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Added to YB: 2025-02-25

Pitch date: 2025-02-11

CMG [bullish]

Chipotle Mexican Grill, Inc.

-35.44%

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

$55.98

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

Show full summary:
Pershing Square Holdings Portfolio Holding: Chipotle Mexican Grill, Inc.

CMG: 7% SSS growth in 2024, 52% vs 2019. 5%+ traffic increase. 50bps margin expansion despite headwinds. 8-10% annual North America unit growth. Int'l expansion plans. New tech rollout. Potential for daypart expansion. New CEO Scott Boatwright, backed by strong exec team. Strategy execution expected to continue uninterrupted.

Read full article (1 min)