NYSE:CMG

Chipotle Mexican Grill (CMG)

29.34
+1.16 (4.12%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 6, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

Chipotle Mexican Grill (CMG-N) has experienced a challenging year, down approximately 25-30%. Analysts noted that while the recent earnings were disappointing, with declining same-store sales, the stock did not react negatively, indicating some belief in a potential turnaround. The company's high-priced menu items, especially in light of rising beef costs, have raised concerns about affordability, which may affect future sales. Some analysts believe the stock is too expensive currently, while others see potential in the brand's loyal customer base, particularly among younger demographics, and advantageous store expansion plans. Despite current challenges, experts remain optimistic about future growth if the execution of the turnaround strategy is successful.

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Consensus
Cautious
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Valuation
Overvalued
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MCD,02208
COMMENT
It's too pricey for her, but their execution (digital strategy, pivoted during the pandemic) is perfect. They've done a phenomenal job. Good for them.
BUY
Was just upgraded with a new price target He has been bullish this for a long time. A great turnaround story of the last 25 years. We'll see that new price target happen this fall. He's a firm believer.
BUY
The CEO came from Taco Bell to revive this company immediately. The PE is stretched, though, but digital growth has been amazing. They've innovated the menu. They've done everything they've needed to do. He raised menu prices, but also the wages of their employees which creates loyalty and goodwill by customers.
BUY
They just reported a 10.5% jump in digital sales. Tech is the key to their success. They invested their big cash pile well in created fast pick-up service and their app.
STRONG BUY
It surged 11.5% today on a fabulous quarter. This is headed to $2,000 and sooner than you think. Earnings beat. Smart energies who used the best digital ordering system to survive and thrive during Covid. Same goes with drive-thrus. They learned to use technology during Covid. They opened 56 locations in the last quarter, including 45 that exploit tech and drive-thru technology. Digital sales jumped 10.5% in the quarter and now makes up nearly 50% of overall quarterly sales.
DON'T BUY
Labour costs are rising. Their use of digital and online results may be as good as it gets.
BUY
Some say the valuation is too high, but he points to 30% earnings growth, digital advancements and a predicted big earnings beat.
BUY
The stock rallied early this year, then faltered, though has come back recently. It still lags the S&P YTD by 3%. CMG soared last year by getting ahead of the curve using a strong online platform. They keep delivering great numbers, though expectations have been sky high which has triggered sell-offs; investors sold on good news. Fears of food and labour inflation are baked into the shares. In fact, food prices, such as wheat, have come down recently. Investors are unfairly punishing CMG for not offering full-year guidance. Earnings growth has been amazing, so give them a break. Shares are up 13% in June. They keep rolling out popular menu items, like a customize quesadilla. They should gain more market share. Trades at 63x this year's earnings, so it's not cheap though, but was trading 70x earlier this year. If it trades 20 points higher, it will trigger a breakout.
BUY
It's the best in class, so stick with it, despite trading below its 200-day moving average.
BUY
They report Wednesday. The stock has been hanging around all time highs, but he expects a breakout after the report, which he thinks will be a blow-out given a pick-up in business.
BUY
Enjoyed an upgrade today and a higher earnings estimate. CMG is the last man standing in the restaurant industry as peers as closed during Covid. CMG took greater market share. It's up 21% in the past year.
BUY
Fractional shares to buy instead of playing the short squeeze of GameStop, AMC, etc. They're making as much money from delivery and take-out from in-store dining. Later, in-store dining will come back with the reopening.
COMMENT

CMG vs. MCD: Why don't the stocks move in tandem if they're in the same business? CMG is going all-in with tech. CMG is more technologically savvy than MCD, though MCD is a good business. MCD is a dinosaur in comparison. MCD, though, is a great company.

BUY
Will survive the winter lockdown and either presidential candidate. They've invested seriously in take-out food to offset the losses of dine-in. They have adapted well.
DON'T BUY
Loyal customers are still lining up, despite the pandemic. Valuation is 74x earnings for a 23% growth rate, so a PEG ratio of 3, and that's a little expensive for him. Strong revenues, but expensive valuation.
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