$CMG — X 투자자들은 지금 무슨 이야기를 하나

$CMG치폴레 멕시칸 그릴 · Restaurants · 415억 달러

$32.50

프리마켓+0.6%

이벤트 흐름

주요 이벤트 · 시간순

20건

2026-09-17기업
CMG Partners with Palantir on Food Safety Risk Platform영어 원문
Partnership confirmed by multiple sources, covering health scores, pests, and employee illness, expanding to restaurant supply chain scenarios
첫날 -0.5% · 5일 후 -4.5%
전개 과정 2회
- 2026-09-17 Uses operational data to identify risks early, reinforcing its 'Food with Integrity' brand
- 2026-09-17 Partnership confirmed by multiple sources, covering health scores, pests, and employee illness, expanding to restaurant supply chain scenarios
2026-09-158-K 공시
8-K: 이사·임원 변동
첫날 -5.9% · 5일 후 -6.3%

이전 이벤트 18건

2026-08-31제품
CMG Launches All-New Pollo Asado and Chili Lime Chips LTO영어 원문
Brand-first dual LTO launch diversifies menu and drives customer trial
첫날 +0.0% · 5일 후 -2.8%
2026-08-26제품
CMG Offers Free Double Protein Promotion영어 원문
On Aug 27, US/Canada customers get free double protein, celebrating final week of Honey Chicken
첫날 -0.2% · 5일 후 +3.2%
2026-08-26M&A·자금조달
CMG CEO and CFO Sell Shares영어 원문
CEO sold $1.1M, CFO sold $327K, tied to RSU vesting
첫날 -0.2% · 5일 후 +3.2%
2026-08-24애널리스트
Baird: 투자의견 하향 → Neutral
첫날 +3.0% · 5일 후 +0.0%
2026-08-24애널리스트악재
CMG Downgraded by Multiple Analysts영어 원문
CMG appears on downgrade list and was cut to Hold on Aug 24
첫날 +3.0% · 5일 후 +0.0%
2026-07-30 → 08-09실적호재
Q2 Beat Leads to Raised Full-Year Comps Guidance영어 원문
Company confirms Q2 revenue of $3.3B, comps up 2.2%, raises full-year guidance
첫날 +12.5% · 5일 후 -12.5%
전개 과정 3회
- 2026-07-30 Revenue and EPS beat estimates, comp sales up 2.2%, but lettuce outbreak slows traffic
- 2026-07-30 Q2 revenue $3.3B +9.3%, comps +2.2%, raised FY guidance, shares +13%
- 2026-08-09 Company confirms Q2 revenue of $3.3B, comps up 2.2%, raises full-year guidance
2026-08-08기업악재
Cyclospora outbreak hits salad sales, Chipotle traffic falls영어 원문
NielsenIQ data shows traffic to salad chains and prepackaged salad dollar sales plummeted, impacting Chipotle as a major salad brand
첫날 -2.0% · 5일 후 +5.0%
전개 과정 2회
- 2026-08-08 Consumers avoid greens due to cyclospora, leading to traffic and sales declines at salad chains.
- 2026-08-08 NielsenIQ data shows traffic to salad chains and prepackaged salad dollar sales plummeted, impacting Chipotle as a major salad brand
2026-08-05 → 08-08기업악재
Chipotle pulls jalapeños after 110 Minnesota salmonella cases; stock drops over 7%영어 원문
Social media reports of sharp decline lack independent confirmation, serving as supplementary info to ongoing event.
첫날 +2.0% · 5일 후 -5.4%
전개 과정 2회
- 2026-08-08 Social media reports cite salmonella headline driving 12.5% drop, extending the existing 110-case event line.
- 2026-08-08 Social media reports of sharp decline lack independent confirmation, serving as supplementary info to ongoing event.
2026-08-05 → 08-08기업악재
Salmonella Outbreak Escalates: Chipotle Pulls Jalapeños, Switches Suppliers영어 원문
Multiple sources confirm Chipotle voluntarily removed jalapeños and switched suppliers amid Minnesota Salmonella outbreak
첫날 +2.0% · 5일 후 -5.4%
전개 과정 5회
- 2026-08-05 Company replaced supplier, but shares fell 10%, losing ~$5B market cap
- 2026-08-05 Company confirms annual targets exclude outbreak impact; Minnesota health officials see no ongoing concerns, stock rebounds.
- 2026-08-07 FDA still investigating; analysts see limited sales impact, but shares extend losses
- 2026-08-08 Social media reports chipotle falling 12.5% intraday on salmonella headline, extending prior outbreak impact
- 2026-08-06 Multiple sources confirm Chipotle voluntarily removed jalapeños and switched suppliers amid Minnesota Salmonella outbreak
2026-08-06애널리스트호재
Chipotle shares rise on broker commentary and regulatory disclosure영어 원문
Positive broker commentary and corporate regulatory disclosure lift shares; notable options activity observed.
첫날 -2.3% · 5일 후 -3.3%
2026-07-29실적
실적 발표영어 원문
Q2 revenue grew 9.3% to $3.3 billion, with comparable sales up 2.2% and transaction comp of 1%.
첫날 +2.2% · 5일 후 +0.8%
2026-07-298-K 공시
8-K: 실적 공시, 기타 주요 사항
첫날 +2.2% · 5일 후 +0.8%
2026-07-25 → 07-27실적
Chipotle to Report Q2 Earnings July 29, Costs in Focus영어 원문
Multiple independent X accounts flag CMG earnings date, confirming the event but adding no new facts.
첫날 +4.4% · 5일 후 +12.8%
전개 과정 2회
- 2026-07-25 Multiple outlets preview earnings, expecting accelerated revenue growth but margin pressure from food and labor costs
- 2026-07-27 Multiple independent X accounts flag CMG earnings date, confirming the event but adding no new facts.
2026-07-14 → 07-17기업
Chipotle opens first restaurant in Mexico영어 원문
Multiple outlets and social posts cover the Mexico debut, highlighting international growth potential.
첫날 -0.5% · 5일 후 -8.5%
전개 과정 4회
- 2026-07-14 Company announces first foray into Mexico in Nuevo León, with plans for Mexico City expansion in 2027
- 2026-07-16 New: $1M free burritos during July 19 final, boosting expansion and marketing
- 2026-07-16 Reuters reports opening details, adding on-site info to existing event.
- 2026-07-17 Multiple outlets and social posts cover the Mexico debut, highlighting international growth potential.
2026-07-17기타호재
Chipotle says unaffected by cyclosporiasis outbreak영어 원문
Company states its restaurants are not hit by outbreak linked to Taco Bell lettuce, a food safety clarification.
첫날 +0.7% · 5일 후 -7.7%
2026-07-16제품
Chipotle launches World Cup hydration break promo영어 원문
PR Newswire reports $1M free burritos during final on July 19, new marketing move.
첫날 -1.2% · 5일 후 -6.4%
2026-07-088-K 공시
8-K: 기타 주요 사항
첫날 -2.7% · 5일 후 +3.6%
2026-06-05애널리스트호재
JP Morgan: 투자의견 상향 → Overweight
첫날 +4.1% · 5일 후 +9.9%

