Chipotle Mexican Grill, Inc.

Informe acción NYSE:CMG

Capitalización de mercado: US$43.7b

Chipotle Mexican Grill Dirección

Dirección controles de criterios 3/4

El CEO de Chipotle Mexican Grill es Scott Boatwright , nombrado en Aug 2024, tiene una permanencia de 1.75 años. compensación anual total es $15.46M, compuesta por 7.1% salario y 92.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.022% de las acciones de la empresa, por valor de $9.83M. La antigüedad media del equipo directivo y de la junta directiva es de 1.7 años y 5.5 años, respectivamente.

Información clave

Scott Boatwright

Chief Executive Officer (CEO)

US$15.5m

Compensación total

Porcentaje del salario del CEO7.09%
Permanencia del CEO1.8yrs
Participación del CEO0.02%
Permanencia media de la dirección1.7yrs
Promedio de permanencia en la Junta Directiva5.5yrs

Actualizaciones recientes de la dirección

Recent updates

Chipotle Q1 2026 Results Preview: It's All About Transactions Growth

Apr 27

Chipotle Mexican Grill (CMG): The Digital Burrito Powerhouse Tests Throughput and Loyalty

Chipotle Mexican Grill (CMG) , the global vanguard of the fast-casual movement, enters the weekend of Sunday, April 26, 2026 , in a state of calculated expansion. The company is scheduled to release its Q1 2026 earnings report on Wednesday, April 29, 2026, after the market close.

CMG: 2026 Menu Initiatives Are Expected To Support Higher P E Multiple

Chipotle Mexican Grill's updated analyst price target reflects a modest trim of fair value to $43.66, with analysts broadly fine-tuning their models as they weigh slightly higher discount rates, adjusted long term P/E assumptions, and a recent wave of small downward target revisions across major firms. Analyst Commentary Recent Street research around Chipotle Mexican Grill points to a period of recalibration, with many firms trimming price targets by small increments and a few highlighting more constructive long term views.

Chipotle Mexican Grill, Inc. Reports Resilient FY 2025 Earnings Despite Margin Pressures and Heavy Capital Returns

Analyst: Qudus Adebara (Founder of Wane Investment House) Executive Summary Chipotle Mexican Grill, Inc. delivered a solid financial performance for the year ended December 31, 2025, with total revenue rising to $11.93 billion, reflecting +5.4% YoY growth driven primarily by strong food and beverage sales.

CMG: 2026 Sales Initiatives And Buybacks Will Support Higher P E Multiple

Analysts trimmed their Chipotle Mexican Grill price target by about $0.50 to reflect slightly lower fair value, a modestly higher discount rate, and marginally softer revenue growth and profit margin assumptions, partly offset by a higher future P/E multiple supported by recent mixed but generally constructive research commentary. Analyst Commentary Recent research on Chipotle Mexican Grill reflects a mix of cautious fine tuning on price targets and supportive views on the business model, management, and long term growth potential.

CMG: 2026 Sales Initiatives And Buybacks Will Sustain Elevated P E Multiple

The analyst price target for Chipotle Mexican Grill has been trimmed by about $0.07 to reflect slightly lower modeled fair value, even as analysts highlight modest improvements in revenue growth, profit margin assumptions, and a still elevated future P/E, informed by a mix of recent target cuts, fresh Buy initiations, and sector-wide re-rating work for 2026. Analyst Commentary Recent research on Chipotle Mexican Grill reflects an active debate around how much investors should pay for the company given mixed sector trends, shifting consumer behavior, and company specific execution questions.

CMG: 2026 Sales Initiatives And Buybacks Will Support Multiple Expansion

Analysts made a small upward adjustment to their Chipotle price target, moving it by about $0.33, as they weighed newly bullish views tied to potential sales drivers and multiple expansion against a recent wave of modest target trims from other firms. Analyst Commentary Recent research on Chipotle shows a split view, with some firms highlighting long term growth drivers and others focusing on consumer headwinds and execution risk.

CMG: 2026 Marketing Firepower And Buybacks Will Support Upside Potential

Analysts have made a small upward adjustment to their Chipotle price target to about $44. This reflects slightly lower assumed discount rates and a modestly higher future P/E multiple, along with fine-tuned revenue growth and margin expectations.

CMG: 2026 Unit Expansion And Share Repurchases Will Support Upside Potential

Analysts now see slightly lower upside for Chipotle, trimming the price target in line with a modest reduction in fair value to about $44.24 per share after reassessing the discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent Street research around Chipotle Mexican Grill has become more finely balanced, with several small downward price target revisions offset by a cluster of earlier target increases and a few rating changes.

CMG: 2026 Traffic Recovery And Unit Expansion Will Drive Balanced Risk Reward

Analysts have nudged their Chipotle Mexican Grill fair value estimate higher to about $45 per share from roughly $44, citing a slightly lower discount rate, modest tweaks to long term revenue growth and profit margin assumptions, and a marginally higher future P/E multiple that reflect recent shifts in Street price targets and mixed but engaged research coverage. Analyst Commentary Recent Street research paints a mixed picture for Chipotle Mexican Grill, with price targets moving in both directions and opinions divided on how quickly the company can work through current traffic and macro pressures.

