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Jun 30, 2024

Chipotle Q2 2024 Earnings Report

Chipotle's Q2 2024 performance was marked by strong comparable sales growth and margin expansion.

Key Takeaways

Chipotle announced strong second-quarter results, with an 18.2% increase in total revenue to $3.0 billion, driven by an 11.1% increase in comparable restaurant sales. The company opened 52 new company-operated restaurants, including 46 with Chipotlanes. Diluted earnings per share increased by 32.0% to $0.33, and adjusted diluted earnings per share increased by 36.0% to $0.34.

Total revenue increased by 18.2% to $3.0 billion.

Comparable restaurant sales increased by 11.1%.

Operating margin increased to 19.7% from 17.2%.

Diluted earnings per share increased by 32.0% to $0.33.

Total Revenue
$2.97B
Previous year: $2.51B
+18.2%
EPS
$0.34
Previous year: $0.25
+36.0%
Comparable Sales Increase
11.1%
Previous year: 7.4%
+50.0%
Net Restaurant Openings
52
Previous year: 47
+10.6%
Gross Profit
$859M
Previous year: $691M
+24.4%
Cash and Equivalents
$1.49B
Previous year: $505M
+195.1%
Free Cash Flow
$422M
Previous year: $445M
-5.2%
Total Assets
$8.92B
Previous year: $7.55B
+18.1%

Chipotle

Chipotle

Forward Guidance

For 2024, management is anticipating the following:Full year comparable restaurant sales growth in the mid to high-single digit range, 285 to 315 new restaurant openings with over 80% having a Chipotlane, An estimated underlying effective full year tax rate between 25% and 27% before discrete items

Positive Outlook

  • Full year comparable restaurant sales growth in the mid to high-single digit range
  • 285 to 315 new restaurant openings
  • Over 80% of new restaurants having a Chipotlane
  • Estimated underlying effective full year tax rate between 25% and 27% before discrete items