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Zacks Industry Outlook CAVA Group, Brinker International and El Pollo Loco
ZACKS· 2024-11-26 17:46
For Immediate Release Chicago, IL – November 26, 2024 – Today, Zacks Equity Research CAVA Group, Inc. (CAVA) , Brinker International, Inc. (EAT) and El Pollo Loco Holdings, Inc. (LOCO) . Industry: Restaurants Link: https://www.zacks.com/commentary/2374812/3-sizzling-hot-restaurant-stocks-benefiting-from-industryupswing The Zacks Retail – Restaurantsindustry is benefiting from increased sales. Rapid menu price hikes, average check growth and expansion efforts bode well. Industry participants also benefit fro ...
3 Sizzling Hot Restaurant Stocks Benefiting From Industry Upswing
ZACKS· 2024-11-26 01:46
The Zacks Retail – Restaurants industry is benefiting from increased sales. Rapid menu price hikes, average check growth and expansion efforts bode well. Industry participants also benefit from partnerships with delivery channels and digital platforms. Stocks like CAVA Group, Inc. (CAVA) , Brinker International, Inc. (EAT) and El Pollo Loco Holdings, Inc. (LOCO) are well-poised to benefit from the aforementioned factors.Industry Description The Zacks Retail – Restaurants industry comprises several owners an ...
Best Stock to Buy Right Now: Cava vs. Realty Income
The Motley Fool· 2024-11-24 17:15
Investors are told to diversify, which requires breaking stocks into groups. It's a good way to invest, but sometimes you need to think about things just a little differently.This is why investors examining restaurant company Cava (CAVA 0.14%) might want to also consider Realty Income (O 0.10%), a real estate investment trust (REIT). Here's a look at why these two seemingly different stocks could fulfill the same purpose.What does Cava do versus what Realty Income does?Cava operates Mediterranean-themed fas ...
CAVA Stock Post-Q3 Triumph: A Growth Story Worth Investing In?
ZACKS· 2024-11-20 22:30
公司Q3财报业绩 - 每股收益与营收超出预期 2024年第三季度每股收益为15美分高于Zacks共识预期的11美分 上年同期调整后收益为6美分 营收2.438亿美元超出共识预期的2.35亿美元且同比增长38.9%[2] - 客流量与同店销售额增长 2024年第三季度同店销售额增长18.1% 其中客流量增长12.9% 菜单价格与产品组合增长5.2%[3] - 门店扩张稳定 本季度净新增11家餐厅总数达352家 同比增长21.4%[4] - 上调2024年业绩指引 净新增门店预期从54 - 57家上调至56 - 58家 同店销售额增长预期从8.5 - 9.5%上调至12 - 13% 餐厅利润率预期从24.2 - 24.7%调整为24.5 - 25.0%[5] 公司其他助力因素 - 受益于菜单创新 新菜品如Garlic Ranch皮塔薯片和全国推出的牛排受欢迎 推动销售和品牌参与度[6] - Garlic Ranch皮塔薯片在社交媒体上引起轰动 各平台曝光超1200万次 产生3.47亿额外媒体曝光 牛排推出四个多月来持续展现高参与度 品牌知名度自IPO以来提高8个百分点[7] - 利用AI驱动厨房技术改善食材管理订单准确性和运营效率 新推出的忠诚度奖励计划使忠诚度销售占营收比例增长200个基点[8] - 计划拓展新市场如南佛罗里达和中西部地区 2025年门店增长至少17%[9] 公司股票表现与估值 - 过去六个月股价飙升80.6% 远超行业同行和大盘 行业涨幅8%标普500指数上涨10.5%[10] - 过去六个月表现优于Chipotle Mexican Grill Inc (CMG)下跌7.4% Domino's Pizza Inc (DPZ)下跌14.4%和Restaurant Brands International Inc (QSR)上涨0.7%[11] - 当前公司基于12个月远期市销率估值高于行业 公司12个月远期市销率为13.81 远高于行业的3.98和标普500的5.17[14] 公司股票盈利预期修正 - Zacks共识每股收益预期向上修正 过去7天分析师将本财年和下一财年预期分别提高11.1%至50美分和13%至61美分 同比增长率分别为138.1%和22.9%[17] 公司整体结论 - 2024年第三季度表现出色 在不断增长的地中海餐饮领域地位稳固 菜单创新拓展新市场和利用技术提升运营效率等能力凸显增长潜力 作为Zacks排名第2(买入)的公司 有望持续发展 对寻求投资餐饮行业动态扩张板块的投资者是有吸引力的机会[20]
Valuing Cava Stock
The Motley Fool· 2024-11-20 00:33
Cava stock is up roughly 300% since the start of the year. Does its valuation make any sense?In this podcast, Motley Fool analyst Tim Beyers and host Mary Long discuss:The difficulties in valuing Cava.Why the fast-casual restaurant doesn't want to lean too far into digital channels.How Toast is able to keep growing despite macro headwinds.Then, Motley Fool contributor Rick Munarriz joins Mary to check in on movie theater stocks, and to discuss what a $2.2 billion industrywide renovation plan might mean for ...
