2月25日，Cava Group盘后飙升逾8%！第四季度业绩超出分析师预期，尽管餐饮行业环境充满挑战，这家地中海快休闲连锁餐厅展现出持续增长势头。
该公司第四季度调整后每股收益为0.04美元,超过分析师普遍预期。营收达到2.75亿美元,大幅超过2.283亿美元的市场预期,较上年同期的2.251亿美元增长21.2%。同店销售额增长0.5%,其中菜单价格和产品组合贡献1.9%,但被客流量下降1.4%部分抵消。
对于2026财年,Cava发布指引,预计同店销售额增长3.0%至5.0%,中值4.0%符合行业典型预期。公司预计净新增74至76家餐厅,调整后EBITDA预计为1.76亿美元至1.84亿美元,中值为1.8亿美元。餐厅层面利润率预计为23.7%至24.2%。
联合创始人兼首席执行官Brett Schulman表示:"2025年对CAVA来说是具有里程碑意义的一年,我们继续践行为食品带来真心、健康和人文关怀的使命,同时以长期、有意识的专注扩大业务规模。2025财年我们历史上首次实现全年营收突破10亿美元,全年增长22.5%。"
2025财年全年,Cava净新增72家餐厅,总数达到439家门店。全年营收增长22.5%至11.693亿美元,同店销售额增长4.0%。餐厅层面利润率为24.4%,较上年下降60个基点,主要由于与关税和新菜单项目相关的食品成本上升、第三方配送占比增加以及工资投入增加所致。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
