<p>Cava（CAVA）為投資者提供了一些可口的數字。</p>
<p>週四收盤後，這家地中海快餐連鎖店發佈了第二季度業績報告，超出了市場對營收、盈利和同店銷售的預期。</p>
<p>淨銷售額同比增長 35.2%，達到 2.335 億美元，超過了預期的 2.19 億美元。調整後的每股盈利為 0.17 美元，預期為 0.13 美元。</p>
<p>同店銷售增長了 14.4%，遠超華爾街預期的 7.45%。銷售增長得益於客流量的增加（同比增長 9.5%）、菜單價格上漲、新店開業以及 6 月 3 日推出的烤牛排。</p>
<p>首席執行官佈雷特·舒爾曼在財報電話會議上表示，烤牛排的表現遠超預期。該公司處於 “消費者匯聚的中心”，因為消費者從高檔餐廳降級，但從快餐店升級。</p>
<p>他説：“在消費者越來越感受到經濟不確定性的壓力，更加謹慎地選擇在哪裏以及如何花錢的時候，他們選擇在 Cava 就餐。”</p>
<p>Wedbush 分析師尼克·塞特揚表示，預計 “由於烤牛排的推出，兩年交易趨勢將加速。”</p>
<p>週三，Cava 股價創下 102.39 美元的歷史收盤新高，週四達到 104.84 美元的盤中高點。盤後交易中，股價一度飆升至 112 美元。</p>
<p>與 Chipotle（CMG）的漲幅為 19% 和標普 500 指數（^GSPC）的 17% 相比，Cava 股價今年迄今已上漲超過 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>馬里蘭州沃爾多夫的 Cava，提供數字訂餐取貨服務。（CAVA）</p>
<p>Cava 的擴張策略是穩紮穩打。到 2032 年，該公司計劃擁有 1,000 家 Cava 門店。</p>
<p>花旗分析師喬恩·塔爾在給客户的一份報告中表示，公司仍有增長空間。“隨着系統密集化，單位增長機會不斷提高，離散的同店銷售、價格和利潤率機會，以及隨着業務向成本較低的市場轉移，利潤率將獲得迎風而上。”</p>
<p>第二季度，Cava 開設了 18 家新門店，總數達到 341 家。而第一季度只開設了 14 家新門店。</p>
<p>舒爾曼表示，在現有市場中，仍有機會提升品牌知名度。未來的增長驅動因素包括 10 月份重新推出的忠誠計劃和餐飲服務。</p>
<p>該公司計劃在 2025 年在主要大都市市場進行餐飲市場測試，並在 2026 年在更大範圍內全國推出。</p>
<p>目前，它在各地擁有 10 個數字廚房中心和 10 個混合廚房中心，以及正在測試餐飲服務的常規 Cava 門店。</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 旨在幫助個人投資者擊敗市場。</p>
<p>在快餐餐飲似乎擺脱了食品行業整體放緩之際，Cava 繼續表現出色，消費者更加看重價值。</p>
<p>舒爾曼表示：“Cava 是第二季度僅有少數幾家同店銷售增長的上市餐飲品牌之一。”“我們相信我們的表現反映了我們獨特而引人注目的價值主張。”</p>
<p>他補充説，從 2019 年到 2023 年，公司提高了 12% 的價格。他強調，這比快餐價格和整體食品價格指數的漲幅要低。</p>
<p>他説：“現在你可以用 1 美元或 2 美元多一點...就能買到一碗新鮮地中海食物，價格與傳統快餐冷凍炸雞餐相同。”</p>
<p>Chipotle 在報告中超出預期，同店銷售同比增長 11.1%，超過了華爾街預期的 9.23%。Shake Shack（SHAK）的同店銷售增長了 4%，超過了 3.2% 的預期。</p>
<p>Sweetgreen（SG）報告稱，其同店銷售增長了 9%，為兩年來最佳表現，客流量和價格上漲推動了增長。</p>
<p>其首席執行官喬納森·內曼告訴雅虎財經：“我們將非常謹慎地使用 [定價權]。” 內曼聲稱，自疫情爆發以來，該連鎖店漲價幅度比競爭對手少。</p>
<p>他告訴雅虎財經：“當你看 Sweetgreen、一些快餐競爭對手和快餐連鎖餐廳之間的相對價格差異時，這一差距已經明顯縮小。現在，你不能在快餐連鎖餐廳花費不到 15 美元。”</p>
<p>以下是 Cava 的報告與華爾街預期的比較，根據彭博共識數據：</p>
<ul>
<li></li>
</ul>
<h2><strong>營收</strong>：2.335 億美元，預期為 2.195 億美元</h2>
<h2><strong>調整後的每股盈利</strong>：0.17 美元，預期為 0.13 美元</h2>
<p><strong>同店銷售增長</strong>：14.4%，預期為 7.45%</p>
<p>公司提高了其 2024 財年的餐廳開業、銷售增長和餐廳利潤率展望。</p>
<p>現在預計銷售增長為 8.5% 至 9.5%，高於第一季度的 4.5% 至 6.5%，之前為 3% 至 5%。新餐廳總數將從 50 至 54 家增加到 54 至 57 家。餐廳利潤率預計在 24.2% 至 24.7% 之間，高於之前的 23.7% 至 24.3%。</p>
<p>—</p>
<p><em>Brooke DiPalma 是雅虎財經的高級記者。關注她的 X @</em> <em>BrookeDiPalma</em> <em>或給她發郵件至 bdipalma@yahoofinance.com.</em></p>
<p><strong>點擊這裏查看所有最新的零售股票新聞和事件，以更好地指導您的投資策略</strong></p>

