About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and ...

财务数据和关键指标变化 - 第三季度销售额同比增长13%，达到约28亿美元，受益于6%的同店销售增长和超过3%的交易增长 [9][28] - 餐厅级利润率为25.5%，同比下降80个基点 [9][28] - 调整后的每股收益为0.27美元，同比增长17% [9][28] - 现金、受限现金和投资总额为23亿美元，无债务 [34] 各条业务线数据和关键指标变化 - 实体店销售同比增长80% [9] - 数字销售占总销售的34% [9] 各个市场数据和关键指标变化 - 加拿大市场表现出色，第三季度在埃德蒙顿开设了第一家新餐厅，创下北美开业日记录 [22] - 欧洲市场在新领导团队的带领下，开始看到积极成果，正在调整菜单以更好地符合北美标准 [23] 公司战略和发展方向和行业竞争 - 公司计划在北美扩展至7000家餐厅，并增加国际业务 [8][24] - 继续专注于提升餐厅的运营效率和顾客体验，特别是在高峰时段的订单处理 [11][12] - 通过技术创新和人才发展来增强竞争力 [10][15] 管理层对经营环境和未来前景的评论 - 管理层对未来的交易趋势持乐观态度，预计第四季度的交易增长将继续加速 [29] - 关注消费者行为和市场竞争，保持灵活应对价格调整的可能性 [38][39] 其他重要信息 - 公司在第三季度开设了86家新餐厅，其中73家为Chipotlane [9] - 公司在股东回购方面表现积极，第三季度回购了4.88亿美元的股票 [34][35] 问答环节所有提问和回答 问题: 关于第四季度的价格调整 - 管理层表示将密切关注消费者和市场竞争，当前没有计划进行价格调整，但未来可能会考虑 [38] 问题: 新餐厅的表现 - 新餐厅的生产力保持在低80%的范围，管理层对新餐厅的表现感到满意 [44] 问题: 餐厅利润率的恢复路径 - 管理层对恢复高餐厅利润率充满信心，认为通过供应链和技术效率的提升可以实现 [47][48] 问题: 消费者行为的变化 - 管理层表示在不同收入群体中仍然看到强劲的消费表现，认为公司提供的价值仍然具有竞争力 [75][76] 问题: 关于技术和自动化的部署 - 管理层表示正在进行多项技术和自动化的测试，预计将提升员工体验和运营效率 [68][69] 问题: 国际扩展的计划 - 管理层对国际市场的扩展持乐观态度，特别是在欧洲和中东地区 [23][24][71]

财务业绩 - 公司第三季度总收入为27.94亿美元，同比增长13.0%[6] - 前三季度总收入为84.69亿美元，同比增长15.1%[6] - 公司2023年第三季度净收入为13.17亿美元，同比增长8.1%[12] - 公司2023年前三季度净收入为94.67亿美元，同比增长10.6%[12] - 第三季度净利润为3.87亿美元，同比增长23.7%[6] - 前三季度净利润为12.02亿美元，同比增长27.0%[6] - 公司2023年第三季度每股收益为2.21美元，同比增长7.8%[12] - 第三季度每股基本收益为0.28美元，每股摊薄收益为0.28美元[6] - 前三季度每股基本收益为0.88美元，每股摊薄收益为0.87美元[6] 门店拓展 - 公司开设了新餐厅28家，截至第三季度末总餐厅数量达到3,104家[6] - 公司2023年第三季度开设了新餐厅39家，截至2023年9月30日总餐厅数量达到3,100家[12] - 公司于2024年9月30日共运营3,615家餐厅,其中3,540家位于美国境内[13] - 公司在三个月内新开86家自营餐厅,关闭1家,共有3,615家自营餐厅[70] - 公司在三个月内新开1家特许经营餐厅,共有2家特许经营餐厅[71] 运营数据 - 公司2023年第三季度同店销售增长5.7%[12] - 可比餐厅销售额增长6.0%，其中交易量增加3.3%，平均客单价增加2.7%[65] - 数字销售额占总食品和饮料收入的34.0%[65] 成本分析 - 餐厅运营成本中食品、饮料和包装成本为8.56亿美元，同比增长16.5%[6] - 餐厅运营成本中人工成本为6.97亿美元，同比增长13.0%[6] - 食品、饮料和包装成本占总收入的比例增加0.9%[76] - 食品、饮料和包装成本占总收入的比例增加0.2%[77] - 人工成本占总收入的比例保持不变[78] - 人工成本占总收入的比例下降0.1%[79] - 租赁成本占总收入的比例保持不变[80] - 租赁成本占总收入的比例下降0.2%[81] - 其他运营成本占总收入的比例下降0.2%[82] - 其他运营成本占总收入的比例下降0.7%[83] - 一般及行政费用占总收入的比例下降2.0%[84] - 折旧和摊销占总收入的比例下降0.2%[85] 财务状况 - 公司现金及投资余额为22亿美元，有5亿美元未使用的信贷额度[94,95] - 公司有2.2亿美元的现金及可投资资产、8540万美元的非上市投资和2800万美元的受限现金[94] - 公司有5亿美元的未使用信贷额度[95] - 公司预计未来可持续产生正现金流[96] 其他 - 公司在第三季度录得1.07万美元的外币折算收益[6] - 公司2023年第三季度其他综合收益为1.07亿美元[12] - 公司2024年第二季度完成了5.07亿股的库存股注销[12] - 公司于2024年6月26日进行50比1的股票拆分,并相应增加了普通股的授权股数[14] - 公司预计将在2024年年度报告中采用新的可报告分部披露要求[16] - 公司正在评估新的SEC气候相关披露规则的影响,并计划在要求生效时纳入相关披露[16]

