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Chipotle Facing Consumer Spending Pressures

publication date: Oct 30, 2025
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For the first nine months of 2025, Chipotle generated $1.69 billion in cash from operations and spent $468.9 million in property and equipment, resulting in free cash flow of $1.22 billion. Looking to all of 2025, management expects full year comparable restaurant sales to decline in the low-single-digit range and to open 315-345 new company-owned restaurants, with over 80% having a Chipotlane. For 2026, management expects to open 350-370 new restaurants, including 10-15 international partner-operated restaurants, with over 80% of company-owned restaurants having a Chipotlane. Though Chipotle’s business is under pressure, we continue to like the long-term growth story. Shares remain an idea in the Best Ideas Newsletter portfolio.


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