<p>作为增长最快的餐饮股之一，Chipotle Mexican Grill（纽约证券交易所：CMG）因其独特的菜单和内部运营继续受到关注。2024 年第一季度，该公司实现了 27 亿美元的营收。此外，公司的 50 比 1 股票分拆也是今年迄今为止 CMG 股价上涨 21% 的关键推动因素。</p>
<p>然而，随着盈利数据已经过去，Chipotle 最近公布了其第二季度业绩，让我们深入了解报告内容，以及为什么股票可能会有更多上涨空间。</p>
<h2>深入了解数字</h2>
<p>Chipotle 在昨天市场收盘后公布了其第二季度数据。在盈利数据公布前一个月股价下跌超过 15%，投资者对利润率有些担忧。CMG 股价在下午交易中下跌了 1%。</p>
<p>每股收益调整后为 34 美分，超出了 32 美分的调整后盈利预期。营收也超出预期，公司实现了 29.7 亿美元的总收入，超过了 29.4 亿美元的预期。各种价格上涨帮助公司实现持续盈利增长，投资者显然喜欢这支股票持续提供的现金流增长。</p>
<p>令人印象深刻的是，公司的同店销售同比增长了 11%，大幅超出预期。稳定增长是许多分析师目前预期的。然而，与许多其他餐饮股票在最近数据中出现波动相同，较高的成本和较低的价格优惠正在对利润率产生影响。</p>
<h2>Chipotle 为何持续繁荣</h2>
<p>凭借其座右铭 “食品的诚信”，Chipotle 创始人 Steve Ells 仍然坚守这一愿景。公司致力于提供以天然食材道德生产的优质食品。公司于 2013 年采用了非转基因政策，并通过更快提高价格来抵消不断上涨的成本，这是其竞争对手无法做到的。</p>
<p>现在，确实同店销售增长已经按季度下降。但同样真实的是，这些数据大幅超出预期。因此，看到 CMG 股票如何在下周交易将会很有趣。</p>
<p>也就是说，我认为 Chipotle 的小菜单对其成功起到了重要作用。公司继续通过减少所需的新鲜食材数量来最大程度减少食物浪费。快速服务对消费者来说是另一个好处，因为较少的菜单选项意味着较少的错误。事实上，对于那些寻求在这个市场上实现增长的快餐股票，Chipotle 因有充分理由仍然是市场上的首选。</p>
<h2>购买并持有 CMG 股票</h2>
<p>Chipotle 在过去五年里涨幅近 4 倍，年初至今上涨 28%。在 50 比 1 的股票分拆后，这支股票面临压力。然而，与过去大多数下跌一样，这种卖压实质上代表了一个买入机会。</p>
<p>很少有快餐服务提供商能像 Chipotle 一样给投资者带来增长，其最近的数据证明了这一点。关于公司未来前景有很多值得期待之处，这就是为什么我对 CMG 股票持乐观态度。</p>
<p>_在发布日期，Chris MacDonald 在本文提到的证券中没有（直接或间接）持有任何头寸。本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布准则。</p>
<p>_在发布日期，负责编辑在本文提到的证券中没有（直接或间接）持有任何头寸。</p>
<p>Chris MacDonald 对投资的热爱促使他攻读金融 MBA，并在过去 15 年中担任过多个公司财务和风险投资管理职位。他过去作为金融分析师的经验，加上他对发现被低估增长机会的热情，构成了他保守、长期投资观点的基础。</p>
<p>消费者自主权、零售、餐饮</p>
<p>增长股</p>

墨式烧烤

<p>Chipotle Mexican Grill (纽约证券交易所：CMG) 报告显示强劲的第二季度业绩，收入达到 297 亿美元，每股收益为 34 美分，超出预期。尽管存在利润率方面的担忧，该公司的同店销售同比增长了 11%。Chipotle 致力于使用道德可靠的天然食材和简约的菜单，这些因素有助于其成功。通过进行 50 比 1 的股票分割，CMG 股票面临着抛售压力，但仍然是投资者在快餐市场寻求增长的首选</p>

<p>Emerging as one of the best growth and restaurant stocks, <strong>Chipotle Mexican Grill</strong> (NYSE: <strong>CMG</strong>) continues to gain traction due to its unique menu and in-house operations. In Q1 2024, the company brought in a $2.7 billion revenue. Additionally, the company’s 50-for-1 split also was a key driver of a 21% year-to-date surge in CMG stock thus far this year.</p>
<div class="lb-trans"><p>作为增长最快的餐饮股之一，Chipotle Mexican Grill（纽约证券交易所：CMG）因其独特的菜单和内部运营继续受到关注。2024 年第一季度，该公司实现了 27 亿美元的营收。此外，公司的 50 比 1 股票分拆也是今年迄今为止 CMG 股价上涨 21% 的关键推动因素。</p>
</div><p>However, with earnings now in the rear-view mirror, and Chipotle recently reporting its Q2 earnings, let’s dive into what was reported, and why the stock could be poised for more upside from here.</p>
<div class="lb-trans"><p>然而，随着盈利数据已经过去，Chipotle 最近公布了其第二季度业绩，让我们深入了解报告内容，以及为什么股票可能会有更多上涨空间。</p>
