Is CMG Sacrificing Near-Term Margins to Protect Long-Term Demand? [Yahoo! Finance]
Chipotle Mexican Grill, Inc. (CMG)
Last chipotle mexican grill, inc. earnings: 4/21 04:10 pm
Check Earnings Report
US:NYSE Investor Relations:
ir.chipotle.com
Company Research
Source: Yahoo! Finance
Management made it clear on the third quarter of 2025 earnings call that pricing will no longer be used aggressively to offset inflation, even as cost pressures accelerate into the mid-single-digit range. Restaurant-level margin declined 100 basis points year over year to 24.5% in third-quarter 2025, reflecting higher marketing spend, wage inflation, and the company's decision not to fully pass through rising food and tariff costs. Rather than protecting margins, CMG is leaning into value perception, expanding portions, stepping up menu innovation, and increasing marketing to drive transactions, particularly among lower- and middle-income consumers who have pulled back dining frequency. Importantly, management framed this margin compression as a temporary “dislocation,” not a structural reset. Chipotle continues to price below peers, widening its relative value gap, while betting that improved execution, loyalty engagement, and innovation will restore traffic once consumer conditi
Show less
Read more
Impact Snapshot
Event Time:
CMG
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
CMG alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
CMG alerts
High impacting Chipotle Mexican Grill, Inc. news events
Weekly update
A roundup of the hottest topics
CMG
News
- Chipotle Just Launched a New Protein-Packed Menu. Should You Buy CMG Stock for 2026? [Yahoo! Finance]Yahoo! Finance
- Chipotle wins lawsuit over its portion sizes after claims that company leaders defrauded investors [Yahoo! Finance]Yahoo! Finance
- Is There a Future For Chipotle Mexican Grill? [Yahoo! Finance]Yahoo! Finance
- Manhunt underway for suspect accused of killing two people outside Chipotle restaurant [FOX News]FOX News
- Is SG Stock a Buy With Its New Focus on Protein Bowls? [Yahoo! Finance]Yahoo! Finance
CMG
Earnings
- 10/29/25 - Beat
CMG
Sec Filings
- 12/12/25 - Form 4
- 12/12/25 - Form 4
- 12/12/25 - Form 144
- CMG's page on the SEC website