<p><strong>墨式烧烤 NYSE: CMG</strong> 股票市场出现了一个不错的下跌，聪明的投资者正在买入。乏善可陈的业绩和指引导致了价格的下跌，但这一走势完全是情绪驱动的；尽管业绩未能相对于市场共识预期令人印象深刻，但仍然表现优秀，为投资者带来了价值增长。</p>
<p>初步结论是，这家餐饮股票的业绩喜忧参半，但收入的失误很小，增长强劲且市场领先，利润率良好，前景积极。更深入的分析确认了这一评估，并通过健康的资产负债表和价值增长进一步加强，这将有助于支持股票价格随时间的上涨。墨式烧烤的股票在 2024 年可能不会创下新高，但在 2025 年创下新高的可能性很大。</p>
<p>获取 <strong>墨式烧烤</strong> 的提醒：</p>
<h2><strong>墨式烧烤表现强劲：新任首席执行官接管</strong></h2>
<p>尽管收入未能达到共识预期，墨式烧烤在本季度仍表现稳健。公司的收入为 27.9 亿美元，同比增长 13%，尽管失误仅为 100 个基点。增长得益于 6% 的同店销售增长，交易量和定价均有支持。新开设的 86 家门店也对业绩产生了影响，符合 10% 的年增长预期。数字化也是一个推动因素，同比增长 34%，其中大部分增长归因于 Chipotlanes。Chipotlanes 仅通过数字渠道访问，推动了同店销售增长和更高的利润率。</p>
<p>利润率的消息喜忧参半，但对投资者有利。由于成本和产品组合的增加，餐厅层面的利润率收缩，但通过支出控制和运营层面的收入杠杆得以抵消。运营利润率提高了 90 个基点，达到了 16%，推动了底线的杠杆增长。调整后的每股收益为 0.27 美元，同比增长 17.4%，比市场共识高出 800 个基点。</p>
<p>第四季度的指引同样喜忧参半，预计增长速度低于 MarketBeat 报告的共识预测，但利润率强劲，长期可持续增长的前景良好。公司目标是在北美开设 7000 家门店，比目前水平增加 100%，并进行国际扩张，可能使北美门店总数翻倍。</p>
<p>现金流和资产负债表突显了为什么墨式烧烤是一个不错的投资。公司推动了稳健的现金流和现金流增长，能够维持运营、有机门店增长、资本回报和资产负债表改善。第三季度的亮点包括现金头寸增加，流动资产和总资产上升，仅部分被负债增加所抵消。关于负债，公司没有重大债务，总负债比率为 1.5 倍股本和 0.6 倍资产，使其处于强劲的财务状况。股东权益增长了 17%，加上 2023 财年的 29% 增长。</p>
<h2><strong>分析师上调墨式烧烤目标；指向新高</strong></h2>
<p>分析师对墨式烧烤第三季度业绩的反应喜忧参半，但明显偏向看涨。虽然一些分析师下调了他们的目标价，但在前 24 小时内发布的修正中，有 75% 提高了目标价。修正的共识为 65 美元，比过去 12 个月发布的更广泛共识高出 2.70 美元，高端范围超过 70 美元。达到 70 美元的涨幅足以创下新高；达到共识则值得 15% 的收益。</p>
<p>墨式烧烤的股票在发布后下跌，但可能不会长时间保持低迷。分析师的修正表明，该公司的基本质量要求更高的价格。关键支撑目标在 56 美元附近，已经看到买入活动的证据。如果市场在这个水平上维持支撑，CMG 的股价行动应该很快恢复动力。如果没有，市场可能会跌至 53 美元或更低，届时将呈现更好的价值。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20241030100329_chart-cmg-10302024.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20241030100329_chart-cmg-10302024.png"/></p>
<p>→ 特朗普是否终于走得太远？（来自内幕人士曝光）（广告）</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD05NzY1?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD05NzY1"/></p>
<h2>你现在应该投资 1000 美元在墨式烧烤吗？</h2>
<p>在考虑墨式烧烤之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐，现在就买入，以便在更广泛的市场注意到之前……而墨式烧烤并不在名单上。</p>
<p>虽然墨式烧烤目前在分析师中获得了 “适度买入” 的评级，但顶级分析师认为这五只股票更值得投资。</p>
<p>在这里查看这五只股票</p>

墨式烧烤

<p>墨式烧烤报告了一个稳健的季度，尽管未能达到收入预期。分析师提高了共识价格目标，显示出乐观的情绪。该公司实现了 13% 的收入增长，主要得益于 6% 的同店销售增长和数字销售增长 34%。尽管餐厅层面的利润率收缩，但运营利润率有所改善。公司计划在北美开设 7,000 家门店，并且拥有强劲的资产负债表，没有重大债务。尽管在业绩公布后股价有所下跌，分析师认为该股的基本面质量值得更高的价格，并确定了一个关键的支撑目标</p>

<p>The market for <strong>Chipotle Mexican Grill NYSE: CMG</strong> stock served up a nice dip, and savvy investors are buying. Lackluster results and guidance drove the dip in price action, but the move is entirely sentiment-driven; the results failed to impress relative to the consensus estimates but are still excellent, driving value gains for investors.</p>
<div class="lb-trans"><p><strong>墨式烧烤 NYSE: CMG</strong> 股票市场出现了一个不错的下跌，聪明的投资者正在买入。乏善可陈的业绩和指引导致了价格的下跌，但这一走势完全是情绪驱动的；尽管业绩未能相对于市场共识预期令人印象深刻，但仍然表现优秀，为投资者带来了价值增长。</p>
</div><p>The initial takeaway is that the results are mixed for this restaurant stock, but the top-line miss is slim, growth is robust and market-leading, the margin is strong, and the outlook is positive. A deeper look affirms that assessment and strengthens it with balance sheet health and value gains that will help support upward stock price movement over time. Chipotle Mexican Grill stock may not hit new all-time high prices in 2024, but the odds are high that it will in 2025.</p>
