CAVA Group(CAVA)盘前涨17.58% Jefferies给予“买入”评级

金吾财讯
Aug 12

金吾财讯 | CAVA Group(CAVA)盘前强势走强,价格71.498美元,涨幅17.58%。消息层面上,此前该公司公布第二季度同店餐厅销售增长9%,受益于客流量增加和提价的共同推动。分析师总体上对这份财报持积极态度,并认为CAVA发布的指引偏保守,原因是行业食品安全担忧在短期内构成不利因素。值得注意的是,CAVA在第二季度净新增17家餐厅,使其门店总数达到476家。Jefferies分析师Andy Barish给予“买入”,目标价95美元。同时表示,CAVA仍是餐饮业中少数具备投资价值的增长概念之一,其长期增长模型具有较高可见度。短期行业不利因素已造成压力,但似乎只是暂时性的,基础需求和业务健康状况仍然显现。

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