"One Grinds on Comps. The Other Expands Through the Pain. Chipotle posted $3.00 billion in revenue, up 7.5% year-over-year, with comparable sales rising just 0.3%. The company opened 84 new restaurants, 64 featuring Chipotlanes. Digital sales represented 36.7% of revenue. Operating margin compressed to 15.9% from 16.9% the prior year as labor costs and inflation bit into profitability. Net income fell 1.4% to $382.1 million despite revenue growth."
"Wingstop took a different approach. Revenue of $175.7 million missed estimates of $189.6 million, but EPS of $1.09 crushed the $0.95 consensus by 14.7%. Domestic comp sales dropped 5.6%, yet system-wide sales grew 10.0% to $1.4 billion thanks to 114 net new restaurants, a 19.3% unit expansion rate. Adjusted EBITDA surged 18.6% to $63.7 million even as traffic softened. CEO Michael Skipworth emphasized the franchise model's resilience:"
Chipotle generated $3.00 billion in Q3 revenue, a 7.5% year-over-year increase, with comparable sales up 0.3% and digital sales at 36.7% of revenue. The company opened 84 restaurants, including 64 Chipotlanes, while operating margin declined to 15.9% and net income fell 1.4% to $382.1 million. Chipotle expects low-single-digit comp sales declines for full-year 2025 and plans 315–345 new units in 2025, accelerating to 350–370 in 2026. Wingstop reported $175.7 million in revenue, EPS of $1.09, a 5.6% domestic comp decline, 114 net new restaurants, 10% system sales growth to $1.4 billion, Adjusted EBITDA up 18.6% to $63.7 million, 72.8% digital sales penetration, and guidance to open 475–485 global units in 2025.
Read at 24/7 Wall St.
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