奇波特(Chipotle)的2025年Q4收入比预期低,但自2016年以来,由于交通流量减少,同一家商店的销售量首次下降,而且由于对增长的担忧,股价下降。 Chipotle's Q4 2025 earnings beat expectations, but same-store sales declined for the first time since 2016 due to lower traffic, and the stock dropped on growth concerns.

Chipotle报告说,2025年第四季度的收入略高于预期,调整后的EPS收入为2.5美元,收入为29.8亿美元,受新商店开张和礼品卡破损的驱动。 Chipotle reported fourth-quarter 2025 earnings slightly above expectations, with adjusted EPS of $0.25 and revenue of $2.98 billion, driven by new store openings and gift card breakage. 同一商店的销售年同比下降了2.5%,这是2016年以来的首次年度下降,原因是尽管价格较高,交通量却下降。 Same-store sales fell 2.5% year-over-year, marking the first annual decline since 2016, due to declining traffic despite higher prices. 该公司预计2026年的销售额将持平,预计第一季度的销售额在-1%至-2%之间,其原因是通货膨胀、风暴影响和消费物价敏感性。 The company expects flat comparable sales in 2026, with first-quarter comps projected between -1% and -2%, citing inflation, storm impacts, and consumer price sensitivity. 数字销售占收入的37.2%,Chipotle计划到年底将其高效设备一揽子计划扩大到2 000个地点。 Digital sales made up 37.2% of revenue, and Chipotle plans to expand its High Efficiency Equipment Package to 2,000 locations by year-end. 报告之后股票下降,反映了投资者对增长可持续性和定价压力的关切。 The stock dropped after the report, reflecting investor concerns over growth sustainability and pricing pressures.