Restaurant Cannibalization
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Chipotle Scales Unit Growth: What's the Cannibalization Impact?
ZACKS· 2026-01-07 17:56
Key Takeaways Chipotle plans 350-370 new restaurants in 2026, accelerating unit growth well above historical opening levels.CMG reports new locations deliver about 80% first-year sales productivity and roughly 60% year-two returns.Chipotle says cannibalized restaurants typically recover within 12-13 months as expansion continues.Chipotle Mexican Grill, Inc. (CMG) is entering a period of accelerated unit expansion, with management guiding to 350-370 new restaurant openings in 2026, marking a notable step-up ...