Ações Chipotle Mexican Grill Inc. (CMG) — é um bom negócio?

Ações Chipotle Mexican Grill Inc. (CMG) — é um bom negócio? — InspectStocks

Just reported

Q3 2026 results

From Chipotle Mexican Grill's results release of 28 de outubro de 2026; 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.

Como ganha dinheiro

Food and beverage sales100%
Delivery service revenue1%

As participações na receita são estimativas para Q1 2026, não números de um relatório oficial.

Concorre com

CAVACAVA Group, Inc.
B
Tamanho
US$ 6,8B
Margem
5,4%
Qdoba Mexican Eats
YUMTaco Bell
C
Tamanho
US$ 43,3B
Margem
39,1%

O que vende6

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.

Mostrar mais 3

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.

Quem compra4

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.

Em que se apoia e o que pode quebrá-lo

Do que o negócio depende

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.

O que pode dar errado

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.

Demonstrações financeiras completas →

Sobre a Chipotle Mexican Grill Inc.

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).

Sede: Newport Beach, California
Fundada em: 1993
Funcionários: nearly 140,000 (Q2 2026 earnings call, medium)
Listada em: Nasdaq
Fim do exercício: December 31

Construído a partir dos próprios documentos de Chipotle Mexican Grill Inc. entregues à Comissão de Valores Mobiliários dos EUA (SEC). Os números são os divulgados, com o histórico por ação recalculado para a base de ações de hoje. Isto descreve um negócio — não é recomendação de investimento nem sugestão de compra ou venda.

Just reported

Q3 2026 results

From Chipotle Mexican Grill's results release of 28 de outubro de 2026; 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

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 theme it is part of

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