<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/05/image-1779281123.png?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://invezz-wp-media.lon1.digitaloceanspaces.com/2026/05/image-1779281123.png"/></p>
<p>CAVA Group 的股票在周三的盘前交易中上涨了 9%，因为这家地中海快餐连锁店发布了强于预期的 2026 年第一季度业绩，并上调了全年展望，增强了投资者对公司增长轨迹的信心。</p>
<p>该公司报告的季度收入约为 4.34 亿至 4.38 亿美元，比去年同期增长 32.2%，远超分析师预期。</p>
<p>可比餐厅销售额增长了 9.7%，得益于顾客流量增长 6.8% 以及菜单定价和产品组合的额外贡献 2.9%。</p>
<p>这些业绩延续了该股的强劲反弹，今年迄今已上涨 29%，此前市场对该连锁店的快速扩张可能开始放缓表示担忧。</p>
<h2>公司上调全年展望</h2>
<p>在强于预期的季度业绩之后，Cava 上调了 2026 年的全年指引。</p>
<p>该公司现在预计在今年开设 75 到 77 家新餐厅，并预测可比餐厅销售增长 4.5% 至 6.5%，高于之前 3% 至 5% 的展望。</p>
<p>调整后的 EBITDA 预计在 1.81 亿至 1.91 亿美元之间。</p>
<p>首席执行官 Brett Schulman 表示，尽管经济不确定性加大，公司在质量、价格合理性和便利性方面的结合仍然与顾客产生共鸣。</p>
<p>“虽然他们在消费上可能更加挑剔，但我们的数字反映出他们选择在 Cava 消费，” Schulman 说，并补充道顾客并不一定在寻找最低价的就餐选择。</p>
<p>Schulman 还强调，尽管面临困难的同比比较，公司仍保持持续的增长势头。</p>
<p>“第一季度可比餐厅销售增长 9.7%，包括 6.8% 的流量增长，” 他说。</p>
<p>“这些结果，包括强劲的去年同期比较，说明了我们业务的结构性强劲以及我们作为地中海领域主导领导者的地位。”</p>
<h2>分析师对增长展望更加乐观</h2>
<p>财报发布引发了一波分析师的升级和更高的目标价，券商们指出流量趋势强劲以及对公司扩张战略的信心提升。</p>
<p>巴克莱将 Cava 的目标价从 70 美元上调至 74 美元，同时维持 “持平” 评级。</p>
<p>根据 TheFly，该公司将其第一季度在可比销售、利润率和收益方面的表现描述为 “令人印象深刻”，考虑到更广泛的经济背景。</p>
<p>贝尔德也将目标价从 88 美元上调至 98 美元，并重申 “跑赢大盘” 评级，指出季度更新后销售势头更强劲和收益预期上调。</p>
<p>派珀·桑德勒将目标价从 85 美元上调至 92 美元，并维持 “超配” 评级，指出 9.7% 的同店销售增长显著超过市场共识的 6.1%。</p>
<p>该券商还指出，第二季度的销售趋势大致与第一季度持平，远超市场预期。</p>
<p>与此同时，Stifel 将目标价从 90 美元上调至 105 美元，并重申 “买入” 评级，而杰富瑞将目标价从 85 美元上调至 95 美元。</p>
<p>Cava 在本季度开设了 20 家新餐厅，包括进入哥伦布、辛辛那提和圣路易斯等中西部市场，投资者继续关注公司能否在保持强劲流量增长的同时维持快速扩张。</p>
<p>Cava 股票在财报超预期后上涨 9%，分析师上调目标价的文章首次出现在 Invezz 上。</p>

CAVA

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<p>CAVA 集团的股票在盘前交易中上涨了 9%，因为该公司报告了强于预期的 2026 年第一季度业绩，收入为 4.34 亿至 4.38 亿美元，同比增长 32.2%。该公司上调了全年展望，预计将开设 75 至 77 家新餐厅，并预测同店销售增长为 4.5% 至 6.5%。分析师们对此反应积极，纷纷上调目标价，巴克莱将目标价提高至 74 美元，贝尔德则提高至 98 美元，理由是销售势头强劲和客流趋势良好</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/05/image-1779281123.png" alt="" original-src="https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/05/image-1779281123.png"/></p>
<p>Shares of CAVA Group jumped 9% in premarket trading on Wednesday after the Mediterranean fast-casual chain posted stronger-than-expected first-quarter 2026 results and raised its full-year outlook, reinforcing investor confidence in the company’s growth trajectory.</p>
<div class="lb-trans"><p>CAVA Group 的股票在周三的盘前交易中上涨了 9%，因为这家地中海快餐连锁店发布了强于预期的 2026 年第一季度业绩，并上调了全年展望，增强了投资者对公司增长轨迹的信心。</p>
</div><p>The company reported revenue of about $434 million to $438 million for the quarter, representing a 32.2% increase from the same period a year earlier and comfortably ahead of analyst expectations.</p>
