CHIPOTLE MEXICAN GRILL (CMG) Company Report

Computer Modelling Group Ltd. (TSX: CMG) has launched a 12-month NCIB to repurchase up to 4,136,475 common shares (5% of its outstanding shares as of November 3, 2025) from November 14, 2025, to November 13, 2026.
Daily purchases are capped at 53,297 shares (25% of its six-month average daily trading volume of 213,191 shares), excluding permitted block trades.
All repurchased shares will be acquired on the TSX or alternative Canadian trading systems at market prices and will be cancelled, increasing the equity interest of remaining shareholders.
The NCIB is supported by an automatic share purchase plan pre-cleared by the TSX to allow repurchases during blackout periods, reflecting the Board’s view that the market price may not fully reflect CMG’s value.

Nov 11, 2025, 10:00 PM

Press Release

SoundHound AI reports record Q3 revenue of $42M

CMG

Earnings

Guidance Update

Revenue Acceleration/Inflection

Reported Q3 2025 revenue of $42.0 million, up 68% year-over-year
Raised full-year 2025 revenue outlook to $165 – $180 million
Ended Q3 with $269 million in cash and cash equivalents and no debt
GAAP net loss of $109.3 million; non-GAAP net loss of $13.0 million

Nov 6, 2025, 9:04 PM

Press Release

Chipotle reports Q3 2025 earnings

CMG

Earnings

Guidance Update

Share Buyback

Sales grew 7.5% to $3.0 billion, with comps up 0.3%, digital sales comprising 36.7% of total, restaurant-level margin down 100 bps to 24.5%, and adjusted EPS of $0.29; opened 84 new restaurants (64 Chipotlanes)
Consumer demand pressures led management to lower full-year comp guidance to a low single-digit decline, and inflation is expected in the mid-single-digit range in 2026, with no planned full offset via pricing
Q3 cost of sales improved 60 bps to 30% despite tariffs (~30 bps); labor rose to 25.2%, and marketing increased to 3% of sales; Q4 outlook: cost of sales high-30s%, labor high-25%, marketing ~3%
Repurchased $687 million of stock in Q3 (YTD $1.67 billion), with $652 million remaining authorization

Oct 29, 2025, 8:30 PM

Transcript

Chipotle announces Q3 2025 results

CMG

Earnings

Guidance Update

Demand Weakening

Sales grew 7.5% to $3.0 billion with a 0.3% comp increase, digital sales at 36.7%, restaurant-level margin of 24.5% (-100 bps), and adjusted EPS of $0.29; opened 84 new restaurants in the quarter.
Now expect full-year comps to decline low single-digits; inflation accelerating to mid-single digits in 2026, which will not be fully offset by pricing to preserve value and support margins.
Persistent consumer headwinds: guests with household income below $100 k (≈40% of sales) are reducing visits, especially ages 25-35, amid intensified promotional activity industry-wide.
Five strategic priorities—operations, people leadership, brand marketing, technology innovation, and expansion—are being executed via system-wide retraining, HEAP equipment rollout, and accelerated menu and digital initiatives to drive transaction growth.

Oct 29, 2025, 8:30 PM

Transcript

Chipotle reports Q3 2025 results

CMG

Earnings

Guidance Update

Demand Weakening

Q3 sales grew 7.5% to $3.0 billion, comps up 0.3%; restaurant-level margin was 24.5% (–100 bps), and adjusted diluted EPS was $0.29 (+7%)
Full-year comps now expected to decline in the low single-digit range; price roll-off of ~2 pts in December; for Q4, cost of sales in the high 30%, labor in high 25%, marketing at 3%, and other operating costs at 15%
Inflation accelerating into the mid-single-digit range for 2026; company will take a slow, measured approach to pricing and will not fully offset inflation near term to preserve value gap
Menu and digital initiatives—including carne asada, Red Chimichurri, and promotions like Summer of Extras and Chipotle IQ—have driven transactions; plans to accelerate culinary innovation (3–4 LTOs) and expand the rewards program
Opened 84 new restaurants in Q3 (64 Chipotlanes); expects 350–370 new openings in 2026 (including 10–15 international partner units) and remains on track for 7,000 total restaurants long term

