Melissa, that stock moving lower here. Chipotle beating analyst estimates on its top and bottom lines. Revenues coming in at 2.98% billion versus the 2.96% billion estimated.EPS 25 cents adjusted. That's a penny beat. Comps were down 2.5% in Q4.That's a bit less than the 3% drop that was estimated by analysts. Restaurant margin slightly above estimates at 23.4% but its full year 2025. Same store sales were down 1.7%.That's its first fullear contraction for same store sales since 2016. But Chipotle's fullear ...

Core Viewpoint - Chipotle Mexican Grill Inc reported strong financial results for the fourth quarter, exceeding analyst expectations in both revenue and earnings per share, despite a decline in comparable restaurant sales [2][4]. Financial Performance - Revenue for the fourth quarter was $2.98 billion, surpassing analyst estimates of $2.96 billion [2]. - Adjusted earnings were 25 cents per share, beating estimates of 24 cents per share [2]. - Total revenue increased by 4.9% year-over-year, while comparable restaurant sales decreased by 2.5% year-over-year due to a 3.2% drop in transactions, partially offset by a 0.7% increase in average check [2]. Growth Drivers - Revenue growth was attributed to the opening of 132 new restaurants in the quarter, with 97 locations featuring a Chipotlane, and an increase in gift card breakage revenue of $27 million, up from $7.9 million year-over-year [3][4]. - Digital sales accounted for 37.2% of food and beverage revenue, and the restaurant-level operating margin was 23.4% in the fourth quarter [3]. Future Outlook - The company anticipates flat comparable restaurant sales for the full year 2026 and plans to open between 350 and 370 new restaurants, with approximately 80% including a Chipotlane [5]. - Chipotle's CEO emphasized the company's growth momentum and the "Recipe for Growth" strategy aimed at differentiating the brand and expanding its global footprint [4]. Stock Performance - Following the earnings report, Chipotle shares fell by 3.75% in after-hours trading, reaching $37.70 [6].

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## 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 ...

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," ...

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 ...

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]

Core Insights - Cracker Barrel's policy requiring employees to dine at its restaurants while traveling for business is not new, contrary to recent reports, and aims to limit reimbursement for alcoholic beverages [1][1][1] Financial Performance - Cracker Barrel's first quarter fiscal 2026 earnings missed expectations, with total revenue at $797.2 million, a decrease of 5.7% compared to the same quarter last year [1][1][1] - Same-store restaurant sales fell by 4.7% year-over-year, while comparable store retail sales declined by 8.5% [1][1][1] Customer Response - The company faced backlash over a recent rebranding effort that included changes to its logo and dining environment, which did not resonate well with longtime customers [1][1][1] - Following negative feedback, Cracker Barrel decided to revert some of its rebranding changes, including maintaining the original logo [1][1][1]

Core Insights - Cracker Barrel's new policy requiring employees to dine at their restaurants while traveling for business has gone viral, although the company claims this policy is not new and is misrepresented [1][2] - The backlash against the policy comes amid declining sales and customer dissatisfaction following a failed rebranding attempt [2][3] Financial Performance - Cracker Barrel's first-quarter fiscal 2026 earnings report showed total revenue of $797.2 million, a decrease of 5.7% compared to the same quarter last year [4] - Same-store restaurant sales fell by 4.7% year-over-year, while comparable store retail sales dropped by 8.5% [4] - Shares of Cracker Barrel were down less than 1% in midday trading at the time of reporting [4]

Core Viewpoint - The Bahama Breeze restaurant chain is undergoing significant changes, with half of its locations closing and the remaining locations being converted to other brands under parent company Darden [1] Company Summary - Bahama Breeze is closing half of its restaurants, indicating a strategic shift in operations [1] - The other half of the restaurants will be transitioned to Darden's other brands, suggesting a consolidation of resources and brand focus [1] Industry Summary - The closure of Bahama Breeze locations reflects broader trends in the restaurant industry, where companies are adapting to changing consumer preferences and economic conditions [1] - Darden's decision to convert Bahama Breeze locations to other brands may indicate a strategy to optimize brand performance and profitability within its portfolio [1]