<div class="lb-trans"><p>该公司报告的季度收入约为 4.34 亿至 4.38 亿美元，比去年同期增长 32.2%，远超分析师预期。</p>
</div><p>Comparable restaurant sales climbed 9.7%, helped by a 6.8% increase in guest traffic and an additional 2.9% contribution from menu pricing and product mix.</p>
<div class="lb-trans"><p>可比餐厅销售额增长了 9.7%，得益于顾客流量增长 6.8% 以及菜单定价和产品组合的额外贡献 2.9%。</p>
</div><p>The results extended a sharp recovery in the stock, which has gained 29% so far this year after concerns in 2025 that the chain’s rapid expansion could begin to slow.</p>
<div class="lb-trans"><p>这些业绩延续了该股的强劲反弹，今年迄今已上涨 29%，此前市场对该连锁店的快速扩张可能开始放缓表示担忧。</p>
</div><h2>Company raises full-year outlook</h2>
<div class="lb-trans"><h2>公司上调全年展望</h2>
</div><p>Following the stronger-than-expected quarter, Cava raised its full-year 2026 guidance.</p>
<div class="lb-trans"><p>在强于预期的季度业绩之后，Cava 上调了 2026 年的全年指引。</p>
</div><p>The company now expects to open between 75 and 77 net new restaurants during the year and forecast same-restaurant sales growth of 4.5% to 6.5%, up from its earlier outlook of 3% to 5%.</p>
<div class="lb-trans"><p>该公司现在预计在今年开设 75 到 77 家新餐厅，并预测可比餐厅销售增长 4.5% 至 6.5%，高于之前 3% 至 5% 的展望。</p>
</div><p>Adjusted EBITDA is now projected between $181 million and $191 million.</p>
<div class="lb-trans"><p>调整后的 EBITDA 预计在 1.81 亿至 1.91 亿美元之间。</p>
</div><p>Chief Executive Brett Schulman said the company’s combination of quality, affordability, and convenience continued to resonate with customers despite broader economic uncertainty.</p>
<div class="lb-trans"><p>首席执行官 Brett Schulman 表示，尽管经济不确定性加大，公司在质量、价格合理性和便利性方面的结合仍然与顾客产生共鸣。</p>
</div><p>“While they may be more discerning with where they're spending their dollars, our numbers reflect that they're choosing to spend their dollars at Cava,” Schulman said, adding that customers were not necessarily seeking the lowest-priced dining option.</p>
<div class="lb-trans"><p>“虽然他们在消费上可能更加挑剔，但我们的数字反映出他们选择在 Cava 消费，” Schulman 说，并补充道顾客并不一定在寻找最低价的就餐选择。</p>
</div><p>Schulman also highlighted the company’s continued momentum despite difficult year-over-year comparisons.</p>
<div class="lb-trans"><p>Schulman 还强调，尽管面临困难的同比比较，公司仍保持持续的增长势头。</p>
</div><p>“First quarter same restaurant sales grew 9.7%, including traffic growth of 6.8%,” he said.</p>
<div class="lb-trans"><p>“第一季度可比餐厅销售增长 9.7%，包括 6.8% 的流量增长，” 他说。</p>
</div><p>“These results, which include the lap of strong prior year comparisons, speak to the structural strength of our business and our position as the dominant leader in Mediterranean.”</p>
<div class="lb-trans"><p>“这些结果，包括强劲的去年同期比较，说明了我们业务的结构性强劲以及我们作为地中海领域主导领导者的地位。”</p>
