Starbucks posted global comparable store sales up 6.2% and beat EPS estimates, while Chipotle closed 2025 with its first full year of negative comparable sales. Starbucks' Q2 FY2026 report showed transactions up 3.8% and revenue of $9.53 billion, with CEO Brian Niccol calling it the turn in the turnaround. Chipotle's Q4 2025 comparable sales fell 2.5% on a 3.2% transaction decline, though EPS of $0.25 edged past consensus. Starbucks is betting on a rebuilt Rewards program and a restructured China joint venture, while Chipotle plans 350 to 370 openings in 2026, 80% with a Chipotlane. Chipotle carries 26 analyst buy ratings and a $42.88 target but needs one quarter of positive transactions before it becomes a clear buy.
Chipotle Mexican Grill IncChipotle's Q4 2025 comparable sales fell 2.5% on a 3.2% transaction decline, indicating weak end-customer demand.
Starbucks CorporationStarbucks posted global comparable store sales up 6.2% with transactions up 3.8%, indicating strong end-customer demand.
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