Professional
Added to YB: 2025-08-26
Pitch date: 2025-06-30
CMG [neutral]
Chipotle Mexican Grill, Inc.
-35.65%
current return
Author Info
No bio for this author
Company Info
Chipotle Mexican Grill, Inc., together with its subsidiaries, owns and operates Chipotle Mexican Grill restaurants.
Market Cap
$45.1B
Pitch Price
$56.16
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.29
P/E
30.24
EV/Sales
4.13
Sector
Hotels, Restaurants and Leisure
Category
growth
Pershing Square H1 holding update - Chipotle
CMG (holding update): Q2 same-store sales -4% vs tough +11% prior year comp, guidance cut to flat SSS for 2025. Traffic down from lower-income customers hit by macro headwinds. Mgmt responding with marketing, new menu items (Honey Chicken, Adobo Ranch), operational improvements. Positive SSS momentum since June. Long-term runway: 9% unit growth 2025, targeting 7K+ North America locations, early international expansion.
Read full article (2 min)