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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Chipotle Mexican Grill (CMG) is 5/10.
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.
Scored from Chipotle Mexican Grill’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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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 Q1 | $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 |