Stocks / Restaurants
CMGRestaurants
Chipotle Mexican Grill, Inc.
$33.651d -0.5%5d -6.8%settled close · 2026-09-17
Mkt cap $43B (3/25)β 0.6452w $28–42Shares 1.30BInd. Retail-Eating PlacesNYSE since 2006Emp. 130,301HQ Newport Beach, CAchipotle.com
The tape, with the calls on it
Who said what, and what CMG did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talkingIdea Scout · free
Who’s talking about CMG
6 long1 shortlatest 2026-04-29
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-04-29 | Bill AckmanCEO, Pershing Square | Bullish | TheStreet | Chipotle is a core Pershing Square holding where active engagement helped solve business problems and drove… |
| 2026-02-05 | Bill AckmanCEO, Pershing Square | Bullish | Investor Weekly | Chipotle's portfolio weight declined due to sizing discipline after strong performance, not deteriorating… |
| 2025-10-27 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bearish | The Compound | Current Chipotle management does not recognize the quality and cleanliness problems in its stores, making a… |
| 2025-06-05 | Bill AckmanCEO, Pershing Square | Bullish | Forbes | Pershing Square bought Chipotle during its food safety crisis when the stock appeared expensive on a PE basis… |
| 2025-05-05 | Bill AckmanCEO, Pershing Square | Bullish | Yahoo Finance | Ackman views current tariff-driven disruption as short-term and not permanently damaging to Chipotle's… |
| 2024-02-20 | Bill AckmanCEO, Pershing Square | Bullish | interview | Chipotle's stock fell 50% on a recoverable food-safety issue while its durable moat—fresh sustainable… |
| 2023-06-03 | Bill AckmanCEO, Pershing Square | Bullish | Aurinna | Chipotle was a high-quality business in operational distress; installing new directors and recruiting CEO… |
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Earnings
Next report: 27 Oct 2026 after the close
Confirmed date · consensus EPS 0.29. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where CMG’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 13 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
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| 2026-09-17 | ||||||
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| 2026-04-29 | ||||||
| 2026-04-09 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
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