle is expected to report adjusted earnings per share ...
Earnings live: Palantir stock surges after Q4 beat, PayPal plunges, PepsiCo turns higher
Yahoo Finance· 2026-02-03 12:59
Group 1 - The fourth quarter earnings season is ongoing, with major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir reporting results [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with an estimated 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2][4] - Analysts had initially expected an 8.3% increase in earnings per share before raising expectations, particularly for tech companies, which have been significant contributors to earnings growth in recent quarters [4] Group 2 - Big Tech companies are setting the tone for the earnings season, with ongoing capital expenditures and themes such as artificial intelligence and economic policies continuing to influence market dynamics [5] - Upcoming earnings reports will include updates from companies like Disney, Chipotle, PepsiCo, Uber, and Snap, indicating a broad range of sectors being analyzed [5]