<p>作為增長最快的餐飲股之一，Chipotle Mexican Grill（紐約證券交易所：CMG）因其獨特的菜單和內部運營繼續受到關注。2024 年第一季度，該公司實現了 27 億美元的營收。此外，公司的 50 比 1 股票分拆也是今年迄今為止 CMG 股價上漲 21% 的關鍵推動因素。</p>
<p>然而，隨着盈利數據已經過去，Chipotle 最近公佈了其第二季度業績，讓我們深入瞭解報告內容，以及為什麼股票可能會有更多上漲空間。</p>
<h2>深入瞭解數字</h2>
<p>Chipotle 在昨天市場收盤後公佈了其第二季度數據。在盈利數據公佈前一個月股價下跌超過 15%，投資者對利潤率有些擔憂。CMG 股價在下午交易中下跌了 1%。</p>
<p>每股收益調整後為 34 美分，超出了 32 美分的調整後盈利預期。營收也超出預期，公司實現了 29.7 億美元的總收入，超過了 29.4 億美元的預期。各種價格上漲幫助公司實現持續盈利增長，投資者顯然喜歡這支股票持續提供的現金流增長。</p>
<p>令人印象深刻的是，公司的同店銷售同比增長了 11%，大幅超出預期。穩定增長是許多分析師目前預期的。然而，與許多其他餐飲股票在最近數據中出現波動相同，較高的成本和較低的價格優惠正在對利潤率產生影響。</p>
<h2>Chipotle 為何持續繁榮</h2>
<p>憑藉其座右銘 “食品的誠信”，Chipotle 創始人 Steve Ells 仍然堅守這一願景。公司致力於提供以天然食材道德生產的優質食品。公司於 2013 年採用了非轉基因政策，並通過更快提高價格來抵消不斷上漲的成本，這是其競爭對手無法做到的。</p>
<p>現在，確實同店銷售增長已經按季度下降。但同樣真實的是，這些數據大幅超出預期。因此，看到 CMG 股票如何在下週交易將會很有趣。</p>
<p>也就是説，我認為 Chipotle 的小菜單對其成功起到了重要作用。公司繼續通過減少所需的新鮮食材數量來最大程度減少食物浪費。快速服務對消費者來説是另一個好處，因為較少的菜單選項意味着較少的錯誤。事實上，對於那些尋求在這個市場上實現增長的快餐股票，Chipotle 因有充分理由仍然是市場上的首選。</p>
<h2>購買並持有 CMG 股票</h2>
<p>Chipotle 在過去五年裏漲幅近 4 倍，年初至今上漲 28%。在 50 比 1 的股票分拆後，這支股票面臨壓力。然而，與過去大多數下跌一樣，這種賣壓實質上代表了一個買入機會。</p>
<p>很少有快餐服務提供商能像 Chipotle 一樣給投資者帶來增長，其最近的數據證明了這一點。關於公司未來前景有很多值得期待之處，這就是為什麼我對 CMG 股票持樂觀態度。</p>
<p>_在發佈日期，Chris MacDonald 在本文提到的證券中沒有（直接或間接）持有任何頭寸。本文中表達的觀點屬於作者個人，遵守 InvestorPlace.com 的發佈準則。</p>
<p>_在發佈日期，負責編輯在本文提到的證券中沒有（直接或間接）持有任何頭寸。</p>
<p>Chris MacDonald 對投資的熱愛促使他攻讀金融 MBA，並在過去 15 年中擔任過多個公司財務和風險投資管理職位。他過去作為金融分析師的經驗，加上他對發現被低估增長機會的熱情，構成了他保守、長期投資觀點的基礎。</p>
<p>消費者自主權、零售、餐飲</p>
<p>增長股</p>

