Chipotle Mexican Grill, Inc.'s Stock Analysis

Chipotle Announces Leadership Changes and Reaffirms Financial Guidance

Chipotle Mexican Grill has announced the transition of Chris Brandt and Roger Theodoredis from their executive roles, effective January 12, 2026. Both executives will remain with the company in advisory capacities to assist with the transition. Ilene Eskenazi has been appointed as Chief Legal and Human Resources Officer, while Stephanie Perdue will serve as Interim Chief Marketing Officer. The company is actively searching for a new Chief Marketing Officer.

Chipotle has reaffirmed its full-year 2025 financial guidance, indicating confidence in its strategic plan for 2026. The company operates over 3,900 restaurants across various countries and employs more than 130,000 individuals. Chipotle emphasizes its commitment to providing responsibly sourced food and maintaining a strong brand presence in the competitive restaurant industry.

Jan 12, 2026 16:32:54

Chipotle Board Approves $1.8 Billion Share Repurchase Program

Chipotle Mexican Grill's Board of Directors has authorized an additional $1.8 billion for share repurchases, indicating a shift to larger repurchase pools intended to cover multiple quarters. As of December 5, 2025, approximately $1.85 billion remains authorized for share repurchases, following the company's historical practice of quarterly authorizations.

Year to date, Chipotle has repurchased approximately $2.3 billion of its shares. The company has maintained a share repurchase program since 2008, which currently has no expiration date and can be modified, suspended, or discontinued at any time.

Dec 08, 2025 09:15:13

Chipotle Appoints Josh Weinstein to Board of Directors

Chipotle Mexican Grill has elected Josh Weinstein to its Board of Directors, effective November 25, 2025. Weinstein, age 51, has extensive experience in the hospitality industry, having served as Chief Executive Officer of Carnival Corporation & plc since 2022 and holding various leadership positions over his 20-year tenure there. He will join the Nominating and Corporate Governance Committee, and his compensation will align with other non-employee board members. The Board has been expanded to ten directors to accommodate this addition.

Weinstein's background includes roles such as Chief Operations Officer and President of Carnival UK, along with experience as a corporate attorney. He is also involved with several nonprofit organizations and educational institutions. The board now consists of 10 directors, with 9 being independent, reflecting Chipotle's commitment to director refreshment and strategic growth. The company operates over 3,900 restaurants globally and is focused on delivering high-quality food and exceptional guest experiences.

Nov 25, 2025 16:18:17

Chipotle Reports Third Quarter 2025 Financial Results and Metrics

Chipotle Mexican Grill reported total revenue of $3.0 billion for the third quarter of 2025, marking a 7.5% increase year-over-year. Comparable restaurant sales saw a slight rise of 0.3%, driven by a 1.1% increase in average check, although this was partially offset by a 0.8% decline in transactions. The operating margin decreased to 15.9% from 16.9% in the previous year, while the restaurant level operating margin also fell to 24.5%. Digital sales accounted for 36.7% of total food and beverage revenue, and the company opened 84 new company-owned restaurants during the quarter, including 64 with a Chipotlane feature.

Net income for the quarter was reported at $382.1 million, or $0.29 per diluted share, a slight decrease from $387.4 million, or $0.28 per diluted share, in the same quarter last year. Adjusted net income was $389.9 million, also at $0.29 per adjusted diluted share, compared to $366.6 million, or $0.27 per adjusted diluted share, in the prior year. Labor costs increased to 25.2% of total revenue, influenced by wage inflation and lower sales volumes. The company repurchased $686.5 million of its stock, with $652.3 million remaining under share repurchase authorizations.

Oct 29, 2025 16:12:09

Chipotle Board Approves Additional $500 Million for Share Buybacks

On September 15, 2025, Chipotle Mexican Grill announced that its Board of Directors authorized an additional $500 million for share repurchases, effective September 3, 2025. This early announcement allows the company to repurchase shares before the filing of its third quarter report. With this new authorization, approximately $750 million remains available for share repurchases.

Chipotle has maintained a share repurchase program since 2008, which does not have an expiration date. The company retains the right to modify, suspend, or discontinue the repurchase authorization at any time.

