分析师:CAVA的增长动力无需宏观经济复苏即可奏效

投资观察
Oct 09

Melius Research在一份报告中指出,CAVA Group Inc.的盈利增长轨迹取决于两个看起来日益持久的驱动力:全国扩张与强劲的单店经济效益。分析师Jacob Aiken-Phillips和Samuel Barton进一步表示,CAVA无需宏观经济复苏便能延续其势头。“即便消费者整体压力不断累积,CAVA的客流仍在持续增长,而低收入市场的同店销售额实际上表现最为强劲,”他们如此说道。在这些分析师看来,CAVA股价近几个月的下跌属于反应过度。“我们认为这是一个颇具吸引力的切入点,介入一个风险日益降低的增长故事,”他们表示,并将CAVA的评级从持有上调至买入。CAVA股价上涨3.5%。

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