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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for CAVA Group, Inc. (CAVA) is 10/10, up 2 points from the prior quarter.
CAVA delivered an exceptional first quarter of fiscal 2026, with revenue up 32.2% to $434.4 million and same-restaurant sales of 9.7% driven by 6.8% traffic growth. Adjusted EBITDA rose 37.6% to $61.7 million as restaurant-level profit grew 32.3% to $108.9 million while holding a 25.1% margin, and management raised full-year guidance across same-restaurant sales (to 4.5% to 6.5%), unit openings (75 to 77), and adjusted EBITDA (to $181 million to $191 million). GAAP diluted EPS slipped to $0.20 from $0.22, but the decline was entirely a below-the-line tax effect — the prior year carried a larger permanent equity-compensation tax benefit — while pretax earnings grew nearly 50%. New restaurant productivity remained above 100% with $3 million average unit volumes, and traffic held across all income cohorts, with lower-income guests performing strongest as CAVA absorbed energy and salmon cost headwinds rather than passing price to consumers.
Scored from CAVA Group, Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $227M | +28.3% | $0.66 | +3566.7% | 1.7% | 34.6% | $2M |
| FY2025 Q1 | $332M | +28.1% | $0.22 | +83.3% | 6.6% | 7.7% | $3M |
| FY2025 Q2 | $281M | +20.2% | $0.16 | -5.9% | 7.0% | 6.5% | $19M |
| FY2025 Q3 | $292M | +19.9% | $0.12 | -20.0% | 8.0% | 5.0% | $1M |
| FY2025 Q4 | $275M | +20.9% | $0.04 | -93.7% | 3.1% | 1.8% | $3M |
| FY2026 Q1 | $438M | +32.1% | $0.20 | -9.1% | 7.9% | 5.4% | $15M |
| FY2026 Q2 | $368M | +31.3% | $0.19 | +18.8% | 7.3% | 6.2% | $29M |
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