Chipotle to Drive 2026 Traffic Gains Despite Macro Pressures -- Market Talk

Dow Jones01-27

1232 ET - The macro pressures hurting Chipotle's sales are unlikely to go away anytime soon, but the company is still likely to drive traffic higher this year, say UBS analysts. Struggles among lower-income and younger consumers will likely continue, posing headwinds for Chipotle. Meanwhile, "commodities inflation should be a margin headwind as pricing won't fully offset cost increases," the analysts say. But menu innovation, including limited time offers, as well as marketing, an emphasis on protein, digital initiatives, the Build-Your-Own Chipotle platform and its catering pilot should drive positive same-store sales trends, the analysts say. (nicholas.miller@wsj.com)

(END) Dow Jones Newswires

January 26, 2026 12:32 ET (17:32 GMT)

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