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Buy Day today: Neutral (56) Mixed market breadth · no major macro event
CMG

Chipotle Mexican Grill Inc

Consumer Cyclical · Restaurants

31.30$ -2.1% vs. previous close Closing price · As of: Sep 25, 2026

Statements

Segments

US companies must disclose in their mandatory reports how revenue breaks down across business segments, regions and product lines. We read that breakdown for you straight from the annual and quarterly reports (10-K and 10-Q) of Chipotle Mexican Grill Inc (CMG). It shows which part of the business is growing — and which one is holding it back.

Revenue by business segment

Revenue by business segment — CMG
Segment Q1 2025
U. S. Segment $2.82B 100.0%

Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.

Operating income — CMG
Segment Q1 2025
U. S. Segment $653.1M 23.1%

Large figure: segment operating income. Below it the margin, that is operating income measured against the revenue of the same segment.

Revenue by product line

Revenue by product line — CMG
Segment Q1 2025 Q2 2025 Q1 2026 Q2 2026
Food and beverage revenue $2.86B 99.5% $3.05B 99.5% $3.07B 99.5% $3.33B 99.5%
Delivery service revenue $15.4M 0.5% $15.6M 0.5% $15.5M 0.5% $15.8M 0.5%

Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.

Operating metrics

Operating metrics are the figures a company uses to measure its own business — customer counts, stores, deliveries or the churn rate. None of them appear in the financial statements, and they often explain earlier than revenue does why revenue is moving.

Operating metrics — CMG
Metric Q2 2025 Q3 2025 Q1 2026 Q2 2026
Average restaurant sales (trailing 12 months) $3.1M $3.1M $3.1M $3.1M -1.3%
Company-owned restaurants in the US 3,750 3,822 3,983 4,074 +8.6%
Company-owned international restaurants 89 94 107 112 +25.8%
New company-owned restaurant openings in the quarter 61 84 49 100 +63.9%
Of which openings with a Chipotlane 47 64 42 80 +70.2%
Digital sales as a percentage of food and beverage revenue 35.5% 36.7% 38.6% 38.3% +7.9%
International partner-operated restaurants 5 7 14 15 +200.0%
Comparable restaurant sales growth -4.0% 0.3% 0.5% 2.2% +155.0%
Average check change 0.9% 1.1% -0.1% 1.2% +33.3%

These metrics are not part of the financial statements; they sit in the narrative text of the filings. We read them out of the SEC filings using artificial intelligence and check every single figure against the original passage in the report; anything that is not found there verbatim is discarded. Source: SEC EDGAR (annual and quarterly reports, 10-K/10-Q).

Segment and region names are the ones the company itself uses and are shown as reported. Change and share refer to revenue.

Data as of: September 25, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q) · Segment figures: SEC EDGAR (10-K/10-Q reports)

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

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