</div><h2>Diving Into the Numbers</h2>
<div class="lb-trans"><h2>深入了解数字</h2>
</div><p>Chipotle reported its Q2 numbers yesterday after the market closed. With the stock sinking more than 15% in the month before earnings, investors were a little concerned about margins. CMG stock was down 1% in afternoon trading.</p>
<div class="lb-trans"><p>Chipotle 在昨天市场收盘后公布了其第二季度数据。在盈利数据公布前一个月股价下跌超过 15%，投资者对利润率有些担忧。CMG 股价在下午交易中下跌了 1%。</p>
</div><p>Earnings per share came in at 34 cents on an adjusted basis, which beat expectations of 32 cents of adjusted earnings. Revenue also beat, with the company bringing in $2.97 billion on its top-line, exceeding expectations of $2.94 billion. Various price hikes have helped the company post continued earnings growth, and investors clearly like the cash flow growth profile this stock continues to provide.</p>
<div class="lb-trans"><p>每股收益调整后为 34 美分，超出了 32 美分的调整后盈利预期。营收也超出预期，公司实现了 29.7 亿美元的总收入，超过了 29.4 亿美元的预期。各种价格上涨帮助公司实现持续盈利增长，投资者显然喜欢这支股票持续提供的现金流增长。</p>
</div><p>Impressively, the company’s same-store sales grew 11% on a year-over-year basis, topping expectations by a rather wide margin. Stable growth is what many analysts are now expecting moving forward. However, as with many other restaurant stocks seeing volatility in their recent numbers, higher input costs combined with lower-priced offerings are weighing on margins.</p>
<div class="lb-trans"><p>令人印象深刻的是，公司的同店销售同比增长了 11%，大幅超出预期。稳定增长是许多分析师目前预期的。然而，与许多其他餐饮股票在最近数据中出现波动相同，较高的成本和较低的价格优惠正在对利润率产生影响。</p>
</div><h2>Why Chipotle Continues to Boom</h2>
<div class="lb-trans"><h2>Chipotle 为何持续繁荣</h2>
</div><p>With its motto, “Food with Integrity,” Chipotle founder Steve Ells still stands by this vision. The company is committed to providing excellent food produced ethically with natural ingredients. The company adopted a non-GMO policy in 2013, and has been able to offset rising costs by raising prices even faster, something its competitors have not had the luxury of doing.</p>
<div class="lb-trans"><p>凭借其座右铭 “食品的诚信”，Chipotle 创始人 Steve Ells 仍然坚守这一愿景。公司致力于提供以天然食材道德生产的优质食品。公司于 2013 年采用了非转基因政策，并通过更快提高价格来抵消不断上涨的成本，这是其竞争对手无法做到的。</p>
</div><p>Now, it’s true that same-store sales growth has decreased on a quarter-over-quarter basis. But it’s also true that these numbers beat expectations by a rather wide margin. Thus, it will be interesting to see how CMG stock trades into next week.</p>
<div class="lb-trans"><p>现在，确实同店销售增长已经按季度下降。但同样真实的是，这些数据大幅超出预期。因此，看到 CMG 股票如何在下周交易将会很有趣。</p>
