Chipotle Mexican Grill (CMG) reported $2.97 billion in revenue for the quarter ended June 2024, representing a year-over-year increase of 18.2%. EPS of $0.34 for the same period compares to $0.25 a year ago.The reported revenue represents a surprise of +1.27% over the Zacks Consensus Estimate of $2.94 billion. With the consensus EPS estimate being $0.31, the EPS surprise was +9.68%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wal ...

总收入和销售情况 - 第二季度总收入增长18.2%，达到30亿美元[5] - 可比餐厅销售增长11.1%[5] - Chipotle公司的食品和饮料收入达到了5,639,361美元，同比增长了99.4%[31] - Chipotle公司的净收入为814,958美元，同比增长了14.4%[31] - Chipotle公司的净收入为4.557亿美元，每股稀释收益为0.33美元，较去年同期增长了33.7%[16] - Chipotle公司在2024年第二季度开设了1家特许经营餐厅[36] - 2024年6月30日结束的三个月内，Chipotle Mexican Grill, Inc.的净收入为455,671美元，较2023年同期的341,790美元增长了33.3%[40] - 经过非GAAP调整后，2024年6月30日结束的三个月内，Chipotle Mexican Grill, Inc.的调整后净收入为462,991美元，较2023年同期的350,894美元增长了32%[40] 利润和盈利情况 - 餐厅级别运营利润率为28.9%，较去年同期提高了140个基点[6] - 第二季度餐厅级别运营利润率为28.9%，较去年同期的27.5%有所提高[13] - Chipotle公司的调整后的一股净收入为0.59美元，与去年同期持平[39] - 2024年6月30日结束的三个月内，Chipotle Mexican Grill, Inc.的稀释每股收益为0.33美元，较2023年同期的0.25美元增长了32%[43] - Chipotle Mexican Grill, Inc.在2023年结束的三个月内，经过非GAAP调整后，总的一般和管理费用为153,001美元[44] - 2024年6月30日结束的三个月内，Chipotle Mexican Grill, Inc.的餐厅级运营利润率为28.9%，较2023年同期的27.5%有所提高[49] 其他 - 新开设52家公司经营的餐厅，其中46家包括Chipotlane，以及一家国际特许经营的餐厅[7] - 食品、饮料和包装成本占总收入的29.4%，与去年同期持平[11] - 公司回购了价值1.514亿美元的股票，截至2024年6月30日，董事会授权的回购金额仍有6.477亿美元可用[17] - Chipotle公司的现金及现金等价物在2024年6月30日达到了806,528千美元，较上一年同期增长了43.9%[33] - Chipotle公司的公司经营餐厅数量在2024年6月30日达到了3,530家，较上一季度增加了51家[35] - Chipotle公司调整后的净收入排除了与餐厅和公司资产减值、公司重组、某些法律诉讼和投资损失相关的费用[38]

文章核心观点 - 公司第二季度业绩表现出色 [2][3] - 公司持续扩张门店数量 [6] - 公司利润率有所提升 [8] 财务数据总结 - 第二季度总收入同比增长18.2%至30亿美元 [2][5] - 同店销售增长11.1%,主要由于交易量增长8.7%和客单价上涨2.4% [5] - 数字销售占总收入的35.3% [5] - 餐厅运营利润率为28.9%,同比提升140个基点 [8] - 每股摊薄收益为0.33美元,同比增长32% [11] 运营数据总结 - 公司在第二季度新开52家公司直营餐厅,其中46家配备Chipotlane [6] - 这些新格式的餐厅表现良好,有助于提升客户便利性、新餐厅销售、利润率和回报率 [6] - 公司预计2024年全年将新开285-315家餐厅,其中80%以上将配备Chipotlane [13] 其他信息 - 公司于2024年6月26日完成50:1的股票拆分 [4] - 公司在第二季度回购了1.514亿美元的股票,截至6月30日剩余6.477亿美元的回购额度 [12] - 公司预计2024年全年同店销售增长将在中高单位数区间 [13] - 公司预计2024年全年有效税率将在25%-27%之间 [13]

