异动解读 | CAVA集团盘前大跌22.32%,Q2业绩不及预期且下调全年展望

异动解读
Aug 13, 2025

地中海风格快餐连锁CAVA集团(股票代码:CAVA)今日盘前大跌22.32%,主要原因是公司公布的第二季度业绩不及市场预期,并下调了全年同店销售额增长预测。

根据CAVA集团最新发布的财报,公司第二季度营收为2.806亿美元,同比增长20.2%,但低于分析师预期的2.856亿美元。公司报告的净收入为1840万美元,每股收益为16美分,虽然高于分析师预期的13美分,但低于去年同期的17美分。值得注意的是,CAVA第二季度同店销售额仅增长2.1%,远低于华尔街预期的6.1%。

更令投资者失望的是,CAVA集团下调了全年业绩展望。公司现预计2025财年同店销售额增长将在4%至6%之间,低于此前预测的6%至8%。这是CAVA自2023年6月在纽约证券交易所上市以来首次下调年度同店销售增长目标。CAVA首席执行官布雷特·舒尔曼表示,由于经济不确定性的影响,消费者信心不如一年前,导致六月份和七月初的客流量减弱。尽管如此,公司仍维持了年度利润率和核心利润的目标,并将年度新开餐厅的目标从64至68家提高到68至70家。

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