Is Chipotle an Undervalued Stock to Buy for 2026?

Chipotle (CMG +3.60%) lost its leader to Starbucks (SBUX +0.61%), and it's already feeling the impact.

The Motley Fool • a day ago

Chipotle Mexican Grill: Company-Specific Initiatives Poised To Drive Growth Reacceleration In 2026

Chipotle Mexican Grill is executing multiple initiatives—menu innovation, digital upgrades, and catering expansion—to drive sales and margin recovery amid a challenging macro backdrop. CMG's HEAP rollout, increased limited-time offerings, and loyalty program relaunch are expected to accelerate revenue and productivity, with meaningful impact anticipated in FY26 and beyond. The stock trades at a significant discount to historical valuation multiples, reflecting near-term headwinds but offering compelling medium- to long-term upside as turnaround efforts gain traction.

Seeking Alpha • Dec 13, 2025

Chipotle CEO: ‘We are leaning into protein in the upcoming quarter'

Chipotle CEO Scott Boatwright joins CNBC's 'Squawk on the Street' after ringing the NYSE opening bell to mark the opening of the company's 4,000th restaurant in Manhattan, Kansas.

CNBC Television • Dec 12, 2025

BIG MILESTONE IN THE "LITTLE APPLE:" CHIPOTLE OPENS ITS 4,000TH RESTAURANT, LOCATED IN MANHATTAN, KANSAS

Chipotle is now over halfway to its long-term goal of operating 7,000 restaurants in the U.S. and Canada Since CEO Scott Boatwright joined Chipotle in 2017, the company has added approximately 1,700 locations, increasing its restaurant count by more than 70% NEWPORT BEACH, Calif. , Dec. 12, 2025 /PRNewswire/ -- Chipotle Mexican Grill (NYSE: CMG) today announced the opening of its 4,000th restaurant, located in Manhattan, Kansas, known as the "Little Apple.

PRNewsWire • Dec 12, 2025

Chipotle Mexican Grill (CMG) Beats Stock Market Upswing: What Investors Need to Know

Chipotle Mexican Grill (CMG) closed the most recent trading day at $34.87, moving +2.74% from the previous trading session.

Zacks Investment Research • Dec 11, 2025

Will CMG's App Engagement Efforts Boost Frequency Heading Into 2026?

Chipotle sharpens its digital playbook, tightening accuracy and incentives to lift engagement as it readies a heavier innovation cadence for 2026.

Zacks Investment Research • Dec 10, 2025

Why Consumers Are Abandoning Chipotle, Sweetgreen and Cava

With a loss of 0.02% over the past three months, the S&P 500's consumer discretionary sector has posted the fourth-worst performance among the index's 11 sectors.

MarketBeat • Dec 10, 2025

Chipotle: Patient Investors Could Be Rewarded, Yet It May Take Time

Chipotle's stock has fallen sharply—down 19% since my last article and 44% year-to-date—despite continued revenue and earnings growth. CPG plans 330 new restaurants in FY2025 and 360 in FY2026, supporting long-term top-line expansion even as comparable sales and margins soften. Valuation remains high at 29x earnings, but Chipotle continues to outperform peers in revenue, profit growth, and margins, suggesting premium pricing may be justified.

Seeking Alpha • Dec 8, 2025

Chipotle: Market Overreaction Creates A Rare Buying Opportunity

Chipotle Mexican Grill (CMG) remains a Buy, undergoing an expansion supported by a strong brand and robust cash flow despite macro headwinds. CMG plans accelerated expansion with 350–370 new restaurants in 2026, leveraging domestic and international growth opportunities. Despite tariffs and soft consumer spending, CMG absorbed cost pressures, kept prices 20–30% below peers, and still sustained solid margins, although weakness is visible.

Seeking Alpha • Dec 6, 2025

Chipotle's Pause, Not Break: A Long-Term Buy Opportunity

Chipotle Mexican Grill offers a compelling long-term Buy opportunity after a valuation reset driven by temporary macro headwinds and traffic declines. CMG's best-in-class operating margins remain intact, supporting premium valuation despite recent comparable sales stagnation and guidance cuts. Unit expansion plans (350-370 new stores in 2026) provide a strong revenue floor, mitigating comp volatility as macro conditions stabilize.

Seeking Alpha • Dec 5, 2025