<p>快餐餐廳是美國文化的一個標誌；在當今的忙碌生活中，誰不偶爾需要外帶食物呢？老一輩人成長於像 <strong>麥當勞</strong> 這樣的標誌性品牌。然而，年輕消費者似乎與父母和祖父母有不同的口味；根據食品洞察機構 2022 年的調查，將近 80% 的 Z 世代食客有更健康的飲食習慣，包括強調清潔和植物為基礎的食物。</p>
<p><strong>Cava Group</strong>(CAVA -0.02%) 和 <strong>Chipotle Mexican Grill</strong>(CMG -0.83%) 是兩個快速增長的快餐連鎖品牌，具有長期增長的廣闊空間。</p>
<p>這兩家公司的股票都獲得了優質的估值，具有穩固的基本面和廣闊的增長機會。</p>
<p>以下是投資者應考慮定投並持有這兩家公司多年的原因。</p>
<h2>新興地中海風潮</h2>
<p>地中海飲食——以植物、健康脂肪、全穀物和瘦蛋白為主，少吃紅肉——正成為美國最流行的飲食趨勢之一。據 Stagwell 稱，它在美國有 85% 的受歡迎度，並且在 2024 年連續第七年被評為最受歡迎的健康計劃。研究表明，地中海飲食有許多健康益處，包括減肥、改善心血管健康和降低炎症。</p>
<p>美國還沒有一個家喻户曉的快餐地中海連鎖餐廳，但這種情況可能很快會改變。</p>
<p>Cava Group 是少數幾家爭奪在美國健康飲食者中贏得心智份額的品牌之一。該公司成立於 2006 年，但直到去年才上市。如果你去過 Chipotle，那就是同樣的理念：每天新鮮製作的食物，可定製的即點即做餐點。</p>
<p>投資 Cava 的潛力在於其有很大的擴張空間。目前有 323 家餐廳，主要位於東部和東南部海岸。這意味着美國大部分地區都有增長空間。截至第一季度，Cava 的店鋪數量同比增長了 22%，當季新增了 13 家店鋪。擴張帶動了約 30% 的年度營收增長。Cava 已經實現了正的自由現金流，並且符合美國通用會計準則的盈利。</p>
<p>這是一個簡單的業務，隨着新店的開業，應該會穩步增長。最終，其利潤可能會增長到足夠大，以便公司開始回購股份，繼續推動每股收益更高。未來有多大的機會？最終可能會有成千上萬家 Cava 店鋪。（例如，Taco Bell 在美國單獨就有近 8000 家店鋪。）</p>
<p>Cava 的股票交易方式幾乎像軟件公司一樣，幾乎是其企業價值的 10 倍，因此並不便宜。投資者應該緩慢購買，並在市場波動削弱 Cava 的勢頭時更加積極。</p>
<h2>新鮮與文化吸引力相遇</h2>
<p>Chipotle Mexican Grill 成立時間比 Cava 早得多。該公司始於上世紀 90 年代初，現在處於作為一個成熟行業巨頭的甜蜜點，具有巨大的增長潛力。</p>
<p>Chipotle 因提供大份量、新鮮食物和價格實惠而聞名。Chipotle 的產品包括捲餅、碗和沙拉，配有米飯、蛋白質和新鮮的配菜，如莎莎醬、蔬菜和鱷梨醬。這種食物既健康又在不同人羣中廣受歡迎。</p>
<p>自 2006 年公司上市以來，該股票的表現遠遠超過了標普 500 指數，回報超過 5000%。</p>
<p>公式很簡單：</p>
<ul>
<li>Chipotle 的餐廳非常賺錢。每家新店的開業都會增加現金流和收益。</li>
<li>其店鋪數量從 2014 年的 1783 家增長到 2024 年第二季度的 2941 家。</li>
<li>該連鎖企業將利潤的一部分用於開設更多門店，並用餘下的部分回購股票。</li>
<li>公司的股票數量在此期間減少了近 12%。</li>
<li>該企業創造了卓越的 44.6% 投入資本回報率，突顯了 Chipotle 如何高效地利用資本創造價值。</li>
</ul>
<p>簡單來説，Chipotle 需要繼續做已經在做的事情。好消息是，該企業仍有很長的擴張空間。管理層認為在長期內在北美可以擁有 7000 家門店，這表明 Chipotle 仍有增長潛力。該公司還開始進軍外國市場，包括英國、法國、德國和中東地區。</p>
<p>Chipotle 已經發展到足夠成熟，投資者可以根據盈利來評估股票；股票的前瞻市盈率為 48 倍，而分析師認為未來幾年盈利將以每年 22% 的速度增長。</p>
<p>因此，如果您正在尋找投資純增長機會，這兩家企業看起來都足夠吸引人，投資者可以在等待更好的買入機會時適當購買少量股票。</p>

墨式燒烤

<p>Cava Group 和 Chipotle Mexican Grill 是兩傢俱有長期增長潛力的快餐連鎖餐廳股票。Cava 正在擴大其店鋪規模，並有機會成為地中海食品市場中家喻户曉的品牌。Chipotle 是一個歷史悠久的品牌，具有強大的盈利記錄，並計劃進一步擴張。對於尋求增長機會的投資者來説，這兩隻股票都值得考慮</p>

<p>Quick-service restaurants are a staple of American culture; in today's hustle and bustle, who doesn't occasionally need to grab food on the go? Older generations grew up with iconic brands like <strong>McDonald's</strong>. However, younger consumers seem to have different tastes than their parents and grandparents; according to a 2022 survey by Food Insight, nearly 8 in 10 Gen Z eaters have healthier dietary habits, including an emphasis on clean and plant-based foods.</p>
<div class="lb-trans"><p>快餐餐廳是美國文化的一個標誌；在當今的忙碌生活中，誰不偶爾需要外帶食物呢？老一輩人成長於像 <strong>麥當勞</strong> 這樣的標誌性品牌。然而，年輕消費者似乎與父母和祖父母有不同的口味；根據食品洞察機構 2022 年的調查，將近 80% 的 Z 世代食客有更健康的飲食習慣，包括強調清潔和植物為基礎的食物。</p>
</div><p><strong>Cava Group</strong>(CAVA -0.02%) and <strong>Chipotle Mexican Grill</strong>(CMG -0.83%) are two fast-growing quick-service restaurant brands with generous runways for long-term growth.</p>
<div class="lb-trans"><p><strong>Cava Group</strong>(CAVA -0.02%) 和 <strong>Chipotle Mexican Grill</strong>(CMG -0.83%) 是兩個快速增長的快餐連鎖品牌，具有長期增長的廣闊空間。</p>
</div><p>Both stocks have earned premium valuations with solid fundamentals and expansive growth opportunities.</p>
