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Chipotle (DE:C9F)
XETRA:C9F
Germany Market

Chipotle (C9F) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Apr 28, 2026
After Close (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
0.2
Last Year’s EPS
0.24
Same Quarter Last Year
Moderate Buy
Based on 27 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 03, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call balanced meaningful operational and strategic progress (record unit growth, digital & loyalty momentum, equipment rollout, menu innovation, strong buybacks and cash position) against tangible near-term headwinds (comparable sales declines, margin pressure as pricing lags inflation, cost and tariff pressures, elevated marketing/labor costs and conservative guidance). Management presented a credible multi-year growth roadmap and early evidence of traction on initiatives, while acknowledging near-term margin and comp risks.
Company Guidance
Chipotle guided to full‑year 2026 comparable restaurant sales of about flat, with Q1 comps modeled around -1% to -2% (including ~100 bps of impact from the multistate winter storm); management expects Q1 pricing to contribute ~70 bps (full‑year pricing ~1–2%) versus inflation nearer 3–4% (full‑year cost‑of‑sales inflation mid‑single‑digits), implying roughly a ~150 bp full‑year margin headwind versus 2025; operational line items called out: Q1 cost of sales mid‑30% (Q4 was 30.2%), labor in the high‑25% range (Q4 25.5%), other operating costs mid‑15% (Q4 15.5%), marketing mid‑3% in Q1 (Q4 3.5%), G&A non‑GAAP ≈$203M in Q1 (Q4 non‑GAAP $162M), depreciation ~3% of sales (Q4 3.1%), and an underlying effective tax rate of ~24–26% for 2026; digital sales were 37.2% in Q4, rewards exceeded 21M active members (≈30% of sales through rewards but only ~20% of in‑restaurant transactions), rollout targets include ~2,000 restaurants with the high‑efficiency equipment by year‑end (350 installed today) and ~350 new restaurants planned for 2026, and the balance sheet remains strong with ~$1.3B cash, no debt, and $1.7B remaining on the buyback authorization after $742M repurchased in Q4 ($2.4B for FY25).
Full-Year Revenue and EPS Growth
Fiscal 2025 revenue grew 5.4% year-over-year and adjusted diluted EPS increased 4.5% to $1.17, reflecting overall progress versus the prior year.
Record Unit Growth and Global Expansion
Opened a record 345 new restaurants in 2025 (334 company-owned and 11 partner-operated), surpassing 4,000 company-owned restaurants; 21 openings in Canada (up 38% YoY) and significant expansion activity in Europe and the Middle East with plans to nearly double footprint in the region and enter Saudi Arabia.
Digital & Loyalty Momentum
Digital sales comprised 37.2% of total sales in Q4; active rewards members exceeded 21 million, with ~30% of sales realized through the rewards platform and loyalty comps in H2 that outpaced total comps by several hundred basis points.
Operational Improvements: High-Efficiency Equipment Rollout
350 restaurants had the full high-efficiency equipment package at year-end with rollout target of ~2,000 by year-end 2026; restaurants with the package are showing 'hundreds of basis points' improvement in comp sales and better guest satisfaction/taste scores.
Q4 Sales and Cash Position
Q4 sales rose 4.9% to $3.0 billion; company ended the quarter with $1.3 billion in cash, restricted cash and investments and no debt.
Menu Innovation and Early Promotional Wins
High-protein line launched early, driving a 35% increase in extra-protein incidence and a record digital sales day for the double-protein promotion; plan to run four limited-time offers in 2026 (including Chicken Al Pastor) to drive traffic and trial.
Share Repurchases and Capital Allocation
Purchased $742 million of stock in Q4 at an average $34.14 (record $2.4 billion for the full year at a $42.54 average); Board authorized an additional $1.8 billion buyback (about $1.7 billion remaining at quarter end).
Talent Development and Internal Promotions
23,000 internal promotions in 2025, including 100% of regional vice president roles promoted internally, ~83% of field leader positions and nearly 90% of restaurant management — reinforcing internal talent pipeline.

Chipotle (DE:C9F) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

DE:C9F Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 28, 2026
2026 (Q1)
0.20 / -
0.244
Feb 03, 2026
2025 (Q4)
0.20 / 0.21
0.210.00% (0.00)
Oct 29, 2025
2025 (Q3)
0.24 / 0.24
0.2277.41% (+0.02)
Jul 23, 2025
2025 (Q2)
0.27 / 0.28
0.286-2.94% (>-0.01)
Apr 23, 2025
2025 (Q1)
0.23 / 0.24
0.2248.61% (+0.02)
Feb 04, 2025
2024 (Q4)
0.21 / 0.21
0.17420.77% (+0.04)
Oct 29, 2024
2024 (Q3)
0.21 / 0.23
0.19118.94% (+0.04)
Jul 24, 2024
2024 (Q2)
0.27 / 0.29
0.21234.39% (+0.07)
Apr 24, 2024
2024 (Q1)
0.20 / 0.22
0.17627.14% (+0.05)
Feb 06, 2024
2023 (Q4)
0.16 / 0.17
0.13924.70% (+0.03)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

DE:C9F Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 03, 2026
€32.75€32.96+0.64%
Oct 29, 2025
€34.75€29.16-16.07%
Jul 23, 2025
€44.90€38.54-14.16%
Apr 23, 2025
€42.99€41.55-3.35%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Chipotle (DE:C9F) report earnings?
Chipotle (DE:C9F) is schdueled to report earning on Apr 28, 2026, After Close (Confirmed).
    What is Chipotle (DE:C9F) earnings time?
    Chipotle (DE:C9F) earnings time is at Apr 28, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of Chipotle stock?
          The P/E ratio of Chipotle is N/A.
            What is DE:C9F EPS forecast?
            DE:C9F EPS forecast for the fiscal quarter 2026 (Q1) is 0.2.

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