Chipotle Mexican Grill(1CMG)株式概要チポトレ・メキシカン・グリル社はその子会社と共にチポトレ・メキシカン・グリル店を所有、運営している。 詳細1CMG ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長3/6過去の実績3/6財務の健全性4/6配当金0/6報酬収益は年間11%増加すると予測されています アナリストらは、株価が34.3%上昇するだろうとほぼ一致している。 リスク分析Italian市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る1CMG Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€27.7022.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture019b2016201920222025202620282031Revenue US$18.7bEarnings US$2.2bAdvancedSet Fair ValueView all narrativesChipotle Mexican Grill, Inc. 競合他社Lottomatica GroupSymbol: BIT:LTMCMarket cap: €5.9bYum! BrandsSymbol: NYSE:YUMMarket cap: US$42.8bCompass GroupSymbol: LSE:CPGMarket cap: US$51.9bRestaurant Brands InternationalSymbol: NYSE:QSRMarket cap: US$34.4b価格と性能株価の高値、安値、推移の概要Chipotle Mexican Grill過去の株価現在の株価US$27.7052週高値US$35.0252週安値US$27.07ベータ1.031ヶ月の変化-4.48%3ヶ月変化-11.63%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化2.20%最新ニュースNew Risk • 2hNew minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • May 01Chipotle Mexican Grill, Inc., Annual General Meeting, Jun 11, 2026Chipotle Mexican Grill, Inc., Annual General Meeting, Jun 11, 2026.Reported Earnings • May 01First quarter 2026 earnings released: EPS: US$0.23 (vs US$0.28 in 1Q 2025)First quarter 2026 results: EPS: US$0.23 (down from US$0.28 in 1Q 2025). Revenue: US$3.09b (up 7.4% from 1Q 2025). Net income: US$302.8m (down 22% from 1Q 2025). Profit margin: 9.8% (down from 13% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in Italy.お知らせ • Apr 28Chipotle Mexican Grill, Inc. Announces Executive AppointmentsChipotle Mexican Grill announced it has appointed Fernando Machado, one of the world's most innovative CMOs, as Chief Brand Officer, effective June 1. In this role, Machado will lead the company's global marketing strategy, brand positioning and customer engagement efforts as Chipotle continues to execute its Recipe for Growth strategy, driving innovation and expanding its global footprint. Machado spent over seven years as the Chief Marketing Officer at Restaurant Brands International (RBI) across brands like Burger King, Popeyes and Tim Hortons, where he received global recognition for his industry-leading campaigns. He also spent 18 years at Unilever in a series of executive leadership roles across its consumer brand portfolio. In addition, Machado was Chief Marketing Officer at Activision Blizzard, where he spearheaded marketing strategy across its portfolio of major gaming franchises. He currently serves as an Operating Partner at Garnett Station Partners (GSP), a private equity firm focused on franchise, multi-unit and services businesses. Machado, Ad Age's 2020 CMO of the Year and a Forbes Top 3 Most Influential CMO globally, has a proven track record with numerous accolades for his breakthrough and innovative marketing campaigns. He holds a bachelor's degree in mechanical engineering from Universidade Estadual de Campinas (UNICAMP) and an MBA from INSEAD Business School. He also serves on the board of Braze, the comprehensive customer engagement platform connecting brands and consumers. To accelerate its approach to technology and innovation, Chipotle named Arlie Sisson as Chief Digital Officer, reporting to Curt Garner, President, Chief Strategy and Technology Officer. Most recently, Sisson served as Senior Vice President, Global Head of Digital, Commercial Services at Hyatt Hotels, where she led a global organization across product, design, engineering, loyalty, analytics, digital strategy and more. Before Hyatt, Sisson was the Founder and Chief Executive Officer of UpPurpose, a privately funded, software-as-a-service (SaaS) company she built from the ground up. Prior to that, she held senior leadership roles at Condé Nast and Marriott (Starwood) Hotels, where she helped drive digital revenue growth and led mobile strategy initiatives.Buy Or Sell Opportunity • Apr 27Now 21% overvaluedOver the last 90 days, the stock has fallen 11% to €29.75. The fair value is estimated to be €24.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period.お知らせ • Apr 23Chipotle Mexican Grill Announces Return Of Chipotlehoney ChickenChipotle Mexican Grill announced the return of ChipotleHoney Chicken, which debuted in 2025 as the brand's best-performing limited-time offering and quickly became a fan favorite, driving record demand. The protein will be available in restaurants across the U.S., Canada, the U.K., France and Germany beginning April 28. Made with freshly grilled chicken, marinated with smoky chipotle peppers and finished with a touch of pure honey, ChipotleHoney Chicken delivers a bold, balanced flavor that hits heat first, then sweet—a craveable combination that captures the energy of early summer in every bite. ChipotleHoney Chicken sits at the center of one of the fastest-growing flavor trends in food: "swicy." Sweet meets spicy. Heat meets honey. It's everywhere, from social feeds to restaurant menus. Chipotle's take stands apart—bringing this bold flavor to life with real ingredients, freshly prepared and made without artificial colors, flavors or preservatives. At its core are two signature ingredients—chipotle peppers and a touch of pure honey—creating a smoky, subtly sweet flavor that is distinctly Chipotle. When it launched in 2025, the protein delivered the highest order rates of any limited-time offering in Chipotle's history. For the