CAVA
CAVA Group, Inc.
2026Q2 · Earnings 2026-08-12 (Reported 30d ago)
At a glance · Earnings setup
Confidence: Low
Street's $353.3M expectation is usable, but the evidence is not broad enough for a directional call.
Street
$353.3M
Revenue consensus · +25.9% YoY
Revision: Unknown
No direct Street KPI consensus
Operating requirement
Required SSS given Street YoY + unit-growth scenario: ~+7.6%
Evidence
- SupportsEnding restaurant count accel 1.89 pp vs Street required -6.17 pp
Coverage
- Usable management indication
- Direct Street segment KPI consensus
1 · Street
What Street says
$353.3M
Revenue consensus · +25.9% YoY
- Analysts
- —
- Range
- —
- As of
- 2026-08-06
- Revision
- Unknown
2 · Street needs
What Street needs
For Street revenue to be right, these operating outcomes are roughly what the model implies.
Confidence: Low · based on n=5 history
- Required SSS given Street YoY + unit-growth scenario: ~+7.6% (about +5.1%–+8.2%)
- Latest SSS (2026Q1): ~+9.7%
- Latest ending restaurants (2026Q1): ~459
3 · Management
What management says
No usable management guidance for this cutoff.
4 · Business
What the business is doing
- Ending restaurant count
459
2026Q1 · YoY +20.2%
- Guest traffic growth
+5.3%
2026Q2
- Net new openings
17
2026Q2 · YoY +6.3%
- Restaurant-level profit margin
+25.1%
2026Q1 · YoY 0.0%
- Same-restaurant sales growth
+9.0%
2026Q2 · YoY +328.6%
No direct Street KPI consensus for this quarter. Implied operating requirements still apply where available.
5 · QW setup
Where QW lands
Supports
- Ending restaurant count accel 1.89 pp vs Street required -6.17 pp
Against / uncertainty
No material opposing evidence listed.
- Some dispersion, revision, or sensitivity evidence elevates fragility
- The implied-requirement range is unusually wide — treat with caution
Still missing
- Usable management indication
Sources & methodology
Setup methodology v0.2.
Internal classification note: Consensus shows elevated fragility; only one independent material signal — not enough for directional tension
- street_consensus · Zacks Equity Research · link
- other_guidance · SEC earnings release · link
- qw_forecast_run · cava_restaurant_v0.1
- kpi:sss_growth_pct · qw_kpi_actuals
- kpi:ending_restaurants · qw_kpi_actuals
- street_consensus · Zacks Equity Research · link
- street_consensus · Zacks Equity Research · link
- kpi:sss_growth_pct · qw_kpi_actuals
- How Quarter Winner works →