</div><h2>Analysts turn more bullish on growth outlook</h2>
<div class="lb-trans"><h2>分析师对增长展望更加乐观</h2>
</div><p>The earnings report triggered a wave of analyst upgrades and higher price targets as brokerages pointed to stronger traffic trends and improving confidence in the company’s expansion strategy.</p>
<div class="lb-trans"><p>财报发布引发了一波分析师的升级和更高的目标价，券商们指出流量趋势强劲以及对公司扩张战略的信心提升。</p>
</div><p>Barclays raised its price target on Cava to $74 from $70 while maintaining an Equal Weight rating.</p>
<div class="lb-trans"><p>巴克莱将 Cava 的目标价从 70 美元上调至 74 美元，同时维持 “持平” 评级。</p>
</div><p>According to TheFly, the firm described the company’s first-quarter performance on comparable sales, margins and earnings as “impressive” given the broader economic backdrop.</p>
<div class="lb-trans"><p>根据 TheFly，该公司将其第一季度在可比销售、利润率和收益方面的表现描述为 “令人印象深刻”，考虑到更广泛的经济背景。</p>
</div><p>Baird also increased its target price to $98 from $88 and reiterated an Outperform rating, citing stronger sales momentum and higher earnings estimates following the quarterly update.</p>
<div class="lb-trans"><p>贝尔德也将目标价从 88 美元上调至 98 美元，并重申 “跑赢大盘” 评级，指出季度更新后销售势头更强劲和收益预期上调。</p>
</div><p>Piper Sandler raised its target to $92 from $85 and maintained an Overweight rating, noting that same-store sales growth of 9.7% significantly exceeded consensus estimates of 6.1%.</p>
<div class="lb-trans"><p>派珀·桑德勒将目标价从 85 美元上调至 92 美元，并维持 “超配” 评级，指出 9.7% 的同店销售增长显著超过市场共识的 6.1%。</p>
</div><p>The brokerage also pointed out that second-quarter sales trends were tracking roughly in line with the first quarter, far ahead of market expectations.</p>
<div class="lb-trans"><p>该券商还指出，第二季度的销售趋势大致与第一季度持平，远超市场预期。</p>
</div><p>Meanwhile, Stifel lifted its target price to $105 from $90 and reiterated a Buy rating, while Jefferies increased its target to $95 from $85.</p>
<div class="lb-trans"><p>与此同时，Stifel 将目标价从 90 美元上调至 105 美元，并重申 “买入” 评级，而杰富瑞将目标价从 85 美元上调至 95 美元。</p>
</div><p>Cava opened 20 net new restaurants during the quarter, including entries into Midwest markets such as Columbus, Cincinnati, and St. Louis, as investors continue to watch whether the company can sustain its rapid expansion while maintaining strong traffic growth.</p>
<div class="lb-trans"><p>Cava 在本季度开设了 20 家新餐厅，包括进入哥伦布、辛辛那提和圣路易斯等中西部市场，投资者继续关注公司能否在保持强劲流量增长的同时维持快速扩张。</p>
</div><p>The post Cava stock jumps 9% after earnings beat as analysts raise price targets appeared first on Invezz</p>
<div class="lb-trans"><p>Cava 股票在财报超预期后上涨 9%，分析师上调目标价的文章首次出现在 Invezz 上。</p>
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Cava 股票在盈利超预期后上涨 9%，分析师纷纷上调目标价