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Chipotle Mexican Grill, Inc. (CMG)

- NYSE
  • Fri, Jan. 23, 11:25 AM
    | 13 Comments
  • Thu, Jan. 15, 12:56 PM
    • There's debate on if Chipotle's (CMG -1.6%decision to pull pork from its menu is smart corporate policy or a warning on future meat supplier issues.
    • The company will face more costly supplier issues in the future as it grows, reasons The Washington Post's Roberto Ferdman.
    • The take from the WP is discounted heavily by Politco as it leans on industry experts who seen a net boon from the development.
    | 1 Comment
  • Wed, Jan. 14, 8:40 AM
    • Chipotle (NYSE:CMG) has pulled sales of pork items at close to a third of its restaurants after determining a supplier didn't comply with animal-welfare standards.
    • The supplier reportedly was raising pigs without any access to the outdoors.
    • CMG -0.6% premarket.
    | 3 Comments
  • Fri, Jan. 9, 1:38 PM
    | 5 Comments
  • Fri, Jan. 9, 8:35 AM
    | 110 Comments
  • Thu, Jan. 8, 11:26 AM
    • Citi takes a bullish view on select names in the restaurant sector.
    • Wendy's (WEN +1%) is initiated at Buy with a $11 price target. Analyst Gregory Badishkanian sees some of the company's initiatives helping to draw in millennials.
    • Coverage on Chipotle (CMG +3.5%) is assumed again at a Buy with a $809 PT. Shares of CMG are at an all-time high after taking out $700 earlier this week.
    • The investment firm is also backing Restaurant Brands (QSR +2.7%) and Brinker International (EAT +1.1%) for gains with resumed Buy ratings.
    | Comment!
  • Mon, Jan. 5, 11:17 AM
    • Irish beef producers have been given the green light to export to the U.S. if certain criteria are met.
    • EU nations have not been prohibited from exporting to the U.S. since 1998 under the tight restrictions from the USDA.
    • A broader expansion of U.S. beef imports could bring some relief to prices.
    • Related stocks: TSN, LUK, OTCQX:JBSAY, WEN, MCD, CMG, TXRH, BLMN, RUTH.
    | 3 Comments
  • Dec. 31, 2014, 11:33 AM
    • Consumer spending: More consumers say they are willing to trade-up to a traditional dining spot from fast-casual than trade-down to a fast-food option, according to Technomic. The revelation takes some of the steam away from the argument that lower gas prices will boost traffic at major fast-food chains.
    • IPOs: Profitable 2014 launches by Zoes Kitchen (ZOES -0.2%) and Habit Burger (HABT -0.5%) could inspire other private chains to go public. Shake Stack (Pending:SHAK) got an early jump by filing this week for an IPO.
    • Labor costs: Analysts see a risk to profitability in the sector from the wave of minimum wage laws set to go into effect over the next year. Some analysts think President Obama will push for federal legislation with the issue hard for election-minded Republicans to oppose strongly.
    • Fast-casual pizza: A breakout of a fast-casual pizza concept is widely expected in 2015 (candidates).
    • Chipotle: Another +30% run for the Mexican chain off of sizzling comps leaves it with limited upside, according to some analysts. Chipotle (CMG +0.8%) execs don't agree, noting during the Q3 earnings call (transcript) that enormous upside exists to maximize peak transactions per hour (350-400). Beef, cheese, and avocado pricing will be key for CMG next year as well.
    • Restaurant stocks: CAKE, CBRLDNKN, DPZ, DRI, EAT, JACK, MCD, PNRA, RRGB, RT, SBUX, SONC, WEN, BWLD, BDL, NATH, LUB, QSR, CHUY, BLMN, PZZA, TXRH, DENN, KKD, BBRG, DFRG, BOBE, RUTH, IRG, DIN.
    | 11 Comments
  • Dec. 24, 2014, 9:57 AM
    • The restaurant industry will run up against soft comps in January and February due to last year's winter storms which were much worse than normal.
    • Restaurant same-store sales will rise just over 2% for the full year, according to an estimate from the co-founder of the NRN-MillerPulse tracking survey.
    • Technomic sees a 3% growth in restaurant comps in 2015, while Fitch Ratings has an outlook for 2% to 3%.
    • On the cost side, commodity prices for chicken, cheese, wheat, and pork are all expected to moderate. However, beef prices are seen increasing 4% to 8%.
    • Minimum wage increases in many state kick in on January 1 which could impact the bottom line for many chains.
    • Fresh IPOs, concept acquisitions, and leveraged buyouts care expected to be major themes in 2015, according to analysts.
    • CEOs on the hot seat include Don Thompson at McDonald's (NYSE:MCD) and Nigel Travis at Dunkin' Brands (NASDAQ:DNKN).
