Chipotle Mexican Grill (NYSE:CMG | CMG Price Prediction) and McDonald's (NYSE:MCD) just closed earnings cycles that exposed a widening split inside fast food.

Chipotle Mexican Grill, Inc. (CMG) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
the combination of a 17.9% decline in EPS growth for 2026Q1 and a deteriorating current ratio of 0.92 suggests that the company's current capital allocation strategy may be unsustainable.
Chipotle Mexican Grill, Inc. (CMG) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Chipotle Mexican Grill, Inc. (CMG) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 29, 2026 | $0.24vs $0.24+1.1% | $3.1Bvs $3.1B+0.7% |
| Q1 2026 | Feb 3, 2026 | $0.25vs $0.24+5.0% | $3.0Bvs $3.0B+0.7% |
| Q4 2025 | Oct 29, 2025 | $0.29vs $0.29+1.5% | $3.0Bvs $3.0B-0.5% |
| Q3 2025 | Jul 23, 2025 | $0.33vs $0.33+1.2% | $3.1Bvs $3.1B-1.6% |
Recent stock market news and headlines for Chipotle Mexican Grill, Inc. (CMG)
Chipotle Mexican Grill (NYSE:CMG | CMG Price Prediction) and McDonald's (NYSE:MCD) just closed earnings cycles that exposed a widening split inside fast food.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Microsoft (NASDAQ:MSFT | MSFT Price Prediction) and Chipotle Mexican Grill (NYSE:CMG) both rewarded long-term holders through the 2010s, but their recent chapters have diverged sharply.

Chipotle Mexican Grill is executing its 'Recipe for Growth' strategy, centered on five pillars that differentiate the brand and drive long-term expansion. Operational excellence is CMG's core competitive moat, supporting strong performance in a highly competitive fast-casual dining sector. CMG reported impressive Q1 2026 restaurant-level operating margins of 23.7%, demonstrating resilience despite inflationary pressures.

Starbucks (NASDAQ:SBUX | SBUX Price Prediction) and Chipotle Mexican Grill (NYSE:CMG) just delivered two of the most instructive turnaround updates in restaurants.

Key metrics vs top competitors for Chipotle Mexican Grill, Inc. (CMG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $34.35 | $44.74B | 30.13 | 5.41% | 12.88% | 47.36% | — | |
| $84.09 | $7.91B | 15.84 | 14.08% | 5.7% | 36.06% | — | |
| $54.92 | $2.21B | 50.39 | 15.38% | 2.76% | 7.62% | — | |
| $187.03 | $12.29B | 30.66 | 9.39% | 6.85% | 27.87% | — | |
| $69.74 | $8.12B | 129.15 | 22.41% | 4.79% | 7.92% | — | |
| $170.21 | $4.64B | 27.41 | 11.35% | 15.77% | — | — |
Chipotle Mexican Grill, Inc. (CMG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Chipotle Mexican Grill, Inc. (CMG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 29, 2026·SEC
Apr 27, 2026·SEC
Feb 3, 2026·SEC
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Chipotle Mexican Grill, Inc. (CMG) stock FAQ — growth, dividends, profitability & financials explained
Chipotle Mexican Grill, Inc. (CMG) reported $12.14B in revenue for fiscal year 2025. This represents a 2479% increase from $470.7M in 2004.
Chipotle Mexican Grill, Inc. (CMG) grew revenue by 5.4% over the past year. This is steady growth.
Yes, Chipotle Mexican Grill, Inc. (CMG) is profitable, generating $1.45B in net income for fiscal year 2025 (12.9% net margin).
Chipotle Mexican Grill, Inc. (CMG) has a return on equity (ROE) of 47.4%. This is excellent, indicating efficient use of shareholder capital.
Chipotle Mexican Grill, Inc. (CMG) generated $1.51B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.