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Mar 31

Chipotle Q1 2025 Earnings Report

Chipotle reported steady revenue growth in Q1 2025 despite a slight decline in comparable restaurant sales.

Key Takeaways

Chipotle saw a 6.4% increase in total revenue driven by new restaurant openings, though comparable sales dipped slightly. Net income rose year-over-year, and digital sales remained a strong contributor.

Revenue grew to $2.9 billion, up from $2.7 billion last year.

EPS reached $0.28, with adjusted EPS at $0.29.

57 new restaurants opened, 48 with Chipotlanes.

Digital sales accounted for 35.4% of food and beverage revenue.

Total Revenue
$2.88B
Previous year: $2.7B
+6.4%
EPS
$0.29
Previous year: $0.27
+7.4%
Comparable sales
-0.4%
Previous year: 7%
-105.7%
Total restaurants
3.78K
Previous year: 3.48K
+8.7%
Net restaurant openings
57
Previous year: 47
+21.3%
Gross Profit
$666M
Previous year: $742M
-10.2%
Cash and Equivalents
$726M
Previous year: $727M
-0.2%
Free Cash Flow
$412M
Previous year: $437M
-5.6%
Total Assets
$9.04B
Previous year: $8.41B
+7.5%

Chipotle

Chipotle

Chipotle Revenue by Geographic Location

Forward Guidance

Chipotle expects modest comparable sales growth and plans to continue expansion with most new locations featuring Chipotlanes.

Positive Outlook

  • 315 to 345 new restaurants expected in 2025
  • Over 80% of new locations to include Chipotlanes
  • Ongoing investment in digital and operational innovation
  • Menu price increases and supply chain benefits support margins
  • Strong balance sheet with $874.7M in remaining repurchase authorization

Challenges Ahead

  • Low single-digit growth in comparable sales expected
  • Continued headwinds from consumer spending slowdown
  • Higher food and labor costs, especially in California
  • Slight decline in restaurant operating margin
  • Forecasted effective tax rate between 25% and 27%