Thursday October 26, 2023, 17:56:58

CMG (Post-Call): An Unflappable Q3, But Spooky Margin Challenges Loom in Q4 and 2024

By Mark Kalinowski

After today’s (Thursday’s) market close, Chipotle Mexican Grill reported adjusted Q3 EPS of $11.36, coming in well ahead of our $10.50 forecast and sell-side consensus (according to Consensus Metrix) of $10.54.

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Tuesday August 29, 2023, 07:00:00

CMG: Chipotle’s Next Nationwide New Menu Item Might be…

By Mark Kalinowski

On its July 26th conference call, Chipotle Mexican Grill management commented that “As Chicken al Pastor wraps up in late August, we have a planned new menu item for later in the quarter.” Let us examine what we believe this new menu item will be.

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Wednesday July 26, 2023, 18:11:22

CMG (Post-Call): Cost Outlook Weighs on Shares in the After-Market

By Mark Kalinowski

After today’s (Wednesday’s) market close, Chipotle Mexican Grill reported adjusted second-quarter EPS of $12.65, surpassing our $11.85 forecast and sell-side consensus (according to Consensus Metrix) of $12.27.

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