기타악재
레스토랑 섹터 매도세에 CAVA 하락
여러 소식통이 소비자 우려와 식품비 상승에 따른 레스토랑 주식 전반의 하락을 인용
첫날 +0.0% · 현재까지 +5.5%
기업호재
CAVA, 500번째 매장 오픈
매장 확장의 이정표, 지속 성장을 보여줘
첫날 +0.0% · 현재까지 +5.5%
이전 이벤트 22건›
8-K 공시
8-K: 기타 주요 사항
첫날 +0.8% · 5일 후 -0.1%
M&A·자금조달
CAVA announces $100 million share repurchase program영어 원문
Company initiates buyback, but shorts question rationale at high valuation.
첫날 +0.8% · 5일 후 -0.1%
기업악재
CAVA Down 67% YTD as Restaurant Traffic Faces Headwinds영어 원문
Sector-wide drawdowns across restaurant stocks signal traffic pressure on CAVA
첫날 +2.9% · 5일 후 +4.5%
애널리스트악재
Analyst Cuts CAVA Price Target to $52, Maintains Hold영어 원문
Macro headwinds and technical weakness, valuation near fair value
첫날 -0.5% · 5일 후 +6.7%
기타
CAVA Shares Drop 8.9% to $49.99, GF Value Suggests Undervaluation영어 원문
After sharp decline, valuation appears attractive amid macro headwinds
첫날 -0.5% · 5일 후 +6.7%
애널리스트호재
Baird Initiates CAVA at Outperform, PT $98영어 원문
Analyst Chris O'Cull sees clarity on best-managed brands amid industry challenges; initiates with positive stance
첫날 -2.3% · 5일 후 -8.6%
실적
CAVA Q2 beats, CEO says Cyclospora impact limited영어 원문
Post-earnings mentions on X, no new facts, just repetition
첫날 +14.2% · 5일 후 +3.0%
›전개 과정 3회
- 2026-08-12 Same-store sales up 9%, revenue up 31.3% YoY, shares rally in after-hours
- 2026-08-13 CEO cites Q2 produce concerns affecting SSS, but rebound underway; FY guidance reaffirmed
- 2026-08-13 Post-earnings mentions on X, no new facts, just repetition
8-K 공시
8-K: 실적 공시
첫날 +14.2% · 5일 후 +3.0%
실적
실적 발표
첫날 -1.3% · 5일 후 +12.2%
실적
CAVA to Report Q2 Earnings After Close Aug. 11; Revenue Growth Expected at 28.3%영어 원문
With earnings imminent, options imply ~±12.72% move; focus on results amid consumer pullback concerns
첫날 -1.6% · 5일 후 -4.1%
›전개 과정 7회
- 2026-08-04 Multiple outlets anticipate CAVA's upcoming earnings may beat expectations, though no specific figures yet.
- 2026-08-06 Analysts focus on CAVA's Q2 results, watching traffic, new restaurant growth, and menu innovation, expecting another potential beat.
- 2026-08-08 Multiple sources confirm CAVA's earnings next week, consistent with existing event, no new facts.
- 2026-08-10 Multiple sources confirm timing; focus on growth and store expansion
- 2026-08-11 Earnings imminent; options imply ~±12.72% move; multiple sources flag as key event
- 2026-08-11 With earnings imminent, options imply ~±12.72% move; focus on results amid consumer softness concerns
- 2026-08-11 With earnings imminent, options imply ~±12.72% move; focus on results amid consumer pullback concerns
M&A·자금조달악재
CAVA Shares Drop 5.95%, Cetera Reduces Stake영어 원문
CAVA shares fell nearly 6% in a day, while Cetera Investment Advisers cut its stake by 18.6% in Q1, indicating shifting institutional sentiment.
첫날 -6.0% · 5일 후 +16.0%
8-K 공시
8-K: 이사·임원 변동
첫날 -1.2% · 5일 후 -4.5%
규제악재
CAVA faces $2.2B insider trading lawsuit영어 원문
Pension fund alleges insider trading by executives and board; lawsuit unsealed
첫날 +0.6% · 5일 후 +1.2%
M&A·자금조달호재
Bank of New York Mellon Raises CAVA Stake by 2.3% in Q1영어 원문
Institutional holding change disclosed, reflecting allocation shift by major asset manager
첫날 -1.9% · 5일 후 +5.2%
애널리스트호재
Morgan Stanley Upgrades CAVA to Overweight영어 원문
Multiple analyst actions on same day; CAVA upgraded, reflecting increased market attention.
첫날 -2.2% · 5일 후 -7.2%
애널리스트호재
Morgan Stanley: 투자의견 상향 → Overweight
첫날 -0.5% · 5일 후 -10.5%
8-K 공시
8-K: 이사·임원 변동, 주주총회 표결 결과
첫날 +6.0% · 5일 후 -3.0%
내부자 매도악재
내부자 매도 2.7억 달러 (내부자 6명)
첫날 -1.6% · 5일 후 -13.3%
애널리스트호재
UBS upgrades CAVA to Buy, PT raised to $90영어 원문
Multiple independent sources confirm UBS upgrade, citing SSS resilience and growth catalysts
첫날 +6.9% · 5일 후 +8.0%
애널리스트호재
UBS: 투자의견 상향 → Buy
첫날 +6.9% · 5일 후 +8.0%
기업호재
CAVA per-restaurant revenue nears CMG, draws notice영어 원문
Multiple sources note CAVA per-unit sales about to pass CMG; only Mediterranean fast-food chain
첫날 +3.6% · 5일 후 +14.4%
M&A·자금조달호재
CAVA insider buys $70K, holdings +16%영어 원문
CLO/Secretary bought $70K (2nd of 7), +16% holdings; 1 other insider also bought
첫날 +3.6% · 5일 후 +14.4%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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