Cava Group Inc owns and operates a chain of restaurants. It operates a Mediterranean-inspired fast-casual restaurant brand offering menu items. The company's dips, spreads, and dressings are centrally produced and sold in grocery stores. The company's operations are conducted as two reportable segments: i) CAVA: It includes the operations of all company-owned CAVA restaurants, and ii) CAVA Foods: It includes the production of dips, spreads, and certain dressing bases used in CAVA restaurants as well as sales from the Company's consumer packaged goods business. The company generates the majority of its revenue from the CAVA segment.
The chart shows the growth of an initial investment of $10,000 in CAVA Group, Inc., comparing it to the performance of the S&P 500 index. All prices have been adjusted for splits and dividends.
Returns By Period
CAVA Group, Inc. (CAVA) has returned 35.10% so far this year and 12.31% over the past 12 months. Looking at the last ten years, CAVA has achieved an annualized return of 6.61%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
CAVA
1M0.11%
6M24.40%
YTD35.10%
1Y12.31%
5Y13.65%
10Y6.61%
Benchmark (SPY)
1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of CAVA Group, Inc. (CAVA) with color gradation from worst to best to easily spot seasonal factors.
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2026
2.85%
37.38%
-0.12%
-3.20%
2025
19.11%
-27.32%
-9.14%
7.18%
-14.43%
4.63%
5.34%
-22.18%
-9.43%
-10.45%
-7.93%
20.12%
2024
10.30%
22.97%
18.19%
0.78%
30.13%
3.63%
-10.17%
33.99%
9.66%
7.61%
5.23%
-20.04%
2023
-2.50%
39.29%
-21.24%
-31.86%
3.91%
7.49%
27.99%
Performance Indicators
The charts below present risk-adjusted performance metrics for CAVA Group, Inc. (CAVA) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of CAVA compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current CAVA Group, Inc. volatility is 3.09%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses. Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
2025
2024
2023
Liabilities And Equity (USD)
1.36B
1.17B
983.76M
Temporary Equity Attributable To Parent (USD)
-
-
-
Temporary Equity (USD)
-
-
-
Equity Attributable To Parent (USD)
779.66M
695.57M
570.80M
Equity Attributable To Noncontrolling Interest (USD)
Aperture Investors acquired 117,118 shares of Impinj valued at $20.38 million in Q4 2025. However, Impinj shares have plummeted nearly 50% in 2026 following a disappointing Q1 forecast that spooked investors with a 25% single-day decline. The company projects lower-than-expected revenue and significant net losses, though the fund views the position as complementary to its broader operational efficiency thesis.
The Motley Fool•Jonathan Ponciano
AI Insight
Mentioned as a top holding of Aperture Investors (4.2% of AUM, $30.05M), representing the fund's exposure to consumer demand. No specific performance or news provided in the article.
Aperture Investors initiated a $25.59 million position in Ormat Technologies by purchasing 231,633 shares, signaling confidence in the renewable energy company. Ormat's stock has surged 54% over the past year, significantly outperforming the S&P 500's 20% gain. The company reported $989.5 million in revenue for 2025 with 12.5% growth, driven by strong performance in energy storage and product segments, positioning it as a key player in the global energy transition.
The Motley Fool•Jonathan Ponciano
AI Insight
Mentioned as a top fund holding representing consumer growth exposure within Aperture's diversified portfolio, but no specific company performance data or sentiment drivers are discussed in the article.
Cava Group stock has surged 43% in three months, driven by aggressive expansion plans targeting 1,000 stores by 2032 and improving profitability. However, the article warns investors to proceed with caution due to the stock's extreme valuation—trading at a price-to-sales ratio double that of Chipotle and commanding $21 million in market cap per restaurant compared to Chipotle's $11 million.
The Motley Fool•Neil Patel
AI Insight
While the company shows strong revenue growth (22.5% YoY) and improving profitability with operating income expected to grow 34% annually through 2028, the article explicitly recommends caution. The stock's valuation is described as 'extreme' with a price-to-sales ratio double that of competitors and an unsustainably high market cap per store, suggesting the stock is overpriced relative to fundamentals.
Cava Group aims to replicate Chipotle's success with its Mediterranean fast-casual concept, but despite strong revenue growth of 21.2% in Q4, the stock faces challenges. Same-store sales growth is weak at just 0.5%, suggesting existing locations are plateauing. With a forward P/E of 156, the stock is already priced for perfection, and investors may want to wait for a better entry point despite the company's solid fundamentals and expansion potential.