first time, guests can enjoy ChipotleHoney Chicken in Chipotle's High Protein Cup, offering a new, protein-forward way to customize their order. Its return also continues Chipotle's momentum in menu innovation, following the recent return of Chicken al Pastor and introduction of Cilantro Lime Sauce earlier this year, and signals a broader push to bring more craveable, culturally relevant flavors to the menu in 2026. For guests trying ChipotleHoney Chicken for the first time, Nevielle Panthaky, Senior Vice President of Culinary at Chipotle, recommends ordering a ChipotleHoney Chicken bowl with white rice, black beans, light roasted chili-corn salsa and guac. Chipotle is offering a USD 0 delivery fee on ChipotleHoney Chicken orders placed through the Chipotle app, Chipotle.com and Chipotle.ca from April 28 through May 11. Higher menu prices are charged for delivery; additional service and other fees are applied at checkout as well (except in CA, CO, MA, MN and VA). Available April 28 through May 11 only, within Chipotle's delivery areas from participating U.S. and Canada locations, during normal operating hours for such locations. Purchase of ChipotleHoney Chicken entrée required. Minimum order USD 10 /CAD 12 excluding tax and fees; maximum item numbers apply as well. Deliveries and redemptions are subject to availability. Offer is not valid on catering or Burritos by the Box orders. Redemptions of Chipotle Rewards and other promotional offers may be included in a qualifying delivery order but do not count towards minimum purchase requirements. Valid only on Chipotle website or the Chipotle app; not valid on orders placed via third-party delivery platforms. Chipotle reserves the right to modify or terminate this offer at any time without notice. Additional restrictions may apply; void where prohibited.最新情報をもっと見るRecent updatesNew Risk • 2hNew minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • May 01Chipotle Mexican Grill, Inc., Annual General Meeting, Jun 11, 2026Chipotle Mexican Grill, Inc., Annual General Meeting, Jun 11, 2026.Reported Earnings • May 01First quarter 2026 earnings released: EPS: US$0.23 (vs US$0.28 in 1Q 2025)First quarter 2026 results: EPS: US$0.23 (down from US$0.28 in 1Q 2025). Revenue: US$3.09b (up 7.4% from 1Q 2025). Net income: US$302.8m (down 22% from 1Q 2025). Profit margin: 9.8% (down from 13% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in Italy.お知らせ • Apr 28Chipotle Mexican Grill, Inc. Announces Executive AppointmentsChipotle Mexican Grill announced it has appointed Fernando Machado, one of the world's most innovative CMOs, as Chief Brand Officer, effective June 1. In this role, Machado will lead the company's global marketing strategy, brand positioning and customer engagement efforts as Chipotle continues to execute its Recipe for Growth strategy, driving innovation and expanding its global footprint. Machado spent over seven years as the Chief Marketing Officer at Restaurant Brands International (RBI) across brands like Burger King, Popeyes and Tim Hortons, where he received global recognition for his industry-leading campaigns. He also spent 18 years at Unilever in a series of executive leadership roles across its consumer brand portfolio. In addition, Machado was Chief Marketing Officer at Activision Blizzard, where he spearheaded marketing strategy across its portfolio of major gaming franchises. He currently serves as an Operating Partner at Garnett Station Partners (GSP), a private equity firm focused on franchise, multi-unit and services businesses. Machado, Ad Age's 2020 CMO of the Year and a Forbes Top 3 Most Influential CMO globally, has a proven track record with numerous accolades for his breakthrough and innovative marketing campaigns. He holds a bachelor's degree in mechanical engineering from Universidade Estadual de Campinas (UNICAMP) and an MBA from INSEAD Business School. He also serves on the board of Braze, the comprehensive customer engagement platform connecting brands and consumers. To accelerate its approach to technology and innovation, Chipotle named Arlie Sisson as Chief Digital Officer, reporting to Curt Garner, President, Chief Strategy and Technology Officer. Most recently, Sisson served as Senior Vice President, Global Head of Digital, Commercial Services at Hyatt Hotels, where she led a global organization across product, design, engineering, loyalty, analytics, digital strategy and more. Before Hyatt, Sisson was the Founder and Chief Executive Officer of UpPurpose, a privately funded, software-as-a-service (SaaS) company she built from the ground up. Prior to that, she held senior leadership roles at Condé Nast and Marriott (Starwood) Hotels, where she helped drive digital revenue growth and led mobile strategy initiatives.Buy Or Sell Opportunity • Apr 27Now 21% overvaluedOver the last 90 days, the stock has fallen 11% to €29.75. The fair value is estimated to be €24.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period.