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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Sara Senatore | Bank of America | 12 | 8% |
| Lauren Silberman | Deutsche Bank | 11 | 0% |
| Dave Palmer | Evercore ISI | 10 | 10% |
| Danilo Gargiulo | Bernstein | 10 | 10% |
| Andy Charles | TD Cowen | 9 | 44% |
| Brian Harbour | Morgan Stanley | 8 | 0% |
| Sharon Zackfia | William Blair | 7 | 14% |
| Dennis Geiger | UBS | 7 | 0% |
| John Ivankoe | JPMorgan | 7 | 0% |
| Dave Tarantino | Robert W. Baird | 7 | 29% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 1 | 12 | 8% |
| Deutsche Bank | 1 | 11 | 0% |
| TD Cowen | 2 | 11 | 36% |
| Evercore ISI | 1 |
| 10 |
| 10% |
| Robert W. Baird | 2 | 10 | 20% |
| Bernstein | 1 | 10 | 10% |
| Morgan Stanley | 1 | 8 | 0% |
| Goldman Sachs | 2 | 7 | 0% |
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 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CMG Chipotle Mexican Grill | 5 | +7.4% | |
| 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% |