<div class="lb-trans"><p>這兩家公司的股票都獲得了優質的估值，具有穩固的基本面和廣闊的增長機會。</p>
</div><p>Here is why investors should consider dollar-cost averaging into each and holding them for years.</p>
<div class="lb-trans"><p>以下是投資者應考慮定投並持有這兩家公司多年的原因。</p>
</div><h2>The emerging Mediterranean craze</h2>
<div class="lb-trans"><h2>新興地中海風潮</h2>
</div><p>The Mediterranean diet -- heavy on plants, healthy fats, whole grains, and lean proteins while light on red meat -- is becoming one of the most popular diet trends in the United States. According to Stagwell, it has an 85% popularity rating among Americans and was named the most popular health plan for the seventh consecutive year in 2024. Studies have shown that a Mediterranean diet has numerous health benefits, including weight loss, improved cardiovascular health, and lower inflammation.</p>
<div class="lb-trans"><p>地中海飲食——以植物、健康脂肪、全穀物和瘦蛋白為主，少吃紅肉——正成為美國最流行的飲食趨勢之一。據 Stagwell 稱，它在美國有 85% 的受歡迎度，並且在 2024 年連續第七年被評為最受歡迎的健康計劃。研究表明，地中海飲食有許多健康益處，包括減肥、改善心血管健康和降低炎症。</p>
</div><p>There is no quick-service Mediterranean restaurant chain with household-level brand recognition in the U.S., but that could soon change.</p>
<div class="lb-trans"><p>美國還沒有一個家喻户曉的快餐地中海連鎖餐廳，但這種情況可能很快會改變。</p>
</div><p>Cava Group is among a handful of brands racing to win mindshare among healthy eaters in America. The company was founded in 2006 but only went public last year. If you've ever been to a Chipotle, it's the same idea: fresh food prepared daily, with customizable meals made to order.</p>
<div class="lb-trans"><p>Cava Group 是少數幾家爭奪在美國健康飲食者中贏得心智份額的品牌之一。該公司成立於 2006 年，但直到去年才上市。如果你去過 Chipotle，那就是同樣的理念：每天新鮮製作的食物，可定製的即點即做餐點。</p>
</div><p>The investment potential with Cava is that it has a lot of room to expand. There are 323 restaurants, primarily located along the eastern and southeastern seaboards. That leaves most of the U.S. to grow into. Cava has increased its store footprint by 22% year over year as of Q1, including 13 new stores in the quarter. Expansion drove roughly 30% year-over-year revenue growth. Cava already has positive free cash flow and is GAAP profitable.</p>
<div class="lb-trans"><p>投資 Cava 的潛力在於其有很大的擴張空間。目前有 323 家餐廳，主要位於東部和東南部海岸。這意味着美國大部分地區都有增長空間。截至第一季度，Cava 的店鋪數量同比增長了 22%，當季新增了 13 家店鋪。擴張帶動了約 30% 的年度營收增長。Cava 已經實現了正的自由現金流，並且符合美國通用會計準則的盈利。</p>
</div><p>It's a simple business that should grow steadily as it opens new stores. Eventually, its profits might grow large enough for the company to begin repurchasing shares to continue driving earnings per share even higher. How much opportunity is ahead? There could eventually be thousands of Cava stores. (Taco Bell, for example, has nearly 8,000 stores in the U.S. alone.)</p>
<div class="lb-trans"><p>這是一個簡單的業務，隨着新店的開業，應該會穩步增長。最終，其利潤可能會增長到足夠大，以便公司開始回購股份，繼續推動每股收益更高。未來有多大的機會？最終可能會有成千上萬家 Cava 店鋪。（例如，Taco Bell 在美國單獨就有近 8000 家店鋪。）</p>
</div><p>Cava stock trades like that of a software company at almost 10 times its enterprise value to sales, so it isn't cheap. Investors should buy slowly and get more aggressive if market volatility takes some wind out of Cava's sails.</p>
<div class="lb-trans"><p>Cava 的股票交易方式幾乎像軟件公司一樣，幾乎是其企業價值的 10 倍，因此並不便宜。投資者應該緩慢購買，並在市場波動削弱 Cava 的勢頭時更加積極。</p>
