Chipotle Mexican Grill published its figures for the second quarter of 2025 today - and they are impressive: Earnings of USD 0.33 per share were reported. This may seem low at first glance, but context is key here: the stock is pricing in strong growth and premium positioning, and analysts are convinced. BMO Capital Markets even expects the share price to rise by over 20 % in the next 12 months.
What makes Chipotle so special?
The US company, which focuses on Mexican fast-casual food (burritos, bowls, tacos), scores with a clear focus on quality, sustainability and digitalization. The app and online business are running like clockwork, and with over 3,500 locations (mainly in the USA), Chipotle continues to grow profitably. Particularly strong: the "Chipotlane" drive-thru concept for mobile orders.
Also exciting in the long term:
✅ No franchise - all stores are company-owned
✅ High margins thanks to efficient cost management
✅ Growth in new markets (Canada, UK, possibly soon Germany?)
✅ Strong pricing power despite inflation
One small drawback: Chipotle does not pay a dividend. However, if you are looking for fast-growing quality stocks with a moat and pricing power, this is an interesting long-term investment.
Do you have Chipotle on your radar or perhaps even in your portfolio?
I'm even considering adding to my position, even though I've been in the red the whole time 😜
