-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們維持對CMG未來12個月的目標價為44美元，相當於2026年每股盈餘預期值的35倍，低於該股五年平均本益比50倍，反映出其同店銷售成長預期較低。我們將2026年每股盈餘預期從1.25美元上調至1.26美元，並將2027年每股盈餘預期從1.46美元下調至1.45美元。鑑於CMG第一季業績令人鼓舞，我們重申「買入」評等。 CMG同店銷售額成長0.5%，其中交易量成長0.6%，凸顯了該公司對提升美國消費者價值認知的重視。我們對2025年同店銷售額下滑後趨於穩定感到欣慰，這顯示該公司結構性成長前景依然穩固。結構性成長催化劑的其他證據包括新店數量成長（第一季新增49家）以及一系列限時供應和附加產品（例如香菜青檸醬）的推出，這些產品在不提高菜單價格的情況下獲得了市場認可並提升了收入。儘管這項策略會對餐廳利潤率造成壓力（第一季下降250個基點），但我們認為這有利於長期成長。
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