三连降！墨西哥风味快餐连锁Chipotle(CMG.US)连续三季下调销售预期，股价年内已腰斩

智通财经2025-10-30

智通财经APP获悉，墨西哥风味快餐连锁品牌Chipotle(CMG.US)于美东时间周三发布第三财季报告，此次已是连续第三个季度下调全年销售额预期，目前公司仍在应对客流量下滑及核心客群面临的经济压力。数据显示，Chipotle第三季度总营收为30亿美元，低于30.2亿美元的市场预期。调整后每股收益为0.29美元，与华尔街预期持平。数字销售额占餐饮总营收的36.7%。同店销售额增长0.3%，低于1%...

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Mexican-style fast food chain Chipotle (CMG.US) has lowered its sales forecast for three consecutive quarters, and its stock price has halved this year","themeId":"42c150d2693dbf860d33a1f4b5fccf1f","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CMG":1.5},"content_text":"智通财经APP获悉，墨西哥风味快餐连锁品牌Chipotle(CMG.US)于美东时间周三发布第三财季报告，此次已是连续第三个季度下调全年销售额预期，目前公司仍在应对客流量下滑及核心客群面临的经济压力。数据显示，Chipotle第三季度总营收为30亿美元，低于30.2亿美元的市场预期。调整后每股收益为0.29美元，与华尔街预期持平。数字销售额占餐饮总营收的36.7%。同店销售额增长0.3%，低于1%的预期。本季度菜单涨价及客单价提升，抵消了客流量下降带来的部分影响。该公司在第三季度财报中表示，目前预计今年同店销售额将出现低个位数百分比下滑。华尔街此前预计其今年同店销售额下滑0.7%，这一预期虽已低于Chipotle在7月给出的“销售额持平”预测，但仍比该公司此次向投资者披露的下滑幅度更为保守。消息公布后，Chipotle股价在周三盘后交易中暴跌，截至发稿，夜盘大跌逾16.5%。截至周三收盘，该公司股价今年已累计下跌超35%。首席执行官斯科特·博特赖特(Scott Boatwright)在财报中提到，该连锁品牌持续面临“持续的宏观经济压力”。他在分析师电话会议中进一步解释，公司的客群中“年轻消费者占比略高”，而这一群体正承受尤为明显的压力。“25至35岁年龄段的客群面临的挑战尤为突出，”博特赖特表示，“该群体正遭遇多重困境，包括失业率上升、贷款还款压力增加及实际工资增速放缓。”今年8月，美国20-24岁人群失业率达9.2%，高于去年同期的7.9%。博特赖特指出，今年早些时候各收入群体的消费均出现回落，如今这一趋势已进一步扩大，“中低收入客群的消费频次降幅更大”。据悉，年收入10万美元及以下的家庭贡献了Chipotle约40%的总销售额。他随后补充，Chipotle预计“第一季度将是中低收入消费者处境最艰难的时期”。博特赖特表示，Chipotle正“全力加强门店运营效率”，具体举措包括增加营销支出、计划打造更多数字化消费场景，以及推出更多创新举措。“随着我们推进这一计划，我们有信心重新实现持续的正向交易增长(客流量增长)。”他说道。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2579168641","isCrawlerRequest":true}