お知らせ • Apr 23Chipotle Mexican Grill Announces Return Of Chipotlehoney ChickenChipotle Mexican Grill announced the return of ChipotleHoney Chicken, which debuted in 2025 as the brand's best-performing limited-time offering and quickly became a fan favorite, driving record demand. The protein will be available in restaurants across the U.S., Canada, the U.K., France and Germany beginning April 28. Made with freshly grilled chicken, marinated with smoky chipotle peppers and finished with a touch of pure honey, ChipotleHoney Chicken delivers a bold, balanced flavor that hits heat first, then sweet—a craveable combination that captures the energy of early summer in every bite. ChipotleHoney Chicken sits at the center of one of the fastest-growing flavor trends in food: "swicy." Sweet meets spicy. Heat meets honey. It's everywhere, from social feeds to restaurant menus. Chipotle's take stands apart—bringing this bold flavor to life with real ingredients, freshly prepared and made without artificial colors, flavors or preservatives. At its core are two signature ingredients—chipotle peppers and a touch of pure honey—creating a smoky, subtly sweet flavor that is distinctly Chipotle. When it launched in 2025, the protein delivered the highest order rates of any limited-time offering in Chipotle's history. For the first time, guests can enjoy ChipotleHoney Chicken in Chipotle's High Protein Cup, offering a new, protein-forward way to customize their order. Its return also continues Chipotle's momentum in menu innovation, following the recent return of Chicken al Pastor and introduction of Cilantro Lime Sauce earlier this year, and signals a broader push to bring more craveable, culturally relevant flavors to the menu in 2026. For guests trying ChipotleHoney Chicken for the first time, Nevielle Panthaky, Senior Vice President of Culinary at Chipotle, recommends ordering a ChipotleHoney Chicken bowl with white rice, black beans, light roasted chili-corn salsa and guac. Chipotle is offering a USD 0 delivery fee on ChipotleHoney Chicken orders placed through the Chipotle app, Chipotle.com and Chipotle.ca from April 28 through May 11. Higher menu prices are charged for delivery; additional service and other fees are applied at checkout as well (except in CA, CO, MA, MN and VA). Available April 28 through May 11 only, within Chipotle's delivery areas from participating U.S. and Canada locations, during normal operating hours for such locations. Purchase of ChipotleHoney Chicken entrée required. Minimum order USD 10 /CAD 12 excluding tax and fees; maximum item numbers apply as well. Deliveries and redemptions are subject to availability. Offer is not valid on catering or Burritos by the Box orders. Redemptions of Chipotle Rewards and other promotional offers may be included in a qualifying delivery order but do not count towards minimum purchase requirements. Valid only on Chipotle website or the Chipotle app; not valid on orders placed via third-party delivery platforms. Chipotle reserves the right to modify or terminate this offer at any time without notice. Additional restrictions may apply; void where prohibited.Buy Or Sell Opportunity • Apr 16Now 24% overvaluedOver the last 90 days, the stock has fallen 12% to €30.70. The fair value is estimated to be €24.73, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period.お知らせ • Mar 18Chipotle Mexican Grill, Inc. to Report Q1, 2026 Results on Apr 29, 2026Chipotle Mexican Grill, Inc. announced that they will report Q1, 2026 results at 4:10 PM, US Eastern Standard Time on Apr 29, 2026Reported Earnings • Feb 04Full year 2025 earnings released: EPS: US$1.15 (vs US$1.12 in FY 2024)Full year 2025 results: EPS: US$1.15 (up from US$1.12 in FY 2024). Revenue: US$11.9b (up 5.4% from FY 2024). Net income: US$1.54b (flat on FY 2024). Profit margin: 13% (in line with FY 2024). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Italy.お知らせ • Feb 04Chipotle Mexican Grill, Inc. Provides Earnings Guidance for 2026Chipotle Mexican Grill, Inc. provided earnings guidance for 2026. For the period, the company expects comparable restaurant sales to be about flat.お知らせ • Jan 27Chipotle Mexican Grill Brings Back Chicken Al Pastor to Restaurants in the U.S., Canada, the UK, France and GermanyChipotle Mexican Grill announced that it is bringing back Chicken al Pastor to restaurants in the U.S., Canada, the UK, France and Germany for a limited time starting Tuesday, February 10. The fan-favorite returns as Chipotle accelerates its 2026 menu innovation schedule with three to four limited-time protein offerings as well as new sides and dips. Chicken al Pastor debuted three years ago as Chipotle's first global menu innovation, gaining fans worldwide with its sophisticated flavor profile and elevated taste. Prep prepared daily in small batches, Chicken al Pastor is made with freshly grilled chicken, a rich marinade featuring seared morita peppers and ground achiote, balanced with a splash of pineapple for the right amount of heat, and finished with fresh lime and hand-chopped cilantro. In 2026, Chipotle's pace of menu innovation will be faster than ever with new offerings and occasions. The brand's past cadence of two limited-time proteins per year has helped drive a meaningful increase in transactions. Internal data shows that new and existing guests who purchase an LTO increase frequency and spend over the following year compared to guests who do not purchase an LTO. These craveable new items drive trial and keep Chipotle more visible, relevant and loved throughout the year. With over 130,000 employees passionate about providing a great guest experience, Chipotle is a longtime leader and innovator in the food industry. Chipotle is committed to making its food more accessible to everyone while continuing to be a brand with a demonstrated purpose as it leads the way in digital, technology and sustainable business practices.