<div class="lb-trans"><p>初步结论是，这家餐饮股票的业绩喜忧参半，但收入的失误很小，增长强劲且市场领先，利润率良好，前景积极。更深入的分析确认了这一评估，并通过健康的资产负债表和价值增长进一步加强，这将有助于支持股票价格随时间的上涨。墨式烧烤的股票在 2024 年可能不会创下新高，但在 2025 年创下新高的可能性很大。</p>
</div><p>Get <strong>Chipotle Mexican Grill</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>墨式烧烤</strong> 的提醒：</p>
</div><h2><strong>Chipotle Mexican Grill Had a Strong Quarter: New CEO Takes Charge</strong></h2>
<div class="lb-trans"><h2><strong>墨式烧烤表现强劲：新任首席执行官接管</strong></h2>
</div><p>Chipotle Mexican Grill had a solid quarter despite falling short on revenue relative to the consensus. The company’s $2.79 billion is up 13% despite the miss, which is slim at only 100 basis points. The gain is driven by a solid 6% comp store increase supported equally by transaction volume and pricing. An increased store count also impacted the results, with 86 new locations opened in the quarter, aligning with the outlook for 10% annual growth. Digital is also a driving factor, up by 34%, with much of the strength attributable to Chipotlanes. Chipotlanes are only accessible via digital, driving comp store growth and wider margins at their locations versus other stores.</p>
<div class="lb-trans"><p>尽管收入未能达到共识预期，墨式烧烤在本季度仍表现稳健。公司的收入为 27.9 亿美元，同比增长 13%，尽管失误仅为 100 个基点。增长得益于 6% 的同店销售增长，交易量和定价均有支持。新开设的 86 家门店也对业绩产生了影响，符合 10% 的年增长预期。数字化也是一个推动因素，同比增长 34%，其中大部分增长归因于 Chipotlanes。Chipotlanes 仅通过数字渠道访问，推动了同店销售增长和更高的利润率。</p>
</div><p>The margin news is mixed but favorable to investors. Restaurant-level margin contracted due to higher costs and mix but is offset by spending controls and revenue leverage at the operating level. Operating margin improved by 90 basis points to 16%, driving leveraged gains on the bottom line. The adjusted EPS came in at $0.27, up 17.4% compared to last year and 800 basis points above the consensus.</p>
<div class="lb-trans"><p>利润率的消息喜忧参半，但对投资者有利。由于成本和产品组合的增加，餐厅层面的利润率收缩，但通过支出控制和运营层面的收入杠杆得以抵消。运营利润率提高了 90 个基点，达到了 16%，推动了底线的杠杆增长。调整后的每股收益为 0.27 美元，同比增长 17.4%，比市场共识高出 800 个基点。</p>
</div><p>The guidance for Q4 is equally mixed, expecting growth at a pace below the consensus forecast reported by MarketBeat, offset by margin strength and a healthy outlook for sustained growth over the long term. The company targets 7,000 stores in North America, a 100% increase from current levels and an international expansion that could more than double the total North American stores.</p>
<div class="lb-trans"><p>第四季度的指引同样喜忧参半，预计增长速度低于 MarketBeat 报告的共识预测，但利润率强劲，长期可持续增长的前景良好。公司目标是在北美开设 7000 家门店，比目前水平增加 100%，并进行国际扩张，可能使北美门店总数翻倍。</p>
</div><p>The cash flow and balance sheet highlight why Chipotle Mexican Grill is a good buy. The company drives solid cash flow and cash flow growth and can sustain operations, organic store-count growth, capital returns, and balance sheet improvement. Highlights from Q3 include an increased cash position, current and total assets up, only partially offset by increased liability. Regarding liability, the company carries no significant debt and runs with a total liability ratio of 1.5x equity and 0.6x assets, leaving it in a strong financial position. Shareholder equity is up by 17% in addition to the 29% gain in F2023.</p>
