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Upturn AI SWOT - About
CAVA Group, Inc. (CAVA)
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Upturn Advisory Summary
03/27/2025: CAVA (5-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
AI Based Fundamental 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 74.67% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.92B USD | Price to earnings Ratio 78.05 | 1Y Target Price 124.38 |
Price to earnings Ratio 78.05 | 1Y Target Price 124.38 | ||
Volume (30-day avg) 4168360 | Beta - | 52 Weeks Range 58.22 - 172.43 | Updated Date 03/29/2025 |
52 Weeks Range 58.22 - 172.43 | Updated Date 03/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.1 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 13.52% | Operating Margin (TTM) 2.29% |
Management Effectiveness
Return on Assets (TTM) 2.83% | Return on Equity (TTM) 20.58% |
Valuation
Trailing PE 78.05 | Forward PE 151.52 | Enterprise Value 9936383122 | Price to Sales(TTM) 10.3 |
Enterprise Value 9936383122 | Price to Sales(TTM) 10.3 | ||
Enterprise Value to Revenue 10.31 | Enterprise Value to EBITDA 81.91 | Shares Outstanding 115595000 | Shares Floating 103744984 |
Shares Outstanding 115595000 | Shares Floating 103744984 | ||
Percent Insiders 8.32 | Percent Institutions 70.64 |
Analyst Ratings
Rating 3.88 | Target Price 152.77 | Buy - | Strong Buy 7 |
Buy - | Strong Buy 7 | ||
Hold 9 | 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.
Similar Companies
- CMG
- SWEET
- ARCO
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.
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