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Cava Cuts Outlook Again as Same-Store Growth Slows and Margins Tighten

Management cites pullbacks by 25- to 35-year-old diners, with tariffs adding a small cost headwind.

Overview

  • Cava reduced its full-year same-store sales forecast to 3%–4% from 4%–6% and trimmed its restaurant-level margin outlook to 24.4%–24.8%.
  • Shares fell about 4%–5% in after-hours trading following the guidance cut and mixed third-quarter results.
  • Same-store sales rose 1.9% in the quarter, below expectations, as overall traffic was flat and sales were helped by pricing and premium protein mix.
  • Quarterly net sales were about $292 million and adjusted earnings came in at 12 cents per share, with management emphasizing continued market-share gains.
  • CFO Tricia Tolivar said younger and lower-to-middle-income customers are visiting less frequently due to economic pressures, and tariffs created roughly a 20 basis-point margin headwind as the footprint expanded to 415 restaurants.