</div><h2>Where freshness meets cultural appeal</h2>
<div class="lb-trans"><h2>新鮮與文化吸引力相遇</h2>
</div><p>Chipotle Mexican Grill has been around far longer than Cava has. The company started in the early 1990s and is now in a sweet spot as an established industry powerhouse with lots of growth potential.</p>
<div class="lb-trans"><p>Chipotle Mexican Grill 成立時間比 Cava 早得多。該公司始於上世紀 90 年代初，現在處於作為一個成熟行業巨頭的甜蜜點，具有巨大的增長潛力。</p>
</div><p>Chipotle became famous for offering tremendous value with large, fresh portions at an affordable price. Chipotle's products include burritos, bowls, and salads with rice, proteins, and fresh garnishes like salsa, vegetables, and guacamole. The fare is both healthy and broadly appealing across different demographics.</p>
<div class="lb-trans"><p>Chipotle 因提供大份量、新鮮食物和價格實惠而聞名。Chipotle 的產品包括捲餅、碗和沙拉，配有米飯、蛋白質和新鮮的配菜，如莎莎醬、蔬菜和鱷梨醬。這種食物既健康又在不同人羣中廣受歡迎。</p>
</div><p>The stock has vastly outperformed the S&amp;P 500 since the company went public in 2006, returning more than 5,000%.</p>
<div class="lb-trans"><p>自 2006 年公司上市以來，該股票的表現遠遠超過了標普 500 指數，回報超過 5000%。</p>
</div><p>The formula is simple:</p>
<ul>
<li>Chipotle's restaurants are very profitable. Each one that opens adds incremental cash flow and earnings.</li>
<li>Its store count has grown from 1,783 in 2014 to 2,941 as of Q2 2024.</li>
<li>The chain reinvests a portion of its profits to open more locations and repurchases stock with the rest.</li>
<li>The company's share count has decreased by almost 12% during that time.</li>
<li>The business generates a stellar 44.6% return on invested capital, which underlines how efficiently Chipotle deploys capital to create value.</li>
</ul>
<div class="lb-trans"><p>公式很簡單：</p>
<ul>
<li>Chipotle 的餐廳非常賺錢。每家新店的開業都會增加現金流和收益。</li>
<li>其店鋪數量從 2014 年的 1783 家增長到 2024 年第二季度的 2941 家。</li>
<li>該連鎖企業將利潤的一部分用於開設更多門店，並用餘下的部分回購股票。</li>
<li>公司的股票數量在此期間減少了近 12%。</li>
<li>該企業創造了卓越的 44.6% 投入資本回報率，突顯了 Chipotle 如何高效地利用資本創造價值。</li>
</ul>
</div><p>Simply put, Chipotle needs to keep doing what it's already doing. The good news is that the business still has a long runway for expansion. Management sees 7,000 stores in North America over the long term, which speaks to Chipotle's remaining growth potential. The company has also begun dipping into foreign markets, including the U.K., France, Germany, and the Middle East.</p>
<div class="lb-trans"><p>簡單來説，Chipotle 需要繼續做已經在做的事情。好消息是，該企業仍有很長的擴張空間。管理層認為在長期內在北美可以擁有 7000 家門店，這表明 Chipotle 仍有增長潛力。該公司還開始進軍外國市場，包括英國、法國、德國和中東地區。</p>
</div><p>Chipotle is mature enough that investors can value the stock on earnings; shares trade at a forward P/E of 48, while analysts believe earnings will grow by 22% annually for the next several years.</p>
<div class="lb-trans"><p>Chipotle 已經發展到足夠成熟，投資者可以根據盈利來評估股票；股票的前瞻市盈率為 48 倍，而分析師認為未來幾年盈利將以每年 22% 的速度增長。</p>
</div><p>So if you're looking to invest in pure growth opportunities, both businesses look attractive enough for investors to nibble on a few shares of each while waiting for better buying opportunities.</p>
<div class="lb-trans"><p>因此，如果您正在尋找投資純增長機會，這兩家企業看起來都足夠吸引人，投資者可以在等待更好的買入機會時適當購買少量股票。</p>
</div>

兩隻具有巨大長期潛力的快餐股，值得買入並長期持有