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Analyst
Brian Mullan
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q3 (7 quarters).
- Questions
- 8on tracked calls
- Challenge rate
- 0%none of 8 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 7with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right. See how we grade analysts on earnings-call questions.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 8 of 8 questions from 2 companies
CAVACAVA Group, Inc.7 questions · 7 reporting periods · 0 of 7 challenging
Calendar 2026 Q3
I just wanted to ask about the AGM position. Can you update us? Is that fully in place everywhere at this point?
Show response
Mullan asked whether the AGM role is fully deployed; Schulman said it covers 70% of the fleet with improved team-member and guest satisfaction.
Calendar 2026 Q2
With Doug Thompson having a bit more time in the role, can you just talk about what he is been the most focused on
Show response
Brett cited Doug Thompson's three priorities: people development (AGM pipeline), new-restaurant-opening excellence, and hospitality.
Calendar 2026 Q1
Can you update us on what you're learning or testing for in the Houston market?
Show response
Direct: a second catering market test is planned later this year, with potential expansion in 2027, taking a methodical stage-gate approach before national launch.
Calendar 2025 Q4
Just wondering if you could elaborate a bit on what you're seeing in test.
Show response
Answered fully: broad-based appeal, incremental occasions, easy TurboChef prep, targeting a late-spring 2026 launch.
Calendar 2025 Q3
Maybe just talk a little bit about how that came together. What makes you think that technology could be an attractive option for CAVA?
Show response
CEO explained the Hyphen automation pilot targets the second digital make line to improve order accuracy and free labor for in-restaurant hospitality, not to replace the human experience.
Calendar 2025 Q2
Wanted to ask about the chicken shawarma test so far in Texas and California
Show response
Brett gave the shawarma rationale (Levant staple, light operational lift), noted positive reception in Dallas and Florida, and a potential fleet-wide rollout. Direct.
Calendar 2025 Q1
Can you talk about what the priorities are for catering this year, what you'll be evaluating?
Show response
CFO detailed a patient, stage-gated catering test in a whole metro market ahead of an eventual national launch, not before 2026.
CMGChipotle Mexican Grill1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
those in-store transactions, where I think you said 80% of them don't have loyalty, do those over-index
Show response
Scott said non-loyalty in-store guests are broad-based rather than lower-income skewed, and an August frictionless pay-and-earn pilot aims to convert them.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| CAVA CAVA Group, Inc. | 7 | 0%none of 7 questions |
| CMG Chipotle Mexican Grill | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 2 |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand3
- Innovation & R&D3
- Labor Market2
- Product Launch2
- Subscriber Growth1
- Geographic Expansion1
- Capex Investment1