<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 的股票在週三的盤前交易中上漲了 9%，因為這家地中海快餐連鎖店發佈了強於預期的 2026 年第一季度業績，並上調了全年展望，增強了投資者對公司增長軌跡的信心。</p>
<p>該公司報告的季度收入約為 4.34 億至 4.38 億美元，比去年同期增長 32.2%，遠超分析師預期。</p>
<p>可比餐廳銷售額增長了 9.7%，得益於顧客流量增長 6.8% 以及菜單定價和產品組合的額外貢獻 2.9%。</p>
<p>這些業績延續了該股的強勁反彈，今年迄今已上漲 29%，此前市場對該連鎖店的快速擴張可能開始放緩表示擔憂。</p>
<h2>公司上調全年展望</h2>
<p>在強於預期的季度業績之後，Cava 上調了 2026 年的全年指引。</p>
<p>該公司現在預計在今年開設 75 到 77 家新餐廳，並預測可比餐廳銷售增長 4.5% 至 6.5%，高於之前 3% 至 5% 的展望。</p>
<p>調整後的 EBITDA 預計在 1.81 億至 1.91 億美元之間。</p>
<p>首席執行官 Brett Schulman 表示，儘管經濟不確定性加大，公司在質量、價格合理性和便利性方面的結合仍然與顧客產生共鳴。</p>
<p>“雖然他們在消費上可能更加挑剔，但我們的數字反映出他們選擇在 Cava 消費，” Schulman 説，並補充道顧客並不一定在尋找最低價的就餐選擇。</p>
<p>Schulman 還強調，儘管面臨困難的同比比較，公司仍保持持續的增長勢頭。</p>
<p>“第一季度可比餐廳銷售增長 9.7%，包括 6.8% 的流量增長，” 他説。</p>
<p>“這些結果，包括強勁的去年同期比較，説明了我們業務的結構性強勁以及我們作為地中海領域主導領導者的地位。”</p>
<h2>分析師對增長展望更加樂觀</h2>
<p>財報發佈引發了一波分析師的升級和更高的目標價，券商們指出流量趨勢強勁以及對公司擴張戰略的信心提升。</p>
<p>巴克萊將 Cava 的目標價從 70 美元上調至 74 美元，同時維持 “持平” 評級。</p>
<p>根據 TheFly，該公司將其第一季度在可比銷售、利潤率和收益方面的表現描述為 “令人印象深刻”，考慮到更廣泛的經濟背景。</p>
<p>貝爾德也將目標價從 88 美元上調至 98 美元，並重申 “跑贏大盤” 評級，指出季度更新後銷售勢頭更強勁和收益預期上調。</p>
<p>派珀·桑德勒將目標價從 85 美元上調至 92 美元，並維持 “超配” 評級，指出 9.7% 的同店銷售增長顯著超過市場共識的 6.1%。</p>
<p>該券商還指出，第二季度的銷售趨勢大致與第一季度持平，遠超市場預期。</p>
<p>與此同時，Stifel 將目標價從 90 美元上調至 105 美元，並重申 “買入” 評級，而傑富瑞將目標價從 85 美元上調至 95 美元。</p>
<p>Cava 在本季度開設了 20 家新餐廳，包括進入哥倫布、辛辛那提和聖路易斯等中西部市場，投資者繼續關注公司能否在保持強勁流量增長的同時維持快速擴張。</p>
<p>Cava 股票在財報超預期後上漲 9%，分析師上調目標價的文章首次出現在 Invezz 上。</p>