CMG: 2026 Unit Expansion And Traffic Recovery Efforts Will Shape Balanced Outlook

Analysts have lifted the Chipotle Mexican Grill fair value estimate slightly, with the price target moving from US$43.18 to US$44.12. This reflects modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions after a mix of target cuts on macro and traffic headwinds, as well as fresh target hikes tied to updated 2026 restaurant sector outlooks.

CMG: 2026 Unit Expansion Will Drive Long Term Upside Despite Near Term Traffic Headwinds

Analysts have modestly reduced their average price target for Chipotle Mexican Grill by about $10 per share to the mid $40s, citing weaker than expected Q3 traffic and comp trends, macro driven consumer softness, and lowered same store sales guidance, even as they highlight longer term benefits from menu innovation, value focused marketing, and continued unit growth. Analyst Commentary Analysts broadly agree that Chipotle is navigating a tougher operating backdrop, but they differ on how quickly the brand can reaccelerate traffic and comps and how much of the long term growth story remains intact at current valuation levels.

CMG: Robust 2026 Unit Expansion Is Expected To Drive Long Term Upside

The Analyst Price Target for Chipotle Mexican Grill has been cut meaningfully, with analysts trimming expectations by roughly $10 per share as persistent macro headwinds, softer traffic, and repeated same store sales guidance cuts temper the near term outlook, despite confidence in the longer term unit growth story. Analyst Commentary Recent Street commentary reflects a more cautious stance on Chipotle in the near term, with widespread price target reductions but a generally constructive view on the multiyear unit growth and margin opportunity.

CMG: Robust Unit Expansion Plans Will Lead to Improved Performance

Analysts have lowered their average price target for Chipotle Mexican Grill, cutting it from approximately $45.09 to $43.18 per share. Ongoing macroeconomic pressures and softer same-store sales trends continue to weigh on the company's near-term outlook.

Chipotle Mexican Grill, Inc. (NYSE:CMG) Stocks Pounded By 25% But Not Lagging Market On Growth Or Pricing

Nov 07
Chipotle Mexican Grill, Inc. (NYSE:CMG) Stocks Pounded By 25% But Not Lagging Market On Growth Or Pricing

CMG: Share Repurchases And Menu Revamps Will Drive Stronger Performance Ahead

Chipotle Mexican Grill's analyst price target has been lowered significantly, dropping from approximately $54 to about $45. Analysts cite ongoing traffic challenges, softer same-store sales growth, and mounting macroeconomic headwinds following disappointing third-quarter results.

Restaurant Expansion In Mexico And Europe Will Boost Performance

Chipotle Mexican Grill's analyst price target has been reduced from approximately $56.94 to $54.15. Analysts cite near-term industry headwinds, including choppy demand, softer sales trends, and cautious sector outlooks as factors driving the adjustment.

Restaurant Expansion In Mexico And Europe Will Boost Performance

Analysts have lowered their price target for Chipotle Mexican Grill to approximately $56.94 from about $57.75. This modest reduction reflects tempered revenue growth expectations, despite recent performance improvements and ongoing industry challenges.

Restaurant Expansion In Mexico And Europe Will Boost Performance

Analysts modestly lowered Chipotle's consensus price target to $57.75, citing disappointing Q2 results, macro headwinds, and heightened competitive pressures, though some remain constructive on resilient demand, recent menu innovation, and the company's long-term growth outlook. Analyst Commentary Bullish analysts cite improved risk/reward following a 31% YTD selloff, with expectations that market pessimism regarding same-store-sales is overly priced in.

The Price Is Right For Chipotle Mexican Grill, Inc. (NYSE:CMG) Even After Diving 26%

Aug 01
The Price Is Right For Chipotle Mexican Grill, Inc. (NYSE:CMG) Even After Diving 26%

Analysts Are Updating Their Chipotle Mexican Grill, Inc. (NYSE:CMG) Estimates After Its Second-Quarter Results

Jul 26
Analysts Are Updating Their Chipotle Mexican Grill, Inc. (NYSE:CMG) Estimates After Its Second-Quarter Results

Is Now The Time To Put Chipotle Mexican Grill (NYSE:CMG) On Your Watchlist?

Jul 14
Is Now The Time To Put Chipotle Mexican Grill (NYSE:CMG) On Your Watchlist?

Should You Investigate Chipotle Mexican Grill, Inc. (NYSE:CMG) At US$51.47?

May 21
Should You Investigate Chipotle Mexican Grill, Inc. (NYSE:CMG) At US$51.47?