墨式燒烤

<p>Chipotle Mexican Grill (紐約證券交易所：CMG) 報告顯示強勁的第二季度業績，收入達到 297 億美元，每股收益為 34 美分，超出預期。儘管存在利潤率方面的擔憂，該公司的同店銷售同比增長了 11%。Chipotle 致力於使用道德可靠的天然食材和簡約的菜單，這些因素有助於其成功。通過進行 50 比 1 的股票分割，CMG 股票面臨着拋售壓力，但仍然是投資者在快餐市場尋求增長的首選</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>作為增長最快的餐飲股之一，Chipotle Mexican Grill（紐約證券交易所：CMG）因其獨特的菜單和內部運營繼續受到關注。2024 年第一季度，該公司實現了 27 億美元的營收。此外，公司的 50 比 1 股票分拆也是今年迄今為止 CMG 股價上漲 21% 的關鍵推動因素。</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，隨着盈利數據已經過去，Chipotle 最近公佈了其第二季度業績，讓我們深入瞭解報告內容，以及為什麼股票可能會有更多上漲空間。</p>
</div><h2>Diving Into the Numbers</h2>
<div class="lb-trans"><h2>深入瞭解數字</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 在昨天市場收盤後公佈了其第二季度數據。在盈利數據公佈前一個月股價下跌超過 15%，投資者對利潤率有些擔憂。CMG 股價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>每股收益調整後為 34 美分，超出了 32 美分的調整後盈利預期。營收也超出預期，公司實現了 29.7 億美元的總收入，超過了 29.4 億美元的預期。各種價格上漲幫助公司實現持續盈利增長，投資者顯然喜歡這支股票持續提供的現金流增長。</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，公司的同店銷售同比增長了 11%，大幅超出預期。穩定增長是許多分析師目前預期的。然而，與許多其他餐飲股票在最近數據中出現波動相同，較高的成本和較低的價格優惠正在對利潤率產生影響。</p>
</div><h2>Why Chipotle Continues to Boom</h2>
<div class="lb-trans"><h2>Chipotle 為何持續繁榮</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>憑藉其座右銘 “食品的誠信”，Chipotle 創始人 Steve Ells 仍然堅守這一願景。公司致力於提供以天然食材道德生產的優質食品。公司於 2013 年採用了非轉基因政策，並通過更快提高價格來抵消不斷上漲的成本，這是其競爭對手無法做到的。</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>現在，確實同店銷售增長已經按季度下降。但同樣真實的是，這些數據大幅超出預期。因此，看到 CMG 股票如何在下週交易將會很有趣。</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>也就是説，我認為 Chipotle 的小菜單對其成功起到了重要作用。公司繼續通過減少所需的新鮮食材數量來最大程度減少食物浪費。快速服務對消費者來説是另一個好處，因為較少的菜單選項意味着較少的錯誤。事實上，對於那些尋求在這個市場上實現增長的快餐股票，Chipotle 因有充分理由仍然是市場上的首選。</p>
</div><h2>Buy and Hold CMG Stock</h2>
<div class="lb-trans"><h2>購買並持有 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 在過去五年裏漲幅近 4 倍，年初至今上漲 28%。在 50 比 1 的股票分拆後，這支股票面臨壓力。然而，與過去大多數下跌一樣，這種賣壓實質上代表了一個買入機會。</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>很少有快餐服務提供商能像 Chipotle 一樣給投資者帶來增長，其最近的數據證明了這一點。關於公司未來前景有很多值得期待之處，這就是為什麼我對 CMG 股票持樂觀態度。</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>_在發佈日期，Chris MacDonald 在本文提到的證券中沒有（直接或間接）持有任何頭寸。本文中表達的觀點屬於作者個人，遵守 InvestorPlace.com 的發佈準則。</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>_在發佈日期，負責編輯在本文提到的證券中沒有（直接或間接）持有任何頭寸。</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 對投資的熱愛促使他攻讀金融 MBA，並在過去 15 年中擔任過多個公司財務和風險投資管理職位。他過去作為金融分析師的經驗，加上他對發現被低估增長機會的熱情，構成了他保守、長期投資觀點的基礎。</p>
</div><p>Consumer Discretionary, Retail, Restaurant</p>
<div class="lb-trans"><p>消費者自主權、零售、餐飲</p>
</div><p>Growth Stocks</p>
<div class="lb-trans"><p>增長股</p>
</div>

CMG 股票分析：在最近的第二季度報告發布後，你是否應該購買 Chipotle 的股票？