Oct 29, 2025, 8:30 PM

Transcript

Chipotle reports Q3 2025 results

CMG

Earnings

Share Buyback

Total revenue of $3.0 billion, up 7.5% year-over-year
Comparable restaurant sales increased 0.3% year-over-year
Operating margin was 15.9%, down from 16.9% in Q3 2024
Diluted earnings per share of $0.29, a 3.6% increase from Q3 2024
Repurchased $686.5 million of stock during the quarter

Oct 29, 2025, 8:12 PM

8-K

Chipotle announces Q3 2025 results

CMG

Earnings

Share Buyback

Guidance Update

Total revenue $3.0 billion, up 7.5% year-over-year; comparable restaurant sales increased 0.3% driven by a 1.1% lift in average check.
Operating margin 15.9%, down from 16.9%; restaurant-level operating margin 24.5%, down from 25.5%.
Net income of $382.1 million and diluted EPS of $0.29, a 3.6% increase (adjusted EPS $0.29, up 7.4%).
Opened 84 company-owned restaurants (including 64 with Chipotlanes) and repurchased $686.5 million of shares in the quarter, with $652.3 million still available.
2025 outlook: low-single-digit comparable sales decline and 315–345 new restaurants; 2026 plan calls for 350–370 openings.

Oct 29, 2025, 8:10 PM

Press Release

Chipotle unveils new family meal ordering program, reiterates growth and buyback plans

CMG

Product Launch

Guidance Update

Share Buyback

Chipotle launched a build-your-own family meal program priced around $8.50 per person, with a $10 first-order discount through October 21st to boost value perception.
CEO Scott Boatwright reaffirmed the goal of returning to mid-single-digit same-store sales growth and plans to open 315–345 new restaurants this year (8–10% unit growth).
The company is increasing share repurchases, having bought back $430 million of stock at an average basis of $50 and intends to be more aggressive in buybacks this year.
Management will evolve its media strategy and enhance both in-restaurant and digital experiences to better communicate Chipotle’s value proposition to consumers.

Aug 27, 2025, 11:46 PM

CNBC Television

Chipotle outlines strategy amid cautious consumer spending

CMG

Demand Weakening

Product Launch

New Projects/Investments

Reduced customer frequency as macro uncertainties lead regular patrons to visit 1–2 times/week down from 2–3 times/week previously.
Maintained fast casual market share gains, despite a slowdown in May among low-income consumers; no share loss to other fast casual or QSRs.
Menu innovations include Adobo Ranch launched in summer and upcoming dips and hot honey chicken, slated for the 2026 marketing calendar.
Investing in operational tech: piloting an AI vision system for line efficiency and rolling out a high-efficiency equipment package (dual-sided plancha, produce slicer, dual-vat fryer, rice cooker) in 160 restaurants.
International expansion with Alshaya in the Middle East and a Monterrey, Mexico debut in Q1–Q2 2026 via an Alsea partnership, using the same menu and supply chain.

Aug 18, 2025, 12:01 PM

Yahoo Finance

Chipotle reports Q2 2025 results

CMG

Earnings

Guidance Update

Product Launch

Chipotle delivered Q2 sales of $3.1 billion (+3% YoY) with a –4% comparable-sales decline, 27.4% restaurant-level margin, and $0.33 adjusted EPS, while opening 61 new restaurants.
Full-year comparable sales are now expected to be flat, with a roadmap to return to mid single-digit comps, exceed $4 million average unit volumes, and grow to 7,000 restaurants in the US & Canada.
Efficiency initiatives—including the produce slicer rollout and phased high-efficiency equipment package—are being deployed to boost throughput, consistency, and back-of-house productivity.
Summer marketing (“Summer of Extras”), LTOs like Honey Chicken and Adobo Ranch, plus digital enhancements that grew active loyalty members to 20 million, helped reaccelerate transactions in June and July.

Jul 24, 2025, 2:25 AM

Earnings Transcripts

Quarterly earnings call transcripts for CHIPOTLE MEXICAN GRILL.

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