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加拿大皇家银行表示,Chipotle Mexican Grill第一季度同店销售额可能略微超出预期。

-- 加拿大皇家银行资本市场(RBC Capital Markets)表示,Chipotle Mexican Grill (CMG) 第一季度同店销售额可能略高于市场普遍预期,并存在小幅上涨空间。 这家投资公司在周四发布的一份报告中指出,预计Chipotle第一季度同店销售额将下降0.8%,而市场普遍预期为下降0.9%。 该券商表示,Chipotle的同店销售额“在本季度可能有所下降,因为客流量在[2025年2月]有所减少”。 加拿大皇家银行表示,预计Chipotle第一季度餐厅层面的利润率(RLM)将与市场普遍预期基本一致,但由于大宗商品价格走高,该投资公司将自身预期下调了25个基点。 鉴于宏观经济高度不确定,Chipotle管理层可能会重申全年同店销售额基本持平的预期,但报告指出,“考虑到最初的预期比通常情况更为保守,年内存在上调的可能”。 该公司补充道,投资者情绪依然低迷,但风险/回报比似乎略微有利,客流量改善是关键所在。 加拿大皇家银行(RBC)维持对Chipotle的“跑赢大盘”评级,并将该公司目标股价从50美元下调至45美元。

Price: $36.62, Change: $+1.54, Percent Change: +4.38%

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