Chipotle Mexican Grill Inc Stock Price, News & Analysis

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.

Chipotle (NYSE: CMG) announced the return of Boorito for Halloween 2025. On October 31, Chipotle Rewards members who visit a restaurant in costume from 3:00 p.m. local time to close and scan their Rewards card can purchase a $6 entrée. From Oct 27–Nov 2, 2025 Chipotle is running a TikTok #BooritoCostumeContest with a chance to win a VIP Card valued at over $500. Throughout October, Rewards members can "Chip-or-Treat" for offers like free guac, chips, double protein, and extra points. Chipotle also promoted its digital Build-Your-Own Chipotle family meal with an optional extra 8 oz protein and a $10 off first BYOC order using code TRYBYOC (valid through Dec 31, 2025 or until 500,000 redemptions).

Chipotle (NYSE: CMG) launched the Chipotle Challenger Bundle for Riot Games' free-to-play fighting title 2XKO on Oct 7, 2025. Players who place a digital order via the Chipotle app or Chipotle.com and enter promo code LETSDUO can receive a redeemable code while supplies last.

The bundle includes Chipotle-branded avatar items and a "Bur-Rito Pls" sticker. Promotion: up to 40,000 codes, valid through the earlier of Jan 31, 2026 or when claimed; codes must be redeemed by Feb 7, 2026. U.S.-only; digital orders only; one code per transaction.

Chipotle (NYSE: CMG) launched "Chip-or-Treat," a month-long Rewards promotion running Oct 6–30, 2025 that gives Chipotle Rewards members a new weekly treat (e.g., free guac, chips, double protein, or bonus points) after purchasing a regular menu entrée each week.

Members can earn up to four treats and four exclusive badges in October; new Rewards sign-ups get a one-time free guac offer after their first purchase. Chipotle also highlighted Chipotle U Rewards for college students and confirmed Boorito returns on Oct 31, 2025.

Chipotle Mexican Grill (NYSE: CMG) is launching Red Chimichurri, a new limited-time sauce offering in the U.S. and Canada starting September 30, 2025. The sauce, prepared daily in-restaurant with roasted garlic, fresh cilantro, chili peppers, and citrus juice, contains no artificial preservatives or flavors.

The launch aligns with consumer trends, as 92% of Gen Z consumers would visit a restaurant specifically for a sauce. Building on the success of their Adobo Ranch sauce, Chipotle is offering Rewards members free Red Chimichurri with an entrée purchase on launch day. The sauce is particularly curated to complement Chipotle's recently reintroduced Carne Asada, which was the brand's most-searched menu item and second-most searched limited-time offering among national restaurant brands in 2024.

Chipotle Mexican Grill (NYSE: CMG) announced a significant expansion into Asia through a joint venture with SPC Group, marking its first entry into the Asian market. The partnership will launch Chipotle restaurants in South Korea and Singapore in 2026.

The expansion builds on Chipotle's recent international growth initiatives, including partnerships with Alshaya Group in the Middle East and Alsea in Mexico. The company currently operates over 3,800 restaurants globally, including locations in Canada, the UK, France, and Germany, with plans to open 315-345 new restaurants this year. Chipotle maintains a long-term target of 7,000 locations in the U.S. and Canada.

Nitricity has secured a $50 million Series B funding round, co-led by World Fund and Khosla Ventures, with participation from Chipotle's Cultivate Next and others. The company's innovative technology transforms almond shells into Ash Tea, an organic nitrogen fertilizer that has demonstrated up to 30% yield increases in field trials.

The company is preparing to break ground on its first commercial-scale organic fertilizer facility in Delhi, California, which represents a 100-fold increase in production capacity. The facility, scheduled to operate in 2026, is already sold out through 2028 under binding offtake agreements. Nitricity plans to expand across the US and into Europe, targeting the $11 billion liquid organic nitrogen fertilizer market.

Chipotle Mexican Grill (NYSE: CMG) has scheduled its Q3 2025 earnings conference call for October 29, 2025, at 4:30 PM Eastern time. The company will release its third quarter financial results via press release at approximately 4:10 PM Eastern time on the same day.

Investors can access the call through multiple channels: by dialing 1-888-317-6003 (US) or 1-412-317-6061 (International) with code 9993024, or via webcast on the company's investor relations website. An archived version of the webcast will be available about one hour after the call concludes.

Chipotle Mexican Grill (NYSE: CMG) announced the return of its highly anticipated Carne Asada menu item starting September 4, 2025, in the U.S. and Canada for a limited time. The protein option, which was Chipotle's most-searched menu item and the second-most searched limited-time offering among national restaurant brands, features tender steak with lime and cilantro, containing 29 grams of protein per serving.

To celebrate football season, Chipotle is offering a BOGO promotion on September 15 after 5 PM for customers wearing college football jerseys. Additionally, the company partnered with EA SPORTS™ College Football 26, integrating Carne Asada promotions into the game's "Road to Glory" mode. The launch includes a $0 delivery fee promotion for Carne Asada orders from September 8-30.