Added to YB: 2026-10-13
Pitch date: 2026-10-09
CMG [bullish]
Chipotle Mexican Grill, Inc.
-0.55%
current return
Author Info
No bio for this author
Company Info
Chipotle Mexican Grill, Inc., together with its subsidiaries, owns and operates Chipotle Mexican Grill restaurants.
Market Cap
$40.0B
Pitch Price
$30.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.97
P/E
29.28
EV/Sales
3.60
Sector
Hotels, Restaurants and Leisure
Category
turnaround
Chipotle: A Margin Recovery and $4M AUV Opportunity
CMG: Chipotle’s thesis is an operating recovery, not a takeover: after limiting menu pricing to 1–2% while competitors raised prices more aggressively, it retains relative value and future pricing capacity. Modeled four-week sales growth accelerated to ~11%, but broad frequency and margin recovery remain unproven. At a mid-20s multiple on 2027 consensus earnings, valuation does not fully reflect a credible path from $3.1M toward $4M AUV and 27–28% restaurant margins.
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