Substack · Basement Capital
Chipotle Powers Ahead on New Doors as AUV Turned Negative on a Weaking Consumer
| Pre Earnings Note | Q2 FY26 | Chipotle ($CMG) | | Q2 Earnings Releases on July 29 |
Since publication −17.5% α −20.5 pp vs S&P 500 · USD
US · 2 entries · 2 publications
CMG
Chipotle
- Entries
- 2
- Bullish
- 1
- Bearish
- 0
- First
- Aug 15, 2025
- Latest
- Jul 17, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
Full performance tracking Pro · free during launch
Alpha of every thesis on CMG at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
Sign up freeTimeline
Newest to oldest- July 2026 1 entry
- August 2025 1 entry
Institutional · eToro
Deep Dive: No Guac for Chipotle?
The Daily Breakdown takes a scoop into Chipotle, examining what’s going wrong with the stock. Is the decline enough to entice investors? Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each…
Since publication −35.5% α −54.5 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.