文章核心观点 1. 公司有大量的增长空间 [2][3] 2. 公司可能面临更多的负面消息 [4][5] 3. 公司股价波动较大属正常 [6][7] 关于增长空间 1. 公司目前拥有约3,500家门店,未来10年内仍有大量增长空间,因为同类品牌塔可钟拥有8,500家门店 [3] 2. 公司计划在2024年新开315家门店 [3] 关于负面消息 1. 公司最近因CEO离职而引发市场担忧,但公司团队大部分仍在 [4] 2. 公司二季度同店销售增长11.1%,这一高增长率难以持续,未来可能回落至较低水平,但仍优于行业整体 [5] 关于股价波动 1. 公司自上市以来股价已经出现过3次50%以上的大幅下跌,这种高波动性是高成长公司的正常表现 [6] 2. 如果同店销售放缓或经济衰退,公司当前20%的下跌幅度可能会进一步扩大,但历史上每次下跌都成为了买入良机 [7][8]

Chipotle Mexican Grill (CMG) ended the recent trading session at $56.35, demonstrating a +1% swing from the preceding day's closing price. The stock's performance was ahead of the S&P 500's daily gain of 0.75%. On the other hand, the Dow registered a gain of 0.58%, and the technology-centric Nasdaq increased by 1%.The Mexican food chain's shares have seen an increase of 8.02% over the last month, surpassing the Retail-Wholesale sector's gain of 7.86% and the S&P 500's gain of 4.03%.The upcoming earnings rel ...

isayildiz Introduction and Recent Developments Since our last assessment of Chipotle (NYSE:CMG) in May 2023, the stock has increased by 30%. Because we believe that a leading company with a high valuation multiple takes time to demonstrate its might, we urged investors to hold and not trade this stock at that time. Stock performance (Seeking Alpha) After six years at Chipotle, Brian Niccol, the company's chairman and CEO, departed in August 2024. Investors were taken aback by this, and the stock crash ...

Among the 13 prominent companies to have announced or completed a stock split in 2024, there are two whose valuations make no sense.Although hype surrounding the rise of artificial intelligence (AI) has been a key factor that's sent Wall Street's major stock indexes to record levels, it's important not to overlook the role stock-split euphoria has played in lifting the valuations of some of Wall Street's most-influential businesses this year.A stock split is a tool publicly traded companies have at their di ...

Chipotle's Mexican-inspired, tender Smoked Brisket returns to the menu after three years.Fans can experience Smoked Brisket with a $0 delivery fee offer* for a limited time.NEWPORT BEACH, Calif., Sept. 10, 2024 /PRNewswire/ -- Chipotle Mexican Grill (NYSE: CMG) today announced Smoked Brisket is back on the grill at participating restaurants in the U.S. and Canada for a limited time. Smoked Brisket has remained a top requested menu item for Chipotle to bring back among fans on social media since it was first ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Chipotle Mexican Grill (CMG) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Chipotle currently has an ave ...

文章核心观点 - 尽管Chipotle股价大幅下跌,但这只是公司股价波动的正常情况 [1][2] - Chipotle目前的经营状况良好,业绩表现出色 [4] - Chipotle CEO的离职虽然引起关注,但公司仍有稳健的管理团队接任 [5] 公司概况 - Chipotle目前拥有约3,500家餐厅,而Taco Bell拥有约8,500家,这意味着Chipotle仍有很大的扩张空间 [3] 业绩表现 - 2022年第二季度,Chipotle同店销售增长11.1%,总销售收入增长18.2%至30亿美元,业绩表现出色 [4] - 尽管未来业绩增长可能会有所放缓,但Chipotle目前的经营状况良好 [4] 管理团队变动 - Chipotle CEO Brian Niccol的离职引起关注,但公司仍有稳健的管理团队接任 [5] - 新任临时CEO Scott Boatwright此前担任公司首席运营官,对公司有深入了解 [5] - 一名即将退休的高管也同意暂时留任,以确保管理层平稳过渡 [5]

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 ...