①

강세 vs 약세

방향별 정리 · 원문 링크

호재 요인0

아직 항목이 없어요

리스크 요인0

아직 항목이 없어요

최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님

⑩

토론

첫 댓글을 남겨 보세요

서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님

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사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.

이벤트 흐름

주요 이벤트 · 시간순

20건

2026-09-17기업
CMG Partners with Palantir on Food Safety Risk Platform영어 원문
Partnership confirmed by multiple sources, covering health scores, pests, and employee illness, expanding to restaurant supply chain scenarios
첫날 -0.5% · 5일 후 -4.5%
전개 과정 2회
- 2026-09-17 Uses operational data to identify risks early, reinforcing its 'Food with Integrity' brand
- 2026-09-17 Partnership confirmed by multiple sources, covering health scores, pests, and employee illness, expanding to restaurant supply chain scenarios
2026-09-158-K 공시
8-K: 이사·임원 변동
첫날 -5.9% · 5일 후 -6.3%
2026-08-31제품
CMG Launches All-New Pollo Asado and Chili Lime Chips LTO영어 원문
Brand-first dual LTO launch diversifies menu and drives customer trial
첫날 +0.0% · 5일 후 -2.8%
2026-08-26제품
CMG Offers Free Double Protein Promotion영어 원문
On Aug 27, US/Canada customers get free double protein, celebrating final week of Honey Chicken
첫날 -0.2% · 5일 후 +3.2%
2026-08-26M&A·자금조달
CMG CEO and CFO Sell Shares영어 원문
CEO sold $1.1M, CFO sold $327K, tied to RSU vesting
첫날 -0.2% · 5일 후 +3.2%

이전 이벤트 15건

2026-08-24애널리스트
Baird: 투자의견 하향 → Neutral
첫날 +3.0% · 5일 후 +0.0%
2026-08-24애널리스트악재
CMG Downgraded by Multiple Analysts영어 원문
CMG appears on downgrade list and was cut to Hold on Aug 24
첫날 +3.0% · 5일 후 +0.0%
2026-07-30 → 08-09실적호재
Q2 Beat Leads to Raised Full-Year Comps Guidance영어 원문
Company confirms Q2 revenue of $3.3B, comps up 2.2%, raises full-year guidance
첫날 +12.5% · 5일 후 -12.5%
전개 과정 3회
- 2026-07-30 Revenue and EPS beat estimates, comp sales up 2.2%, but lettuce outbreak slows traffic
- 2026-07-30 Q2 revenue $3.3B +9.3%, comps +2.2%, raised FY guidance, shares +13%
- 2026-08-09 Company confirms Q2 revenue of $3.3B, comps up 2.2%, raises full-year guidance
2026-08-08기업악재
Cyclospora outbreak hits salad sales, Chipotle traffic falls영어 원문
NielsenIQ data shows traffic to salad chains and prepackaged salad dollar sales plummeted, impacting Chipotle as a major salad brand
첫날 -2.0% · 5일 후 +5.0%
전개 과정 2회
- 2026-08-08 Consumers avoid greens due to cyclospora, leading to traffic and sales declines at salad chains.
- 2026-08-08 NielsenIQ data shows traffic to salad chains and prepackaged salad dollar sales plummeted, impacting Chipotle as a major salad brand
2026-08-05 → 08-08기업악재
Chipotle pulls jalapeños after 110 Minnesota salmonella cases; stock drops over 7%영어 원문
Social media reports of sharp decline lack independent confirmation, serving as supplementary info to ongoing event.
첫날 +2.0% · 5일 후 -5.4%
전개 과정 2회
- 2026-08-08 Social media reports cite salmonella headline driving 12.5% drop, extending the existing 110-case event line.
