Every material Form 8-K Chipotle Mexican Grill filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Chipotle Mexican Grill reported third quarter 2026 total revenue of $3.3 billion, representing a 9.6% year-over-year increase driven by new restaurant openings and a 2.1% rise in comparable restaurant sales. However, net income declined to $339.9 million, or $0.27 per diluted share, down from $382.1 million, or $0.29 per diluted share, in the prior year period due to higher operating and labor costs.
Total revenue increased 9.6% year-over-year to $3.3 billion for the third quarter ended September 30, 2026.
Comparable restaurant sales increased 2.1%, marking the third consecutive quarter of positive transaction growth.
Diluted earnings per share decreased 6.9% to $0.27 compared to $0.29 in the third quarter of 2025.
The company opened 84 company-owned restaurants during the quarter, including 53 locations with a Chipotlane.
Chipotle Mexican Grill increased its board to 11 directors and elected Sabir Sami, a former KFC Division CEO at Yum! Brands, as an independent director effective September 14, 2026. Sami will not serve on any board committee, and his pay will follow the standard non-employee director program.
Board expanded from 10 to 11 directors; the company says 10 of 11 directors are independent
Sabir Sami, age 59, served as CEO of KFC Division at Yum! Brands from January 2022 to February 2025
Sami was not appointed to any board committee; compensation follows the non-employee director program
Chipotle reported second-quarter 2026 revenue of $3.3 billion, up 9.3%, with comparable restaurant sales up 2.2%, but net income fell to $403.5 million and diluted EPS was flat at $0.32. The company raised its full-year comparable sales outlook to the low single digit range and authorized $1.3 billion in additional share repurchases, which may be modified, suspended or discontinued at any time.
Total revenue rose 9.3% to $3.3 billion; comparable restaurant sales rose 2.2%, driven by a 1.2% increase in average check and a 1.0% increase in transactions.
Net income was $403.5 million, or $0.32 per diluted share, versus $436.1 million, or $0.32, in the second quarter of 2025.
Full-year 2026 comparable restaurant sales growth is expected in the low single digit range, and the company expects 350 to 370 new restaurant openings.
The Board approved $1.3 billion in additional repurchase authorizations on June 11, 2026; $1.7 billion remained available as of June 30, 2026.
Chipotle reported first-quarter 2026 results for the period ended March 31, 2026. Total revenue rose 7.4% to $3.1 billion and comparable restaurant sales rose 0.5%, but net income fell to $302.8 million from $386.6 million, and diluted earnings per share fell to $0.23 from $0.28. The company kept its 2026 outlook of about flat full-year comparable restaurant sales and 350 to 370 new restaurant openings.
Total revenue increased 7.4% to $3.1 billion; comparable restaurant sales rose 0.5%, driven by a 0.6% increase in transactions.
Operating margin was 12.9%, down from 16.7%; labor costs rose to 26.1% of revenue from 25.0%.
Adjusted diluted EPS was $0.24, down 17.2% from $0.29; the company repurchased $700.8 million of stock in the quarter.
For 2026, management expects full-year comparable restaurant sales to be about flat and 350 to 370 new restaurant openings.
Chipotle reported fourth-quarter 2025 revenue up 4.9% to $3.0 billion and diluted EPS of $0.25, up from $0.24, while comparable restaurant sales fell 2.5% and operating margin slipped to 14.1% from 14.6%. For 2026, management expects full-year comparable restaurant sales to be about flat and plans 350 to 370 new restaurant openings.
Q4 2025 total revenue rose 4.9% to $3.0 billion; comparable restaurant sales decreased 2.5%, with transactions down 3.2%
Full-year 2025 revenue rose 5.4% to $11.9 billion; diluted EPS was $1.14 vs. $1.11 in 2024
Operating margin was 14.1% in Q4 vs. 14.6% a year earlier; full-year operating margin was 16.2% vs. 16.9%
2026 outlook: comparable restaurant sales about flat; $1.7 billion remained under buyback authorizations as of December 31, 2025
Chipotle said two executives, Chief Legal Officer Roger Theodoredis and President and Chief Brand Officer Chris Brandt, have transitioned out of their executive roles effective January 12, 2026, and will stay on in advisory roles for a limited period. Chief Human Resources Officer Ilene Eskenazi takes on the combined chief legal and human resources role, and Stephanie Perdue is interim Chief Marketing Officer while the company searches for a permanent CMO. The company also reaffirmed its full-year 2025 guidance issued in October, which keeps its prior financial outlook unchanged.
Ilene Eskenazi appointed Chief Legal and Human Resources Officer, effective immediately, succeeding Roger Theodoredis
Stephanie Perdue, Vice President of Brand Marketing, named interim Chief Marketing Officer, succeeding Chris Brandt
Company reaffirmed full-year 2025 financial guidance issued in October 2025
Fourth quarter and fiscal year 2025 earnings call scheduled for February 3, 2026
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