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Screener / SEC EDGAR /CIK 0001058090 /10-K filed Feb 4, 2026, compared with Feb 5, 2025 /Numbers from the XBRL of the 10-Ks
Consumer discretionary peers:
EBAYULTACMGDRIHLTLVS
NYSE Consumer discretionary · Restaurants

Chipotle Mexican Grill CMG

CMG quote by TradingView
Employees
130,301
Headquarters
Newport Beach, CA
CEO
Scott Boatwright
Next results
around Feb 2, 2027
Compare with peers Embed

CMG among Consumer discretionary peers

Six ratios from the latest 10-K. Each corner is the share of 46 peers the company is above, not a score.

Compare
Revenue growth: 5.4%, above 50% of 46 peers (their median 5.7%) REVENUE GROWTH 5.4% · above 50% Operating margin: 14.1%, above 44% of 39 peers (their median 16.0%) OPERATING MARGIN 14.1% · above 44% Net margin: 10.8%, above 48% of 46 peers (their median 11.0%) NET MARGIN 10.8% · above 48% FCF margin: 11.9%, above 64% of 44 peers (their median 9.2%) FCF MARGIN 11.9% · above 64% Return on capital: 60.3%, above 96% of 24 peers (their median 22.1%) RETURN ON CAPITAL 60.3% · above 96%
CMG Peer median Below the median

What changed

13 new risk paragraphs. 10-K filed Feb 4, 2026 against Feb 5, 2025.

Risk factors
13 new paragraphs, nothing like them in the previous 10-K
10-K Item 1A
Accounting checks
11 other checks clear
10-K · XBRL
Insiders
No open-market buys in the last 90 days
Form 4
Filings
2 in the last 30 days
EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

11 checks on the latest 10-K. Checks, not verdicts.

How it works

0facts worth reading about all 11 checks found nothing to note

  • Receivables +8.7% vs revenue +5.4% (+3.3 pts)
  • Cash from operations $2.1B vs net income $1.5B (FY ending Dec 31, 2025)
  • Inventory +1.2% vs revenue +5.4% (-4.3 pts)
8 more checks with nothing to note
  • Same auditor in both 10-Ks: Ernst & Young LLP
  • No statement of substantial doubt about going concern
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • The same matters as last year: Evaluation of stock-based compensation performance condition assumptions
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 2.06 in the last 2 years
  • No 8-K item 1.03 in the last 2 years

In their words

13 paragraphs in Risk Factors that were not in the 10-K filed Feb 5, 2025. Quoted as filed.

All 13 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed Feb 5, 2025 10-K, ITEM 1A
    We continue to invest in and utilize emerging technologies that have potential to make business tasks easier, more efficient and less labor intensive, including artificial intelligence and machine learning. These new technologies may not deliver the expected efficiencies and could expose us to new risks, including risks related to…
  2. Item 1A · new paragraph · not in the 10-K filed Feb 5, 2025 10-K, ITEM 1A
    Our financial condition and results of operations have been, and may continue to be, adversely affected by a number of macroeconomic and other factors, many of which are largely outside our control. Restaurant dining generally is dependent upon consumer discretionary spending, which may be affected by macroeconomic conditions that are…
  3. Item 1A · new paragraph · not in the 10-K filed Feb 5, 2025 10-K, ITEM 1A
    Failure to meet market expectations for our financial performance or any announced guidance will likely adversely affect the market price and increase the volatility of our stock, and fluctuations in the stock market as a whole may also impact the market price and volatility of our stock. We have in the past failed, and may in the…
  4. Item 1A · new paragraph · not in the 10-K filed Feb 5, 2025 10-K, ITEM 1A
    For these reasons, results for any one quarter are not necessarily indicative of results to be expected for any other quarter or for any year. A significant or sudden decrease in our stock price could entice an activist shareholder to initiate a campaign against the Company. If we are the target of public activism, it could cause us to…

New risk paragraphs, against peers

Latest 10-K of each, Consumer discretionary companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2022FY2023FY2024FY2025
Revenue$8.6B$9.9B$11.3B$11.9B
Net income$899.1M$1.2B$1.5B$1.5B
Operating cash flow$1.3B$1.8B$2.1B$2.1B
Free cash flow$844.0M$1.2B$1.5B$1.4B

Revenue, FY2016 to FY2025

Ten fiscal years, each from its own 10-K · XBRL · USD

$11.9B ▲ 5.4% in FY2025

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Every number, year by year

Recent filings

2 filings in the last 30 days · SEC EDGAR

All filings

About the company

Chipotle Mexican Grill, Newport Beach, CA · from the 10-K filed Feb 4, 2026

Chipotle Mexican Grill, Inc., a Delaware corporation, together with its subsidiaries (“Chipotle,” “we,” “us,” or “our”) owns and operates Chipotle Mexican Grill restaurants, which feature a relevant menu of burritos, burrito bowls (a burrito without the tortilla), quesadillas, tacos, and salads. We strive to cultivate a better world by serving responsibly sourced, classically cooked, real food with wholesome ingredients and without artificial colors, flavors or preservatives. We are passionate about providing a great guest experience and making our food more accessible to everyone while continuing to be a brand with a demonstrated purpose.

Headquarters
Newport Beach, CA
Country
United States
Reports in
USD
Listed on
NYSE
Fiscal year ends
December 31
Last results
Oct 28, 2026

Employees, at the top of the page: "As of December 31, 2025, Chipotle employed 130,301 people worldwide and 1,233 contract workers" (10-K). Address and exchange: SEC's company file.

Email alerts

Sources

The 10-K filed Feb 4, 2026 (open at SEC), compared with the 10-K filed Feb 5, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

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