-
Posted by
Two Blokes Jul 27 -
Filed in
Stock
-
0 views
CAVA Group is a best-in-class fast-casual restaurant operator. With strong margins, robust SSS growth, and a refined value proposition, we expect continued brand entrenchment. The long-term opportunity is straightforward, as CAVA could grow into 2k+ locations over the next decade. While shares are currently expensive, we think the growth opportunity more than makes up for it. At current prices, CAVA could produce 14%+ annual returns through 2035.
