Want to see CMG full AI Analyst Report?
Restaurants
Tracks the number of Chipotle locations, indicating expansion strategy and market penetration, which are key to revenue growth and brand presence.The company is scaling heavily—restaurant growth has accelerated into 2026 with management targeting ~350 openings (≈80% Chipotlane), shifting mix toward higher‑AUV store formats and international markets that show strong opening‑day sales and attractive ROI. That expansion, paired with digital, HEAT and loyalty rollouts, can meaningfully boost unit economics over time, but near‑term flat comps and input cost inflation mean new units must ramp quickly to protect margins; monitor Chipotlane productivity, equipment rollout cadence and capital allocation versus buybacks.
Date | Restaurants |
|---|---|
Jun 30, 2026 | 4.19K |
Mar 31, 2026 | 4.09K |
Dec 31, 2025 | 4.04K |
Sep 30, 2025 | 3.92K |
Jun 30, 2025 | 3.84K |
Mar 31, 2025 | 3.78K |
Dec 31, 2024 | 3.73K |
Sep 30, 2024 | 3.62K |
Jun 30, 2024 | 3.53K |
Mar 31, 2024 | 3.48K |