Sep 15, 2025 16:16:23

Chipotle Appoints New Principal Accounting Officer Matthew Bush

Matthew Bush has been appointed as the principal accounting officer of Chipotle Mexican Grill, effective September 4, 2025. He has been with the company for 10 years, holding various positions including Vice President and Controller, and has experience in financial reporting, internal audit, and treasury. His appointment does not involve any arrangements with other individuals, and there are no reported conflicts of interest.

In his new role, Mr. Bush will receive an annual salary of $340,000 and is eligible for a cash bonus of 35% of his salary. Additionally, he will be granted restricted stock units valued at $400,000, which will vest over three years, contingent on continued service. The stock units will be granted on October 31, 2025, aligning with the company's policy for equity grants.

Sep 05, 2025 16:32:51

Chipotle's Chief Accounting Officer Resigns, Effective Immediately

Jamie McConnell has resigned from her position as Chief Accounting and Administrative Officer at Chipotle Mexican Grill, effective August 25, 2025. Her departure is to pursue a new professional opportunity and is not related to any disputes or disagreements concerning the company's accounting practices or financial reporting.

The company confirmed that McConnell's resignation does not stem from any issues with its operations or policies. This transition in leadership may impact the company's financial oversight and administrative operations, which could be relevant for investors monitoring Chipotle's management stability.

Aug 26, 2025 16:47:49

Chipotle Reports Q2 2025 Financial Results and Stock Buyback

Chipotle Mexican Grill reported total revenue of $3.1 billion for the second quarter of 2025, marking a 3.0% increase compared to the same period last year. However, comparable restaurant sales decreased by 4.0%, primarily due to a 4.9% drop in transactions, despite a 0.9% rise in average check. The operating margin fell to 18.2% from 19.7%, and diluted earnings per share decreased to $0.32, down from $0.33 in the prior year. The company's digital sales accounted for 35.5% of total food and beverage revenue, and 61 new company-owned restaurants were opened during the quarter, including 47 with Chipotlanes, which continue to perform well.

Additionally, the Board of Directors authorized a stock repurchase program totaling $400 million, supplementing existing repurchase authorizations. As of June 30, 2025, Chipotle had $838.8 million remaining under these authorizations. General and administrative expenses decreased to $172.2 million, primarily due to lower performance bonuses. Net income for the quarter was $436.1 million, compared to $455.7 million in the same quarter of the previous year.

Jul 23, 2025 16:11:11

Chipotle Appoints Jason Kidd as COO, Jack Hartung to Retire

Chipotle Mexican Grill has appointed Jason Kidd as its new Chief Operating Officer, effective May 19. Kidd brings over 25 years of experience in operations and retail, previously serving as the global COO at Taco Bell and holding leadership roles at other companies. He will oversee the operations of Chipotle's nearly 3,800 restaurants and report directly to CEO Scott Boatwright. Kidd's hiring is part of a leadership transition as Jack Hartung, the current President and Chief Strategy Officer, plans to retire on June 1 but will remain with the company as a senior advisor until early March 2026.

Hartung has been with Chipotle for nearly 25 years and has played a significant role in the company's growth, including the opening of over 3,700 restaurants across multiple countries. His decision to transition to a senior advisory role is part of Chipotle's succession planning. Additionally, other leadership changes include Curt Garner expanding his responsibilities to oversee supply chain operations and Chris Brandt leading menu and ingredient processes. These changes come as Chipotle continues to execute its strategic plan and aims to enhance guest experiences.

May 06, 2025 19:06:34

Chipotle Reports Q1 2025 Earnings with Mixed Results

Chipotle Mexican Grill, Inc. announced its financial results for the first quarter of 2025, reporting total revenue of $2.9 billion, a 6.4% increase from the previous year. However, comparable restaurant sales decreased by 0.4%, attributed to a decline in transactions. The company's operating margin improved to 16.7%, while the restaurant-level operating margin decreased to 26.2%. Digital sales accounted for 35.4% of total food and beverage revenue, and the company opened 57 new restaurants, including 48 with Chipotlanes.

Net income for the quarter was $386.6 million, or $0.28 per diluted share, reflecting a 7.7% increase compared to $359.3 million, or $0.262 per diluted share, in the same quarter of 2024. The company also repurchased $553.7 million of its stock during the quarter, with $874.7 million remaining under share repurchase authorizations. General and administrative expenses decreased to $172.8 million from $204.6 million in the prior year, while labor costs rose to 25.0% of total revenue due to inflation and lower sales volumes.

Apr 23, 2025 16:11:02