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瑞银表示，Chipotle Mexican Grill第一季度销售额和利润率有望超出预期。

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-- 瑞银证券周一在一份报告中指出，Chipotle Mexican Grill (CMG) 第一季度的销售额和利润率可能超出预期和市场普遍预期，但鉴于消费者信心依然低迷、天气状况以及宏观经济环境的不利因素，其同店销售额增长将较为温和。 该券商表示，预计管理层将维持较为保守的业绩指引，包括第二季度同店销售额增长将略有改善，而全年同店销售额目标基本保持不变。 瑞银认为，第一季度同店销售额疲软可能受到宏观经济压力和天气影响，鸡肉Al Pastor的推出带来了一定的提振，但3月份蜂蜜鸡肉的上市可能会带来不利影响。 瑞银表示，尽管2026年宏观经济挑战依然存在，但预计在菜单创新、市场营销合作、对蛋白质的重视、数字化举措、高效设备推广、自选Chipotle平台以及餐饮服务试点项目的推动下，全年趋势将有所改善。 根据这份报告，随着通胀放缓、物价上涨以及通胀缺口缩小，下半年利润率有望提升。该券商预测，Chipotle第一季度每股收益为0.25美元，2026年每股收益为1.18美元。 该公司将于周三公布第一季度业绩。 瑞银维持对Chipotle的“买入”评级，目标价为45美元。

Price: $33.81, Change: $-0.41, Percent Change: -1.18%

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