お知らせ • Jan 13Chipotle Mexican Grill, Inc. Announces Executive Changes, Effective January 12, 2026Chipotle Mexican Grill, Inc. announced that Ilene Eskenazi, Chief Human Resources Officer, has been appointed Chief Legal and Human Resources Officer, effective January 12, 2026, succeeding Roger Theodoredis who has transitioned out of his role of Chief Legal Officer and General Counsel. Ms. Eskenazi is an accomplished chief legal and human resources executive with extensive experience overseeing a broad range of legal and compliance matters, as well as talent management, and compensation and benefits. Prior to joining Chipotle in 2023 as CHRO, she held joint roles at leading consumer products companies, including Petco Health and Wellness Company, Boardriders, Inc. (previously Quiksilver, Inc.), and Red Bull North America, Inc. She previously served as a corporate attorney at Skadden, Arps, Slate, Meagher & Flom LLP. In addition, Stephanie Perdue, Vice President of Brand Marketing, will serve as Interim Chief Marketing Officer, effective January 12, 2026, succeeding Chris Brandt who has transitioned out of his role of President, Chief Brand Officer. The Company has initiated an internal and external search to identify a new Chief Marketing Officer with the assistance of a leading executive search firm. These changes are effective immediately, and Mr. Theodoredis and Mr. Brandt will remain with the Company in advisory roles for a limited period to assist with the transition.Buy Or Sell Opportunity • Jan 05Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at €33.06. The fair value is estimated to be €26.94, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.お知らせ • Dec 18Chipotle Mexican Grill Unveils Its First-Ever High Protein Menu That Will Roll Out in the U.S. and Canada on December 23Chipotle Mexican Grill announced its first-ever High Protein Menu that will roll out in the U.S. and Canada on December 23, December 23. The curated menu features a High Protein Cup with fresh grilled, hand-cut Adobo Chicken at 32 grams of protein, meeting consumer demand for a quick protein-packed snack. Chipotle's popular Adobo Chicken is humanely raised and never given antibiotics, so the menu makes it easy to enjoy clean, high protein options without sacrificing flavor. Starting Tuesday, December 23, guests in the U.S., and Canada can order from the High Protein Menu in-restaurant and via the Chipotle app, Chipotle.com and Chipotle.ca. In the U.S., prices start at $3.50 for a Single Chicken Taco at select restaurants.1 The national weighted average price of a High Protein Cup of Adobo Chicken is $3.82.1 A Clean Menu for the Protein Movement: A high protein diet has held the title as the top diet pattern in the U.S. for three consecutive years. In addition, 70% of Americans say they are prioritizing protein and more than one-third have increased their intake in the past year.2 With the rise of GLP-1s and a broader focus on macronutrients, Chipotle's new High Protein Menu offers more ways for guests to get the protein they want in the portions that work for them, whether that is a lighter bite or a more substantial build. The High Protein Menu also features Chipotle's first-ever snack: a High Protein Cup. Inspired by real proteinacks that Chipotle guests rely on to boost their protein intake, the High Protein Cup is 4 ounces of clean, craveable Adobo Chicken or Steak. The High Protein Menu includes: Double High Protein Bowl (81g protein, 11g fiber, 760 calories) - A high protein burrito bowl featuring double Adobo Chicken, light white rice, black beans, fajita veggies, fresh tomato salsa, Monterey Jack cheese and romaine lettuce. High Protein Built with Superfans: For years, athletes and creators have turned to Chipotle for protein-packed meals, leveraging its customization to hit diverse macro goals. To spotlight how real fans rely on Chipotle for clean protein, the brand is partnering with creators to feature their go-to entrees on the High Protein Menu in the Chipotle app,Chipotle.com and Chipotle". Josh Hart's High Protein Burrito (95g protein, 14g fiber, 1340 calories) - A high protein Burrito featuring double Adobo Chicken, white rice, black beans, fresh tomato salsa, fresh tomato salsa, Mont Monterey Jack cheese and rom Maine lettuce.お知らせ • Dec 04Chipotle Mexican Grill and Beis Launches an Exclusive Collection of Travelessentials Inspired by Chipotle's Real Food and FinanceChipotle Mexican Grill and BEIS announced "The To Go Collection," a new 11-piece capsule collection designed to make transporting Chipotle to any destination effortless and chic. Co-created with BEIS, the collection marries utility with style: insulated construction to keep food hot, convenient pockets for napkins and extras, and fashion-forward forms made for airport sprints and holiday homecoming. Starting December 8 at 6 a.m. PT, "BEIS x Chipotle: The To Go Collection" will be shoppable exclusively on the BEIS app. Fans can purchase the collection on beistravel.com starting at 9 a.m. PT. The first 5,000 orders placed in the U.S. and Canada will include a free entree code from Chipotle to enjoy while on-the-go.1 Orders placed by December 16 will be delivered by Christmas. Pack Your Bags, Take Chipotle To Go Gen Z is on the move, and they bring their rituals with them. With over 130,000 employees passionate about providing a great guest experience, Chipotle is a longtime leader and innovator in the food industry. Chipotle is committed to making its food more accessible to everyone while continuing to be a brand with a demonstrated purpose as it leads the way in digital, technology and sustainable business practices.