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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Sara Senatore | Bank of America | 13 questions · 23% challenging |
| Lauren Silberman | Deutsche Bank | 11 questions · 18% challenging |
| Danilo Gargiulo | Bernstein | 11 questions · 27% challenging |
| Dave Palmer | Evercore ISI | 11 questions · 36% challenging |
| Andrew Charles | TD Cowen | 9 questions · 44% challenging |
| Brian Harbour | Morgan Stanley | 8 questions · 0% challenging |
| Dennis Geiger | UBS | 8 questions · 0% challenging |
| David Tarantino | Robert W. Baird | 7 questions · 29% challenging |
| John Ivankoe | JPMorgan | 7 questions · 0% challenging |
| Sharon Zackfia | William Blair | 7 questions · 14% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Robert W. Baird | 3 analysts | 18 questions · 22% challenging |
| Bank of America | 1 analyst | 13 questions · 23% challenging |
| TD Cowen | 2 analysts | 12 questions · 33% challenging |
| Evercore ISI | 1 analyst | 11 questions · 36% challenging |
| Deutsche Bank | 1 analyst | 11 questions · 18% challenging |
| Bernstein | 1 analyst | 11 questions · 27% challenging |
| Morgan Stanley | 2 analysts | 9 questions · 0% challenging |
| JPMorgan | 2 analysts | 8 questions · 0% challenging |
Chipotle posted Q1 revenue growth of 7.4% to $3.1 billion with positive transaction growth, but adjusted EPS declined 17% to $0.24 as restaurant-level margin compressed 250 basis points driven by wage inflation, higher marketing and utility costs, and lower average volumes. The doubled menu innovation cadence drove incremental demand and the rewards program relaunch accelerated member engagement, but margin pressure from deliberate pricing restraint weighed heavily on profitability. Full-year comp guidance was maintained at about flat.
Demand | Revenue Growth | Competitive Dynamics | Margin | Innovation & R&D | Geographic Expansion | Product Launch | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 8 | 5 | 6 | 3 | 3 | 3 | 2 |
| 2025Q1 | 9 | 4 | 6 | 1 | 3 | 3 | 2 | |
| 2025Q2 | 8 | 8 | 8 | 4 | 5 | 2 | 1 | |
| 2025Q3 | 9 | 5 | 4 | 4 | 2 | 2 | 1 | 4 |
| 2025Q4 | 12 | 6 | 3 | 4 | 3 | 3 | 5 | 3 |
| 2026Q1 | 5 | 4 | 6 | 1 | 3 | 2 | 2 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 9 | 8 | 9 | 12 | 5 |
| Revenue Growth | 8 | 4 | 8 | 5 | 6 | 4 |
| Competitive Dynamics | 5 | 6 | 8 | 4 | 3 | 6 |
| Margin | 6 | 1 | 4 | 4 | 4 | 1 |
| Innovation & R&D | 3 | 3 | 5 | 2 | 3 | 3 |
| Geographic Expansion | 3 | 3 | 2 | 2 | 3 | 2 |
| Product Launch | 3 | 2 | 1 | 1 | 5 | 2 |
| Pricing | 2 | 4 | 3 | 3 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.85B | +13.1% | $0.24 | +20.0% | 14.6% | 11.7% | $354M |
| FY2025 Q1 | $2.88B | +6.4% | $0.28 | +7.7% | 16.7% | 13.4% | $412M |
| FY2025 Q2 | $3.06B | +3.0% | $0.32 | -3.0% | 18.2% | 14.2% | $401M |
| FY2025 Q3 | $3.00B | +7.5% | $0.29 | +3.6% | 15.9% | 12.7% | $406M |
| FY2025 Q4 | $2.98B | +4.9% | $0.25 | +4.2% | 14.9% | 11.1% | $228M |
| FY2026 Q1Selected | $3.09B | +7.4% | $0.23 | -17.9% | 12.9% | 9.8% | $471M |
| FY2026 Q2 | $3.35B | +9.3% | $0.32 | 0.0% | 15.7% | 12.1% | $463M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Calendar quarter Q1 2026Earnings call Apr 29, 2026
FY2026 Q1 in brief
Chipotle posted Q1 revenue growth of 7.4% to $3.1 billion with positive transaction growth, but adjusted EPS declined 17% to $0.24 as restaurant-level margin compressed 250 basis points driven by wage inflation, higher marketing and utility costs, and lower…
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +7.41% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Chipotle Mexican Grill (CMG), FY2026 Q1: 5/10. Scores: Chipotle Mexican Grill’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: CMG daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What CMG and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“They primarily use Uber as a discount platform and DoorDash as a premium faster order time, faster delivery time platform.”
Chipotle characterizes Uber (Uber Eats) as the discount-oriented delivery platform relative to DoorDash, a signal on consumer usage of the two aggregators.
“we did some testing on different premiums in delivery across DoorDash and Uber and people use those platforms in different ways.”
Chipotle tests delivery pricing across DoorDash and Uber, characterizing DoorDash as the premium, faster-delivery platform of the two.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CMG Chipotle Mexican Grill | 5 | +7.4% | |
| CAVA CAVA Group, Inc. | 8 | +20.9% | |
| DPZ Domino's | 5 | +3.5% | |
| DRI Darden Restaurants | 5 | +5.9% | |
| MCD McDonald's Corporation | 7 | +9.4% | |
| SBUX Starbucks | 9 | +8.8% | |
| YUM Yum! Brands | 9 | +15.2% |