"Shares of Chipotle Mexican Grill ( NYSE:CMG) fell 6.7% over the past week, coinciding with a shift in retail investor sentiment on platforms like Reddit and X. Social sentiment for Chipotle has settled into neutral territory with a 43.9 score, down from the bullish enthusiasm that once surrounded the fast-casual chain. The shift comes as the company reported Q4 2025 earnings on February 3, 2026, revealing a 2.5% decline in comparable sales driven by a 3.2% drop in transactions."
"Mentions of CMG on Reddit's r/stockmarket surged following the CEO's statement that 60% of users make over $100,000 a year in income. The post drew 1,646 upvotes and 618 comments, with sentiment turning bearish as investors questioned whether the company's premium pricing strategy is sustainable in the current environment. View the full Reddit discussion. Chipotle CEO: 60% of users make over $100,000 a year in income. 🌯💰by a Reddit user in StockMarket"
Chipotle's stock dropped following Q4 2025 results that showed a 2.5% decline in comparable sales and a 3.2% fall in transactions, contributing to a 33.7% share decline over the past year. Social sentiment slipped to a neutral 43.9 score as retail investors reacted to the CEO's comment that 60% of users earn over $100,000, prompting skepticism about premium pricing. Economic indicators show consumer strain: a 4.2% personal savings rate in Q3 2025 and consumers spending 92.1% of disposable income. Operating margin compressed to 14.1% from 14.6% amid rising labor costs. Management guided to flat comparable sales for 2026. Starbucks has outperformed year-to-date despite its own earnings growth slowdown.
Read at 24/7 Wall St.
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