Starbucks, McDonald's, Chipotle, and other chains are finding more effective ways to get customers coming back for more. ...

The sporting-goods giant posted a net loss of €336.6 million in the fourth quarter, compared with a net profit of €24 million the year prior. ...

Key Takeaways CMG plans to open about 350 restaurants in 2026 after adding 334 locations in 2025.Most new Chipotle units feature Chipotlanes, which drive higher volumes and stronger returns.Flat 2026 comps and 1%-2% pricing make new unit growth key to total revenue gains.Chipotle Mexican Grill, Inc. (CMG) continues to execute its unit development strategy, with new restaurant openings positioned as a meaningful contributor to systemwide sales. Management reiterated confidence in the company’s long-term oppo ...

CALGARY, Alberta, Feb. 23, 2026 (GLOBE NEWSWIRE) -- Computer Modelling Group Ltd. (“CMG” or the “Company”) (TSX: CMG) today announced that the Toronto Stock Exchange (“TSX”) has accepted a notice (the “Notice”) filed by the Company to amend its Normal Course Issuer Bid (“NCIB”) effective as of February 26, 2026. The amendment increases the maximum number of common shares (the “Shares”) of the Company that may be repurchased from 4,136,475 Shares, representing 5% of the Company’s outstanding shares as of Nov ...

In Q4, revenue rose 5% year-over-year (YOY) to about $3 billion, even as comparable restaurant sales fell 2.5% and restaurant-level operating margin slipped to 23.4%. For full-year 2025, revenue increased 5.4% to $11.9 billion while adjusted EPS rose 4.5% to $1.17.Even after that pullback, Chipotle still trades at a premium, at roughly 33 times forward earnings versus a sector multiple near 17 times.Over the past 52 weeks, CMG stock is down 29%, but it has started to recover in 2026, up 1.5% year-to-date (Y ...

Chipotle Mexican Grill, Inc. (CMG) is a leading California-based fast-casual restaurant company that develops and operates a global chain of Mexican-inspired eateries specializing in customizable burritos, bowls, tacos, quesadillas, and salads prepared from fresh ingredients. With a market cap of $48.9 billion, Chipotle’s operations span the U.S., Canada, France, Germany, Dubai, and the U.K. The restaurant giant has massively underperformed the broader market over the past year. CMG stock prices have plu ...

Core Viewpoint - Chipotle Mexican Grill Inc. is experiencing a decline in stock performance, with a current trading price of $38.50, reflecting a 2.66% drop in the session, a 7.03% decrease over the past month, and a 26.83% drop over the past year [1] Group 1: P/E Ratio Analysis - The P/E ratio is a critical metric for long-term shareholders to evaluate the company's market performance against historical earnings and industry standards [2] - Chipotle's P/E ratio stands at 33.96, which is lower than the industry average P/E ratio of 49.69 in the Hotels, Restaurants & Leisure sector, suggesting that shareholders may perceive the stock as underperforming compared to its peers or potentially undervalued [3] - While a low P/E ratio can indicate undervaluation, it may also reflect weak growth prospects or financial instability, necessitating a cautious approach in its interpretation [4]

Core Insights - Dutch Bros presents a significant growth opportunity compared to Chipotle Mexican Grill, which has faced challenges in maintaining customer traffic and sales growth [2][4]. Group 1: Chipotle Mexican Grill - Chipotle's menu features fresh ingredients without artificial flavors, but it experienced a 1.7% decline in same-restaurant sales last year, primarily due to a 2.9-percentage-point drop in customer traffic [4][5]. - The company opened 321 new locations last year, bringing its total to over 4,000, indicating potential for further expansion despite recent sales challenges [5]. - Chipotle's stock price fell 36.4% over the past year, with a current P/E ratio of 32, which is still higher than the S&P 500's 29 [6][8]. Group 2: Dutch Bros - Dutch Bros operates drive-thru beverage locations, focusing on customer service and high-quality products, including coffee and energy drinks [9]. - The company reported a 5.6% increase in same-store sales last year, driven by a 3.2-percentage-point increase in customer traffic [9]. - Dutch Bros opened approximately 150 new locations last year, with over 1,100 locations across 25 states, highlighting its substantial growth potential, especially in underserved regions [11]. - Despite a 35.1% decline in stock price over the past year, the P/E ratio has decreased from 240 to a more reasonable 84, indicating a potential for better valuation [11].

Investment Activity Summary - Pershing Square Capital Management acquired over 2.67 million shares of Meta Platforms (META), totaling $1.76 billion in the fourth quarter of 2025 [1] - The firm sold its entire stake in Chipotle Mexican Grill, Inc. (CMG), which was previously valued at approximately $844.2 million [2] - Pershing reduced its holdings in Alphabet (GOOG) and Uber (UBER), trimming shares significantly in both companies [2][4] Company Performance - Meta Platforms (META) is currently trading around $643, down more than 10% over the past year [1] - Chipotle Mexican Grill, Inc. (CMG) is trading at about $38, down 29% in the past year [2] - Alphabet's Class C shares (GOOG) are trading around $303, up more than 63% year-to-date [3] - Uber is trading for approximately $72, down more than 10% in the past year [4] - Restaurant Brands International Inc (QSR) is trading at about $68, up nearly 7% in the past year [4] Asset Management Overview - Pershing Square Capital Management has a total of $15.5 billion in assets under management [5]

Core Insights - Chipotle Mexican Grill, Inc. (CMG) is enhancing its digital platform by integrating artificial intelligence (AI) to improve customer engagement and re-engage lapsed users [1][10] - The company is utilizing data analytics and machine learning to personalize communication and tailor offers based on customer behavior [2][10] - Digital sales are a significant part of total revenues, and increasing engagement among loyalty members is a key focus [3] Digital Strategy - The AI initiative operates within Chipotle's existing digital ecosystem, including its loyalty program and mobile ordering channels [2] - Targeted offers and personalized outreach are designed to encourage more frequent visits from customers [3][4] - Chipotle is continuously refining its engagement strategies based on performance data [3] Competitive Landscape - Chipotle's AI-driven personalization strategy distinguishes it from competitors like McDonald's and Yum! Brands, which have broader digital strategies [5][8] - McDonald's focuses on digital scale and operational efficiency, while Yum! Brands emphasizes AI-driven personalized marketing [6][7] - Chipotle's approach is more specific, targeting lapsed users and designing re-engagement journeys based on customer behavior [8] Financial Performance - Chipotle's stock has decreased by 29.6% over the past year, compared to a 6.5% decline in the industry [9] - The company trades at a forward price-to-sales (P/S) multiple of 3.76, slightly below the industry average of 3.68 [12] - The Zacks Consensus Estimate for Chipotle's fiscal 2026 earnings per share (EPS) indicates a year-over-year decline of 2.6%, with recent estimates having decreased [14]