CAVA

納斯達克食品飲料 ETF - First Trust

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EATZ

<p>CAVA 集團的股票在盤前交易中上漲了 9%，因為該公司報告了強於預期的 2026 年第一季度業績，收入為 4.34 億至 4.38 億美元，同比增長 32.2%。該公司上調了全年展望，預計將開設 75 至 77 家新餐廳，並預測同店銷售增長為 4.5% 至 6.5%。分析師們對此反應積極，紛紛上調目標價，巴克萊將目標價提高至 74 美元，貝爾德則提高至 98 美元，理由是銷售勢頭強勁和客流趨勢良好</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 的股票在週三的盤前交易中上漲了 9%，因為這家地中海快餐連鎖店發佈了強於預期的 2026 年第一季度業績，並上調了全年展望，增強了投資者對公司增長軌跡的信心。</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>該公司報告的季度收入約為 4.34 億至 4.38 億美元，比去年同期增長 32.2%，遠超分析師預期。</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>可比餐廳銷售額增長了 9.7%，得益於顧客流量增長 6.8% 以及菜單定價和產品組合的額外貢獻 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>這些業績延續了該股的強勁反彈，今年迄今已上漲 29%，此前市場對該連鎖店的快速擴張可能開始放緩表示擔憂。</p>
</div><h2>Company raises full-year outlook</h2>
<div class="lb-trans"><h2>公司上調全年展望</h2>
</div><p>Following the stronger-than-expected quarter, Cava raised its full-year 2026 guidance.</p>
<div class="lb-trans"><p>在強於預期的季度業績之後，Cava 上調了 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>該公司現在預計在今年開設 75 到 77 家新餐廳，並預測可比餐廳銷售增長 4.5% 至 6.5%，高於之前 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>調整後的 EBITDA 預計在 1.81 億至 1.91 億美元之間。</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>首席執行官 Brett Schulman 表示，儘管經濟不確定性加大，公司在質量、價格合理性和便利性方面的結合仍然與顧客產生共鳴。</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>“雖然他們在消費上可能更加挑剔，但我們的數字反映出他們選擇在 Cava 消費，” Schulman 説，並補充道顧客並不一定在尋找最低價的就餐選擇。</p>
</div><p>Schulman also highlighted the company’s continued momentum despite difficult year-over-year comparisons.</p>
<div class="lb-trans"><p>Schulman 還強調，儘管面臨困難的同比比較，公司仍保持持續的增長勢頭。</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>“第一季度可比餐廳銷售增長 9.7%，包括 6.8% 的流量增長，” 他説。</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>“這些結果，包括強勁的去年同期比較，説明了我們業務的結構性強勁以及我們作為地中海領域主導領導者的地位。”</p>
</div><h2>Analysts turn more bullish on growth outlook</h2>
<div class="lb-trans"><h2>分析師對增長展望更加樂觀</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>財報發佈引發了一波分析師的升級和更高的目標價，券商們指出流量趨勢強勁以及對公司擴張戰略的信心提升。</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>巴克萊將 Cava 的目標價從 70 美元上調至 74 美元，同時維持 “持平” 評級。</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>根據 TheFly，該公司將其第一季度在可比銷售、利潤率和收益方面的表現描述為 “令人印象深刻”，考慮到更廣泛的經濟背景。</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>貝爾德也將目標價從 88 美元上調至 98 美元，並重申 “跑贏大盤” 評級，指出季度更新後銷售勢頭更強勁和收益預期上調。</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·桑德勒將目標價從 85 美元上調至 92 美元，並維持 “超配” 評級，指出 9.7% 的同店銷售增長顯著超過市場共識的 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>該券商還指出，第二季度的銷售趨勢大致與第一季度持平，遠超市場預期。</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>與此同時，Stifel 將目標價從 90 美元上調至 105 美元，並重申 “買入” 評級，而傑富瑞將目標價從 85 美元上調至 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 在本季度開設了 20 家新餐廳，包括進入哥倫布、辛辛那提和聖路易斯等中西部市場，投資者繼續關注公司能否在保持強勁流量增長的同時維持快速擴張。</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 股票在財報超預期後上漲 9%，分析師上調目標價的文章首次出現在 Invezz 上。</p>
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Cava 股票在盈利超預期後上漲 9%，分析師紛紛上調目標價