Chipotle Mexican Grill Inc Stock Price, News & Analysis

Chipotle (NYSE: CMG) opened its 4,000th restaurant in Manhattan, Kansas on Dec 12, 2025 and marked the milestone with an NYSE Opening Bell event.

The location features a Chipotlane drive-thru and a new High-Efficiency Equipment Package to boost throughput and streamline kitchen prep. Since 2017 the company added about 1,700 locations, a ~70% increase. Management projects 315–345 openings in 2025 (≥80% with Chipotlane) and anticipates 350–370 openings in 2026, plus expansion agreements in Mexico, South Korea and Singapore.

Chipotle (NYSE: CMG) and BÉIS launched "BÉIS x Chipotle: The To Go Collection," an 11‑piece travel capsule announced Dec 4, 2025 that blends insulated, fashion‑forward designs with Chipotle takeout functionality. The drop is shoppable in the U.S. and Canada starting Dec 8, 2025 (6 a.m. PT on the BÉIS app; 9 a.m. PT on beistravel.com) and at 9 a.m. CET/9 a.m. GMT in the EU/UK. The first 5,000 U.S./Canada orders receive a free entrée code; orders by Dec 16 deliver by Christmas. A two‑day pop‑up in Los Angeles (Dec 6–7) offers first access and photo activations. Prices range from $18 to $378 across items including rollers, tote, burrito sling, and charms.

Chipotle (NYSE: CMG) will report fourth quarter and full year 2025 results and host a conference call on Tuesday, February 3, 2026 at 4:30 PM ET. A press release with results will be issued at approximately 4:10 PM ET the same day.

Participants may join by phone (US: 1-888-317-6003; international: 1-412-317-6061) using code 3258333. The call will be webcast live on the investor relations site at ir.chipotle.com with online registration at the provided webinar link, and an archived webcast will be available about one hour after the call ends.

Chipotle (NYSE: CMG) announced Unwrap Extra, a December promotion offering in-restaurant BOGO entrée deals on the first three Saturdays of December from 4:00 p.m. to close and Rewards-only surprise offers. Key dates: Dec 6 (Tacos BOGO when buying a three-taco entrée), Dec 13 (Burrito BOGO when buying a burrito) and Dec 20 ("Extra Sweater Day" BOGO for guests wearing an extra sweater). Rewards members will also receive surprise drops like free chips, guac, double protein or a free drink, and guests can round up donations to No Kid Hungry Dec 3–22.

Chipotle (NYSE:CMG) named Josh Weinstein to its board of directors effective November 25, 2025.

Weinstein has served as CEO of Carnival Corporation & plc since 2022 and previously held senior roles there including Chief Operations Officer (2020–2022), President of Carnival UK (2017–2020), and Treasurer (2007–2017). He holds a JD from New York University and a degree from the University of Pennsylvania.

Weinstein will join the Nominating and Corporate Governance committee. With his appointment, Chipotle's board will total 10 directors, 9 of whom are independent. Management highlighted his hospitality and service-industry experience as relevant to Chipotle's strategic priorities and international growth plans.

Chipotle (NYSE: CMG) announced a limited-time in-restaurant Buy-One-Get-One (BOGO) entrée offer called "Back Home BOGO" on Wednesday, November 26, 2025 from 4 p.m. to close local time. The BOGO is limited to five free items per check and requires purchase of an entrée of equal or greater value; it is redeemable in participating U.S. restaurants only.

Chipotle also offered a $0 delivery fee promotion for orders via the Chipotle app or Chipotle.com from November 28–December 1, 2025 with code CYBER25, and a limited-time $10 off first Build-Your-Own Chipotle (BYOC) order with code TRYBYOC through December 31, 2025 or until 500,000 redemptions.

Chipotle (NYSE: CMG) launched Chipotle U Rivalry Week on November 10, 2025, a one-week campaign running through 11:59 PM PT on November 17, 2025, that rewards the 10 U.S. college towns that recruit the most new Chipotle U Rewards members with a BUY-ONE-GET-ONE (BOGO) offer for students.

Students must sign up or log into Chipotle Rewards, validate enrollment via ID.me, and track standings on a live microsite and leaderboard (rivalry.chipotle.com). BOGO codes are issued to Chipotle U Rewards members, valid 7 days in-restaurant at participating U.S. locations; full terms at www.chipotle.com/rivalry-week-legal.

Chipotle (NYSE: CMG) will honor the military community on Veterans Day, Tuesday, November 11, 2025 with a limited-time in-restaurant BOGO offer: guests who present a valid military ID and purchase an entrée between 4:00 p.m. and 8:00 p.m. local time will receive a second entrée of equal or lesser value free (limit five free entrées per check). The promotion covers bowls, burritos, salads and tacos and is not valid for mobile, delivery, online, catering or kids' meals.

Chipotle will also feature the USO in its Round Up for Real Change program from Nov 11–16, 2025, and notes that its ongoing partnership with Folds of Honor has helped fund $2.1 million in scholarships; the company reports nearly 800 veterans currently work at Chipotle.

Chipotle (NYSE: CMG) reported third quarter 2025 results for the period ended September 30, 2025. Total revenue was $3.0 billion, up 7.5% year‑over‑year, driven by new restaurant openings and a 0.3% comparable restaurant sales increase. Digital sales represented 36.7% of food and beverage revenue. Company opened 84 company‑owned restaurants (64 with Chipotlane) and opened two international partner‑operated restaurants in Q3. Net income was $382.1 million ($0.29 diluted EPS). The company repurchased $686.5 million of stock in Q3 and had $652.3 million available under repurchase authorizations (including an approved additional $500 million).

Management expects full‑year 2025 comparable sales to decline in the low single digits and plans 315–345 company openings in 2025; 2026 guidance calls for 350–370 openings.