文章核心观点 - 前CEO Brian Niccol在任期间带领公司实现了销售和利润的大幅增长,为公司的发展做出了重要贡献 [3] - 尽管Niccol离职,但公司仍有良好的发展基础和成功的经营模式,只要新CEO能够继续沿用公司的核心价值观和成功公式,投资者无需过于担心 [4] - 公司拥有简单但收益丰厚的商业模式、良好的增长前景和知名品牌,未来仍有较大的增长空间 [5] - 公司当前的估值较高,但考虑到其较高的利润增长预期,投资者仍可以趁机买入,并在未来一两年内等待股价与盈利水平的趋同 [6][7] 公司概况 - 公司从2018年Niccol接任CEO以来,销售额翻倍,利润大幅增长 [3] - 公司目前在美国拥有约3,530家门店,仍有较大的扩张空间,与行业内其他大型连锁餐厅相比门店数量还较少 [5] - 公司利用利润回购股票,推动每股收益和股价的进一步提升 [5] 行业分析 - 餐饮行业竞争激烈,但公司的增长并未受到明显影响 [5] - 公司在美国市场仍有较大的发展空间,尚未达到饱和状态 [5] - 公司的估值水平较高,但考虑到其较高的利润增长预期,投资价值仍然存在 [6][7]

NEWPORT BEACH, Calif., Sept. 4, 2024 /PRNewswire/ -- Chipotle Mexican Grill (NYSE: CMG) will host a conference call on Tuesday, October 29, 2024 at 4:30 PM Eastern time to discuss third quarter financial results and provide a business update for the fourth quarter to date. A press release with third quarter financial results will be issued at approximately 4:10 PM Eastern time on Tuesday, October 29, 2024.   Participants can join the conference call by dialing 1-888-317-6003 and will be prompted to enter th ...

Chipotle Mexican Grill logo is seen in Manhattan, New York, United States of America, on July 6th, ... [+] 2024. (Photo by Beata Zawrzel/NurPhoto via Getty Images)NurPhoto via Getty ImagesAfter a 20% increase since the beginning of this year, at the current price of around $56 per share, we believe Chipotle Mexican Grill stock (NYSE: CMG), a fast-casual restaurant chain that focuses on fresh and organic ingredients in burritos, salads, and more - could see modest growth. CMG stock has increased from around ...

Are investors overreacting to the news of the CEO's departure, or was a correction in the stock price warranted given its high valuation?Chipotle Mexican Grill (CMG 0.81%) has been a top growth stock in the restaurant industry for years. Its rapid growth has made it a top investment to own, with shares rising by 300% over the course of the past decade.Recently, however, the company lost its CEO, Brian Niccol, to Starbucks. Even the excitement surrounding Chipotle's 50-for-1 stock split hasn't been enough to ...

There are short-term questions as Chipotle transitions to new leadership, but it should maintain its momentum.On June 18, fast-casual chain Chipotle Mexican Grill (CMG 0.07%) underwent a 50-for-1 stock split, one of the largest in U.S. stock market history. Stock splits are typically done to lower a company's share price and make it more accessible to more investors, so it was very timely for a stock that has been one of the best-performing in recent years.In the five years leading up to its stock split, Ch ...

For the 2024-25 school year, every scholarship and walk-on student athlete at The Ohio State University will receive a customized card granting them free Chipotle for the entirety of their respective athletic seasonsChipotle has launched the second installment of an ad titled "THE" that features star football players TreVeyon Henderson, Denzel Burke, and Jeremiah Smith and is narrated by Buckeye legend Archie GriffinThe company's nonprofit, The Chipotle Cultivate Foundation, will introduce a new scholarship ...

Shares of Chipotle Mexican Grill, Inc. (CMG) , which soared 43.4% in the past year, have now hit a rough patch, losing momentum despite the recent stock split. In the past three months, the stock has declined 10.5% against the industry’s and the S&P 500’s rise of 5.3% and 7.1%, respectively.Closing at $55.77 in the last trading session, the stock stands almost 19.5% below its 52-week high of $69.26. Technically, CMG is trading below its 50-day moving average but above its 200-day moving average. The company ...

Former CFO Jack Hartung to remain with the organization indefinitely as President and Chief Strategy Officer, beginning October 1, 202415-year Chipotle veteran, Rymer, and 6-year veteran, McConnell, will assume their new roles, beginning October 1, 2024NEWPORT BEACH, Calif., Aug. 28, 2024 /PRNewswire/ -- Chipotle Mexican Grill (NYSE: CMG) today announced that it has accelerated the appointment of Adam Rymer to Chief Financial Officer, beginning October 1, 2024. Rymer will serve on Chipotle's executive leade ...

The new, limited time protein is available now in Nashville and SacramentoNEWPORT BEACH, Calif., Aug. 27, 2024 /PRNewswire/ -- Chipotle Mexican Grill (NYSE: CMG) today announced it is testing Chipotle Honey Chicken at 80 restaurants in Nashville, Tenn. and Sacramento, Calif. The latest chicken menu innovation will spice up guests' go-to-orders with a unique heat from chipotle peppers and a touch of sweetness from pure honey that is unlike any of its proteins yet.For a limited time, Chipotle Honey Chicken is ...

文章核心观点 - 投资公司Pershing Square Capital Management的创始人Bill Ackman大幅减持了在Chipotle Mexican Grill的持股 [4][5] - Chipotle在2024年上半年股价大涨50%,但随后出现超过20%的下跌 [8] - Chipotle的股价下跌主要是由于CEO Brian Niccol突然离职,前往担任Starbucks的CEO和董事长 [11] 公司表现 - Chipotle 2023年全年每股收益同比增长38%,2023年第三季度每股收益同比增长超过27% [9] - 2024年第一季度每股收益同比增长近24%,调整后每股收益同比增长超过27% [9] - Chipotle在2024年上半年股价大涨50%,主要受益于公司业绩的强劲增长 [9][10] 行业动态 - Ackman同时增加了在Restaurant Brands International(旗下拥有Burger King、Firehouse Subs、Popeyes、Tim Hortons等连锁餐厅)的持股 [7] - Ackman对餐饮行业整体保持乐观态度 [7]