Commentary: Chipotle just saw its worst year ever. It may not get any better

2026-03-02 03:35:48

Chipotle experienced its worst year ever in 2025, with same-store sales declining and shares falling 37%. Columnist Gustavo Arellano argues that the company’s stagnant approach and underwhelming food, combined with a shifting market towards diverse Mexican eateries, could prevent a rebound, despite CEO Scott Boatwright’s optimistic outlook. The article suggests that Chipotle’s premium pricing is no longer justified given the competition and the uninspired quality of its offerings.

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