お知らせ • Dec 03Chipotle Mexican Grill, Inc. to Report Q4, 2025 Results on Feb 03, 2026Chipotle Mexican Grill, Inc. announced that they will report Q4, 2025 results at 4:10 PM, US Eastern Standard Time on Feb 03, 2026株主還元1CMGIT HospitalityIT 市場7D-4.5%1.4%2.8%1Yn/a8.6%20.1%株主還元を見る業界別リターン: 1CMGがItalian Hospitality業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: 1CMG Italian市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is 1CMG's price volatile compared to industry and market?1CMG volatility1CMG Average Weekly Movement6.8%Hospitality Industry Average Movement5.5%Market Average Movement5.2%10% most volatile stocks in IT Market8.5%10% least volatile stocks in IT Market3.2%安定した株価: 1CMGの株価は、 Italian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1CMGの weekly volatility ( 7% ) は過去 1 年間安定していますが、依然としてItalianの株式の 75% よりも高くなっています。会社概要設立従業員CEO(最高経営責任者ウェブサイト1993130,301Scott Boatwrightwww.chipotle.comチポトレ・メキシカン・グリル社は子会社と共にチポトレ・メキシカン・グリルレストランを所有、運営している。同社はブリトー、ブリトー・ボウル、ケサディーヤ、タコス、サラダ、ライフスタイル・ボウル、キッズ・ミール、チップス、サイドメニュー、ドリンクなどの食品と飲料を販売している。また、アプリやウェブサイトを通じてデリバリーや関連サービスも提供している。米国、カナダ、フランス、ドイツ、ドバイ、英国で営業している。チポトレ・メキシカン・グリル社は1993年に設立され、カリフォルニア州ニューポートビーチに本社を置いている。もっと見るChipotle Mexican Grill, Inc. 基礎のまとめChipotle Mexican Grill の収益と売上を時価総額と比較するとどうか。1CMG 基礎統計学時価総額€36.27b収益(TTM)€1.25b売上高(TTM)€10.44b28.5xPER(株価収益率3.4xP/Sレシオ1CMG は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計1CMG 損益計算書(TTM)収益US$12.14b売上原価US$7.33b売上総利益US$4.81bその他の費用US$3.36b収益US$1.45b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)1.13グロス・マージン39.65%純利益率11.96%有利子負債/自己資本比率0%1CMG の長期的なパフォーマンスは?過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/26 03:07終値2026/05/26 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Chipotle Mexican Grill, Inc. 35 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。59 アナリスト機関John StaszakArgus Research CompanyDavid TarantinoBairdJeffrey BernsteinBarclays56 その他のアナリストを表示
New Risk • 2hNew minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • May 01Chipotle Mexican Grill, Inc., Annual General Meeting, Jun 11, 2026Chipotle Mexican Grill, Inc., Annual General Meeting, Jun 11, 2026.
Reported Earnings • May 01First quarter 2026 earnings released: EPS: US$0.23 (vs US$0.28 in 1Q 2025)First quarter 2026 results: EPS: US$0.23 (down from US$0.28 in 1Q 2025). Revenue: US$3.09b (up 7.4% from 1Q 2025). Net income: US$302.8m (down 22% from 1Q 2025). Profit margin: 9.8% (down from 13% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in Italy.
お知らせ • Apr 28Chipotle Mexican Grill, Inc. Announces Executive AppointmentsChipotle Mexican Grill announced it has appointed Fernando Machado, one of the world's most innovative CMOs, as Chief Brand Officer, effective June 1. In this role, Machado will lead the company's global marketing strategy, brand positioning and customer engagement efforts as Chipotle continues to execute its Recipe for Growth strategy, driving innovation and expanding its global footprint. Machado spent over seven years as the Chief Marketing Officer at Restaurant Brands International (RBI) across brands like Burger King, Popeyes and Tim Hortons, where he received global recognition for his industry-leading campaigns. He also spent 18 years at Unilever in a series of executive leadership roles across its consumer brand portfolio. In addition, Machado was Chief Marketing Officer at Activision Blizzard, where he spearheaded marketing strategy across its portfolio of major gaming franchises. He currently serves as an Operating Partner at Garnett Station Partners (GSP), a private equity firm focused on franchise, multi-unit and services businesses. Machado, Ad Age's 2020 CMO of the Year and a Forbes Top 3 Most Influential CMO globally, has a proven track record with numerous accolades for his breakthrough and innovative marketing campaigns. He holds a bachelor's degree in mechanical engineering from Universidade Estadual de Campinas (UNICAMP) and an MBA from INSEAD Business School. He also serves on the board of Braze, the comprehensive customer engagement platform connecting brands and consumers. To accelerate its approach to technology and innovation, Chipotle named Arlie Sisson as Chief Digital Officer, reporting to Curt Garner, President, Chief Strategy and Technology Officer. Most recently, Sisson served as Senior Vice President, Global Head of Digital, Commercial Services at Hyatt Hotels, where she led a global organization across product, design, engineering, loyalty, analytics, digital strategy and more. Before Hyatt, Sisson was the Founder and Chief Executive Officer of UpPurpose, a privately funded, software-as-a-service (SaaS) company she built from the ground up. Prior to that, she held senior leadership roles at Condé Nast and Marriott (Starwood) Hotels, where she helped drive digital revenue growth and led mobile strategy initiatives.
Buy Or Sell Opportunity • Apr 27Now 21% overvaluedOver the last 90 days, the stock has fallen 11% to €29.75. The fair value is estimated to be €24.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period.