For the quarter ended September 2024, Chipotle Mexican Grill (CMG) reported revenue of $2.79 billion, up 13% over the same period last year. EPS came in at $0.27, compared to $0.23 in the year-ago quarter.The reported revenue represents a surprise of -0.82% over the Zacks Consensus Estimate of $2.82 billion. With the consensus EPS estimate being $0.25, the EPS surprise was +8.00%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to dete ...

Chipotle Mexican Grill (CMG) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.25 per share. This compares to earnings of $0.23 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 8%. A quarter ago, it was expected that this Mexican food chain would post earnings of $0.31 per share when it actually produced earnings of $0.34, delivering a surprise of 9.68%. Over the last four quarters ...

Key Takeaways Chipotle said full-year same-store sales could come in below analysts' expectations of 7.5%. The fast-casual chain anticipates same-store sales increases in the mid-to- high-single digit range. Share prices fell in after-hours trading. Chipotle Mexican Grill (CMG) shares fell in late trading after the company indicated that same-store sales growth may be lower than anticipated. Chipotle late Tuesday said it expects to see same-store sales increase in the mid- to high-single digit range for 202 ...

Restaurant stock Chipotle Mexican Grill CMG reported third-quarter financial results after the market close Tuesday.Here are the key highlights.What Happened: Chipotle reported third-quarter revenue of $2.79 billion, up 13% year-over-year. The total missed a Street consensus estimate of $2.82 billion, according to data from Benzinga Pro.The company reported adjusted earnings of 27 cents per share in the third quarter, beating a Street consensus estimate of 25 cents per share.Comparable restaurant sales were ...

Exhibit 99.1 EARNINGS RELEASE PR Contact: Laurie Schalow (949) 524-4035 MediaRelations@chipotle.com IR Contact: Cindy Olsen, CFA (949) 524-4205 Cindy.Olsen@chipotle.com CHIPOTLE ANNOUNCES THIRD QUARTER 2024 RESULTS COMPARABLE SALES INCREASE 6% DRIVEN BY OVER 3% TRANSACTION GROWTH NEWPORT BEACH, Calif. – October 29, 2024 – Chipotle Mexican Grill, Inc. (NYSE: CMG) today reported financial results for its third quarter ended September 30, 2024. Third quarter highlights, year over year: • Total revenue increase ...

COMPARABLE SALES INCREASE 6% DRIVEN BY OVER 3% TRANSACTION GROWTH NEWPORT BEACH, Calif., Oct. 29, 2024 /PRNewswire/ -- Chipotle Mexican Grill, Inc. (NYSE: CMG) today reported financial results for its third quarter ended September 30, 2024. Third quarter highlights, year over year: Total revenue increased 13.0% to $2.8 billion Comparable restaurant sales increased 6.0% Operating margin was 16.9%, an increase from 16.0% Restaurant level operating margin was 25.5%1, a decrease from 26.3%1 Diluted earnings per ...

Chipotle Mexican Grill (CMG) ended the recent trading session at $59.44, demonstrating no swing from the preceding day's closing price. The stock's change was more than the S&P 500's daily loss of 0.03%. Meanwhile, the Dow lost 0.61%, and the Nasdaq, a tech-heavy index, added 0.56%.Coming into today, shares of the Mexican food chain had gained 2.39% in the past month. In that same time, the Retail-Wholesale sector lost 0.9%, while the S&P 500 gained 1.39%.Market participants will be closely following the fi ...