<p>Cava（CAVA）为投资者提供了一些可口的数字。</p>
<p>周四收盘后，这家地中海快餐连锁店发布了第二季度业绩报告，超出了市场对营收、盈利和同店销售的预期。</p>
<p>净销售额同比增长 35.2%，达到 2.335 亿美元，超过了预期的 2.19 亿美元。调整后的每股盈利为 0.17 美元，预期为 0.13 美元。</p>
<p>同店销售增长了 14.4%，远超华尔街预期的 7.45%。销售增长得益于客流量的增加（同比增长 9.5%）、菜单价格上涨、新店开业以及 6 月 3 日推出的烤牛排。</p>
<p>首席执行官布雷特·舒尔曼在财报电话会议上表示，烤牛排的表现远超预期。该公司处于 “消费者汇聚的中心”，因为消费者从高档餐厅降级，但从快餐店升级。</p>
<p>他说：“在消费者越来越感受到经济不确定性的压力，更加谨慎地选择在哪里以及如何花钱的时候，他们选择在 Cava 就餐。”</p>
<p>Wedbush 分析师尼克·塞特扬表示，预计 “由于烤牛排的推出，两年交易趋势将加速。”</p>
<p>周三，Cava 股价创下 102.39 美元的历史收盘新高，周四达到 104.84 美元的盘中高点。盘后交易中，股价一度飙升至 112 美元。</p>
<p>与 Chipotle（CMG）的涨幅为 19% 和标普 500 指数（^GSPC）的 17% 相比，Cava 股价今年迄今已上涨超过 140%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://s.yimg.com/ny/api/res/1.2/8YH5bXtxl07mROU_NFB.UA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY0MA--/https://s.yimg.com/os/creatr-uploaded-images/2024-02/714c74f0-d747-11ee-bcd7-52922ffad4b3?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://s.yimg.com/ny/api/res/1.2/8YH5bXtxl07mROU_NFB.UA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY0MA--/https://s.yimg.com/os/creatr-uploaded-images/2024-02/714c74f0-d747-11ee-bcd7-52922ffad4b3"/></p>
<p>马里兰州沃尔多夫的 Cava，提供数字订餐取货服务。（CAVA）</p>
<p>Cava 的扩张策略是稳扎稳打。到 2032 年，该公司计划拥有 1,000 家 Cava 门店。</p>
<p>花旗分析师乔恩·塔尔在给客户的一份报告中表示，公司仍有增长空间。“随着系统密集化，单位增长机会不断提高，离散的同店销售、价格和利润率机会，以及随着业务向成本较低的市场转移，利润率将获得迎风而上。”</p>
<p>第二季度，Cava 开设了 18 家新门店，总数达到 341 家。而第一季度只开设了 14 家新门店。</p>
<p>舒尔曼表示，在现有市场中，仍有机会提升品牌知名度。未来的增长驱动因素包括 10 月份重新推出的忠诚计划和餐饮服务。</p>
<p>该公司计划在 2025 年在主要大都市市场进行餐饮市场测试，并在 2026 年在更大范围内全国推出。</p>
<p>目前，它在各地拥有 10 个数字厨房中心和 10 个混合厨房中心，以及正在测试餐饮服务的常规 Cava 门店。</p>
<p><img src="https://imageproxy.pbkrs.com/https://s.yimg.com/ny/api/res/1.2/JHx0p_cWLo9zq0nQX2Tolg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTM3Nw--/https://s.yimg.com/os/creatr-uploaded-images/2024-07/17752130-4b4a-11ef-bff9-fd72468bde0c?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://s.yimg.com/ny/api/res/1.2/JHx0p_cWLo9zq0nQX2Tolg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTM3Nw--/https://s.yimg.com/os/creatr-uploaded-images/2024-07/17752130-4b4a-11ef-bff9-fd72468bde0c"/></p>
<p>StockStory 旨在帮助个人投资者击败市场。</p>
<p>在快餐餐饮似乎摆脱了食品行业整体放缓之际，Cava 继续表现出色，消费者更加看重价值。</p>
<p>舒尔曼表示：“Cava 是第二季度仅有少数几家同店销售增长的上市餐饮品牌之一。”“我们相信我们的表现反映了我们独特而引人注目的价值主张。”</p>
<p>他补充说，从 2019 年到 2023 年，公司提高了 12% 的价格。他强调，这比快餐价格和整体食品价格指数的涨幅要低。</p>
<p>他说：“现在你可以用 1 美元或 2 美元多一点...就能买到一碗新鲜地中海食物，价格与传统快餐冷冻炸鸡餐相同。”</p>
<p>Chipotle 在报告中超出预期，同店销售同比增长 11.1%，超过了华尔街预期的 9.23%。Shake Shack（SHAK）的同店销售增长了 4%，超过了 3.2% 的预期。</p>
<p>Sweetgreen（SG）报告称，其同店销售增长了 9%，为两年来最佳表现，客流量和价格上涨推动了增长。</p>
<p>其首席执行官乔纳森·内曼告诉雅虎财经：“我们将非常谨慎地使用 [定价权]。” 内曼声称，自疫情爆发以来，该连锁店涨价幅度比竞争对手少。</p>