- 2026-08-08 Social media reports of sharp decline lack independent confirmation, serving as supplementary info to ongoing event.
2026-08-05 → 08-08기업악재
Salmonella Outbreak Escalates: Chipotle Pulls Jalapeños, Switches Suppliers영어 원문
Multiple sources confirm Chipotle voluntarily removed jalapeños and switched suppliers amid Minnesota Salmonella outbreak
첫날 +2.0% · 5일 후 -5.4%
전개 과정 5회
- 2026-08-05 Company replaced supplier, but shares fell 10%, losing ~$5B market cap
- 2026-08-05 Company confirms annual targets exclude outbreak impact; Minnesota health officials see no ongoing concerns, stock rebounds.
- 2026-08-07 FDA still investigating; analysts see limited sales impact, but shares extend losses
- 2026-08-08 Social media reports chipotle falling 12.5% intraday on salmonella headline, extending prior outbreak impact
- 2026-08-06 Multiple sources confirm Chipotle voluntarily removed jalapeños and switched suppliers amid Minnesota Salmonella outbreak
2026-08-06애널리스트호재
Chipotle shares rise on broker commentary and regulatory disclosure영어 원문
Positive broker commentary and corporate regulatory disclosure lift shares; notable options activity observed.
첫날 -2.3% · 5일 후 -3.3%
2026-07-29실적
실적 발표영어 원문
Q2 revenue grew 9.3% to $3.3 billion, with comparable sales up 2.2% and transaction comp of 1%.
첫날 +2.2% · 5일 후 +0.8%
2026-07-298-K 공시
8-K: 실적 공시, 기타 주요 사항
첫날 +2.2% · 5일 후 +0.8%
2026-07-25 → 07-27실적
Chipotle to Report Q2 Earnings July 29, Costs in Focus영어 원문
Multiple independent X accounts flag CMG earnings date, confirming the event but adding no new facts.
첫날 +4.4% · 5일 후 +12.8%
전개 과정 2회
- 2026-07-25 Multiple outlets preview earnings, expecting accelerated revenue growth but margin pressure from food and labor costs
- 2026-07-27 Multiple independent X accounts flag CMG earnings date, confirming the event but adding no new facts.
2026-07-14 → 07-17기업
Chipotle opens first restaurant in Mexico영어 원문
Multiple outlets and social posts cover the Mexico debut, highlighting international growth potential.
첫날 -0.5% · 5일 후 -8.5%
전개 과정 4회
- 2026-07-14 Company announces first foray into Mexico in Nuevo León, with plans for Mexico City expansion in 2027
- 2026-07-16 New: $1M free burritos during July 19 final, boosting expansion and marketing
- 2026-07-16 Reuters reports opening details, adding on-site info to existing event.
- 2026-07-17 Multiple outlets and social posts cover the Mexico debut, highlighting international growth potential.
2026-07-17기타호재
Chipotle says unaffected by cyclosporiasis outbreak영어 원문
Company states its restaurants are not hit by outbreak linked to Taco Bell lettuce, a food safety clarification.
첫날 +0.7% · 5일 후 -7.7%
2026-07-16제품
Chipotle launches World Cup hydration break promo영어 원문
PR Newswire reports $1M free burritos during final on July 19, new marketing move.
첫날 -1.2% · 5일 후 -6.4%
2026-07-088-K 공시
8-K: 기타 주요 사항
첫날 -2.7% · 5일 후 +3.6%
2026-06-05애널리스트호재
JP Morgan: 투자의견 상향 → Overweight
첫날 +4.1% · 5일 후 +9.9%

