Chipotle (CMG): FY25 Q2 earnings call, Jul 23, 2025

Wed, Jul 23Earnings callSpeaker-labelled transcriptChipotle

No Kalshi or Polymarket word markets were listed for Chipotle’s Jul 23, 2025 earnings call (FY25 Q2). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

5 matches for “Tariff”; 4 quoted, at least 25 words apart.

Adam Rymercompanyprepared

…better-than-expected benefit from cost of sales efficiencies and a lower impact from tariffs. Thanks to these efficiencies, which include both supply chain and in-restaurant initiatives,…

Adam Rymercompanyprepared

…from rolling off Chipotle Honey Chicken and 40 basis points due to tariffs. We estimate that we will see about a 50 basis point ongoing…

Adam Rymercompanyprepared

…for the remainder of the year, which excludes impacts from LTOs and tariffs as well as benefits from cost of sales initiatives. Labor costs for…

Adam Rymercompanyqa

…with additional transactions. Because if you think about it, the impact of tariffs, which like I said in prepared comments was -- it's probably going…

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