Chipotle Shares Due For a Rise Even with Lukewarm Growth -- Market Talk

Dow Jones2025-08-12

1039 ET - Chipotle shares have room to grow by about 20% even if the chain only manages to put up a meager 3% same-store sales growth for the next two years, Piper Sandler analysts Brian Mullan and Allison Arfstrom say in a research note. Investors are debating whether Chipotle is still a business that can consistently put up same-store sales growth in the mid-single digits, the analysts say. But the market seems to have already priced in an outcome where it doesn't get there next year, they say. There is risk to the top line in the back half of 2025, but a lot of that risk has been priced in with shares down 29% year-to-date, they say, upgrading the stock to overweight from neutral. Chipotle rises 2.6% to $42.70. (dean.seal@wsj.com)

(END) Dow Jones Newswires

August 12, 2025 10:39 ET (14:39 GMT)

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There is risk to the top line in the back half of 2025, but a lot of that risk has been priced in with shares down 29% year-to-date, they say, upgrading the stock to overweight from neutral. Chipotle rises 2.6% to $42.70. 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Investors are debating whether Chipotle is still a business that can consistently put up same-store sales growth in the mid-single digits, the analysts say. But the market seems to have already priced in an outcome where it doesn't get there next year, they say. There is risk to the top line in the back half of 2025, but a lot of that risk has been priced in with shares down 29% year-to-date, they say, upgrading the stock to overweight from neutral. Chipotle rises 2.6% to $42.70. 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Investors are debating whether Chipotle is still a business that can consistently put up same-store sales growth in the mid-single digits, the analysts say. But the market seems to have already priced in an outcome where it doesn't get there next year, they say. There is risk to the top line in the back half of 2025, but a lot of that risk has been priced in with shares down 29% year-to-date, they say, upgrading the stock to overweight from neutral. Chipotle rises 2.6% to $42.70. 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