Stockchase Opinions

Stephanie Link, Chief investment strategist, Hightower Chipotle Mexican Grill CMG-N BUY May 23, 2025

It's quality on sale, though has disappointed this year. Expects unit growth and margin to expand. 

$50.630

Stock price when the opinion was issued

food services
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DON'T BUY

A new CEO was announced. CMG faces a challenge from Starbucks and Shake Shack. The CMG chart is sideways as capital moves out of here and into Starbucks.

BUY ON WEAKNESS

He heard today that next year's growth rate won't be that high, and still shares went up today. The is doing a great job. Trading this is a sucker's game. Own it and buy more on weakness.

BUY ON WEAKNESS

It reports Tuesday. Always buy on dips. Is a fine growth stock in restaurants. 

WAIT

Sells at 38x PE, so this will be down on today's tariff news, but buy it after all the tariff news.

BUY ON WEAKNESS

They reported a quarter that people didn't like, but shares still rose. This means that this company has limited tariff problems. This stock will never be cheap, but it's rarely been down this long.

SELL

He sold it. Momentum faded from a revenue slowdown. He owned it for a long time.

BUY

Stock's down due to headwinds from macro economic concerns. Very well run, operations are spotless. Still runway for growth. Great chance to buy a quality company that's been hit.

WATCH

Is up 12.5% in 3 months. It's nonsense that their meals are too expensive. Problem is they haven't delivered two good quarters. If it does, it will break out again.

TOP PICK

Positioning appeals to a broad demographic, especially younger consumers who are more focused on quality and sustainability. Same-store sales expected to grow 6-7% this year. Brand still has pricing power. Store expansion is aggressive (300 stores this year) but disciplined. Efficiency is key to the story. 

Not cheap, but justified. Track record of execution, clean balance sheet. Reports today after the bell, and she expects a beat. No dividend.

(Analysts’ price target is $60.61)