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Chipotle Cuts Sales Outlook Again as Traffic Slides, Shares Tumble

Executives cite macro pressure on younger and lower-income guests.

Overview

  • The company now forecasts a low-single-digit decline in full-year same-store sales for 2025 after a third consecutive guidance cut.
  • Third-quarter revenue reached $3.0 billion versus $3.03 billion expected, with net income of $382.1 million and adjusted earnings of 29 cents per share.
  • Companywide traffic fell 0.8% for a third straight quarterly decline, while a higher average check lifted comparable sales by 0.3%.
  • The outlook reduction sent the stock down double digits after hours and nearly 18% in premarket trading, as several brokerages trimmed price targets.
  • Chipotle plans 350 to 370 new openings in 2026, including 10 to 15 partner-run international locations, while cost pressures from tariffs and inflation prompt a slow pricing approach next year.