| CMG |
Report |
Q2 2026 comparable restaurant sales growth |
BEAT |
pred ~1.5% vs. cons 1.3% |
MEDIUM |
| CMG |
Report |
Q2 2026 restaurant-level margin |
IN-LINE |
pred ~25.1% vs. cons 25.0% |
MEDIUM |
| CMG |
Report |
Q2 2026 adjusted EPS |
BEAT |
pred ~$0.33 vs. cons $0.32 |
MEDIUM |
| CMG |
Guide |
Full-year comparable restaurant sales growth |
LOWER |
guide ~0.0% vs. cons +0.6% (FY 2026) |
MEDIUM |
| CMG |
Guide |
Comparable restaurant sales commentary |
LOWER |
guide ~+0.2% vs. cons +1.4% (Q3 2026/Q3-to-date) |
MEDIUM |
| CMG |
Guide |
New restaurant openings |
UNCHANGED |
guide ~360 midpoint vs. cons 360 (FY 2026) |
HIGH |
| CMG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-5.8% |
— |
MEDIUM |
| CMG |
Return |
5-day cumulative residual |
-7.2% (FOLLOW-THROUGH) |
A modest Q2 beat is outweighed by out-period math: Q3-to-date comps of ~+0.2% vs. consensus +1.4% and FY 2026 guidance of ~0.0% vs. consensus +0.6% imply second-half estimate cuts, supporting negative follow-through after day 1. |
MEDIUM |