Chipotle Mexican Grill, Inc.

NYSE:CMG 株式レポート

時価総額:US$43.7b

Chipotle Mexican Grill マネジメント

マネジメント 基準チェック /34

Chipotle Mexican Grillの CEO はScott Boatwrightで、 Aug2024年に任命され、 の在任期間は 1.75年です。 の年間総報酬は$ 15.46Mで、 7.1%給与と92.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.022%を直接所有しており、その価値は$ 9.83M 。経営陣と取締役会の平均在任期間はそれぞれ1.7年と5.5年です。

主要情報

Scott Boatwright

最高経営責任者

US$15.5m

報酬総額

CEO給与比率7.09%
CEO在任期間1.8yrs
CEOの所有権0.02%
経営陣の平均在職期間1.7yrs
取締役会の平均在任期間5.5yrs

経営陣の近況

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

CEO報酬分析

Chipotle Mexican Grill の収益と比較して、Scott Boatwright の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Scottの 総報酬 ($USD 15.46M ) は、 US市場 ($USD 14.54M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Scottの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Scott Boatwright (52 yo)

1.8yrs
在職期間
US$15,455,736
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
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 Officer1yrデータなしデータなし
Matthew Bush
VP, Controller & Principal Accounting Officerless than a yearデータなし0.00058%
$ 253.4k
Cynthia Olsen
Head of Investor Relations & Strategyno dataデータなしデータなし
D Eskenazi
Chief Legal & Human Resources Officer2.5yrsデータなし0.00068%
$ 297.1k
Stephanie Perdue
Interim Chief Marketing Officerless than a yearデータなしデータなし
Laurie Schalow
Chief Corporate Affairs & Food Safety Officer7.2yrsデータなし0.012%
$ 5.1m
Anat Davidzon
Managing Director of Canadano dataデータなしデータなし
Lois Alexis-Collins
Chief People Officer - Field Operations2.5yrsデータなしデータなし
Nate Lawton
Chief Business Development Officer1.3yrsデータなしデータなし
1.7yrs
平均在職期間
52.5yo
平均年齢

経験豊富な経営陣: CMGの経営陣は 経験豊富 とはみなされません ( 1.7年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
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
平均在職期間
56yo
平均年齢

経験豊富なボード: CMGの 取締役会経験豊富 であると考えられます ( 5.5年の平均在任期間)。


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2026/05/01 18:16
終値2026/05/01 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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Youtubeのチュートリアルも掲載しています。

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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 Company
David TarantinoBaird
Jeffrey BernsteinBarclays