CMG
CHIPOTLE MEXICAN GRILL INC
NYSE · Consumer Cyclical · Restaurants · US
$33.43
−0.25%Research · Sep 3, 2026
[CMG] Chipotle Thesis 2026: Comparable Sales Reset Opens Boatwright Leadership Era
Chipotle Mexican Grill FY25 (Dec 31, 2025) at $11.93B revenue (+5%). NI $1.54B; EPS $1.14 (+3%). Comparable restaurant sales -1.7% (first negative full year since 2020). 334 company-owned + 11 international partner-operated openings. CEO Scott Boatwright leading post-Niccol. FY26 comp ~flat guide; conservative. COGS inflation mid-single, labor high 25%s Q1.
Research · Apr 10, 2026
HIMS Stock Surges 18% After FDA Semaglutide Win — Is This the Start of a New Rally?
Supreme Court oral arguments cast doubt on Trump's birthright citizenship EO, a potential win for labor-reliant firms like MAR, HLT, HD, and MCD amid staffing woes. Financials show margin pressure but resilient FCF; stable immigration supports growth. Bullish stance with eyes on ruling.