<p>他告诉雅虎财经：“当你看 Sweetgreen、一些快餐竞争对手和快餐连锁餐厅之间的相对价格差异时，这一差距已经明显缩小。现在，你不能在快餐连锁餐厅花费不到 15 美元。”</p>
<p>以下是 Cava 的报告与华尔街预期的比较，根据彭博共识数据：</p>
<ul>
<li></li>
</ul>
<h2><strong>营收</strong>：2.335 亿美元，预期为 2.195 亿美元</h2>
<h2><strong>调整后的每股盈利</strong>：0.17 美元，预期为 0.13 美元</h2>
<p><strong>同店销售增长</strong>：14.4%，预期为 7.45%</p>
<p>公司提高了其 2024 财年的餐厅开业、销售增长和餐厅利润率展望。</p>
<p>现在预计销售增长为 8.5% 至 9.5%，高于第一季度的 4.5% 至 6.5%，之前为 3% 至 5%。新餐厅总数将从 50 至 54 家增加到 54 至 57 家。餐厅利润率预计在 24.2% 至 24.7% 之间，高于之前的 23.7% 至 24.3%。</p>
<p>—</p>
<p><em>Brooke DiPalma 是雅虎财经的高级记者。关注她的 X @</em> <em>BrookeDiPalma</em> <em>或给她发邮件至 bdipalma@yahoofinance.com.</em></p>
<p><strong>点击这里查看所有最新的零售股票新闻和事件，以更好地指导您的投资策略</strong></p>

CAVA

<p>Cava（CAVA）报告显示，第二季度业绩强劲，净销售额同比增长 35.2%，达到 1.745 亿美元，超出预期。调整后的每股收益为 0.17 美元，而预期为 0.13 美元。同店销售增长 14.4%，受增加的客流量和推出烤牛排的推动。Cava 的股价飙升至历史最高点，年初至今增长了 140%。该公司计划到 2032 年扩张至 1,000 家门店，并已上调了 FY2024 的销售增长预期。Cava 在快餐行业蓬勃发展，吸引了在经济不确定性中寻求价值的消费者</p>

<p>Cava (CAVA) is serving up some savory numbers for its investors.</p>
<div class="lb-trans"><p>Cava（CAVA）为投资者提供了一些可口的数字。</p>
</div><p>After the market close on Thursday, the Mediterranean fast-casual chain reported second quarter results that beat estimates across revenue, earnings, and same-store sales.</p>
<div class="lb-trans"><p>周四收盘后，这家地中海快餐连锁店发布了第二季度业绩报告，超出了市场对营收、盈利和同店销售的预期。</p>
</div><p>Net sales jumped 35.2% year over year to $233.5 million, compared to expectations of $219 million. Adjusted earnings per share came in at $0.17, versus the $0.13 expected.</p>
<div class="lb-trans"><p>净销售额同比增长 35.2%，达到 2.335 亿美元，超过了预期的 2.19 亿美元。调整后的每股盈利为 0.17 美元，预期为 0.13 美元。</p>
</div><p>Same-store sales jumped 14.4%, more than the 7.45% Wall Street expected. Sales growth was driven by higher foot traffic (up 9.5% year-over-year), an increase in menu price, new locations, and the launch of grilled steak on June 3.</p>
<div class="lb-trans"><p>同店销售增长了 14.4%，远超华尔街预期的 7.45%。销售增长得益于客流量的增加（同比增长 9.5%）、菜单价格上涨、新店开业以及 6 月 3 日推出的烤牛排。</p>
</div><p>CEO Brett Schulman said on the earnings call that the steak surpass its expectations by a landslide. The company is at the &#34;nexus of consumer convergence&#34; as they trade down from fine-dining restaurants, but trade up from fast food.</p>
<div class="lb-trans"><p>首席执行官布雷特·舒尔曼在财报电话会议上表示，烤牛排的表现远超预期。该公司处于 “消费者汇聚的中心”，因为消费者从高档餐厅降级，但从快餐店升级。</p>
</div><p>&#34;At a time when consumers are increasingly feeling the pressure of an uncertain economy and are more discerning about where and how they spend their money, they are choosing to dine at Cava,&#34; he said.</p>
<div class="lb-trans"><p>他说：“在消费者越来越感受到经济不确定性的压力，更加谨慎地选择在哪里以及如何花钱的时候，他们选择在 Cava 就餐。”</p>