文章核心观点 - Chipotle的股价已经被定价到了完美的地步 [1] - Chipotle将在今天市场收盘后公布财报,投资者将关注公司的增长和利润率 [2] - Chipotle的估值已经非常高,这使得本季度财报显得尤为重要 [2] 公司概况 - Chipotle是一家墨西哥快餐连锁店 [2] - Chipotle目前的股价和估值都非常高 [2] 财务表现 - 投资者将关注Chipotle的增长和利润率表现 [2]

These growth stocks look poised to rebound.It would be nice if stocks only went straight up, as that would make investing a lot easier. However, even growth stocks will fall in price from their highs. These stock dips, though, can often be good opportunities to scoop up a stock at a more attractive price.Let's look at two growth stocks down 20% or more that investors can consider buying.1. Chipotle Mexican GrillChipotle Mexican Grill (CMG -1.12%) has been one of the best-performing restaurant stocks over th ...

文章核心观点 - 公司预计第二季度收入和利润将超出市场预期 [2][5][6][7] - 公司股价估值较当前市场价格高出约23% [8] - 公司数字订单占收入比重持续提升,会员计划发展良好 [2] - 公司门店扩张计划稳健,预计2024年新开285-315家门店 [2] - 公司近年来股价表现波动较大,与大盘存在一定差异 [3][4] 公司表现总结 - 第一季度收入同比增长14%,可比门店销售增长7% [6] - 平均门店销售额同比增长7%,新增47家门店 [6] - 数字订单占比达37%,会员数超4000万 [2] - 预计2024年全年收入同比增长15%左右 [6] 行业表现总结 - 公司股价近年来表现波动较大,2021年涨26%,2022年跌21%,2023年涨65% [3] - 与大盘相比,公司股价在2021年和2022年有所低于 [3] - 行业内其他公司如亚马逊、特斯拉等近年来也难以持续战胜大盘 [4] - 在当前宏观经济环境下,公司未来12个月能否战胜大盘存在不确定性 [4]

In its first earnings report since a historic 50-1 stock split last month, Chipotle Mexican Grill  (CMG)  will report Q2 results on Wednesday, July 24.Wall Street and of course retail investors will be scoping the retail restaurant giant’s Q2 report with its stock trading at a much more affordable price tag of $52 compared to over $3,000 pre-split. Seeing as the underlying fundamentals of a company don’t change when its stock splits, let’s see if it’s time to buy CMG as earnings approach.Q2 Expectations for ...

Even great businesses have short-term stock sell-offs.The S&P 500 is one of the most referenced measures in investing. This index includes 500 of the world's largest publicly traded companies and is often used as a proxy for how the overall stock market is performing. The index isn't just 500 random companies, but rather ones that are large enough and have met certain key criteria such as sustained profitability.While companies in the S&P 500 are generally strong businesses, even the best can go through rou ...

Chipotle Mexican Grill, Inc. (CMG) is slated to release results for second-quarter 2024 on Jul 24, after the market close.In the last reported quarter, the company’s earnings surpassed the Zacks Consensus Estimate by 15%. The company’s top and the bottom line increased 14.1% and 27.3% year over year, respectively. Chipotle enhanced throughput and effective marketing initiatives like Braised Beef Barbacoa and Chicken Al Pastor, leading to strong sales and transaction growth.CMG has an impressive track record ...

The company likely owes some of its productivity gains to technology.Chipotle (CMG 0.30%) has received considerable help from an unexpected area -- the technology industry. The company launched an enhanced digital ordering app in 2017, and artificial intelligence (AI) and robotics are playing an increasingly important role in the ordering process.As a restaurant stock, Chipotle is far removed from the goals of an Nvidia or a Microsoft. Nonetheless, the case for treating Chipotle like a tech stock may not se ...