Chipotle Q1 Preview: Tariffs Hurt Them (Deep Dive)

Apr 22

Chipotle: Dark Pool Buys And Long-Term Growth Make It A Buy

Mar 19

Chipotle: Rare Opportunity To Buy At A Truly Attractive Price

Feb 28

Chipotle: Tariff Fears Overblown, Dips Are Tasty For Long-Term Investors

Feb 05

Chipotle: It Still Has Fuel In The Tank

Jan 21

Chipotle: In A Tough Spot As Price Hikes May Trigger Further Sales Deterioration

Dec 20

It's Time To Get Mexican Food: Chipotle Is A Buy (Technical Analysis)

Nov 25

Chipotle: Both The Business And The Investment Are Very Simple

Nov 07

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Scott Boatwright en comparación con los beneficios de Chipotle Mexican Grill?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$1b

Dec 31 2025US$15mUS$1m

US$2b

Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$2b

Mar 31 2025n/an/a

US$2b

Dec 31 2024US$19mUS$768k

US$2b

Sep 30 2024n/an/a

US$1b

Jun 30 2024n/an/a

US$1b

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$6mUS$608k

US$1b

Sep 30 2023n/an/a

US$1b

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$1b

Dec 31 2022US$5mUS$563k

US$899m

Sep 30 2022n/an/a

US$809m

Jun 30 2022n/an/a

US$756m

Mar 31 2022n/an/a

US$684m

Dec 31 2021US$5mUS$546k

US$653m

Sep 30 2021n/an/a

US$710m

Jun 30 2021n/an/a

US$586m

Mar 31 2021n/an/a

US$406m

Dec 31 2020US$12mUS$517k

US$356m

Sep 30 2020n/an/a

US$237m

Jun 30 2020n/an/a

US$256m

Mar 31 2020n/an/a

US$338m

Dec 31 2019US$5mUS$468k

US$350m

Compensación vs. Mercado: La compensación total ($USD15.46M) de Scott está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD14.54M).

Compensación vs. Ingresos: La compensación de Scott ha sido consistente con los resultados de la empresa en el último año.


CEO

Scott Boatwright (52 yo)

1.8yrs
Permanencia
US$15,455,736
Compensación

Mr. Scott Boatwright has been the Chief Executive Officer and Director of Chipotle Mexican Grill, Inc. since November 12, 2024 and was its Interim Chief Executive Officer since August 31, 2024 until Novemb...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Scott Boatwright
CEO & Director1.8yrsUS$15.46m0.022%
$ 9.8m
Curtis Garner
President and Chief Strategy & Technology Officer9.2yrsUS$7.74m0.028%
$ 12.4m
Adam Rymer
Chief Financial Officer1.6yrsUS$3.99m0.0033%
$ 1.5m
Jason Kidd
Chief Operating Officer1yrsin datossin datos
Matthew Bush
VP, Controller & Principal Accounting Officerless than a yearsin datos0.00058%
$ 253.4k
Cynthia Olsen
Head of Investor Relations & Strategyno datasin datossin datos
D Eskenazi
Chief Legal & Human Resources Officer2.5yrssin datos0.00068%
$ 297.1k
Stephanie Perdue
Interim Chief Marketing Officerless than a yearsin datossin datos
Laurie Schalow
Chief Corporate Affairs & Food Safety Officer7.2yrssin datos0.012%
$ 5.1m
Anat Davidzon
Managing Director of Canadano datasin datossin datos
Lois Alexis-Collins
Chief People Officer - Field Operations2.5yrssin datossin datos
Nate Lawton
Chief Business Development Officer1.3yrssin datossin datos
1.7yrs
Permanencia media
52.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de CMG no se considera experimentado ( 1.7 años antigüedad media), lo que sugiere un nuevo equipo.


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Scott Boatwright
CEO & Director1.5yrsUS$15.46m0.022%
$ 9.8m
Patricia Fili-Krushel
Independent Director7.2yrsUS$377.53k0.0028%
$ 1.2m
Mary Winston
Independent Director5.8yrsUS$367.53k0.0024%
$ 1.0m
Albert Baldocchi
Independent Director29.3yrsUS$335.03k0.25%
$ 109.6m
Matthew Carey
Independent Director5.2yrsUS$340.03k0.0046%
$ 2.0m
Joshua Weinstein
Independent Directorless than a yearUS$118.63k0.00027%
$ 118.0k
Mauricio Gutierrez
Independent Director5.2yrsUS$340.03k0.0028%
$ 1.2m
Scott Maw
Chairman & Lead Independent Director7.2yrsUS$555.03k0.0033%
$ 1.4m
Robin S. Hickenlooper
Independent Director9.4yrsUS$370.03k0.0034%
$ 1.5m
Laura Fuentes
Independent Director2.7yrsUS$340.03k0.00089%
$ 388.8k
5.5yrs
Permanencia media
56yo
Promedio de edad

Junta con experiencia: La junta directiva de CMG se considera experimentada (5.5 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/01 05:58
Precio de las acciones al final del día2026/05/01 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Chipotle Mexican Grill, Inc. está cubierta por 59 analistas. 35 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
John StaszakArgus Research Company
David TarantinoBaird
Jeffrey BernsteinBarclays