</div><p>That said, I do think Chipotle’s small menu is contributing significantly to its success. The company continues to minimize food waste by reducing the number of fresh ingredients needed. Quick service has been another benefit for consumers, as fewer menu options mean fewer mistakes. Indeed, for those seeking a quick-service restaurant stock with growth in this market, Chipotle remains a top option in the market for good reason</p>
<div class="lb-trans"><p>也就是说，我认为 Chipotle 的小菜单对其成功起到了重要作用。公司继续通过减少所需的新鲜食材数量来最大程度减少食物浪费。快速服务对消费者来说是另一个好处，因为较少的菜单选项意味着较少的错误。事实上，对于那些寻求在这个市场上实现增长的快餐股票，Chipotle 因有充分理由仍然是市场上的首选。</p>
</div><h2>Buy and Hold CMG Stock</h2>
<div class="lb-trans"><h2>购买并持有 CMG 股票</h2>
</div><p>Chipotle has surged nearly 4x over five years and is up 28% year-to-date. After a 50-for-1 stock split, this stock has faced pressure. However, as with most declines in the past, this selling pressure essentially represented a buying opportunity.</p>
<div class="lb-trans"><p>Chipotle 在过去五年里涨幅近 4 倍，年初至今上涨 28%。在 50 比 1 的股票分拆后，这支股票面临压力。然而，与过去大多数下跌一样，这种卖压实质上代表了一个买入机会。</p>
</div><p>Few quick service restaurant providers give investors the kind of growth Chipotle does, and its recent numbers speak to this thesis. There’s a lot to like about the company’s forward prospects, which is why I remain bullish on CMG stock.</p>
<div class="lb-trans"><p>很少有快餐服务提供商能像 Chipotle 一样给投资者带来增长，其最近的数据证明了这一点。关于公司未来前景有很多值得期待之处，这就是为什么我对 CMG 股票持乐观态度。</p>
</div><p><em>On the date of publication, Chris MacDonald did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></p>
<div class="lb-trans"><p>_在发布日期，Chris MacDonald 在本文提到的证券中没有（直接或间接）持有任何头寸。本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布准则。</p>
</div><p><em>On the date of publication, the responsible editor did not have (either directly or indirectly) any positions in the securities mentioned in this article.</em></p>
<div class="lb-trans"><p>_在发布日期，负责编辑在本文提到的证券中没有（直接或间接）持有任何头寸。</p>
</div><p>Chris MacDonald’s love for investing led him to pursue an MBA in Finance and take on a number of management roles in corporate finance and venture capital over the past 15 years. His experience as a financial analyst in the past, coupled with his fervor for finding undervalued growth opportunities, contribute to his conservative, long-term investing perspective.</p>
<div class="lb-trans"><p>Chris MacDonald 对投资的热爱促使他攻读金融 MBA，并在过去 15 年中担任过多个公司财务和风险投资管理职位。他过去作为金融分析师的经验，加上他对发现被低估增长机会的热情，构成了他保守、长期投资观点的基础。</p>
</div><p>Consumer Discretionary, Retail, Restaurant</p>
<div class="lb-trans"><p>消费者自主权、零售、餐饮</p>
</div><p>Growth Stocks</p>
<div class="lb-trans"><p>增长股</p>
</div>

CMG 股票分析：在最近的第二季度报告发布后，你是否应该购买 Chipotle 的股票？