8-K ·Filed Aug 5, 2026

CMG

CHIPOTLE MEXICAN GRILL INC
NEUTRAL
Impact 3/10
Horizondays Processed1mo ago SEC0001058090-26-000069
8-K context-dependent: Items 7.01
Actionable Insight • Neutral

Monitor for any expansion of the salmonella investigation or customer illness reports linked to Chipotle, which could pressure near-term sales. The proactive ingredient removal and health department clearance limit downside risk, but any negative headlines could create a short-term trading opportunity on weakness.

DirectionNeutral
Confidencehigh
Horizondays
Latest settled — T+20d
CMG ▲ +11.65% at T+20d
NEUTRAL call ✓ call won +11.65% · α vs SPY +12.25% · entry $34.50 → $38.52
Next anchor: T+60d in 27d
Latest observation: T+39 -9.95% FF3 residual α
Entry anchored
Aug 5, 08:55 AM ET
via 1-min bar
T+1d
-2.29%
call -2.29% · α -2.13%
$33.71
settled 8w ago
T+5d
-5.39%
call -5.39% · α -5.74%
$32.64
settled 7w ago
T+20d
+11.65%
call +11.65% · α +12.25%
$38.52
settled 4w ago
T+60d
—
call — · α —
—
in 27d

Price Chart

Loading chart...

Executive Summary

Chipotle filed an 8-K disclosing a salmonella outbreak investigation linked to jalapeños in its supply chain. The Minnesota Department of Health has cleared Chipotle of ongoing concerns, and the company proactively removed the affected ingredient. The filing is a routine FD disclosure with no financial impact quantified, and the company's recent earnings guidance did not account for any potential fallout.

Key Facts

  • Chipotle disclosed a salmonella outbreak investigation by the FDA and Minnesota Department of Health impacting several food service retailers.
  • The Minnesota Department of Health confirmed it has no ongoing concerns with Chipotle.
  • Chipotle proactively removed jalapeños from a common lot and replaced them with product from different growers.
  • Chipotle's July 29, 2026 earnings release and 2026 outlook did not include a financial impact from the salmonella investigations.

Financial Impact

No financial impact quantified; the company's recent guidance did not include any impact from the salmonella investigations.

Risk Factors

  • Expansion of the salmonella investigation could lead to negative press and temporary sales declines.
  • Potential for additional regulatory scrutiny or customer lawsuits if the outbreak is linked to Chipotle locations.

Market Snapshot

Exchange
NYSE
Sector
Retail-Eating Places
Analyst Consensus
73% bullish (41 analysts)

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001058090-26-000069
Document: 0001058090-26-000069-index-headers.html0001058090-26-000069
Document: 0001058090-26-000069-index.html0001058090-26-000069
Document: 0001058090-26-000069.txt0001058090-26-000069
4 reports for CMG
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for CMG — sortable, filterable
TypeNow
Aug 5, 2026
8w ago
8-K
NEUTRAL ★ 3/10
$34.50 $38.52▲ +11.65%▲ +12.25%$32.12 (−6.91%)
Jul 8, 2026
12w ago
8-K
NEUTRAL ★ 2/10
$34.60 $33.71▼ −2.57%▼ −4.81%$32.12 (−7.18%)
Apr 29, 2026
22w ago
8-K
MIXED ★ 5/10
$33.97 $31.88▼ −6.15%▼ −11.38%$32.12 (−5.45%)
Feb 28, 2026
30w ago
Institutional Cluster
BULLISH ★ 8/10
$36.70 $31.16▼ −15.09%▼ −7.15%$32.12 (−12.49%)
Showing 4 of 4

US Market Status

Market Open — Closes in 52m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access