“Supplemental disclosures of cash flow information related to leases were as follows: Twelve Weeks Ended Twenty-Eight Weeks Ended (in thousands) July 12, 2026 July 13, 2025 July 12, 2026 July 13, 2025 Cash paid for operating lease liabilities $ 20,237 $ 16,828…”10-Q · Aug 12, 2026 ↗
CAVA Group, Inc.
CAVA
Market read
CAVA Group, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 2 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
- Monitor food, beverage, and packaging costs as a percent of revenue (reported decrease attributed to lower raw material input costs).
Invalidation: The isolated read changes if CAVA's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 2 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- Monitor food, beverage, and packaging costs as a percent of revenue (reported decrease attributed to lower raw material input costs).
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +22.4% year over year.
- Operating cash flow covered net income at 2.90x in the latest annual period.
- Net margin changed -8.1 percentage points in the latest annual period.
- P/E is 203% above the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 324% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
54.00Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“As a percentage of revenue, food, beverage, and packaging decreased primarily due to lower raw material input costs, partially offset by higher freight costs.”10-Q · Aug 12, 2026 ↗
“As a percentage of CAVA Revenue, CAVA food, beverage, and packaging increased primarily due to input costs associated with the launch of grilled steak in the second quarter of fiscal 2024, the impact of tariffs, and our limited-time only chicken shawarma offe…”10-K · Feb 25, 2026 ↗
“52 Table of Contents Investing Activities The increase in net cash used in investing activities was primarily due to launching an investment portfolio of fixed income debt securities to optimize returns on our cash balance, higher capital expenditures related…”10-K · Feb 25, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 5.4× · EV/sales 5.2×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for CAVA. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for CAVA. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind CAVA
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
CAVA is currently a Early Follower in the organic co-movement group Restaurant Chains. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.