通胀致低收入消费者“大幅下滑”，今年第三次下调收入预期，美国连锁餐饮巨头Chipotle股价暴跌

Core Insights - Chipotle Mexican Grill has lowered its sales forecast for the third time this year due to ongoing inflationary pressures affecting consumer spending, particularly among low-income groups [1][4] - The company's stock price fell by as much as 16.5% in after-hours trading following the announcement of its revised outlook [1][4] Company Summary - CEO Scott Boatwright indicated that consumers are feeling pressure and are reducing dining out, with many shifting to grocery stores to save money [3][4] - Chipotle's comparable restaurant sales are expected to decline in the "low single digits" by 2025, a stark contrast to earlier predictions of mid-to-low single-digit growth for this year [4] - Despite a slight recovery of 0.3% in comparable restaurant sales for the quarter ending in September, this was offset by a 0.8% decline in transaction volume, suggesting that sales growth is primarily driven by price increases rather than an increase in customer visits [4] Industry Summary - Chipotle's challenges reflect a broader trend in the restaurant industry, with analysts noting a general slowdown since September [5] - Data from Placer.ai shows that foot traffic in fast-casual restaurants grew only 0.7% in Q3, significantly lower than the 1% increase seen in the same period last year [5] - Economic uncertainties, including a recent government shutdown affecting over 1 million federal employees, are contributing to a decline in consumer spending power, impacting the overall restaurant sector [5]