Chipotle Mexican Grill Inc. (CMG) 주식 — 좋은 사업일까?

Chipotle Mexican Grill Inc. (CMG) 주식 — 좋은 사업일까? — InspectStocks

Just reported

Q3 2026 results

From Chipotle Mexican Grill's results release of 2026년 10월 28일; its quarterly report has since been filed.

Revenue
Actual
US$3.29B
+9.6% y/y
-1.7% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$0.27
-6.9% y/y
-16% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$452M
-5.3% y/y
-14% q/q
Guided
—
No guide given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

The full earnings report →

Keep exploring

The themes Chipotle Mexican Grill is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The themes it is part of

큐레이션
Restaurants
InspectStocks 제공 · 18 companies
Restaurant chains, from burgers and coffee to casual dining.
주가, 1년
+8.6%
매출, 1년
+4.8%
+12
A 6B 6C 4D 1F 1

Highest-graded in Restaurants

Graded A or B and worth $2B or more: A first, then the largest.

All 51 graded companies in its industry

Grade rose recently in Consumer Discretionary

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

어떻게 돈을 버는가

Food and beverage sales100%
Delivery service revenue1%

매출 비중은 Q1 2026 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.

경쟁 상대

CAVACAVA Group, Inc.
B
규모
US$6.7B
이익률
5.4%
Qdoba Mexican Eats
YUMTaco Bell
C
규모
US$42.7B
이익률
39.1%

무엇을 파는가6

Burritos and burrito bowls
Made-to-order meals with fillings such as rice, beans, meat and vegetables; a burrito bowl is served without a tortilla.
Quesadillas
A tortilla filled with cheese and other ingredients, cooked and served as a meal.
Tacos
Tortillas filled with ingredients chosen by the guest.

3개 더 보기

Salads
Made-to-order salads with ingredients selected by the guest.
Chipotle Honey Chicken
A chicken menu item seasoned with chipotle peppers and honey; Chipotle described it as a limited-time item.
Cilantro Lime Sauce
A sauce prepared fresh in the restaurants and served with meals.

누가 사는가4

Individual diners who buy meals at Chipotle restaurants.
Guests who order through Chipotle's website or app for pickup.
Guests who order Chipotle meals for delivery, including through third-party delivery services.
Groups and families ordering catering or Build-Your-Own Chipotle meals.

무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가

사업이 기대고 있는 것

1It needs reliable supplies of fresh ingredients that meet its quality and food-safety requirements; it says certain key ingredients come from a small number of suppliers.
2Its restaurants depend on hiring, training and retaining large numbers of workers, and on managing wages and employment requirements.
3Digital ordering and restaurant operations rely on information technology systems, and delivery orders also involve third-party delivery services.

잘못될 수 있는 일

1A food-safety incident or food-borne illness concern could reduce guest visits, damage the Chipotle name and increase costs.
2Ingredient shortages, severe weather, tariffs or price increases—particularly for ingredients such as beef—could disrupt supply or raise restaurant costs.
3Difficulty hiring and retaining restaurant workers, or higher wages and labor-law requirements, could increase costs and affect restaurant operations.

전체 재무제표 보기 →

Chipotle Mexican Grill Inc. 소개

Chipotle owns and runs restaurants serving made-to-order meals with ingredients it describes as fresh and without artificial colors, flavors or preservatives. Some restaurants outside the United States are run by local partners. Guests can order in person or digitally for pickup or delivery; digital sales were 38.8% of food and beverage revenue (Q3 2026, high).

본사: Newport Beach, California
설립: 1993
임직원 수: nearly 140,000 (Q2 2026 earnings call, medium)
상장 시장: Nasdaq
회계연도 종료: December 31