CAVA

<p>Cava（CAVA）報告顯示，第二季度業績強勁，淨銷售額同比增長 35.2%，達到 1.745 億美元，超出預期。調整後的每股收益為 0.17 美元，而預期為 0.13 美元。同店銷售增長 14.4%，受增加的客流量和推出烤牛排的推動。Cava 的股價飆升至歷史最高點，年初至今增長了 140%。該公司計劃到 2032 年擴張至 1,000 家門店，並已上調了 FY2024 的銷售增長預期。Cava 在快餐行業蓬勃發展，吸引了在經濟不確定性中尋求價值的消費者</p>

<p>Cava (CAVA) is serving up some savory numbers for its investors.</p>
<div class="lb-trans"><p>Cava（CAVA）為投資者提供了一些可口的數字。</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>週四收盤後，這家地中海快餐連鎖店發佈了第二季度業績報告，超出了市場對營收、盈利和同店銷售的預期。</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>淨銷售額同比增長 35.2%，達到 2.335 億美元，超過了預期的 2.19 億美元。調整後的每股盈利為 0.17 美元，預期為 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>同店銷售增長了 14.4%，遠超華爾街預期的 7.45%。銷售增長得益於客流量的增加（同比增長 9.5%）、菜單價格上漲、新店開業以及 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>首席執行官佈雷特·舒爾曼在財報電話會議上表示，烤牛排的表現遠超預期。該公司處於 “消費者匯聚的中心”，因為消費者從高檔餐廳降級，但從快餐店升級。</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>他説：“在消費者越來越感受到經濟不確定性的壓力，更加謹慎地選擇在哪裏以及如何花錢的時候，他們選擇在 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 分析師尼克·塞特揚表示，預計 “由於烤牛排的推出，兩年交易趨勢將加速。”</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>週三，Cava 股價創下 102.39 美元的歷史收盤新高，週四達到 104.84 美元的盤中高點。盤後交易中，股價一度飆升至 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>與 Chipotle（CMG）的漲幅為 19% 和標普 500 指數（^GSPC）的 17% 相比，Cava 股價今年迄今已上漲超過 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>馬里蘭州沃爾多夫的 Cava，提供數字訂餐取貨服務。（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 的擴張策略是穩紮穩打。到 2032 年，該公司計劃擁有 1,000 家 Cava 門店。</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>花旗分析師喬恩·塔爾在給客户的一份報告中表示，公司仍有增長空間。“隨着系統密集化，單位增長機會不斷提高，離散的同店銷售、價格和利潤率機會，以及隨着業務向成本較低的市場轉移，利潤率將獲得迎風而上。”</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 開設了 18 家新門店，總數達到 341 家。而第一季度只開設了 14 家新門店。</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>舒爾曼表示，在現有市場中，仍有機會提升品牌知名度。未來的增長驅動因素包括 10 月份重新推出的忠誠計劃和餐飲服務。</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>該公司計劃在 2025 年在主要大都市市場進行餐飲市場測試，並在 2026 年在更大範圍內全國推出。</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，它在各地擁有 10 個數字廚房中心和 10 個混合廚房中心，以及正在測試餐飲服務的常規 Cava 門店。</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 旨在幫助個人投資者擊敗市場。</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>在快餐餐飲似乎擺脱了食品行業整體放緩之際，Cava 繼續表現出色，消費者更加看重價值。</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>舒爾曼表示：“Cava 是第二季度僅有少數幾家同店銷售增長的上市餐飲品牌之一。”“我們相信我們的表現反映了我們獨特而引人注目的價值主張。”</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>他補充説，從 2019 年到 2023 年，公司提高了 12% 的價格。他強調，這比快餐價格和整體食品價格指數的漲幅要低。</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>他説：“現在你可以用 1 美元或 2 美元多一點...就能買到一碗新鮮地中海食物，價格與傳統快餐冷凍炸雞餐相同。”</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 在報告中超出預期，同店銷售同比增長 11.1%，超過了華爾街預期的 9.23%。Shake Shack（SHAK）的同店銷售增長了 4%，超過了 3.2% 的預期。</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）報告稱，其同店銷售增長了 9%，為兩年來最佳表現，客流量和價格上漲推動了增長。</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>其首席執行官喬納森·內曼告訴雅虎財經：“我們將非常謹慎地使用 [定價權]。” 內曼聲稱，自疫情爆發以來，該連鎖店漲價幅度比競爭對手少。</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>他告訴雅虎財經：“當你看 Sweetgreen、一些快餐競爭對手和快餐連鎖餐廳之間的相對價格差異時，這一差距已經明顯縮小。現在，你不能在快餐連鎖餐廳花費不到 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 的報告與華爾街預期的比較，根據彭博共識數據：</p>
<ul>
<li></li>
</ul>
</div><h2><strong>Revenue</strong>: $233.5 million versus $219.5 million</h2>
<div class="lb-trans"><h2><strong>營收</strong>：2.335 億美元，預期為 2.195 億美元</h2>
</div><h2><strong>Adjusted earnings per share</strong>: $0.17 versus $0.13</h2>
<div class="lb-trans"><h2><strong>調整後的每股盈利</strong>：0.17 美元，預期為 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>同店銷售增長</strong>：14.4%，預期為 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 財年的餐廳開業、銷售增長和餐廳利潤率展望。</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>現在預計銷售增長為 8.5% 至 9.5%，高於第一季度的 4.5% 至 6.5%，之前為 3% 至 5%。新餐廳總數將從 50 至 54 家增加到 54 至 57 家。餐廳利潤率預計在 24.2% 至 24.7% 之間，高於之前的 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 是雅虎財經的高級記者。關注她的 X @</em> <em>BrookeDiPalma</em> <em>或給她發郵件至 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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