</div><p>Wedbush analyst Nick Setyan said it expects &#34;accelerating two-year transaction trends, led most importantly by the launch of steak.&#34;</p>
<div class="lb-trans"><p>Wedbush 分析师尼克·塞特扬表示，预计 “由于烤牛排的推出，两年交易趋势将加速。”</p>
</div><p>On Wednesday, Cava stock hit a record high close of $102.39, and on Thursday hit an intraday high of $104.84. In after-hours trading, share jumped to as much as $112.</p>
<div class="lb-trans"><p>周三，Cava 股价创下 102.39 美元的历史收盘新高，周四达到 104.84 美元的盘中高点。盘后交易中，股价一度飙升至 112 美元。</p>
</div><p>Shares are up more than 140% year to date, compared to 19% for Chipotle (CMG) and 17% for the S&amp;P 500 (^GSPC).</p>
<div class="lb-trans"><p>与 Chipotle（CMG）的涨幅为 19% 和标普 500 指数（^GSPC）的 17% 相比，Cava 股价今年迄今已上涨超过 140%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://s.yimg.com/ny/api/res/1.2/8YH5bXtxl07mROU_NFB.UA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY0MA--/https://s.yimg.com/os/creatr-uploaded-images/2024-02/714c74f0-d747-11ee-bcd7-52922ffad4b3" alt="" original-src="https://s.yimg.com/ny/api/res/1.2/8YH5bXtxl07mROU_NFB.UA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY0MA--/https://s.yimg.com/os/creatr-uploaded-images/2024-02/714c74f0-d747-11ee-bcd7-52922ffad4b3"/></p>
<p>CAVA in Waldorf, Md., featuring digital order pickup. (CAVA)</p>
<div class="lb-trans"><p>马里兰州沃尔多夫的 Cava，提供数字订餐取货服务。（CAVA）</p>
</div><p>Slow and steady is Cava's go-to approach to expansion. By 2032, the company plans to have 1,000 Cava locations.</p>
<div class="lb-trans"><p>Cava 的扩张策略是稳扎稳打。到 2032 年，该公司计划拥有 1,000 家 Cava 门店。</p>
</div><p>Citi analyst Jon Tower said there's still room left for growth in a note to clients. &#34;A unit growth opportunity that continues to re-set higher, discrete same-store sales, price, and margin opportunities as the system densifies and margin tailwinds as the footprint shifts towards lower cost markets.&#34;</p>
<div class="lb-trans"><p>花旗分析师乔恩·塔尔在给客户的一份报告中表示，公司仍有增长空间。“随着系统密集化，单位增长机会不断提高，离散的同店销售、价格和利润率机会，以及随着业务向成本较低的市场转移，利润率将获得迎风而上。”</p>
</div><p>In Q2, Cava opened 18 new locations, bringing the total to 341. That's compared to 14 new locations in Q1.</p>
<div class="lb-trans"><p>第二季度，Cava 开设了 18 家新门店，总数达到 341 家。而第一季度只开设了 14 家新门店。</p>
</div><p>Schulman said within existing markets, there is still runway to build more brand awareness. Other future growth drivers include the relaunch of its loyalty program in October and catering.</p>
<div class="lb-trans"><p>舒尔曼表示，在现有市场中，仍有机会提升品牌知名度。未来的增长驱动因素包括 10 月份重新推出的忠诚计划和餐饮服务。</p>
