Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
CAVA Group, Inc. (CAVA)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
06/13/2025: CAVA (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 45.66% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/13/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.62B USD | Price to earnings Ratio 62.14 | 1Y Target Price 116.59 |
Price to earnings Ratio 62.14 | 1Y Target Price 116.59 | ||
Volume (30-day avg) 3597840 | Beta - | 52 Weeks Range 70.00 - 172.43 | Updated Date 06/15/2025 |
52 Weeks Range 70.00 - 172.43 | Updated Date 06/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.2 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 13.7% | Operating Margin (TTM) 5.24% |
Management Effectiveness
Return on Assets (TTM) 3.1% | Return on Equity (TTM) 21.73% |
Valuation
Trailing PE 62.14 | Forward PE 125 | Enterprise Value 8667987888 | Price to Sales(TTM) 8.32 |
Enterprise Value 8667987888 | Price to Sales(TTM) 8.32 | ||
Enterprise Value to Revenue 8.36 | Enterprise Value to EBITDA 65.44 | Shares Outstanding 115660000 | Shares Floating 103859182 |
Shares Outstanding 115660000 | Shares Floating 103859182 | ||
Percent Insiders 5.68 | Percent Institutions 79.37 |
Analyst Ratings
Rating 4.06 | Target Price 116.59 | Buy 2 | Strong Buy 8 |
Buy 2 | Strong Buy 8 | ||
Hold 7 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
CAVA Group, Inc.
Company Overview
History and Background
CAVA Group, Inc. was founded in 2011 by Ted Xenohristos, Dimitri Moshovitis, and Ike Grigoropoulos. Initially a full-service Greek restaurant, it evolved into a fast-casual Mediterranean concept. CAVA acquired Zou00ebs Kitchen in 2018, converting many locations to the CAVA brand.
Core Business Areas
- CAVA Restaurants: Fast-casual Mediterranean restaurants offering customizable bowls, salads, and pitas with a focus on fresh ingredients and bold flavors.
- CAVA Catering: Catering services for events and gatherings, featuring CAVA's menu items.
- Consumer Packaged Goods (CPG): CAVA-branded dips and spreads sold in grocery stores and other retail locations.
Leadership and Structure
Brett Schulman serves as the CEO. The organizational structure is typical of a restaurant chain, with regional and store-level management reporting to corporate headquarters.
Top Products and Market Share
Key Offerings
- Customizable Bowls: CAVA's signature offering, allowing customers to build their own meals with a variety of bases, dips, proteins, and toppings. It's a core revenue driver. Competitors include Chipotle (CMG) and other fast-casual chains.
- Dips and Spreads: Sold in grocery stores, contributing to CAVA's retail presence. Compete with Sabra, Tribe, and other hummus and dip brands. This market share is small, but is growing.
- Salads and Pitas: Additional meal options that complement the customizable bowls. Competitors include similar fast-casual restaurants.
Market Dynamics
Industry Overview
The fast-casual restaurant industry is highly competitive and experiencing growth driven by consumer demand for healthier and customizable food options. There is an increasing emphasis on digital ordering and delivery.
Positioning
CAVA is positioned as a leader in the Mediterranean fast-casual segment, emphasizing fresh, healthy ingredients and a customizable dining experience. Its competitive advantage lies in its unique menu and brand recognition.
Total Addressable Market (TAM)
The TAM for fast-casual Mediterranean cuisine is estimated to be in the billions of dollars, and CAVA is positioned to capitalize on this market through expansion and menu innovation.
Upturn SWOT Analysis
Strengths
- Strong brand identity
- Customizable menu
- Focus on fresh, healthy ingredients
- Growing CPG business
- Successful acquisition and conversion of Zou00ebs Kitchen locations
Weaknesses
- High dependence on labor costs
- Relatively small footprint compared to larger chains
- Menu can be perceived as expensive
- CPG distribution network is not extensive
Opportunities
- Expansion into new markets
- Increased digital ordering and delivery
- Menu innovation and seasonal offerings
- Further development of the CPG business
- Strategic partnerships
Threats
- Intense competition from other fast-casual chains
- Fluctuations in food costs
- Economic downturn impacting consumer spending
- Changing consumer preferences
- Labor shortages and wage pressures
Competitors and Market Share
Key Competitors
- CMG
- SWEET
- QSR
Competitive Landscape
CAVA competes with other fast-casual chains, particularly those offering customizable bowls and Mediterranean cuisine. CAVA's competitive advantage lies in its brand, menu, and focus on fresh ingredients. While having a smaller market share, CAVA is growing at a faster rate.
Major Acquisitions
Zou00ebs Kitchen
- Year: 2018
- Acquisition Price (USD millions): 300
- Strategic Rationale: Expanded CAVA's footprint and provided an opportunity to convert locations to the CAVA brand, accelerating growth.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by new store openings and same-store sales increases. The acquisition and conversion of Zou00ebs Kitchen locations also contributed to growth.
Future Projections: Analysts project continued revenue growth driven by expansion and same-store sales increases. Profitability is expected to improve as the company achieves economies of scale.
Recent Initiatives: Recent initiatives include expansion into new markets, investments in digital ordering technology, and menu innovation.
Summary
CAVA Group, Inc. is a growing fast-casual restaurant chain with a strong brand and a focus on healthy, customizable Mediterranean cuisine. The company's growth is driven by new store openings, same-store sales increases, and the successful conversion of Zou00ebs Kitchen locations. The threats that the company is exposed to include intense competition from other fast-casual chains, fluctuations in food costs, and changing consumer preferences. However, CAVA's future is looking bright and it is expected to continuing to grow rapidly.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Research Reports
- Press Releases
Disclaimers:
This analysis is based on available information and estimates. Actual results may vary. This is not financial advice. Invest at your own risk.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About CAVA Group, Inc.
Exchange NYSE | Headquaters Washington, DC, United States | ||
IPO Launch date 2023-06-15 | Co-Founder, CEO, President & Director Mr. Brett Schulman | ||
Sector Consumer Cyclical | Industry Restaurants | Full time employees 10300 | Website https://www.cava.com |
Full time employees 10300 | Website https://www.cava.com | ||
CAVA Group, Inc. owns and operates a chain of restaurants under the CAVA brand in the United States. It also offers dips, spreads, and dressings through grocery stores. In addition, the company provides online and mobile ordering platforms. The company was founded in 2006 and is headquartered in Washington, District Of Columbia.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.