周三盘后，墨西哥快餐连锁巨头墨式烧烤（Chipotle Mexican Grill，股票代码：CMG）股价大跌5.43%，主要原因是公司再次下调了年度销售预期，并且第三季度业绩未达分析师预期。
据报道，这是墨式烧烤今年第三次下调年度销售预期。公司现预计2025年可比餐厅销售额将出现低个位数的下降，而此前预期为持平。这一调整表明，即使是墨式烧烤的典型富裕顾客群体，在成本压力不断增加的情况下，也开始减少外出就餐频率。此外，公司第三季度营收为30.03亿美元，低于分析师预期的30.25亿美元，进一步加剧了投资者的担忧。
尽管面临短期挑战，墨式烧烤仍在积极扩张。公司2025年展望显示，计划开设315到345家新直营餐厅，其中80%以上将设有Chipotlane（得来速服务）。这一举措旨在提升服务效率，吸引更多顾客。值得注意的是，公司第三季度经营利润率为15.9%，显示其仍保持较强的盈利能力。然而，投资者似乎更关注短期业绩压力，导致股价出现明显下跌。
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