Chipotle delivered 9.3% revenue growth in the second quarter, driven by 9% growth in company-owned stores. Comparable sales popped 2.2%, driven by growth in both transactions and average check. Unit-level margins dipped 220 basis points to 25.2%, partially due to higher beef costs.
Investments in kitchen equipment, including dual-sided cookers, produce slicers, AI assistants, and automation initiatives, should help boost throughput and consistency, supporting greater efficiency and customer satisfaction.
Wallet-stretched consumers may shun the food-away-from-home category as the dollar gap grows between restaurants and the lower-cost grocery channel.
|
Metric
|
CMG
|
YUM
|
QSR
|
|---|---|---|---|
Price/Earnings (Normalized) | 33.23 | 23.44 | 20.47 |
Price/Book Value | 21.30 | — | 7.08 |
Price/Sales | 3.90 | 4.82 | 3.79 |
Price/Cash Flow | 23.72 | 19.28 | 19.32 |
|
Metric
|
CMG
|
YUM
|
QSR
|
|---|---|---|---|
Quick Ratio | 0.59 | 0.33 | 0.81 |
Current Ratio | 0.72 | 0.59 | 1.01 |
Interest Coverage | — | 5.27 | 5.11 |
|
Metric
|
CMG
|
YUM
|
QSR
|
|---|---|---|---|
Return on Assets (Normalized) | 17.67% | 22.90% | 7.09% |
Return on Equity (Normalized) | 56.32% | — | 50.15% |
Return on Invested Capital (Normalized) | 19.66% | 46.91% | 10.53% |
|
1-Day Chart
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Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
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MCD
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SBUX
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CMPGY
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YUM
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QSR
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DRI
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YUMC
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TXRH
| LOCK|S?DhCJd | LOCK|&CLl | $12B | |||
| Domino's Pizza Inc
DPZ
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United States