CMG Chipotle Mexican Grill Loading... : Bullish and Bearish Analyst Opinions

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23:59
Aug 22
u/raytoei Reddit r/ValueInvesting
CMG dropped ~10% after jalapeño salmonella link, but Q2 revenue rose 9.3% and comps accelerated to +2.2%; traffic already back above 2026 average. The selloff appears overdone because regulators identified a supplier/ingredient and CMG replaced peppers before news broke, offering a clear end to the scare. Long CMG as the food-safety impact fades and momentum resumes; analysts see ~29% upside. Repeat of 2015-style brand damage, further outbreaks, or margin pressure from beef/freight/labor costs.
CMG
HIGH
00:08
Aug 20
The author is scanning consumer discretionary sectors as a broad watchlist.
The author is scanning consumer discretionary sectors as a broad watchlist, noting they are "getting interesting" without stating any current positions or explicit buy calls.
CMG
LOW
16:41
Aug 16
Chipotle's past outbreaks make it more resilient
Chipotle's nearly decade-old food-safety outbreaks and recovery may have prepared it for the latest scare; the company identified and replaced tainted jalapenos days before public health authorities issued the official recall, suggesting its response could help avoid a long-lasting sales blow.
CMG
MED
12:12
Aug 14
Chipotle's supply-chain response may limit damage.
Chipotle's earlier food-safety failures have given it experience; the company identified and replaced tainted jalapenos days before public health authorities issued an official recall, positioning it to avoid a repeat of its past sales plunge and limit damage from the latest outbreak.
CMG 1ST
MED
22:20
Aug 13
Nick Setyan Managing Director, Mizuho Securities Bloomberg Markets
Fast casual restaurants remain on upswing.
The negative traffic impact from the recent cyclospora outbreak will be short-lived. Fast casual chains like Chipotle remain on the upswing and are delivering strong quarters despite broader consumer concerns.
CMG 1ST
MED
13:00
Aug 12
Adam Rymer CFO, Chipotle Mexican Grill CMG Q1 FY27 call
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.
CMG
HIGH
22:35
Aug 11
Bloomberg Newswire (@business)
Chipotle and other restaurant chains are taking more proactive measures to prevent foodborne.
Chipotle and other restaurant chains are taking more proactive measures to prevent foodborne illness outbreaks after past reputation-damaging incidents.
CMG
15:00
Aug 11
Bloomberg Newswire (@business)
Chipotle identified tainted jalapeños as the salmonella source before health authorities.
Chipotle identified tainted jalapeños as the salmonella source before health authorities, highlighting its rapid response to the outbreak.
CMG
20:00
Aug 09
r/wallstreetbets community Reddit community discussion
Chipotle stock has dropped due to a recent salmonella scare. The market has overreacted to the negative news, making the stock fundamentally cheap relative to its usual valuation. Buy the dip for a mean-reversion bounce once the news cycle fades. Further health scares or prolonged negative PR could suppress the price.
CMG 1ST
LOW
17:32
Aug 07
Red Browne Bloomberg Reporter Bloomberg Markets
Winners invest in experience, losers don't.
In the current consumer environment, restaurant companies that invest in physical spaces and listen to customers, such as Starbucks and Chipotle, are outperforming, while underinvestors like Sweetgreen and Wendy's are falling behind and will continue to struggle.
CMG 1ST
MED
00:29
Aug 07
BarbarianCap Twitter Analyst
CMG declines on jalapeno scare; analysts unconcerned
Reports CMG declining on a jalapeno scare while analysts appear unconcerned; the speaker takes no directional position.
CMG
LOW
18:18
Aug 06
KobeissiLetter Founder & Editor-in-Chief, The Kobeissi Letter
Chipotle stock extends weekly losses to 12 percent after the company announced its jalapeno.
Chipotle stock extends weekly losses to 12 percent after the company announced its jalapeno supply may be linked to a salmonella outbreak.
CMG
01:45
Aug 06
Reuters Business Newswire (@ReutersBiz)
US health officials investigate a Salmonella outbreak linked to Mexican jalapeno peppers that.
US health officials investigate a Salmonella outbreak linked to Mexican jalapeno peppers that sickened 345 people and prompted a recall affecting Chipotle and Qdoba restaurants.
CMG
22:51
Aug 05
FirstSquawk Newswire (@FirstSquawk)
CDC identifies jalapeño peppers from Sinaloa, Mexico distributed by Coast Citrus as the source.
CDC identifies jalapeño peppers from Sinaloa, Mexico distributed by Coast Citrus as the source of a salmonella outbreak, prompting Chipotle and Qdoba to stop serving the affected peppers.
CMG
01:37
Aug 05
BarbarianCap Twitter Analyst
Reports health probe into salmonella cases