お知らせ • Apr 23Chipotle Mexican Grill Announces Return Of Chipotlehoney ChickenChipotle Mexican Grill announced the return of ChipotleHoney Chicken, which debuted in 2025 as the brand's best-performing limited-time offering and quickly became a fan favorite, driving record demand. The protein will be available in restaurants across the U.S., Canada, the U.K., France and Germany beginning April 28. Made with freshly grilled chicken, marinated with smoky chipotle peppers and finished with a touch of pure honey, ChipotleHoney Chicken delivers a bold, balanced flavor that hits heat first, then sweet—a craveable combination that captures the energy of early summer in every bite. ChipotleHoney Chicken sits at the center of one of the fastest-growing flavor trends in food: "swicy." Sweet meets spicy. Heat meets honey. It's everywhere, from social feeds to restaurant menus. Chipotle's take stands apart—bringing this bold flavor to life with real ingredients, freshly prepared and made without artificial colors, flavors or preservatives. At its core are two signature ingredients—chipotle peppers and a touch of pure honey—creating a smoky, subtly sweet flavor that is distinctly Chipotle. When it launched in 2025, the protein delivered the highest order rates of any limited-time offering in Chipotle's history. For the first time, guests can enjoy ChipotleHoney Chicken in Chipotle's High Protein Cup, offering a new, protein-forward way to customize their order. Its return also continues Chipotle's momentum in menu innovation, following the recent return of Chicken al Pastor and introduction of Cilantro Lime Sauce earlier this year, and signals a broader push to bring more craveable, culturally relevant flavors to the menu in 2026. For guests trying ChipotleHoney Chicken for the first time, Nevielle Panthaky, Senior Vice President of Culinary at Chipotle, recommends ordering a ChipotleHoney Chicken bowl with white rice, black beans, light roasted chili-corn salsa and guac. Chipotle is offering a USD 0 delivery fee on ChipotleHoney Chicken orders placed through the Chipotle app, Chipotle.com and Chipotle.ca from April 28 through May 11. Higher menu prices are charged for delivery; additional service and other fees are applied at checkout as well (except in CA, CO, MA, MN and VA). Available April 28 through May 11 only, within Chipotle's delivery areas from participating U.S. and Canada locations, during normal operating hours for such locations. Purchase of ChipotleHoney Chicken entrée required. Minimum order USD 10 /CAD 12 excluding tax and fees; maximum item numbers apply as well. Deliveries and redemptions are subject to availability. Offer is not valid on catering or Burritos by the Box orders. Redemptions of Chipotle Rewards and other promotional offers may be included in a qualifying delivery order but do not count towards minimum purchase requirements. Valid only on Chipotle website or the Chipotle app; not valid on orders placed via third-party delivery platforms. Chipotle reserves the right to modify or terminate this offer at any time without notice. Additional restrictions may apply; void where prohibited.
New Risk • 2hNew minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • May 01Chipotle Mexican Grill, Inc., Annual General Meeting, Jun 11, 2026Chipotle Mexican Grill, Inc., Annual General Meeting, Jun 11, 2026.
Reported Earnings • May 01First quarter 2026 earnings released: EPS: US$0.23 (vs US$0.28 in 1Q 2025)First quarter 2026 results: EPS: US$0.23 (down from US$0.28 in 1Q 2025). Revenue: US$3.09b (up 7.4% from 1Q 2025). Net income: US$302.8m (down 22% from 1Q 2025). Profit margin: 9.8% (down from 13% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Hospitality industry in Italy.
お知らせ • Apr 28Chipotle Mexican Grill, Inc. Announces Executive AppointmentsChipotle Mexican Grill announced it has appointed Fernando Machado, one of the world's most innovative CMOs, as Chief Brand Officer, effective June 1. In this role, Machado will lead the company's global marketing strategy, brand positioning and customer engagement efforts as Chipotle continues to execute its Recipe for Growth strategy, driving innovation and expanding its global footprint. Machado spent over seven years as the Chief Marketing Officer at Restaurant Brands International (RBI) across brands like Burger King, Popeyes and Tim Hortons, where he received global recognition for his industry-leading campaigns. He also spent 18 years at Unilever in a series of executive leadership roles across its consumer brand portfolio. In addition, Machado was Chief Marketing Officer at Activision Blizzard, where he spearheaded marketing strategy across its portfolio of major gaming franchises. He currently serves as an Operating Partner at Garnett Station Partners (GSP), a private equity firm focused on franchise, multi-unit and services businesses. Machado, Ad Age's 2020 CMO of the Year and a Forbes Top 3 Most Influential CMO globally, has a proven track record with numerous accolades for his breakthrough and innovative marketing campaigns. He holds a bachelor's degree in mechanical engineering from Universidade Estadual de Campinas (UNICAMP) and an MBA from INSEAD Business School. He also serves on the board of Braze, the comprehensive customer engagement platform connecting brands and consumers. To accelerate its approach to technology and innovation, Chipotle named Arlie Sisson as Chief Digital Officer, reporting to Curt Garner, President, Chief Strategy and Technology Officer. Most recently, Sisson served as Senior Vice President, Global Head of Digital, Commercial Services at Hyatt Hotels, where she led a global organization across product, design, engineering, loyalty, analytics, digital strategy and more. Before Hyatt, Sisson was the Founder and Chief Executive Officer of UpPurpose, a privately funded, software-as-a-service (SaaS) company she built from the ground up. Prior to that, she held senior leadership roles at Condé Nast and Marriott (Starwood) Hotels, where she helped drive digital revenue growth and led mobile strategy initiatives.
Buy Or Sell Opportunity • Apr 27Now 21% overvaluedOver the last 90 days, the stock has fallen 11% to €29.75. The fair value is estimated to be €24.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 8.8% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period.
