Professional
Added to YB: 2025-03-21
Pitch date: 2025-03-14
CMG [neutral]
Chipotle Mexican Grill, Inc.
-33.01%
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
$42.5B
Pitch Price
$50.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.24
P/E
28.62
EV/Sales
3.90
Sector
Hotels, Restaurants and Leisure
Category
growth
Pershing Square Holdings, Ltd. Portfolio Holding: Chipotle Mexican Grill, Inc.
CMG (holding update): 7% SSS (5%+ transactions) in 2024. 50bps margin expansion despite headwinds. 300+ new restaurants. Successful LTOs. 20-30% cheaper than competitors. New CEO Scott Boatwright. 8-10% annual growth to 7000+ NA locations. Accelerating int'l expansion. Future growth: menu innovation, loyalty program, breakfast, automation.
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