Reports a health official probe into salmonella cases tied to jalapeno peppers, no directional view.
CMG
LOW
21:31
Aug 04
unusual_whales Options flow & market data platform
Chipotle Mexican Grill removed jalapeños from multiple Minnesota stores after learning.
Chipotle Mexican Grill removed jalapeños from multiple Minnesota stores after learning the peppers may be linked to a salmonella outbreak, per Bloomberg.
CMG
19:20
Aug 04
zerohedge Financial blog / news aggregator
Chipotle pulls jalapeños as a salmonella outbreak linked to its restaurants widens to 15 states.
Chipotle pulls jalapeños as a salmonella outbreak linked to its restaurants widens to 15 states, causing shares to tumble.
CMG
17:55
Aug 04
zerohedge Financial blog / news aggregator
Chipotle executive confirms removal of jalapenos linked to Minnesota salmonella cases.
Chipotle executive confirms removal of jalapenos linked to Minnesota salmonella cases while Taco Bell faces Cyclospora concerns.
CMG
17:23
Aug 04
FirstSquawk Newswire (@FirstSquawk)
Chipotle removed jalapeños from affected restaurants after identifying them as a potential.
Chipotle removed jalapeños from affected restaurants after identifying them as a potential common ingredient in a possible salmonella outbreak in its supply chain.
CMG
17:04
Aug 04
Bloomberg Newswire (@business)
Chipotle removed jalapeños from multiple Minnesota locations after learning the peppers may be.
Chipotle removed jalapeños from multiple Minnesota locations after learning the peppers may be linked to a salmonella outbreak that has sickened 110 people in the state.
CMG
16:49
Aug 04
tradfi Twitter news aggregator (@willoptions)
Chipotle removes jalapenos linked to Minnesota salmonella cases according to the news report.
CMG
13:06
Aug 04
DeItaone Twitter news aggregator (Walter Bloomberg)
A news wire reports a broad list of price target increases from multiple analysts across dozens.
A news wire reports a broad list of price target increases from multiple analysts across dozens of stocks, with no directional commentary from the account itself.
CMG
15:25
Jul 30
Bloomberg Newswire (@business)
Chipotle, Crocs, Meta, Microsoft, and Starbucks are highlighted as stocks drawing Wall Street's.
Chipotle, Crocs, Meta, Microsoft, and Starbucks are highlighted as stocks drawing Wall Street's attention before the market open.
CMG
15:09
Jul 30
The author praises Brian Niccol's leadership at Starbucks and Chipotle.
The author praises Brian Niccol's leadership at Starbucks and Chipotle, implying a bullish view on SBUX based on his turnaround track record.
CMG
LOW
11:54
Jul 30
zerohedge Financial blog / news aggregator
Premarket movers report shows mixed earnings reactions with Meta sliding 8% on disappointing.
Premarket movers report shows mixed earnings reactions with Meta sliding 8% on disappointing outlook, Microsoft jumping 9% on strong cloud growth, and numerous other stocks moving on quarterly results and guidance changes.
CMG
08:29
Jul 30
DeItaone Twitter news aggregator (Walter Bloomberg)
Multiple financial institutions have issued updates to their price targets for a wide range.
Multiple financial institutions have issued updates to their price targets for a wide range of publicly traded companies across various sectors today.
CMG
02:05
Jul 30
Bloomberg Newswire (@business)
Chipotle raised its annual guidance after bringing back its popular honey chicken.
Chipotle raised its annual guidance after bringing back its popular honey chicken and overhauling its rewards program.
CMG
00:06
Jul 30
BarbarianCap Twitter Analyst
The tweet humorously notes Chipotle's restaurant openings and drive-through lanes but does not.
The tweet humorously notes Chipotle's restaurant openings and drive-through lanes but does not express a personal position or forward-looking trade view.
CMG
LOW
00:01
Jul 30
Jim Cramer Host, Mad Money CNBC
Chipotle's business accelerating, buy on turn.
Chipotle reported a better-than-expected quarter with same-store sales guidance raised, and the business is accelerating due to operational improvements, menu innovation, and strong value perception, marking a sustainable turnaround.
CMG
HIGH
22:07
Jul 29
Abby Roach Senior Portfolio Analyst, Allspring Global Investments Bloomberg Markets
Long Chipotle, traffic and menu strength
Chipotle is driving traffic through menu innovation, increased limited-time offerings, a revamped loyalty program, and marketing. They have successfully handled past food-safety issues and are expected to address the recent cyclospora outbreak proactively, maintaining solid traffic momentum.
CMG 1ST
LOW

About CMG Analyst Coverage

Buzzberg tracks CMG (Chipotle Mexican Grill) across 27 sources. 21 bullish vs 2 bearish calls from 32 analysts. Sentiment: predominantly bullish (32%). 60 total trade ideas tracked. Latest voices: u/raytoei, asklivermore, Romaine Bostick.