Chipotle Mexican Grill, Inc.

CMGleader

Chipotle Mexican Grill operates over 3,500 restaurants serving responsibly sourced, classically cooked Mexican-inspired food. The company is known for its 'Food With Integrity' philosophy and has no franchised locations in the U.S.

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产品与营收

产品营收占比

营收构成 ($11.3B)

静态数据（加载实时财务…）

Company-Operated Restaurants (97%)

Franchise & Other (3%)

业务板块构成与主要客户

产品详情

Restaurant Sales93%

Burritos, bowls, tacos, and salads made with responsibly sourced ingredients

Digital Sales5%

App, website, and third-party delivery orders

Delivery & Other2%

Delivery fees and catering revenue

供应链关系

竞争对手

McDonald's Corporation

Quick-service dining

影响: Key competitor

Yum! Brands, Inc.

Fast-casual and QSR dining

影响: Key competitor

Starbucks Corporation

Fast-casual dining traffic

影响: Moderate

宏观与市场背景

소비재 (경기민감)行业新闻

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

近期催化剂

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

AI 分析

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企业信息

总部

Newport Beach, California, USA

成立时间

1993

员工人数

120,000

官网

chipotle.com

行业概况 — 소비재 (경기민감)

行业新闻