</div><p>The company aims to market test catering in major metros in 2025, and launch it on a larger, national scale in 2026.</p>
<div class="lb-trans"><p>该公司计划在 2025 年在主要大都市市场进行餐饮市场测试，并在 2026 年在更大范围内全国推出。</p>
</div><p>It currently has 10 digital kitchen hubs and 10 hybrid kitchen hubs in various locations, as well as regular Cava locations that are testing catering.</p>
<div class="lb-trans"><p>目前，它在各地拥有 10 个数字厨房中心和 10 个混合厨房中心，以及正在测试餐饮服务的常规 Cava 门店。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://s.yimg.com/ny/api/res/1.2/JHx0p_cWLo9zq0nQX2Tolg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTM3Nw--/https://s.yimg.com/os/creatr-uploaded-images/2024-07/17752130-4b4a-11ef-bff9-fd72468bde0c" alt="" original-src="https://s.yimg.com/ny/api/res/1.2/JHx0p_cWLo9zq0nQX2Tolg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTM3Nw--/https://s.yimg.com/os/creatr-uploaded-images/2024-07/17752130-4b4a-11ef-bff9-fd72468bde0c"/></p>
<p>StockStory aims to help individual investors beat the market.</p>
<div class="lb-trans"><p>StockStory 旨在帮助个人投资者击败市场。</p>
</div><p>Cava continues to perform at a time when fast-casual dining seems to be bucking a broader slowdown across the food industry as consumers double down on value.</p>
<div class="lb-trans"><p>在快餐餐饮似乎摆脱了食品行业整体放缓之际，Cava 继续表现出色，消费者更加看重价值。</p>
</div><p>&#34;Cava was one of just a handful of publicly traded restaurant brands with positive traffic growth in the second quarter,&#34; Schulman said. &#34;We believe our performance is a reflection of our unique and compelling value proposition.&#34;</p>
<div class="lb-trans"><p>舒尔曼表示：“Cava 是第二季度仅有少数几家同店销售增长的上市餐饮品牌之一。”“我们相信我们的表现反映了我们独特而引人注目的价值主张。”</p>
</div><p>He added that from 2019 to 2023, the company raised prices 12%. He emphasized that's less than fast food price increases and grocery price increases overall, per CPI data.</p>
<div class="lb-trans"><p>他补充说，从 2019 年到 2023 年，公司提高了 12% 的价格。他强调，这比快餐价格和整体食品价格指数的涨幅要低。</p>
</div><p>&#34;Now you've got a situation where for $1 or $2 more... you can get a bowl of fresh Mediterranean food for the same price as a traditional fast food freezer to fryer meal,&#34; he said.</p>
<div class="lb-trans"><p>他说：“现在你可以用 1 美元或 2 美元多一点...就能买到一碗新鲜地中海食物，价格与传统快餐冷冻炸鸡餐相同。”</p>
</div><p>Chipotle blew past expectations in its report after same-store sales jumped 11.1% year over year, versus the 9.23% Wall Street anticipated. Shake Shack (SHAK) saw same-store sales climb 4%, beating estimates of 3.2%.</p>
<div class="lb-trans"><p>Chipotle 在报告中超出预期，同店销售同比增长 11.1%，超过了华尔街预期的 9.23%。Shake Shack（SHAK）的同店销售增长了 4%，超过了 3.2% 的预期。</p>
</div><p>Sweetgreen (SG) reported its best same-store sales growth in two years, up 9%, driven by higher foot traffic and prices.</p>
