WSJ·3d ago
Fast-Casual Chain Cava's Plan to Build a Manager PipelinePlus, inside CVS's decision to break up a healthcare juggernaut.
CAVA's revenue grew 22.0% year over year to $356.4M in 2026Q3, but growth is decelerating from 32.1% in 2026Q1 and appears increasingly reliant on unit expansion rather than conversion-driven momentum.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth slowed to 22.0% in 2026Q3 from 32.1% in 2026Q1 while operating margin compressed to 4.2% from 9.2% in 2025Q2, indicating overhead growth is outpacing gross profit gains.
CAVA Group reported a significant increase in sales, rising to US$438.27 million from US$331.83 million year-over-year, indicating robust top-line growth.
Same-restaurant sales grew by 9.7%, demonstrating strong performance and customer demand at existing locations.
CAVA is rapidly expanding with new locations, such as in Columbus, Ohio, and has an optimistic outlook for future openings.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $0.11-7.9% vs $0.12 | $356M-0.5% vs $358M |
Q3 2026 Aug 11, 2026 | $0.19+3.5% vs $0.18 | $368M+2.3% vs $360M |
Q2 2026 May 19, 2026 | $0.20+17.6% vs $0.17 | $438M+21.6% vs $361M |
Q1 2026 Feb 24, 2026 | $0.04+33.3% vs $0.03 | $275M+2.5% vs $268M |
Plus, inside CVS's decision to break up a healthcare juggernaut.
CAVA Group NYSE: CAVA reported a 22.1% increase in third-quarter revenue as the Mediterranean restaurant chain reached 500 locations, though higher costs and investments weighed on profit margins.
CAVA Group, Inc. (CAVA) Q3 2026 Earnings Call Transcript
Cava Group (CAVA) came out with quarterly earnings of $0.11 per share, missing the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.12 per share a year ago.
Benchmark CAVA against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for CAVA Group, Inc. (CAVA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $59.15 | $6.89B | 108.14 | 22.41% | 4.5% | 7.87% | — | |
| $34.43 | $44.16B | 31.69 | 5.41% | 10.83% | 55.68% | — | |
| $12.01 | $1.43B | 75.02 | 0.39% | 2.78% | 4.35% | — | |
| $71.89 | $2.9B | 68.93 | 15.38% | 2.72% | 7.69% | — | |
| $33.77 | $4.29B | 45.73 | 27.88% | 5.08% | 10.73% | — | |
| $183.88 | $12.09B | 28.85 | 9.39% | 6.59% | 27.01% | 1.47% |
CAVA Group, Inc. (CAVA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
CAVA Group, Inc. (CAVA) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 4, 2026·SEC
Aug 11, 2026·SEC
Aug 3, 2026·SEC
Get notified when CAVA posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
CAVA Group, Inc. (CAVA) stock FAQ — growth, dividends, profitability & financials explained
CAVA Group, Inc. (CAVA) reported $1.44B in revenue over the trailing twelve months. Revenue was $1.18B in fiscal year 2025. That is 136% more than the $500.1M of fiscal year 2021.
CAVA Group, Inc. (CAVA) grew revenue by 27.0% over the trailing twelve months, compared with the twelve months before.
Yes. CAVA Group, Inc. (CAVA) earned $64.7M in net income over the trailing twelve months (a 4.5% net margin).
CAVA Group, Inc. (CAVA) had a return on equity (ROE) of 7.9% over the trailing twelve months. That is below the market's typical 10-15%.
CAVA Group, Inc. (CAVA) generated $40.0M in free cash flow over the trailing twelve months.