お知らせ • Apr 23Chipotle Mexican Grill Announces Return Of Chipotlehoney ChickenChipotle Mexican Grill announced the return of ChipotleHoney Chicken, which debuted in 2025 as the brand's best-performing limited-time offering and quickly became a fan favorite, driving record demand. The protein will be available in restaurants across the U.S., Canada, the U.K., France and Germany beginning April 28. Made with freshly grilled chicken, marinated with smoky chipotle peppers and finished with a touch of pure honey, ChipotleHoney Chicken delivers a bold, balanced flavor that hits heat first, then sweet—a craveable combination that captures the energy of early summer in every bite. ChipotleHoney Chicken sits at the center of one of the fastest-growing flavor trends in food: "swicy." Sweet meets spicy. Heat meets honey. It's everywhere, from social feeds to restaurant menus. Chipotle's take stands apart—bringing this bold flavor to life with real ingredients, freshly prepared and made without artificial colors, flavors or preservatives. At its core are two signature ingredients—chipotle peppers and a touch of pure honey—creating a smoky, subtly sweet flavor that is distinctly Chipotle. When it launched in 2025, the protein delivered the highest order rates of any limited-time offering in Chipotle's history. For the first time, guests can enjoy ChipotleHoney Chicken in Chipotle's High Protein Cup, offering a new, protein-forward way to customize their order. Its return also continues Chipotle's momentum in menu innovation, following the recent return of Chicken al Pastor and introduction of Cilantro Lime Sauce earlier this year, and signals a broader push to bring more craveable, culturally relevant flavors to the menu in 2026. For guests trying ChipotleHoney Chicken for the first time, Nevielle Panthaky, Senior Vice President of Culinary at Chipotle, recommends ordering a ChipotleHoney Chicken bowl with white rice, black beans, light roasted chili-corn salsa and guac. Chipotle is offering a USD 0 delivery fee on ChipotleHoney Chicken orders placed through the Chipotle app, Chipotle.com and Chipotle.ca from April 28 through May 11. Higher menu prices are charged for delivery; additional service and other fees are applied at checkout as well (except in CA, CO, MA, MN and VA). Available April 28 through May 11 only, within Chipotle's delivery areas from participating U.S. and Canada locations, during normal operating hours for such locations. Purchase of ChipotleHoney Chicken entrée required. Minimum order USD 10 /CAD 12 excluding tax and fees; maximum item numbers apply as well. Deliveries and redemptions are subject to availability. Offer is not valid on catering or Burritos by the Box orders. Redemptions of Chipotle Rewards and other promotional offers may be included in a qualifying delivery order but do not count towards minimum purchase requirements. Valid only on Chipotle website or the Chipotle app; not valid on orders placed via third-party delivery platforms. Chipotle reserves the right to modify or terminate this offer at any time without notice. Additional restrictions may apply; void where prohibited.
Buy Or Sell Opportunity • Apr 16Now 24% overvaluedOver the last 90 days, the stock has fallen 12% to €30.70. The fair value is estimated to be €24.73, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period.
お知らせ • Mar 18Chipotle Mexican Grill, Inc. to Report Q1, 2026 Results on Apr 29, 2026Chipotle Mexican Grill, Inc. announced that they will report Q1, 2026 results at 4:10 PM, US Eastern Standard Time on Apr 29, 2026
Reported Earnings • Feb 04Full year 2025 earnings released: EPS: US$1.15 (vs US$1.12 in FY 2024)Full year 2025 results: EPS: US$1.15 (up from US$1.12 in FY 2024). Revenue: US$11.9b (up 5.4% from FY 2024). Net income: US$1.54b (flat on FY 2024). Profit margin: 13% (in line with FY 2024). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Italy.
お知らせ • Feb 04Chipotle Mexican Grill, Inc. Provides Earnings Guidance for 2026Chipotle Mexican Grill, Inc. provided earnings guidance for 2026. For the period, the company expects comparable restaurant sales to be about flat.
お知らせ • Jan 27Chipotle Mexican Grill Brings Back Chicken Al Pastor to Restaurants in the U.S., Canada, the UK, France and GermanyChipotle Mexican Grill announced that it is bringing back Chicken al Pastor to restaurants in the U.S., Canada, the UK, France and Germany for a limited time starting Tuesday, February 10. The fan-favorite returns as Chipotle accelerates its 2026 menu innovation schedule with three to four limited-time protein offerings as well as new sides and dips. Chicken al Pastor debuted three years ago as Chipotle's first global menu innovation, gaining fans worldwide with its sophisticated flavor profile and elevated taste. Prep prepared daily in small batches, Chicken al Pastor is made with freshly grilled chicken, a rich marinade featuring seared morita peppers and ground achiote, balanced with a splash of pineapple for the right amount of heat, and finished with fresh lime and hand-chopped cilantro. In 2026, Chipotle's pace of menu innovation will be faster than ever with new offerings and occasions. The brand's past cadence of two limited-time proteins per year has helped drive a meaningful increase in transactions. Internal data shows that new and existing guests who purchase an LTO increase frequency and spend over the following year compared to guests who do not purchase an LTO. These craveable new items drive trial and keep Chipotle more visible, relevant and loved throughout the year. With over 130,000 employees passionate about providing a great guest experience, Chipotle is a longtime leader and innovator in the food industry. Chipotle is committed to making its food more accessible to everyone while continuing to be a brand with a demonstrated purpose as it leads the way in digital, technology and sustainable business practices.
