🥗 Not a great day for salad chains: $SG down 8% (down 26% MTD) and $CAVA down 5% (down 16%+ in July) as the FDA keeps digging into a cyclospora outbreak tied to the sector. #restaurantstocks

Started my position last November around the low ($53). Looking to hold till the end of 2026 or if price hits $120 a share before that. Anyone thoughts on $CAVA ?

I’m building my portfolio with one clear goal: growing it to €100,000 within the next 4 years through disciplined investing, strong growth stocks and long-term compounding. This journey is not about quick wins, but about consistency, conviction, and letting time do the work.

Current portfolio targets:

2026 → €35,000

2027 → €53,000

2028 → €75,000

2029 → €100,000

2030 → €130,000

2026 portfolio structure and investment plan:

GROWING (core growth positions):

$CAVA , $OSCR (+5,01%) , $ELF (+0,55%), $NBIS (-4,24%) → €600–€1,000 per position

$CRM (+0,84%) , $UNH (+0,5%) , $IREN (-6,18%) → €500–€750 per position

$JD (+1,04%) , $ZETA (-0,27%) , $HIMS (-0,47%) , $ADBE (-2,91%) → €400–€600 per position

$OMDA (-0,3%) , $CMG (-0,42%) , $FUBO , $NKE (+0,63%) → €250–€400 per position

HOLDING GROWTH (0.5–3 year horizon):

$SOFI (+0,27%), $NOVO B (+4,7%) , $SMCI (-1,65%)

HOLDING DIVIDEND (stability & cash flow):

$PAH3 (+2,77%) , $O (-0,29%) , $VICI (-0,46%) → €500–€1,000 per position

ETF core:

$VWCE (-0,02%) → €12,000 position (The backbone of the portfolio.)

Next stop: €35K in 2026.

Ultimate goal: €100K+ by 2029.

All tips or suggestions are welcome!

EDIT: I transferred some positions from broker to broker lately, so some of them have a reset in P&L!

$CAVA

🔹 Revenue: $292.2M (Est. $291.5M) 🟢; UP +20% YoY

🔹 Adj. EPS: $0.12 (Est. $0.13) 🟡

🔹 Same-Restaurant Sales: +1.9% (Est. +2.67%) 🔴

FY25 Guide (Cut):

🔹 Same-Restaurant Sales: +3% to +4% (Prior: +4% to +6%) 🔴

🔹 Restaurant-Level Margin: 24.4%–24.8%

🔹 Adj. EBITDA: $148M–$152M (Prior: $152M–$159M) 🔴

🔹 Net New Openings: 68–70

Other Q3 Metrics:

🔹 Restaurant-Level Profit Margin: 24.6%; DOWN -100 bps YoY

🔹 Adj. EBITDA: $40.0M; UP +19.6% YoY

🔹 Net New Openings: +17; Total 415 restaurants (+18% YoY)

🔹 Digital Revenue Mix: 37.6%

CEO Commentary – Brett Schulman

🔸 “We delivered another quarter of market share growth, proving the portability and strength of our brand.”

🔸 “Our 2025 restaurant cohort is trending above $3M in average unit volumes, showing strong new-store productivity.”

$CAVA

🔹 Revenue: $331.8M (Est. $280.93M) 🟢; UP +28.2% YoY

🔹 Adj EPS: $0.22 (Est. $0.02) 🟢

FY25 Guidance:

🔹 Adjusted EBITDA: $152M–$159M (Raised from $150M–$157M) 🟢

🔹 Net New Restaurant Openings: 64–68 (Prev. 62–66)

🔹 Same Restaurant Sales Growth: 6.0%–8.0% (Reaffirmed)

🔹 Restaurant-Level Profit Margin: 24.8%–25.2% (Reaffirmed)

🔹 Pre-opening Costs: $14.5M–$15.5M (Prev. $14.0M–$15.0M)

Other Q1 Metrics:

🔹 Adj EBITDA: $44.9M (vs. $33.3M YoY); Margin: 13.5%

🔹 Free Cash Flow: $2.7M

🔹 Net Cash from Operating Activities: $38.6M

Operational Metrics:

🔹 CAVA Same Restaurant Sales Growth: +10.8%

  • Traffic Growth: +7.5%

  • Menu Price & Mix: +3.3%

🔹 Restaurant-Level Profit: $82.3M; UP +27.4% YoY

🔹 Restaurant-Level Profit Margin: 25.1% (vs. 25.2% YoY)

🔹 Digital Revenue Mix: 38.0%

🔹 Average Unit Volume (AUV): $2.9M (vs. $2.6M YoY)

Store Growth:

🔹 Net New Restaurant Openings: 15

🔹 Total Restaurants: 382 (UP +18.3% YoY)

🔸 Entered new market: Indiana — now in 26 states + DC

CEO Brett Schulman’s Commentary:

🔸 “In spite of economic uncertainty and challenging weather, CAVA’s first quarter results demonstrate the continued strength of our category-defining brand.”

🔸 “We’ve surpassed $1 billion in trailing-twelve-month revenue — a milestone that affirms Mediterranean as the next large-scale cultural cuisine category.”

$CAVA Group Q3 '24 Earnings Highlights:

🔹 EPS: $0.15 (Est. $0.11) 🟢; UP from $0.06 YoY

🔹 Revenue: $243.8M (Est. $233.6M) 🟢; UP +39% YoY

🔹 Adj EBITDA: $34M (Est. $29M) 🟢; UP +69% YoY

Raised FY24 Outlook:

🔹 Adj EBITDA: $121M-$126M (Est. $117M) 🟢

🔹 Net New Restaurant Openings: 56-58 (Prev. 54-57)

🔹 Same Restaurant Sales Growth: 12.0%-13.0% (Prev. 8.5%-9.5%) 🟢

🔹 Restaurant-Level Profit Margin: 24.5%-25.0% (Prev. 24.2%-24.7%)

OTHER Q3 METRICS:

Restaurant Metrics

🔹 Same Restaurant Sales Growth: +18.1% YoY (Est. +12.4%) 🟢

🔹 Total Restaurants: 352; UP +21.4% YoY

🔹 Net New Restaurant Openings: 11 in Q3

🔹 Average Unit Volume (AUV): $2.8M

🔹 Guest Traffic Growth: +12.9% YoY

🔹 Digital Revenue Mix: 35.8%

Financial Details

🔹 Restaurant-Level Profit: $61.8M; UP +41.9% YoY

🔹 Restaurant-Level Profit Margin: 25.6% (Prev. 25.1% YoY)

🔹 Operating Cash Flow: $43.9M

🔹 Free Cash Flow: $23.4M

🔹 Cash & Cash Equivalents: $367.2M

Business Highlights

🔸 National launch of reimagined loyalty program completed

🔸 Rolled out new labor model ahead of schedule

🔸 Strong performance and growth from new restaurant openings

🔸 Consistent growth across all regions and channels

CEO Brett Schulman's Commentary

🔸 "Our Q3 results reflect the strength of our Mediterranean brand, as we establish Cava as the next major cultural cuisine category with a unique value proposition."