Chipotle Mexican Grill, Inc. (CMG)

Over the past six months, Chipotle's stock has experienced several notable events and trends. As of June 30, 2025, CMG's share price was $56.15, up 2% from the previous day. Chipotle is scheduled to announce its second-quarter 2025 results on July 23, 2025. In late March 2024, Chipotle's board approved a 50-for-1 stock split. In November 2024, Scott Boatwright was named permanent CEO, and in May 2025, Tesla added Chipotle executive Jack Hartung to its board. As of June 26, 2025, analysts have a "Moderate Buy" consensus rating for CMG. While CMG's Q2 2025 earnings faced headwinds such as margin compression, the stock has recently outperformed the S&P 500.

Chipotle experiences a distinct demand seasonality, with its busiest period, "Burrito Season," typically running from March to May, requiring increased staffing. The second half of the year generally exhibits seasonal strength for the stock. Chipotle's management anticipates traffic to turn positive by mid-2025, driven in part by seasonal trends.

Chipotle Mexican Grill, Inc. is an American multinational chain of fast-casual restaurants specializing in Mexican-American cuisine, offering customizable bowls, tacos, Mission burritos, quesadillas, and salads. Their core philosophy, "Food with Integrity," emphasizes serving responsibly sourced, classically cooked, real food made with wholesome ingredients and without artificial colors, flavors, or preservatives. Chipotle operates within the Restaurants sector and the Fast-Casual Restaurants industry.

As of December 31, 2024, Chipotle owned and operated 3,644 restaurants across the United States. Internationally, Chipotle has a presence in Canada, the United Kingdom, France, and Germany, with 82 international restaurants as of December 31, 2024. In 2024, the company also expanded its global reach through licensed restaurants in Kuwait and Dubai, in partnership with the Alshaya Group.

Chipotle has built a strong brand reputation centered on its "Food With Integrity" philosophy, attracting customers who value ethically sourced ingredients. The company emphasizes using responsibly raised meats, organic produce when possible, and avoiding artificial additives, fostering strong customer loyalty. In February 2025, Chipotle made strategic minority investments in Plantible and CH4 Global, aligning with sustainability goals. In June 2025, Chipotle launched a promotion offering temporary flash tattoos and a BOGO deal, and introduced Adobo Ranch. In February 2025, Chipotle launched a hiring campaign to staff its restaurants for "Burrito Season." Chipotle has revamped safety protocols and maintained a strong focus on customer trust after foodborne illness outbreaks in 2015-2016.

Chipotle is primarily owned by institutional investors, holding approximately 89% of all shares. The ten largest institutional shareholders include The Vanguard Group, BlackRock, State Street Corporation, T. Rowe Price, JPMorgan Chase, Capital World Investors, Fidelity Investments, AllianceBernstein, Geode Capital Management, and Pershing Square Capital Management. Notable individual owners include Steve Ells and John Hartung.