-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：CMG第一季每股收益為0.24美元，年減17%，但與市場預期一致；營收為30.9億美元（年成長7.4%），高於市場預期的30.6億美元。同店銷售成長0.5%，高於預期的0.8%的降幅，主要得益於交易量成長0.6%。我們認為，維持穩定的交易量成長比承受短期利潤率壓力更為重要，因為這表明儘管受到關稅影響，CMG仍然是消費者的有價值選擇。管理層維持業績指引不變，預計2026年同店銷售額將維持穩定成長，並計畫開設350-370家新店。由於人力成本（成長10.5%）和食品成本（成長8.6%）上升，餐廳層級的利潤率下降了250個基點，這反映了為了吸引客流而限制價格所帶來的權衡。數位通路佔比提升至 38.6%，CMG 新開了 49 家門市。該公司回購了價值 7.008 億美元的股票，同時創造了 4.71 億美元的健康自由現金流（成長 14%）。鑑於宏觀經濟波動，我們認為 CMG 的策略較為保守。隨著一系列會員忠誠度計劃的推進，我們認為交易量有望實現環比增長。
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