CMGHIGH SIGNALFINANCIAL10-K

Chipotle experienced a dramatic cash position deterioration alongside significant equity decline, while substantially expanding its restaurant footprint.

The company's cash and equivalents dropped by more than half to $350.5M while stockholders' equity fell over 20% to $2.8B, suggesting either major capital deployment or financial stress. The combination of deteriorating liquidity, declining equity, and rising liabilities creates potential funding constraints that could limit operational flexibility and growth investments.

Comparing 2026-02-04 vs 2025-02-05View on EDGAR →
FINANCIAL ANALYSIS

Chipotle's balance sheet shows concerning liquidity trends with cash reserves cut in half and stockholders' equity declining meaningfully to $2.8B. Total liabilities increased 11.1% to $6.2B while current assets contracted 17.6%, indicating a tightening financial position. The substantial cash burn combined with rising debt obligations suggests either aggressive expansion spending or operational challenges that warrant close monitoring by investors.

FINANCIAL STATEMENT CHANGES
Cash & Equivalents
Balance Sheet
-53.2%
$748.5M$350.5M

Cash declined 53.2% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Stockholders Equity
Balance Sheet
-22.6%
$3.7B$2.8B

Equity decreased 22.6% — buybacks or losses reducing book value, monitor solvency ratios.

Current Assets
Balance Sheet
-17.6%
$1.8B$1.5B

Current assets declined 17.6% — monitor working capital adequacy and short-term liquidity.

Total Liabilities
Balance Sheet
+11.1%
$5.5B$6.2B

Liabilities increased 11.1% — monitor debt-to-equity ratio and interest coverage.

LANGUAGE CHANGES
NEW — 2026-02-04
PRIOR — 2025-02-05
ADDED
As of January 30, 2026, there were 1,302,423 shares of the registrant s common stock, par value of $0.01 per share outstanding.
Forward-looking statements are statements that do not relate strictly to historical or current facts and often use words such as may, will, should, expect, intend, plan, anticipate, believe, estimate, seek, predict, could, project, potential , goal and other similar terms and phrases, and include references to assumptions.
You should not place undue reliance on forward-looking statements.
In addition, many of the foregoing risks and uncertainties are, or could be, exacerbated by any worsening of the global business and macroeconomic environment.
As of December 31, 2025, we owned 3,938 Chipotle restaurants throughout the United States ( U.S.
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REMOVED
As of January 31, 2025, there were 1,355,337 shares of the registrant s common stock, par value of $0.01 per share outstanding.
We use words such as may, will, should, expect, intend, plan, anticipate, believe, estimate, seek, expect, predict, could, project, potential , goal and other similar terms and phrases, including references to assumptions, to identify forward-looking statements.
As of December 31, 2024, we owned and operated 3,644 Chipotle restaurants throughout the United States ( U.S.
Additionally, we had three international licensed restaurants.
operations based on ten regions and aggregate our operations to one reportable segment.
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