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13:00
Aug 12 ◎

CMG FY2027 Q1 Watch

Chipotle Mexican Grill, Inc. (CMG) FY2027 Q1 Earnings Call

ALSEA.MX SPCD.SI CMG ▾

Scott Boatwright

Alsea is Chipotle's partner for Mexico entry, indicating a significant endorsement of Alsea's operational capabilities and a new market opportunity in a large economy.

"We believe that real food delivered with excellent culinary will resonate strongly with the Mexican consumer and are entering the market with world-class operational capability and our partner, Alsea."

ALSEA.MX WATCH

Scott Boatwright

SPC Group is Chipotle's partner for Asian expansion, creating a new growth avenue for the Korean conglomerate.

"We'll also open our first restaurants in Seoul, South Korea this year that Singapore expected to follow shortly thereafter in early 2027 with our partner SPC Group."

SPCD.SI WATCH

Adam Rymer

Guidance is raised to low single-digit comp growth despite a temporary soft patch from an industry-wide cyclospora scare, signaling confidence in underlying momentum from new initiatives.

"However, as we navigate both industry and consumer challenges, we are confident that we will continue to build upon this momentum for the rest of the year, and we now expect full-year comp sales growth in the low single-digit range."

CMG WATCH

HIGH

20:30
Jul 29 ◎

CMG FY2026 Q2 Watch

Chipotle Mexican Grill, Inc. (CMG) FY2026 Q2 Earnings Call

CMG ▾

Adam Rymer

Management raised full-year comp guidance to low-single-digit and pointed to momentum building in transactions and digital, despite a cautious consumer. The tone is confident but acknowledges a recent industry-wide slowdown (cyclospora) that is a temporary headwind.

"we are confident that we can continue to build upon this momentum for the rest of the year, and we now expect full-year comp sales growth in the low single-digit range."

CMG WATCH

HIGH

20:30
Apr 29 ◎

CMG FY2026 Q1 Watch

Chipotle Mexican Grill, Inc. (CMG) FY2026 Q1 Earnings Call

CMG ▾

Scott Boatwright

Management expresses optimism about momentum from menu innovation, loyalty relaunch, and operational improvements, while maintaining conservative full-year guidance due to consumer uncertainty. This is a cautiously positive tone.

"Our first quarter performance exceeded expectations, and we are encouraged by the early momentum we are seeing in our recipe for growth and positioning Chipotle to win in any environment."

CMG WATCH

HIGH

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