Chipotle Offers Thanksgiving BOGO Deal
Chipotle is offering a BUY-ONE-GET-ONE (BOGO) entrée deal on Thanksgiving Eve, November 26, from 4 p.m. to close, to encourage hometown reunions among friends and family.
In addition to the BOGO offer, Chipotle will provide a $0 delivery fee on orders placed through their app and website during the Cyber Weekend from November 28 to December 1, using the code CYBER25.
The company has also introduced a digital-exclusive family meal option called Build-Your-Own Chipotle, designed to serve 4-6 people, allowing customization for gatherings like Friendsgiving.
Customers can receive $10 off their first BYOC order with the code TRYBYOC through December 31, or until 500,000 redemptions are reached, further incentivizing customer engagement.
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- Sales Decline: Chipotle reported a 2.5% year-over-year decrease in comparable restaurant sales for Q4 2025, indicating a broader slowdown in the fast-food sector that may impact future revenue growth.
- Promotional Campaign: To attract customers, Chipotle is offering $1 million worth of free meals during the 2026 Super Bowl, which is expected to draw significant customer participation and enhance brand visibility.
- Changing Consumer Behavior: A YouGov survey revealed that approximately 37% of U.S. consumers are dining out less frequently, with 69% citing high costs as a primary reason, putting pressure on Chipotle's sales.
- Technological Innovation: Chipotle plans to accelerate the rollout of high-efficiency equipment to improve service speed and consistency, while also leveraging AI to enhance its loyalty rewards program, which is expected to further boost customer experience and sales potential.
- High-Income User Insight: Chipotle CEO Scott Boatwright revealed in a recording that 60% of core users earn over $100,000 annually, providing the company with confidence to target this demographic more effectively, potentially enhancing brand loyalty and sales.
- Earnings Beat Expectations: In its Q4 2025 report, Chipotle posted adjusted earnings per share of $0.25, exceeding the $0.24 consensus, with revenue of $2.98 billion surpassing the $2.96 billion estimate, demonstrating resilience in profitability despite operational challenges.
- Sales Decline: Despite the strong earnings report, comparable restaurant sales fell 2.5% year-over-year, primarily due to a 3.2% decrease in transactions, indicating challenges in customer traffic that could impact future growth potential.
- Market Performance Analysis: Chipotle has a market capitalization of $219.53 billion, with a 52-week high of $124.17 and a low of $55.51, while the current Relative Strength Index (RSI) stands at 53.13, suggesting the stock is in a long-term consolidation phase with short-term upward momentum.
- Sales Decline: Chipotle's comparable-store sales fell by 2.5% in Q4, with transactions down 3.2%, although the average check size increased by 0.7%, indicating weak consumer demand that could hinder future revenue growth.
- Revenue and Earnings: Overall revenue rose by 4.9% to $2.98 billion, and adjusted earnings per share remained flat at $0.25, slightly above analysts' expectations of $0.24, demonstrating some resilience in profitability despite challenges.
- Margin Pressure: The restaurant-level operating margin decreased by 140 basis points to 24.5%, with Chipotle expecting continued margin pressure in 2026, reflecting a cautious approach to price hikes that may impact long-term profitability.
- Expansion Plans: Chipotle opened 334 new restaurants in 2025 and anticipates launching between 350 and 370 new locations in 2026; despite flat same-store sales forecasts, the company aims to enhance customer engagement through menu innovation and a relaunch of its rewards program to navigate an uncertain economic landscape.

Stock Sale Announcement: Curtis E. Garner plans to sell 86,100 shares of Chipotle Mexican Grill (CMG.U.S) on February 6, with a total market value of approximately $3.45 million.
Reduction in Shareholding: Garner has reduced his shareholding in Chipotle by 129,540 shares since December 1, 2025, with a total value of around $4.58 million.
- Strong Earnings Report: Starbucks reported a 5% increase in global revenue and growing same-store sales in its Q4 2025 earnings, alongside the opening of 128 new coffeehouses, indicating robust market demand, although overall performance still requires improvement.
- China Market Transformation: The agreement with Boyu Capital to convert its China locations into a joint venture, with Boyu taking up to a 60% stake, could save Starbucks $39 million monthly in operating costs, yet raises concerns about brand management and operational oversight.
- Significant Membership Growth: As of last quarter, Starbucks boasted 35.5 million active members, a substantial increase from 24 million at its peak in 2021, reflecting enhanced brand loyalty, despite a sharp decline in net income.
- Increased Valuation Risk: With a P/E ratio nearing 78, significantly above the S&P 500 average of 29.5, the market appears to have overly optimistic expectations for Starbucks' recovery, prompting investors to carefully consider their positions in the stock.
- Sales Decline: Chipotle experienced a 3.2% drop in transactions and a 2.5% decline in comparable sales in Q4 2025, indicating a trend of customer loss, with overall comparable sales down 1.7% for the year, posing challenges for future growth.
- Pricing Strategy Adjustment: To combat 3% to 4% cost inflation, Chipotle plans to raise prices by 1% to 2% in 2026, which will keep its price increases below industry averages, potentially impacting profit margins but aimed at attracting customers back.
- Efficiency Equipment Investment: Chipotle has installed high-efficiency equipment in 350 restaurants, reducing prep time by 2 to 3 hours and eliminating prep time during peak hours, with plans to expand to about 2,000 restaurants by the end of 2026, enhancing customer satisfaction and improving profitability.
- Long-Term Growth Outlook: Despite poor short-term financial performance, Chipotle is committed to attracting customers through a strong value proposition and faster service, which is expected to yield returns for long-term investors, although the market environment remains uncertain.










