Chipotle's 2026 Sales Forecast and Strategic Reset Amid Consumer Spending Pullback

Chipotle Mexican Grill forecasted its 2026 annual comparable sales to be flat or below Wall Street estimates due to consumers cutting back on dining out amid economic uncertainty. The company reported a slight beat on Q4 revenue but a 2.5% same-store sales decline for the quarter. In response, Chipotle is implementing a strategic reset including new menu items, enhanced marketing, and executive team changes to differentiate its brand and boost growth.

Latest News

02-05
Chipotle's Results Encouraging Despite Disappointing Outlook -- Market Talk
Chipotle's Results Encouraging Despite Disappointing Outlook -- Market Talk
02-04
Chipotle Shares Plunge Nearly 6% in Pre-Market as Fourth-Quarter Comparable Sales Drop 2.5%
Chipotle Shares Plunge Nearly 6% in Pre-Market as Fourth-Quarter Comparable Sales Drop 2.5%
02-04
Stock Track | Chipotle Mexican Grill Plunges 6.03% in Pre-Market on Weak 2026 Sales Outlook and Consumer Spending Concerns
Stock Track | Chipotle Mexican Grill Plunges 6.03% in Pre-Market on Weak 2026 Sales Outlook and Consumer Spending Concerns
02-04
美股异动丨Chipotle夜盘跌6.3%,Q4同店销售表现疲软
美股异动丨Chipotle夜盘跌6.3%,Q4同店销售表现疲软
02-04
Stock Track | Chipotle Mexican Grill Plunges 6.13% Post-Market on Weak 2026 Sales Outlook
Stock Track | Chipotle Mexican Grill Plunges 6.13% Post-Market on Weak 2026 Sales Outlook
02-04
Chipotle Forecasts Annual Sales Below Estimates as Consumers Cut Spending. Shares Fall 7%
Chipotle Forecasts Annual Sales Below Estimates as Consumers Cut Spending. Shares Fall 7%
02-04
Stock Track | Chipotle Plunges 7.86% After-Hours on Weak 2026 Comparable Sales Guidance
Stock Track | Chipotle Plunges 7.86% After-Hours on Weak 2026 Comparable Sales Guidance
02-04
CMG Earnings: Chipotle Mexican Grill Stock Falls 8% on Weak Guidance
CMG Earnings: Chipotle Mexican Grill Stock Falls 8% on Weak Guidance
02-04
Earnings Flash (CMG) Chipotle Mexican Grill Posts Q4 Revenue $2.98B, vs. FactSet Est of $2.96B
Earnings Flash (CMG) Chipotle Mexican Grill Posts Q4 Revenue $2.98B, vs. FactSet Est of $2.96B
02-04
消费者削减开支,Chipotle 预计全年销售额低于预期
消费者削减开支,Chipotle 预计全年销售额低于预期
02-04
Chipotle slightly beats Q4 revenue estimates, expects FY comparable restaurant sales to be about flat
Chipotle slightly beats Q4 revenue estimates, expects FY comparable restaurant sales to be about flat
02-04
Chipotle Shakes Up Strategy After Sales Soften -- WSJ
Chipotle Shakes Up Strategy After Sales Soften -- WSJ
02-04
Chipotle Mexican Grill Q4 Adj. EPS $0.25 Beats $0.24 Estimate, Sales $2.984B Beat $2.963B Estimate
Chipotle Mexican Grill Q4 Adj. EPS $0.25 Beats $0.24 Estimate, Sales $2.984B Beat $2.963B Estimate
02-04
Chipotle meldet im vierten Quartal 2025 einen Rückgang der vergleichbaren Restaurantverkäufe auf USD 2,5 Prozent und einen Anstieg des Quartalsumsatzes auf USD 2,98 Mrd. um 4,9 Prozent
Chipotle meldet im vierten Quartal 2025 einen Rückgang der vergleichbaren Restaurantverkäufe auf USD 2,5 Prozent und einen Anstieg des Quartalsumsatzes auf USD 2,98 Mrd. um 4,9 Prozent
02-04
BRIEF-Chipotle Q4 Revenue USD 2,983.511 Million Vs. IBES Estimate USD 2,964 Million
BRIEF-Chipotle Q4 Revenue USD 2,983.511 Million Vs. IBES Estimate USD 2,964 Million
02-04
Chipotle Q4 Comparable Restaurant Sales Growth -2.5%
Chipotle Q4 Comparable Restaurant Sales Growth -2.5%

User Discussion

avatarECLC
02-11
More familiar with Wendy's than Chipotle's. They have been closing underperforming stores and trying to focus on profitability over expansion. Likely to face a challenging "turn around" this year .
wendys