    • Restaurant stocks: CAKE, CBRL, CMG, DPZ, DRI, EAT, JACK, PNRA, RRGB, RT, SBUX, SONC, WEN, BWLD, THI, BDL, NATH, LUB, BKW, CHUY, BLMN, PZZA, TXRH, DENN, KKD, BBRG, DFRG, BOBE, RUTH, IRG, DIN, HABT, NDLS, PLKI, LOCO, YUM, KKD, BOBE, TAST, GTIM, FRSH, COSI, FRS, PBPB, FRGI, QSR.
    | 18 Comments
  • Dec. 22, 2014, 9:55 AM
    • Chipotle Mexican Grill <<CMG>> will report FQ4 results on Feb. 03. The conference call is scheduled to begin at 04:30 p.m. ET.
    • Consensus view is EPS of $3.77 on revenues of $1.07B.
    | Comment!
  • Dec. 20, 2014, 11:59 AM
    • Fast-casual restaurants grew comparable-store sales 8% in Q3, a pace of restaurant industry out-performance forecast to have continued into Q4.
    • Panera Bread (NASDAQ:PNRA) and Noodles (NASDAQ:NDLS) have both gone through some growing pains, but are hitting the innovation lever (Panera 2.0, catering, mobile).
    • While Chipotle (NYSE:CMG) remains the major success story in the segment with a string of double-digit comp quarters, new concepts are drawing interest.
    • IPO-launched Habit Restaurants (NASDAQ:HABT) has the type of on-trend concept (low average check, quick service) and projected growth track (104 units to 2K) that could bring in momentum investors.
    • In the fast-casual pizza sub-segment it's wide open. Project Pie, RedBrick Pizza, PizzaRev (NASDAQ:BWLD), Blaze, Pieology, and Pie Five Pizza all have an innovative approach. Expect a fast-casual pizza IPO from at least one of the players in 2015.
    | 2 Comments
  • Dec. 1, 2014, 3:30 PM
    | Comment!
  • Nov. 29, 2014, 10:29 AM
    • Analysts with Gasbuddy.com predict some gas stations in the U.S. will offer $2 per gallon gas by Christmas.
    • The last time the average price of gas in the U.S. was below $2 was in March of 2009.
    • Forecasts from economists vary widely on the overall gas benefit to consumers for Q4. The high end from the group is an outlook of $300 per household, while the low end is closer to $100.
    • Most analysts see an immediate lift for retail chains with large distribution channels. Wal-Mart (NYSE:WMT), Target (NYSE:TGT), Costco (NASDAQ:COST), Dollar General (NYSE:DG), Family Dollar (NYSE:FDO), Dollar Tree (NASDAQ:DLTR), Big Lots (NYSE:BIG), and Five Below (NASDAQ:FIVE) come to mind.
    • Airline stocks (JBLU, DAL, UAL, LUV, AAL, RJET, ALK, HA, ALGT, VA) have already ripped strong gains off the OPEC news, although some see even more long-term upside as forward fuel hedges get reworked.
    • A sustained period of low gas prices should lift restaurant stocks  (CAKE, CBRL, CMG, DNKN, DPZ, DRI, EAT, JACK, MCD, PNRA, RRGB, RT, SBUX, SONC, WEN, BWLD, THI, BDL, NATHLUB, BKW, CHUY, BLMN, PZZA, TXRH, DENN, KKD, BBRG, DFRG, BOBE, RUTH, IRG, DIN) say some analysts.
    • The gaming sector is (CZR, PNK, BYD, ISLE, CNTY, MCRI, MGM, NYNY) also an off-the-radar pick to bounce.
    | 146 Comments
  • Nov. 25, 2014, 2:10 AM
    • The FDA will publish sweeping new rules today requiring chain restaurants, movie theaters and large vending machine operators across the country to post calorie counts on their menus and menu boards.
    • "Obesity is a national epidemic that affects millions of Americans," says FDA Commissioner Margaret Hamburg.
    • The new rules also require other nutritional information - including calories from fat, cholesterol, sugars and protein - to be made available in writing upon request.
    • Related tickers: BJRI,BWLD,BKW,CMG,DENN,DPZ,KKD,MCD,PFCB,PZZA,CAKE,WEN,PNRA
    | 17 Comments
  • Nov. 19, 2014, 9:17 AM
    • Chipotle (NYSE:CMG) plans to stick with its strategy of forsaking holiday promotions after several years of outpacing rivals full of Q4 deals and gimmicks.
    • Over the last three years, Chipotle has improved comparable-store sales on average by 8.1% in Q4 to easily top the pace of holiday-intense McDonald's, Starbucks, and Dunkin' Donuts.
    • Extra costs have piled up for many restaurant chains to market and supply their holiday menu items.
    • Chipotle will offer some catering specials this year for holiday work events.
    | 1 Comment
  • Nov. 18, 2014, 3:24 PM
    | Comment!
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Company Description
Chipotle Mexican Grill Inc operates Chipotle Mexican Grill restaurants, which serves a menu of burritos, tacos, burrito bowls (a burrito without the tortilla) and salads, made using fresh ingredients.
Sector: Services
Industry: Restaurants
Country: United States