earnings
confidence high
sentiment negative
materiality 0.75
Chipotle Q1 revenue up 7.4% to $3.1B; adjusted EPS down 17.2% to $0.24
CHIPOTLE MEXICAN GRILL INC
2026-Q1 EPS reported
$0.23
revenue$3,088,242,000
- Comparable restaurant sales +0.5% driven by 0.6% transaction growth; average check down 0.1%.
- Operating margin fell to 12.9% from 16.7%; adjusted restaurant-level margin 23.7% vs 26.2%.
- Diluted EPS $0.23 (-17.9% YoY); adjusted diluted EPS $0.24 (-17.2% YoY).
- Food costs 29.6% of revenue (up from 29.2%) due to beef and freight inflation; labor costs 26.1% (up from 25.0%).
- Opened 49 company-owned restaurants, 42 with Chipotlane; digital sales at 38.6% of revenue.