お知らせ • Jan 13Chipotle Mexican Grill, Inc. Announces Executive Changes, Effective January 12, 2026Chipotle Mexican Grill, Inc. announced that Ilene Eskenazi, Chief Human Resources Officer, has been appointed Chief Legal and Human Resources Officer, effective January 12, 2026, succeeding Roger Theodoredis who has transitioned out of his role of Chief Legal Officer and General Counsel. Ms. Eskenazi is an accomplished chief legal and human resources executive with extensive experience overseeing a broad range of legal and compliance matters, as well as talent management, and compensation and benefits. Prior to joining Chipotle in 2023 as CHRO, she held joint roles at leading consumer products companies, including Petco Health and Wellness Company, Boardriders, Inc. (previously Quiksilver, Inc.), and Red Bull North America, Inc. She previously served as a corporate attorney at Skadden, Arps, Slate, Meagher & Flom LLP. In addition, Stephanie Perdue, Vice President of Brand Marketing, will serve as Interim Chief Marketing Officer, effective January 12, 2026, succeeding Chris Brandt who has transitioned out of his role of President, Chief Brand Officer. The Company has initiated an internal and external search to identify a new Chief Marketing Officer with the assistance of a leading executive search firm. These changes are effective immediately, and Mr. Theodoredis and Mr. Brandt will remain with the Company in advisory roles for a limited period to assist with the transition.
Buy Or Sell Opportunity • Jan 05Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at €33.06. The fair value is estimated to be €26.94, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
お知らせ • Dec 18Chipotle Mexican Grill Unveils Its First-Ever High Protein Menu That Will Roll Out in the U.S. and Canada on December 23Chipotle Mexican Grill announced its first-ever High Protein Menu that will roll out in the U.S. and Canada on December 23, December 23. The curated menu features a High Protein Cup with fresh grilled, hand-cut Adobo Chicken at 32 grams of protein, meeting consumer demand for a quick protein-packed snack. Chipotle's popular Adobo Chicken is humanely raised and never given antibiotics, so the menu makes it easy to enjoy clean, high protein options without sacrificing flavor. Starting Tuesday, December 23, guests in the U.S., and Canada can order from the High Protein Menu in-restaurant and via the Chipotle app, Chipotle.com and Chipotle.ca. In the U.S., prices start at $3.50 for a Single Chicken Taco at select restaurants.1 The national weighted average price of a High Protein Cup of Adobo Chicken is $3.82.1 A Clean Menu for the Protein Movement: A high protein diet has held the title as the top diet pattern in the U.S. for three consecutive years. In addition, 70% of Americans say they are prioritizing protein and more than one-third have increased their intake in the past year.2 With the rise of GLP-1s and a broader focus on macronutrients, Chipotle's new High Protein Menu offers more ways for guests to get the protein they want in the portions that work for them, whether that is a lighter bite or a more substantial build. The High Protein Menu also features Chipotle's first-ever snack: a High Protein Cup. Inspired by real proteinacks that Chipotle guests rely on to boost their protein intake, the High Protein Cup is 4 ounces of clean, craveable Adobo Chicken or Steak. The High Protein Menu includes: Double High Protein Bowl (81g protein, 11g fiber, 760 calories) - A high protein burrito bowl featuring double Adobo Chicken, light white rice, black beans, fajita veggies, fresh tomato salsa, Monterey Jack cheese and romaine lettuce. High Protein Built with Superfans: For years, athletes and creators have turned to Chipotle for protein-packed meals, leveraging its customization to hit diverse macro goals. To spotlight how real fans rely on Chipotle for clean protein, the brand is partnering with creators to feature their go-to entrees on the High Protein Menu in the Chipotle app,Chipotle.com and Chipotle". Josh Hart's High Protein Burrito (95g protein, 14g fiber, 1340 calories) - A high protein Burrito featuring double Adobo Chicken, white rice, black beans, fresh tomato salsa, fresh tomato salsa, Mont Monterey Jack cheese and rom Maine lettuce.
お知らせ • Dec 04Chipotle Mexican Grill and Beis Launches an Exclusive Collection of Travelessentials Inspired by Chipotle's Real Food and FinanceChipotle Mexican Grill and BEIS announced "The To Go Collection," a new 11-piece capsule collection designed to make transporting Chipotle to any destination effortless and chic. Co-created with BEIS, the collection marries utility with style: insulated construction to keep food hot, convenient pockets for napkins and extras, and fashion-forward forms made for airport sprints and holiday homecoming. Starting December 8 at 6 a.m. PT, "BEIS x Chipotle: The To Go Collection" will be shoppable exclusively on the BEIS app. Fans can purchase the collection on beistravel.com starting at 9 a.m. PT. The first 5,000 orders placed in the U.S. and Canada will include a free entree code from Chipotle to enjoy while on-the-go.1 Orders placed by December 16 will be delivered by Christmas. Pack Your Bags, Take Chipotle To Go Gen Z is on the move, and they bring their rituals with them. With over 130,000 employees passionate about providing a great guest experience, Chipotle is a longtime leader and innovator in the food industry. Chipotle is committed to making its food more accessible to everyone while continuing to be a brand with a demonstrated purpose as it leads the way in digital, technology and sustainable business practices.
お知らせ • Dec 03Chipotle Mexican Grill, Inc. to Report Q4, 2025 Results on Feb 03, 2026Chipotle Mexican Grill, Inc. announced that they will report Q4, 2025 results at 4:10 PM, US Eastern Standard Time on Feb 03, 2026