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CMG
Chipotle Mexican Grill, Inc. - NYSE

7/10/2014, 1:28 AM ET
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  • Chipotle Mexican Grill: Why I'm Not A Buyer And What I Would Buy Instead
    Sammy Pollack Mon, Jul. 7 8 Comments

    Summary

    • Chipotle is a terrific company with rapidly growing profits.
    • Chipotle is simply too expensive to consider buying the stock at current valuations.
    • Other high quality fast food companies are trading at much more reasonable valuations.
  • Chipotle And Pizza: Here's What's Next
    Zinnia Funds Mon, Jun. 30 10 Comments

    Summary

    • Chipotle has lagged behind in the sector with its Pizzeria Locale concept.
    • Six competitors are making fast progress.
    • Chipotle could add $500 million in annual revenue within a few years through an acquisition.
  • Chipotle Mexican Grill: A Tasty Investment On Our Algorithmic Forecast Menu
    I Know First Research Fri, Jun. 6 3 Comments

    Summary

    • Pressure on margins will increase due to factors outside the control of management.
    • Chipotle is adjusting the menu in a way that will ease price increases for customers.
    • CMG’s strong business model will be able to withstand this pressure, but the market will react negatively in the short term.
    • Algorithmic market prediction system has a bearish forecast for CMG in the 1-month time horizon but bullish forecasts for the 3-month and 1-year time horizons.
  • That's A Lot Of Burritos!
    YCharts Fri, May. 30 28 Comments

    Summary

    • Chipotle has a great business and is very efficient and consistent in converting its revenues into profits.
    • The market is paying top dollar for Chipotle’s revenue growth, but there are only a few avenues open for Chipotle to expand.
    • Egregious back-door compensation policies have a big, real, negative effects on Chipotle’s owners’ interests.
  • Yo No Quiero Chipotle
    Alexander Paslawsky Mon, May. 19 7 Comments

    Summary

    • Rising corn prices will weigh heavily on Chipotle's margins.
    • Restaurant level margins will continue to take a significant hit from higher food costs.
    • El Nino weather is the catalyst for corn prices to edge higher.
  • Chipotle: Buy It Before It Gets Expensive? Too Late
    Josh Arnold Fri, May. 9 10 Comments

    Summary

    • Chipotle's robust earnings growth has afforded it a premium valuation.
    • Rapid EPS growth may be harder to come by due to scale.
    • What kind of EPS growth is currently priced into shares?
  • Chipotle: Buy Before It Gets Expensive

    Summary

    • Chipotle’s first-quarter results were mixed as its top-line growth continued to follow a similar trend but its bottom-line growth suffered due to high commodity prices.
    • In response to the rising commodity prices, Chipotle decided to increase its prices for the first time in three years.
    • The average target price for this stock is $602.09 which gives rise to an upside potential of 20% on its current price.
  • Can Chipotle Break Out Across The World?
    Wealth Concepts Tue, May. 6 3 Comments

    Summary

    • Operating margin recently decreased to 25 percent.
    • The stock price remains in a consistent channel with potential to break out.
    • Chipotle still has the option to go global, and this could seriously increase the overall share value.
  • Is The Recent Plunge In Chipotle's Stock Price Justified?
    Investing Insight Wed, Apr. 30 6 Comments

    Summary

    • Despite raising the prices of its products, I believe the company is well-positioned to deliver better results in the coming quarter.
    • The stock is trading at a one-month low of $502.31, so the recent dip in the price is a great investment opportunity, in my opinion.
    • Chipotle Mexican Grill is removing GMOs (genetically modified organisms) from its product offerings, and now aims to switch to non-GMOs as soon as possible.
  • Chipotle Mexican Grill: Should You Buy It?
    Balanced Investing Mon, Apr. 28 11 Comments

    Summary

    • First quarter results were impressive, beating consensus top line estimates. Same store sales and diluted EPS grew but food prices continued to be a burden.
    • Becoming completely Non-GMO and offering successful products together with increased marketing will lead to a healthy top line in the longer term.
    • The decision to charge higher prices may not bring lower demand as the company’s products are considered better than fast food.
    • International expansion remains an option.
  • Weighing The Pros And Cons Of Chipotle Mexican Grill
    Rupinder Singh Sun, Apr. 27 8 Comments

    Summary

    • Pros: Quality food, tremendous potential for expansion, Efficient and innovating operating model, and recent insider buying.
    • Cons: Premium valuations, issues with quality-ingredients sourcing, rising costs, and insignificant overseas presence.
    • Chipotle has room to grow, but it is likely to face considerable headwinds as it grows larger.
  • Why Chipotle's Valuation Is Absurd
    Valuentum Sat, Apr. 26 25 Comments

    Summary

    • Chipotle, the company, has some good times ahead of it, but its stock valuation is out of whack.
    • We think Chipotle is more exposed to a market correction than most.
    • The firm's Valuentum Buying Index score is not promising.
  • Chipotle Mexican Grill - Riding The Industry Growth
    Alpha Strategist Wed, Apr. 23 7 Comments

    Summary

    • Fast casual restaurants achieved 8% growth in visitor traffic, higher than other restaurant formats, and they are expected to benefit most from 3.6% projected restaurant growth.
    • Seventy percent more customers are inclined to visit restaurant with healthier menus and ingredients that are locally sourced.
    • CMG has positioned itself very well to ride the trends. It is expected to continue to beat the S&P 500 and S&P restaurant index by a wide margin.
  • Chipotle Mexican Grill Is A Great Company, But The Price Is Just Too High
    Aurium Investments Mon, Apr. 21 12 Comments

    Summary

    • Aggressive store expansion is already priced into the stock.
    • Food inflation has squeezed operating margins, wiping out gains from staffing and occupancy leverage.
    • CMG is a volatile stock - investors should wait for a pullback before considering a position.
    • CMG is already 15% off its March highs, and the fall is not done yet.
    • 17% downside even with robust growth assumptions.
  • Chipotle A Solid Long-Term Investment
    IAEResearch Wed, Apr. 16 10 Comments

    Summary

    • A large addressable market and the prospect of global expansion will support future growth.
    • The growth in the top-line as well as bottom-line justifies the rise in the stock price.
    • A change in eating trends is in favor of fast casual restaurants that offer healthy food.
  • Why Chipotle Will Sizzle To $600
    Wall Street Playbook Wed, Apr. 16 11 Comments

    Summary

    • The stock is down 15% from its 52-week high.
    • With shares trading at around $545, the stock should regain its $600 mark on the assumption that the company can produce 20% long-term growth in free cash flow.
    • The company continues to build on its recent achievements to drive better comps to deliver the level of profitability that investors have come to expect.
  • Has Chipotle Made Its Own Luck?
    Marshall Hargrave Wed, Mar. 26 8 Comments

    Summary

    • The roadmap to $1,000 a share is laid out, but is it enough if it represents only a 10% annualized return?
    • The fast casual company still has some room to grow stores in the U.S., as well as draw in more traffic with continued menu innovation.
    • One key growth driver is international expansion, where a very small fraction of its stores are located outside the U.S., and only in Europe and Canada.
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Company Description

Chipotle Mexican Grill, Inc. operates Chipotle Mexican Grill restaurants, which serve a focused menu of burritos, tacos, burrito bowls (a burrito without the tortilla) and salads, made using fresh ingredients.

Sector: Services
Industry: Restaurants
Country: United States