| CMG |
Report |
Comparable sales |
BEAT |
pred ~1.60% vs. cons 1.37% |
MEDIUM |
| CMG |
Report |
Transaction growth |
BEAT |
pred ~0.60% vs. cons 0.36% |
MEDIUM |
| CMG |
Report |
Restaurant-level operating margin |
MISS |
pred ~24.70% vs. cons 24.99% |
MEDIUM |
| CMG |
Guide |
FY26 comparable sales |
LOWER |
guide ~0.0% vs. cons 1.46% |
MEDIUM |
| CMG |
Guide |
Q3 demand / comp commentary |
BETTER |
guide ~2.0% vs. cons 1.34% |
LOW |
| CMG |
Guide |
H2 margin-recovery commentary |
UNCHANGED |
guide ~consistent with prior H2 recovery framing vs. cons 23.96% FY margin |
MEDIUM |
| CMG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| CMG |
Return |
5-day cumulative residual |
-2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit FY out-period cut pressures revisions |
MEDIUM |