News Brief: English
Summary
Cava, the Mediterranean fast-casual chain, has lowered its full-year sales and profit forecasts for the second consecutive quarter, citing reduced visits from younger consumers aged 25-34. This trend mirrors similar challenges reported by competitor Chipotle.
Key Points
- Lowered Guidance: Cava cut its 2025 same-store sales growth forecast to 3%-4% from 4%-6% and reduced its restaurant-level profit margin outlook.
- Younger Diners Pull Back: Consumers aged 25-34 are visiting less frequently, attributed to higher unemployment and student loan repayments.
- Quarterly Performance: Q3 same-store sales grew 1.9% (below estimates), with flat customer traffic. Revenue was $292.2M, nearly matching expectations.
- Stock Impact: Shares fell 5% after hours and are down 54% for the year.
- Positive Notes: Cava is gaining market share, sees strength with low-income consumers, and net sales grew 20% due to new store openings.
新闻简报：中文
总结
地中海风味快餐连锁店Cava连续第二个季度下调了全年销售和利润预期，主要原因是25至34岁的年轻消费者到店频率减少。这一趋势与竞争对手Chipotle报告的情况类似。
关键点
- 下调业绩指引： Cava将其2025年同店销售增长预测从4%-6%下调至3%-4%，并降低了餐厅层面利润率预期。
- 年轻消费者减少消费： 25至34岁消费者到店频率降低，归因于该群体更高的失业率和学生贷款偿还压力。
- 季度业绩： 第三季度同店销售额增长1.9%（低于预期），客流量与去年同期持平。收入为2.922亿美元，基本符合预期。
- 股价影响： 盘后股价下跌5%，今年迄今已暴跌54%。
- 积极因素： Cava正在赢得市场份额，在低收入消费者中表现强劲，并且得益于新店开业，净销售额增长了20%。
Original Article Link: https://www.cnbc.com/2025/11/04/cava-cava-q3-2025-earnings.html