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Chipotle stock sinks as restaurant chain reports falling traffic, weak guidance
Chipotle's same-store sales fell 1.7% in 2025 with restaurant traffic down 3.2%, leading to a flat sales growth forecast for 2026, disappointing investors.
- Chipotle Mexican Grill, Inc. reported fourth-quarter and fiscal year ended December 31, 2025, with adjusted EPS of 25 cents and net sales up 4.9% to $2.98 billion.
- Customer traffic and transactions drove the quarter's sales weakness, with Chipotle restaurant traffic falling 3.2% and comparable restaurant sales declining 2.5% in the quarter.
- New openings and gift-card activity helped lift reported revenue as Chipotle opened 132 company-owned restaurants and seven international partner-operated restaurants, with gift card breakage at $27.0 million.
- Management expects to open 350 to 370 restaurants in 2026, projects flat full-year comparable sales, while Chipotle shares lost roughly a third of their value over the past year, trimming market value to about $51 billion.
- Deploying technology and Chipotlanes is central to the company's growth plan, with around 80% of company-owned restaurants expected to have a Chipotlane, as part of its 'Recipe for Growth' strategy.
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The Economic Times
The Economic TimesChipotle stock: Chipotle Stock slides as CMG warns of flat sales in 2026 after Q4 traffic decline
Chipotle's stock dropped significantly after the company projected no sales growth for 2026. This cautious outlook overshadowed better-than-expected earnings and revenue for the last quarter. A decline in customer traffic and ongoing economic pressures on consumers are key concerns. The company's forecast signals a challenging year ahead for CMG.
·India
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Total News Sources28
Leaning Left4Leaning Right1Center15Last UpdatedBias Distribution75% Center
Bias Distribution
- 75% of the sources are Center
75% Center
L 20%
C 75%
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