<div class="lb-trans"><p>现金流和资产负债表突显了为什么墨式烧烤是一个不错的投资。公司推动了稳健的现金流和现金流增长，能够维持运营、有机门店增长、资本回报和资产负债表改善。第三季度的亮点包括现金头寸增加，流动资产和总资产上升，仅部分被负债增加所抵消。关于负债，公司没有重大债务，总负债比率为 1.5 倍股本和 0.6 倍资产，使其处于强劲的财务状况。股东权益增长了 17%，加上 2023 财年的 29% 增长。</p>
</div><h2><strong>Analysts Raise Targets for Chipotle Mexican Grill; Point to New Highs</strong></h2>
<div class="lb-trans"><h2><strong>分析师上调墨式烧烤目标；指向新高</strong></h2>
</div><p>The analysts' response to Chipotle Mexican Grill’s Q3 results is mixed with a clearly bullish bias. While some analysts lowered their price targets, 75% of the revisions released within the first 24 hours increased the price target. The consensus of the revisions is $65, $2.70 above the broader consensus of targets issued in the last 12 months, with the high-end range above $70. A move to $70 is sufficient for a new all-time high; a move to the consensus is worth 15%.</p>
<div class="lb-trans"><p>分析师对墨式烧烤第三季度业绩的反应喜忧参半，但明显偏向看涨。虽然一些分析师下调了他们的目标价，但在前 24 小时内发布的修正中，有 75% 提高了目标价。修正的共识为 65 美元，比过去 12 个月发布的更广泛共识高出 2.70 美元，高端范围超过 70 美元。达到 70 美元的涨幅足以创下新高；达到共识则值得 15% 的收益。</p>
</div><p>The market for Chipotle Mexican Grill stock fell following the release but will likely not remain down long. The analysts' revisions indicate that the company’s fundamental quality demands a higher price. The critical support target is near $56, where evidence of buying activity is already seen. Assuming the market sustains support at this level, CMG's share price action should regain traction soon. If not, this market could fall to the $53 level or lower, where it would present a better value.</p>
<div class="lb-trans"><p>墨式烧烤的股票在发布后下跌，但可能不会长时间保持低迷。分析师的修正表明，该公司的基本质量要求更高的价格。关键支撑目标在 56 美元附近，已经看到买入活动的证据。如果市场在这个水平上维持支撑，CMG 的股价行动应该很快恢复动力。如果没有，市场可能会跌至 53 美元或更低，届时将呈现更好的价值。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20241030100329_chart-cmg-10302024.png" alt="" original-src="https://www.marketbeat.com/logos/articles/med_20241030100329_chart-cmg-10302024.png"/></p>
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<div class="lb-trans"><p>→ 特朗普是否终于走得太远？（来自内幕人士曝光）（广告）</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD05NzY1" alt="" original-src="https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=9765&amp;Placement=NativeDisplay&amp;Source=NativeDisplay"/></p>
<h2>Should you invest $1,000 in Chipotle Mexican Grill right now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在墨式烧烤吗？</h2>
</div><p>Before you consider Chipotle Mexican Grill, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑墨式烧烤之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Chipotle Mexican Grill wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐，现在就买入，以便在更广泛的市场注意到之前……而墨式烧烤并不在名单上。</p>
</div><p>While Chipotle Mexican Grill currently has a &#34;Moderate Buy&#34; rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然墨式烧烤目前在分析师中获得了 “适度买入” 的评级，但顶级分析师认为这五只股票更值得投资。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

墨式烧烤的价格下跌 - 市场正在买入