异动解读|CAVA Group盘中上涨5.02%,Q2业绩超预期叠加机构上调评级

行情直击
Aug 13

8月13日,CAVA Group盘中上涨5.02%,报72.97美元/股,成交额6455.37万美元。

消息面上,Northcoast将CAVA评级从"卖出"上调至"中性",叠加公司此前发布的第二财季业绩持续提振市场情绪。Q2营收3.68亿美元,同比增长31.3%,超出市场预期的3.61亿美元;调整后每股收益0.19美元,高于预期的0.18美元。公司重申全年同店销售增长4.5%至6.5%的指引,并确认新开75至77家门店目标。

此外,UBS指出公司下半年营收表现有望继续改善,受益于食品安全事件影响消退及菜单创新、数字化忠诚度提升等多项战略举措。RBC亦上调目标价至95美元,认为同店销售已从环孢子虫事件中恢复至中单位数增长。目前分析师平均目标价约89.22美元,整体评级为"超配"。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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