Chipotle Has A Viable Challenger: CAVA Is Up And Coming
Seeking Alpha· 2024-11-19 22:51
关于J.G. Collins的从业经历 - 在建立The Stuyvesant Square Consultancy之前J.G. Collins有30年金融领域工作经验重点在商业税收方面[1] - 工作经历涵盖财富100强公司前八大国际会计事务所之一大型中型市场公共会计事务所的客户服务[1] - 为国内外客户提供法律实体的节税结构有效税率规划并购公司重组财务运营金融工具国际税收等多方面税务建议[1] - 成功处理无数联邦和州税务审计[1] - 涉及众多行业包括私募股权电影音乐娱乐时尚房地产出版技术开发零售油气等[1] - 在一家美国领先会计公司构思并打造娱乐行业专项业务在另一家大型区域公司负责商业税务营销计划[1] - 营销材料和发表文章因能清晰简洁表达复杂税务商业政策和政治内容而广受好评[1] - 作为敏锐的数据驱动型商业政治和经济观察者为政治候选人和公职人员提供竞选政治和政策方面建议超20年且两次成为政党四年一度总统提名大会代表[1] - 利用学生时代辩论和演讲专长以及营销专长指导公私部门高管和候选人公共演讲演讲稿撰写信息开发和成功商业展示[1] - 为政治竞选制作的竞选材料被大学课程用作有说服力竞选广告范例[1] - 拥有纽约大学斯特恩商学院经济学和会计学学位选修多门政治科学课程[1]
Cava Shares Jump as Sales Remain Strong. Can the Momentum in the Stock Continue?
The Motley Fool· 2024-11-17 18:50
Shares of Cava Group (CAVA 2.20%) got a small lift after the operator of fast-casual Mediterranean-themed restaurants once again reported outstanding same-store sales growth. As of this writing, the stock is up more than 220% year to date.Let's dive into the company's fiscal 2024 third-quarter results to see if the stock's momentum can continue.Same-store sales shineFor its fiscal Q3, which ended Oct. 6, Cava's revenue climbed 39% year over year to $241.5 million. The growth was aided by the company having ...
Cava Shares Are Up 243% in 2024. Is the Stock Still a Buy?
The Motley Fool· 2024-11-17 16:46
Cava Group (CAVA 2.20%) is one of the hottest restaurant growth stocks to come along in a while. The company has delivered impressive growth, which has sent the shares up 243% year to date at the time of this writing.Finding up-and-coming restaurant brands before they become household names can lead to phenomenal returns over many years. Cava's profitable expansion strategy could achieve that, but after tripling in value this year, are the shares still attractive today?Cava is filling a big void in the rest ...
Can Cava (CAVA) Run Higher on Rising Earnings Estimates?
ZACKS· 2024-11-15 02:20
核心观点 - Cava集团(CAVA)盈利预期显著修正可能使其成为投资组合的有力补充股票近期上涨趋势可能持续因其盈利前景仍在改善[1] - 分析师对该地中海连锁餐厅盈利前景的乐观态度导致预期修正上升趋势应反映在股价上盈利预期修正趋势与近期股价走势有强相关性[2] - Cava下季度和全年的共识盈利预期大幅提高当前季度每股盈利预期较去年同期增长100%过去30天两个预期上升一个下降导致Zacks共识预期增长21.74%[3][4] - 全年每股盈利预期较去年同期增长119.05%过去一个月四个预期上升无负面修正共识预期增长5.96%[5] - 由于预期修正良好Cava目前Zacks排名为2(买入)排名1和2的股票显著跑赢标普500过去四周股票上涨9.8%仍有上升空间可考虑立即加入投资组合[6][7] 当前季度预期修正 - 本季度公司每股预期盈利0.04美元较去年同期增长100%[4] - 过去30天两个预期上升一个下降Zacks共识预期增长21.74%[4] 本年度预期修正 - 全年每股盈利预期0.46美元较去年同期增长119.05%[5] - 过去一个月四个预期上升无负面修正共识预期增长5.96%[5] Zacks排名 - 由于预期修正良好Cava目前Zacks排名为2(买入)[6] - Zacks排名1和2的股票显著跑赢标普500[6] 总结 - 公司盈利预期修正良好当前季度和本年度预期均有增长[4][5] - 公司Zacks排名为2(买入)排名情况显示有投资价值[6] - 过去四周股票已上涨9.8%但仍有上升空间可考虑加入投资组合[7]
Cava Group (CAVA) Is Up 11.91% in One Week: What You Should Know
ZACKS· 2024-11-15 02:00
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...