$CMG (치폴레 멕시칸 그릴) — X 투자자 토론

5팩터 평가: 하위 등급 (섹터 내 백분위 27.6)

$CMG 종목을 가장 많이 언급한 신뢰 작성자

$CMG 종목이 등장한 최근 헤드라인

$CMG (치폴레 멕시칸 그릴) — X 투자자 토론

5팩터 평가: 하위 등급 (섹터 내 백분위 27.6)

$CMG 종목을 가장 많이 언급한 신뢰 작성자

$CMG 종목이 등장한 최근 헤드라인

CMG Partners with Palantir on Food Safety Risk Platform영어 원문

8-K: 이사·임원 변동

CMG Launches All-New Pollo Asado and Chili Lime Chips LTO영어 원문

CMG Offers Free Double Protein Promotion영어 원문

CMG CEO and CFO Sell Shares영어 원문

Baird: 투자의견 하향 → Neutral

CMG Downgraded by Multiple Analysts영어 원문

Q2 Beat Leads to Raised Full-Year Comps Guidance영어 원문

Cyclospora outbreak hits salad sales, Chipotle traffic falls영어 원문

Chipotle pulls jalapeños after 110 Minnesota salmonella cases; stock drops over 7%영어 원문

Salmonella Outbreak Escalates: Chipotle Pulls Jalapeños, Switches Suppliers영어 원문

Chipotle shares rise on broker commentary and regulatory disclosure영어 원문

실적 발표영어 원문

8-K: 실적 공시, 기타 주요 사항

Chipotle to Report Q2 Earnings July 29, Costs in Focus영어 원문

Chipotle opens first restaurant in Mexico영어 원문

Chipotle says unaffected by cyclosporiasis outbreak영어 원문

Chipotle launches World Cup hydration break promo영어 원문

8-K: 기타 주요 사항

JP Morgan: 투자의견 상향 → Overweight