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Chipotle (CMG) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended September 2023, Chipotle Mexican Grill (CMG - Free Report) reported revenue of $2.47 billion, up 11.3% over the same period last year. EPS came in at $11.36, compared to $9.51 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $2.47 billion, representing a surprise of +0.14%. The company delivered an EPS surprise of +8.60%, with the consensus EPS estimate being $10.46.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Chipotle performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Total restaurants: 3,321 versus 3,332 estimated by 12 analysts on average.
  • Comparable restaurant sales: 5% versus 4.4% estimated by 12 analysts on average.
  • Number of company-owned restaurants - Opened: 62 versus 72 estimated by six analysts on average.
  • Number of company-owned restaurants - Beginning of period: 3,268 versus the four-analyst average estimate of 3,268.
  • Average restaurant sales - TTM: $2.97 million compared to the $2.95 million average estimate based on three analysts.
  • Food and beverage revenue: $2.46 billion compared to the $2.46 billion average estimate based on six analysts. The reported number represents a change of +11.5% year over year.
  • Delivery service revenue: $15.91 million compared to the $16.55 million average estimate based on three analysts. The reported number represents a change of -10.8% year over year.
View all Key Company Metrics for Chipotle here>>>

Shares of Chipotle have returned +2% over the past month versus the Zacks S&P 500 composite's -3.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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