<div class="lb-trans"><p>Sweetgreen（SG）报告称，其同店销售增长了 9%，为两年来最佳表现，客流量和价格上涨推动了增长。</p>
</div><p>Its CEO, Jonathan Neman, told Yahoo Finance that &#34;we're going to be very judicious in how we use it [pricing power].&#34; Neman claimed the chain took fewer price hikes than its rivals since the pandemic.</p>
<div class="lb-trans"><p>其首席执行官乔纳森·内曼告诉雅虎财经：“我们将非常谨慎地使用 [定价权]。” 内曼声称，自疫情爆发以来，该连锁店涨价幅度比竞争对手少。</p>
</div><p>&#34;As you look at the relative pricing difference between Sweetgreen, some of our fast-casual competitors and then QSR, the gap has really narrowed. QSR, you can't get in and out of there for under $15 today,&#34; he told Yahoo Finance.</p>
<div class="lb-trans"><p>他告诉雅虎财经：“当你看 Sweetgreen、一些快餐竞争对手和快餐连锁餐厅之间的相对价格差异时，这一差距已经明显缩小。现在，你不能在快餐连锁餐厅花费不到 15 美元。”</p>
</div><p>Here's what Cava reported, compared to Wall Street estimates, per Bloomberg consensus data:</p>
<ul>
<li></li>
</ul>
<div class="lb-trans"><p>以下是 Cava 的报告与华尔街预期的比较，根据彭博共识数据：</p>
<ul>
<li></li>
</ul>
</div><h2><strong>Revenue</strong>: $233.5 million versus $219.5 million</h2>
<div class="lb-trans"><h2><strong>营收</strong>：2.335 亿美元，预期为 2.195 亿美元</h2>
</div><h2><strong>Adjusted earnings per share</strong>: $0.17 versus $0.13</h2>
<div class="lb-trans"><h2><strong>调整后的每股盈利</strong>：0.17 美元，预期为 0.13 美元</h2>
</div><p><strong>Same-store sales growth</strong>: 14.4% versus 7.45%</p>
<div class="lb-trans"><p><strong>同店销售增长</strong>：14.4%，预期为 7.45%</p>
</div><p>The company raised its fiscal 2024 outlook for restaurant openings, sales growth and restaurant-level profit margin.</p>
<div class="lb-trans"><p>公司提高了其 2024 财年的餐厅开业、销售增长和餐厅利润率展望。</p>
</div><p>It now expects sales growth of 8.5% to 9.5%, up from 4.5% to 6.5% in Q1 and was previously 3% to 5%.</p>
<div class="lb-trans"><p>现在预计销售增长为 8.5% 至 9.5%，高于第一季度的 4.5% 至 6.5%，之前为 3% 至 5%。新餐厅总数将从 50 至 54 家增加到 54 至 57 家。餐厅利润率预计在 24.2% 至 24.7% 之间，高于之前的 23.7% 至 24.3%。</p>
</div><p>Total new restaurants will now be between 54 to 57, up from 50 to 54. Restaurant-level profit margin is expected to come in between 24.2% to 24.7%, up from 23.7% to 24.3%.</p>
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<div class="lb-trans"><p><em>Brooke DiPalma 是雅虎财经的高级记者。关注她的 X @</em> <em>BrookeDiPalma</em> <em>或给她发邮件至 bdipalma@yahoofinance.com.</em></p>
</div><p><em>Brooke DiPalma is a senior reporter for Yahoo Finance. Follow her on X at @</em> <em>BrookeDiPalma</em> <em>or email her at bdipalma@yahoofinance.com.</em></p>
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Cava 报告了丰厚的收益，牛排新品的推出和销售增长推动其股票达到历史新高