Sustainable’s Substack | August ‘25 Portfolio Review - New Position: CAVA Group, Inc.
4 months ago
SustainableGrowth
"CAVA: QSR space hit by consumer spending cuts but topped up position. Despite sluggish same-store sales, delivered 20% top line growth. Recovery in store traffic + accelerating store rollout should sustain growth levels going forward."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
Related Stocks
Episode Information
Episode:
Sustainable’s Substack | August ‘25 Portfolio Review - New Position: CAVA Group, Inc.
Source:
SustainableGrowth
Published:
August 31, 2025
Idea Type:
Stock Idea