Chipotle Mexican Grill
About: Chipotle Mexican Grill is the largest fast-casual chain restaurant in the United States, with systemwide sales of $11.3 billion in 2024. The Mexican concept is almost exclusively company-owned, with just three license stores operated through a master franchise relationship with Alshaya Group in the Middle East. It had a footprint of 3,726 stores at the end of 2024, heavily indexed to the United States, although it maintains a small presence in Canada, the UK, France, and Germany. Chipotle sells burritos, burrito bowls, tacos, quesadillas, and beverages, with a selling proposition built around competitive prices, high-quality food sourcing, speed of service, and convenience. The company generates its revenue entirely from restaurant sales and delivery fees.
Employees: 130,504
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 19 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
135% more first-time investments, than exits
New positions opened: 235 | Existing positions closed: 100
31% more repeat investments, than reductions
Existing positions increased: 651 | Existing positions reduced: 498
7% more capital invested
Capital invested by funds: $65.5B [Q3] → $70.4B (+$4.89B) [Q4]
7% more funds holding
Funds holding: 1,500 [Q3] → 1,601 (+101) [Q4]
2.35% more ownership
Funds ownership: 83.11% [Q3] → 85.46% (+2.35%) [Q4]
21% less call options, than puts
Call options by funds: $4.09B | Put options by funds: $5.16B
38% less funds holding in top 10
Funds holding in top 10: 26 [Q3] → 16 (-10) [Q4]
Research analyst outlook
19 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$47
7%
downside
Avg. target
$59
16%
upside
High target
$70
39%
upside
19 analyst ratings
14 positive
74%
5 neutral
26%
0 negative
0%
Guggenheim Gregory Francfort 54% 1-year accuracy 7 / 13 met price target | 7%downside $47 | Neutral Maintained | 25 Apr 2025 |
Loop Capital Alton Stump 44% 1-year accuracy 12 / 27 met price target | 25%upside $63 | Buy Maintained | 24 Apr 2025 |
RBC Capital Logan Reich 37% 1-year accuracy 13 / 35 met price target | 19%upside $60 | Outperform Maintained | 24 Apr 2025 |
UBS Dennis Geiger 52% 1-year accuracy 11 / 21 met price target | 19%upside $60 | Buy Maintained | 24 Apr 2025 |
Morgan Stanley | 29%upside $65 | Overweight Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 63 articles about CMG published over the past 30 days
Positive
Zacks Investment Research
11 hours ago
Chipotle Mexican Grill, Inc. (CMG) Is a Trending Stock: Facts to Know Before Betting on It
Zacks.com users have recently been watching Chipotle (CMG) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Neutral
PRNewsWire
13 hours ago
CHIPOTLE CELEBRATES TEACHERS AND THE HEALTHCARE COMMUNITY WITH MORE THAN $2 MILLION IN FREE BURRITOS
The brand is inviting educators and healthcare professionals to sign up for a chance to receive free burritos* in celebration of Teacher Appreciation Week (May 5 through May 9) and National Nurses Week (May 6 through May 12) A total of 100,000 healthcare workers and 100,000 teachers, verified through ID.me, will receive free entrée e-gift cards, equivalent to over $2 million in free Chipotle in total NEWPORT BEACH, Calif. , April 30, 2025 /PRNewswire/ -- Chipotle Mexican Grill (NYSE: CMG) announced today it will recognize both teachers and healthcare workers by awarding 200,000 professionals with free burrito e-cards, equivalent to over $2 million in free food*.
Positive
The Motley Fool
1 day ago
Billionaire Bill Ackman Has 12% of His Pershing Square Portfolio Invested in 1 Stock That's Down 17% in 2025: Time to Buy?
Bill Ackman is a well-known investor whose strategy centers on making concentrated bets in what he believes are high-quality businesses. The hedge fund he runs, Pershing Square Capital Management, has a solid track record over the past two decades.
Neutral
PRNewsWire
1 day ago
CHIPOTLE LAUNCHES "INGREDIENT QUEST" EXPERIENCE ON ROBLOX AND MORE THAN $1 MILLION IN FREE CHIPOTLE FOR CINCO DE MAYO
Chipotle is celebrating Cinco de Mayo bigger than ever before with five days of real food offers On Cinco de Mayo, Chipotle's new "Ingredient Quest" gaming experience will task fans with finding and collecting virtual cards featuring Chipotle's 53 real ingredients throughout the Burrito Builder experience on Roblox to score 50,000 free burritos1 From May 1 through May 5, guests can celebrate Cinco de Mayo with a $0 delivery fee offer2 with promo code DELIVER on the Chipotle app, Chipotle.com and Chipotle.ca From May 3 through May 5, guests can enjoy free chips and Queso Blanco³ with promo code CINCO25 on the Chipotle app, Chipotle.com and Chipotle.ca NEWPORT BEACH, Calif. , April 29, 2025 /PRNewswire/ -- Chipotle Mexican Grill (NYSE: CMG) today announced it is celebrating Cinco de Mayo with five days of real food, real fun and real prizes.
Neutral
The Motley Fool
1 day ago
Chipotle's Sales Just Dropped for the First Time Since 2020. What Should Investors Do Now?
Whether it's for a burrito, guacamole, or something else, diners have consistently gone out to eat at Chipotle Mexican Grill (CMG -1.63%) more and more over the last 10 years. Of course, there was an exception to this trend at the outset of the COVID-19 pandemic -- comparable sales were down nearly 10% in the second quarter of 2020.
Negative
The Motley Fool
2 days ago
Have Investors Lost Their Appetite for Chipotle Stock?
Given Chipotle's (CMG -1.63%) recent stock performance, one has to wonder if it's still reeling from the sudden departure of former CEO Brian Niccol last summer. Eight months after Scott Boatwright became the company's new CEO, the stock is now down over 25% from its high.
Positive
Benzinga
2 days ago
5 Stocks In The Spotlight Last Week: Wall Street's Most Accurate Analysts Weigh In
U.S. stocks settled higher on Friday, with the Nasdaq Composite jumping more than 1% during the session. Major indices also recorded gains last week, with the S&P 500 adding 4.6% and the Nasdaq jumping 6.7%.
Negative
The Motley Fool
3 days ago
Chipotle Turns Cautious on Consumer Sentiment. Is the Stock Still a Long-term Buy?
After warning during its fourth-quarter conference call that 2025 was off to a tough start in January, fast-casual restaurant chain Chipotle Mexican Grill (CMG 4.84%) found that traffic never really recovered; it reported its first same-store sales decline since 2020, early in the COVID-19 pandemic. The stock largely shrugged off these disappointing results, although as of this writing it's still down more than 18% on the year.
Positive
MarketBeat
3 days ago
Chipotle Mexican Grill Serves Smoking Hot Entry Point in Q2
Chipotle Mexican Grill's NYSE: CMG price action is down in Q2 2025 for several reasons, including a post-stock split letdown, a significant CEO transition, global macroeconomic woes, and a sluggish 2025 outlook. However, those factors do not offset the company's leadership position, quality management, fortress-like balance sheet, and substantial growth outlook.
Negative
The Motley Fool
4 days ago
Should You Buy Chipotle Stock Right Now and Hold It for the Next 20 Years?
Chipotle Mexican Grill (CMG 4.84%) reported its financial results for the first quarter on Wednesday, posting adjusted earnings per share of $0.29, which exceeded Wall Street estimates. However, its revenue of $2.9 billion came up short of expectations.
Charts implemented using Lightweight Charts™