Professional
Added to YB: 2026-01-16
Pitch date: 2026-01-06
CMG [neutral]
Chipotle Mexican Grill, Inc.
-3.87%
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
$48.9B
Pitch Price
$38.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.33
P/E
32.93
EV/Sales
4.44
Sector
Hotels, Restaurants and Leisure
Category
value
Tapasya Fund Portfolio Holding: Chipotle Mexican Grill, Inc.
CMG (holding update): 2025 disappointing due to competition & margin pressure from labor/food costs outpacing menu price increases, causing same-store sales slowdown. However, maintains strong brand, superior unit economics & expansion runway. Current pessimism creates buying opportunity for foundational multi-year hold.
Read full article (1 min)