Tuesday February 3, 2026, 18:03:02

CMG (Post-Call): (Cilantro) Lime is On Its Side

By Mark Kalinowski

After today’s (Tuesday’s) market close, Chipotle Mexican Grill reported fourth-quarter adjusted EPS of $0.25, coming in ahead of our $0.23 projection and sell-side consensus (according to Consensus Metrix) of $0.24.

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Monday December 22, 2025, 17:53:52

CMG: A Look at How Canada Should Help Future Worldwide Unit Growth

By Mark Kalinowski

As part of Chipotle Mexican Grill’s announcement that it has opened its 4,000th restaurant, the company commented that “Chipotle will open between 315 to 345 restaurants for the full year 2025, with at least 80% featuring a Chipotlane. For 2026, management is anticipating 350 to 370 new restaurant openings, including 10 to 15 international partner-operated locations.” This implies new company-owned restaurant openings in the 335-360 range planned for 2026. (We note that current sell-side consensus — according to Consensus Metrix — for net company-owned unit openings in 2026E is +349.)

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Wednesday October 29, 2025, 19:37:01

CMG (Post-Call): Carnage Asada

By Mark Kalinowski

After today’s (Wednesday’s) market close, Chipotle Mexican Grill reported Q3 EPS of $0.29. This was -1 cent short of our $0.30 forecast, but in-line with sell-side consensus (according to Consensus Metrix) of $0.29.

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