文章核心观点 - Chipotle Mexican Grill (CMG)的股价在最新交易中上涨0.71%,表现优于标普500指数的0.22%涨幅 [1] - 分析师预计Chipotle将在2024年10月29日公布的财报中,每股收益为0.25美元,同比增长8.7%;营收为28.2亿美元,同比增长13.9% [1] - 分析师预计Chipotle全年每股收益为1.09美元,同比增长21.11%;全年营收为113.4亿美元,同比增长14.9% [2] 行业分析 - Chipotle所属的零售-餐饮行业目前在所有行业中排名靠后,位于底部45%左右 [4] - 该行业的平均市盈率为22.7,而Chipotle的市盈率为54.23,显著高于行业平均水平 [3] - Chipotle的PEG率为2.58,高于行业平均水平2.21 [3] 投资评级 - 分析师对Chipotle的预测数据有所上调,表明对公司业务健康状况和盈利能力持乐观态度 [2] - 目前Chipotle的Zacks评级为3级(持有),Zacks评级体系历史上表现优于市场 [3]

Chipotle Mexican Grill, Inc. (CMG) is scheduled to report third-quarter 2024 results on Oct. 29, 2024, after the closing bell.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.In the second quarter of 2024, CMG reported stellar performance, with earnings per share (EPS) beating the Zacks Consensus Estimate by 9.7% and revenues surpassing the same by 1.3%. Year over year, adjusted EPS and revenues rose 36% and 18.2%, respectively. Successful promotions regarding Chicken Al Pastor drove ...

In its upcoming report, Chipotle Mexican Grill (CMG) is predicted by Wall Street analysts to post quarterly earnings of $0.25 per share, reflecting an increase of 8.7% compared to the same period last year. Revenues are forecasted to be $2.82 billion, representing a year-over-year increase of 13.9%.The consensus EPS estimate for the quarter has undergone an upward revision of 1.1% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed th ...

文章核心观点 - 麦当劳正在调查一起致命的大肠杆菌疫情,初步分析认为可能源自切片洋葱或新鲜牛肉 [1][2][3] - 这起疫情与之前发生在Chipotle的疫情有所不同,Chipotle的疫情源于餐厅食品处理不当,而这次疫情可能源自供应链中的污染 [3] - 麦当劳正与联邦机构密切合作,试图确定污染源并采取措施 [4] 根据相关目录分别进行总结 疫情概况 - 这次疫情已在10个州造成49人感染,导致1人死亡 [1] - 疫情仅影响了麦当劳的Quarter Pounder汉堡,其他菜品未受影响 [2][3] - 麦当劳已召回所有可能受污染的食品 [2] 疫情原因分析 - 切片洋葱和新鲜牛肉被列为可能的污染源 [2][3] - 切片洋葱可能性更大,因为它们来自单一供应商,而牛肉则来自多个供应商 [5] - 如果是牛肉污染,也可能是因为多家餐厅没有按标准将牛肉煮至175华氏度以上 [5] - 这是首次将大肠杆菌污染追溯到洋葱 [5] 疫情影响 - 在确定污染源前,麦当劳已暂停受影响地区的Quarter Pounder销售,涉及约五分之一的门店 [6] - 这次疫情导致的确诊病例数远低于最初公布的数字 [6] - 如果污染源得到确认,可能会对麦当劳的供应链和运营产生一定影响

The company is rolling out a new system by Paradox that will make the hiring process simpler, faster, and more automated for all 3,500+ restaurants in North America and Europe The Paradox platform is supporting Chipotle's fall hiring efforts, its second largest hiring period of the yearNEWPORT BEACH, Calif., Oct. 22, 2024 /PRNewswire/ -- Chipotle Mexican Grill (NYSE: CMG) announced today that it is partnering with Paradox to introduce a new platform that will make hiring employees more efficient for its res ...

Chipotle Mexican Grill, Inc. (CMG) has become a standout performer in the fast-casual dining sector, with its shares trading at a premium compared to its peers. The company boasts a forward 12-month Price-to-Sales ratio of 6.49X, significantly higher than the Zacks Retail-Restaurant industry’s average of 4.01X and the broader Retail-Wholesale sector’s 1.44X. CMG’s shares have surged 63.2% in the past year compared with the industry’s appreciation of 20.9% and the S&P 500’s 38.5% increase. CMG has outpaced o ...

文章核心观点 - 知名对冲基金经理在2季度抛售了英伟达股票,同时买入了Chipotle股票 [1][2] - 英伟达是人工智能加速计算领域的行业标准,其GPU市场占有率高达80% [3] - 英伟达最新一代GPU Blackwell产品需求强劲,预订量已排到2025年底 [4] - Chipotle专注于提高门店营运效率,通过培训员工和引入新技术提高顾客服务速度 [6][7] 英伟达总结 - 英伟达是人工智能加速计算领域的行业领导者,凭借其GPU性能优势和软件工具优势占据了80%的市场份额 [3] - 英伟达最新一代GPU Blackwell产品需求强劲,预订量已排到2025年底,显示公司业务持续增长 [4] - 尽管英伟达股价估值较高,但仍有进一步上涨空间,长期投资者可适当买入 [5] Chipotle总结 - Chipotle专注于"食材正直"理念,通过提高门店营运效率和顾客服务速度提升了客户忠诚度 [6][7] - Chipotle股价估值较高,建议投资者等待股价回调后再考虑买入 [8]

Chipotle's business can still double in size in the coming years.Everything was going well for Chipotle Mexican Grill (CMG 0.90%). The company grew at a decent pace, profits were strong, and its stock price had more than tripled in the last five years.Just when investors were expecting the restaurant to keep up with its strong trajectory, CEO Brian Niccol announced his departure to join Starbucks. Niccol has been instrumental to Chipotle's outperformance since he joined in 2018, so investors were concerned ...

Investors who were worried about it should feel confident pressing the buy button.Chipotle Mexican Grill (CMG 0.90%) investors have been on edge since the announcement of the departure of powerhouse CEO Brian Niccol in August. The stock fell after its split in June, and it's tentatively making its way back up as investors get comfortable with the idea that the chain can go on even without Niccol leading the way.If the market had any more quibbles with that notion, the company just made it clear that it's no ...

The U.S. restaurant industry continues to be impacted by high wages, food cost inflation and traffic woes in 2024 after two years of strong growth. Despite these headwinds, a handful of restaurant stocks have flourished year to date, defying the industry’s weak performance. Investment in these stocks with a favorable Zacks Rank and a possible earnings beat should provide more returns in the near future. At this stage, we recommend investing in three big restaurant stocks — Chipotle Mexican Grill Inc. (CMG) ...