EveryTimeICash

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Taco Time (CMG Earnings)

Chipotle (CMG) will report Q1 earnings tonight after the close. There is a conference call scheduled for 16:30.

Current Capital IQ consensus calls for Q1 EPS of $3.03 (versus $2.13 last year) on revs of $1.27 bln (+11% Y/Y) with comps of 7.3%.

Current FY19 guidance: mid-single digit comps and 140-155 new restaurant openings

Current Cap IQ estimates FY 19 EPS of $12.55 (vs $9.06 last year) on revs of $5.3 bln (+6% Y/Y). Comps estimate of 9%


TECHS:

CMG has rocketed higher during Q1 of 2019 as CMG is up more than 62% year-to-date.

CMG has ran up ~20% following where it closed following its Q4 report.  

CMG has a $19.4 bln market cap and trades at a forward P/E of 57x

RESULTS

Chipotle Mexican Grill beats by $0.37, beats on revs; raises FY 19 comps outlook

  • Reports Q1 (Mar) earnings of $3.40 per share, $0.37 better than the S&P Capital IQ Consensus of $3.03; revenues rose 13.9% year/year to $1.31 bln vs the $1.27 bln S&P Capital IQ Consensus. Comparable restaurant sales increased 9.9%, net of 30 bps from loyalty deferral, and included 5.8% of comparable restaurant transaction growth and 2% in mix contribution 

  • Digital sales grew 100.7% and accounted for 15.7% of sales for the quarter  

  • Restaurant level operating margin was 21.0%, an increase from 19.5%

Outlook

  • Mid to high single digit comparable restaurant sales growth, up from the prior mid-single digit growth expectation 

  • continues to expect 140 to 155 new restaurant openings

Courtesy of briefing.com



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http://www.everytimeicash.com/digitalcontent/earnings-pack-for-week-ending-4-26-19

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