US · Consumer Cyclical · Restaurants
EPS came in at 0.33 against a street estimate of 0.32 — a beat of 3.1%.
Analysts rate Chipotle Mexican Grill Inc a buy (26 buy, 11 hold, 0 sell out of 37) with an average price target of $43.83.
CONFIDENT Q2 comps +2.2%, digital 38.3% of sales. HEEP equipment driving 2-3 entree throughput gains. Management raised FY26 guidance to low single-digit comps despite recent cyclospora headwind (~200 bps in Q3). Q2 FY26 North America driving transaction growth via LTOs and Rewards. Europe aligned to NA standards. Latin America entry via Alsea partnership; Middle East recovering. Asia-Pacific expansion via SPC Group imminent. Analysts pressed on LTO saturation risk, margin trajectory, whether underlying trends support acceleration, and in-restaurant Rewards friction. Management outlined 4x innovation cadence reducing saturation risk, emphasized gap between pricing and inflation narrowing Q4 onward, highlighted multiple Recipe levers still scaling, and announced frictionless August checkout pilot. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.81% |
| Vanguard Capital Management, LLC | 6.69% |
| Vanguard Portfolio Management, LLC | 4.83% |
| State Street Corp | 4.33% |
| T. Rowe Price Associates, Inc. | 4.25% |
| JPMorgan Chase & Co | 3.88% |
| Capital World Investors | 3.62% |
| FMR Inc | 2.40% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 CHIPOTLE MEXICAN GRILL, INC. – FORM 8-K SUMMARY September 14, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • Chipotle elected Sabir Sami as a new indepen | 2026-09-14 |
| Reg FD disclosure · Q3 2026 CHIPOTLE MEXICAN GRILL, INC. – FORM 8-K SUMMARY Filed: August 5, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • Chipotle is cooperating with Food and Dru | 2026-08-05 |
| Quarterly report · Q2 2026 CHIPOTLE MEXICAN GRILL, INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (6 months): $6,436,804K (up from $5,938,646K in 2025) — 8.4% in | 2026-07-31 |
| Results announced · Q3 2026 CHIPOTLE MEXICAN GRILL Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenue Q2 2026: $3.3 billion, up 9.3% year-over-year • Comparable restaura | 2026-07-29 |
| Company announcement · Q3 2026 CHIPOTLE MEXICAN GRILL, INC. - FORM 8-K SUMMARY OTHER NOTABLE POINTS • Board Composition Change (July 7, 2026): Albert Baldocchi, an independent dir | 2026-07-08 |
| Shareholder vote results · Q2 2026 CHIPOTLE MEXICAN GRILL, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held June 11, 2026 • 1,121,739,569 shares represented | 2026-06-17 |
| Quarterly report · Q1 2026 CHIPOTLE MEXICAN GRILL, INC. — Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (Q1 2026): $3,088.2 million vs. $2,875.3 million (Q1 2025) — +7 | 2026-04-30 |
| Proxy statement · Q2 2026 CHIPOTLE MEXICAN GRILL, INC. — 2026 PROXY STATEMENT SUMMARY --- EXECUTIVE PAY • CEO Scott Boatwright's 2025 total compensation: Not explicitly stat | 2026-04-28 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Split | 50 : 1 effective Jun 26, 2024 | 2024-06-26 |
| Announcement | Date |
|---|---|
| Board authorizes $1.3 billion share repurchase program Chipotle Mexican Grill announced second-quarter 2026 earnings results on July 29, 2026. The company's Board of Directors authorized a new $1.3 billion stock repurchase program, separate from | 2026-07-29 |
| Board authorizes additional $1.8 billion for share repurchases Chipotle's Board of Directors authorized an additional $1.8 billion for share repurchases on December 4, 2025. This brings the total remaining authorization to approximately $1.85 billion as | 2025-12-08 |
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Google PlayApp StoreData updated 2026-09-18.