The Motley Fool•Will Ebiefung
AI Insight
While Cava demonstrates solid fundamentals with 21.2% revenue growth and profitability, weak same-store sales growth (0.5%) indicates plateauing demand at existing locations. The stock's high forward P/E of 156 suggests it is already priced for perfection, making it unattractive for multi-bagger returns despite having room for expansion.
Shake Shack and CAVA Group both reported strong earnings with revenue growth exceeding 15% and 22% respectively, demonstrating consumer spending resilience in fast casual dining. However, both stocks face different technical setups: CAVA shows bullish momentum with a potential golden cross forming and analyst price target increases, while Shake Shack lacks momentum despite fundamental strength and awaits chart confirmation above its 200-day moving average.
Investing.com•Chris Markoch
AI Insight
Impressive earnings with 22.5% revenue growth, strong free cash flow generation ($26.1M), and expanding margins (24.4% full-year). Stock holding above 50-day and 200-day SMAs with potential golden cross forming. Analyst consensus upgraded to 'Moderate Buy' with KeyCorp raising price target to $95 from $65, indicating bullish technical and fundamental setup.
PayPal faces acquisition rumors as the company trades at historically low valuations (down 84% from all-time highs). While not a distressed asset, the profitable but low-growth business could attract private equity or strategic buyers like Stripe or Adyen. Analysts debate whether a sale makes sense given the new CEO's turnaround plans, with one predicting nothing will happen in 2026.
The Motley Fool•Motley Fool Staff
AI Insight
Crossed $1 billion annual revenue milestone with 21% quarterly revenue growth. Despite flat same-store sales and traffic decline, aggressive expansion plans (74-76 new stores in 2026) and zero debt position the company well for long-term growth toward 1,000 locations by 2032.
Sweetgreen reported a disastrous Q4 2025 with comparable sales declining 11.5% and revenue falling 3.5% to $155.2 million. The stock has plummeted nearly 90% from its peak. Management is betting on a new wrap menu item as a potential turnaround catalyst, with limited market testing underway in New York, the Midwest, and Los Angeles. Despite poor near-term guidance for 2026, the stock's low valuation and historically strong unit volumes suggest a recovery isn't impossible if the broader economy improves.
The Motley Fool•Jeremy Bowman
AI Insight
Referenced alongside Chipotle as another fast-casual chain facing similar industry headwinds with evaporating sales growth. Limited specific information provided about its performance relative to peers.
Cava Group shares jumped over 25% following Q4 earnings and upbeat 2026 guidance forecasting 3-5% comparable-restaurant sales growth. The company reported $272.8M in Q4 revenue (up 21% YoY), opened 24 new restaurants bringing its total to 439 locations, and plans 74-76 openings in 2026 as it pursues its goal of 1,000 restaurants by 2032. However, the analyst argues the stock has gotten ahead of itself, with a valuation of $22.3M per restaurant location being excessive.
The Motley Fool•Geoffrey Seiler
AI Insight
While the company demonstrated strong operational metrics (21% revenue growth, positive guidance, robust unit economics with ~$3M AUVs), the analyst explicitly states the stock 'has gotten way ahead of itself' with excessive valuation at $22.3M per location. The positive fundamentals are offset by overvaluation concerns, resulting in a neutral outlook.
Markets rallied on Wednesday with risk appetite returning as investors positioned ahead of Nvidia's earnings report. The Nasdaq 100 climbed 1.2%, S&P 500 rose 0.7%, and Bitcoin jumped 7%. Tech and software stocks led gains, while energy and consumer staples lagged. Notable earnings movers included strong performances from Circle Internet Group, CAVA Group, and Everus Construction Group, while GoDaddy, First Solar, and CoStar Group declined.
The podcast discusses how companies owning the operating layers beneath consumer-facing businesses are increasingly valuable. Key topics include Nvidia's $2 billion investment in CoreWeave for AI infrastructure, restaurant tech integration improving efficiency, and the U.S. government's $1.5 billion investment in USA Rare Earth for national security. Analysts debate whether these investments represent strategic positioning or potential overextension.
The Motley Fool•Motley Fool Staff
AI Insight
Demonstrates superior profitability versus competitors like Sweetgreen through tech-enabled supply chain optimization and distribution kitchen automation, showing tech investments translate to operational margin improvements.
