Dec 31, 2025 • MarketBeat
NEUTRAL
Chipotle Mexican Grill (NYSE:CMG) Upgraded to "Hold" at Zacks Research
Zacks Research has upgraded Chipotle Mexican Grill (NYSE:CMG) from a "strong sell" to a "hold" rating, indicating a shift in analyst sentiment despite recent price target cuts from other major brokers. The company's last quarterly earnings report showed an EPS of $0.29, meeting estimates, though revenue of $3.0 billion fell short of the $3.06 billion consensus. The MarketBeat consensus currently stands at a "Moderate Buy" with a target price of $49.81 for CMG.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
VIRGINIA RETIREMENT SYSTEMS ET Al Purchases 192,900 Shares of Yum! Brands, Inc. $YUM
Virginia Retirement Systems increased its stake in Yum! Brands (NYSE:YUM) by 46.4% in the third quarter, acquiring an additional 192,900 shares to hold 608,700 shares valued at approximately $92.5 million. Yum! Brands exceeded Q3 earnings expectations, reporting an EPS of $1.58 against a $1.46 consensus, and analysts project an annual EPS of 5.94. Despite recent insider selling, institutional ownership stands at 82.37%, and Wall Street maintains a "Moderate Buy" consensus with an average target price of $168.
Dec 31, 2025 • Benzinga
SOMEWHAT-BULLISH
Starbucks CEO Brian Niccol Points To Reddit Feedback As Proof Of Service Culture Revival
Starbucks CEO Brian Niccol believes his "Back to Starbucks" plan is successfully reviving the company's service culture, citing a Reddit thread as evidence. The thread discussed job applicants being questioned on their views of customer service, indicating a renewed focus on this aspect. Despite challenges, Starbucks' Q4 revenue exceeded forecasts, and the stock is showing short-term upward momentum.
Dec 31, 2025 • MarketBeat
NEUTRAL
Chipotle Mexican Grill, Inc. (NYSE:CMG) Given Average Recommendation of "Moderate Buy" by Brokerages
Thirty-six brokerages have issued an average rating of "Moderate Buy" for Chipotle Mexican Grill, Inc. (NYSE:CMG), with a consensus 12-month price target of $49.81. Recently, several firms like JPMorgan, Barclays, and TD Cowen adjusted their price targets downwards, while Sanford C. Bernstein reiterated an "outperform" rating with a target of $40. The company reported EPS of $0.29, meeting estimates, and revenue of $3 billion, a 7.5% increase year-over-year.
Dec 30, 2025 • marketscreener.com
SOMEWHAT-BULLISH
FCPT announces acquisition of a Sprouts Farmers Market property
Four Corners Property Trust (FCPT) announced the acquisition of a Sprouts Farmers Market property for $8.6 million, contributing to a total 2025 acquisition volume of $318 million. FCPT, a real estate investment trust, specializes in owning, acquiring, and leasing restaurant and retail properties. The company's recent acquisitions also include properties for United Rentals, Buffalo Wild Wings, Olive Garden, and Crash Champions.
Dec 30, 2025 • CNBC
SOMEWHAT-BULLISH
Tech startup Hyphen is bringing AI to the lunch line — with help from Cava and Chipotle
Robotics startup Hyphen has secured investments from restaurant chains like Cava and Chipotle to develop automated makelines. These AI-powered systems aim to increase throughput, improve customer service, and reduce labor and food waste in a competitive restaurant environment. Hyphen's technology was originally conceived from a robotic food truck before pivoting to support existing restaurants.