Reddit Posts
Anyone hit the Gard Trifecta and been long on SAVE and MARA and short on CAVA?
$CAVA biggest scam for the restaurant business in sometime
$CAVA – DECEMBER SHORT PLAY (Potential Crash and/or Death Spiral)
$CAVA – DECEMBER SHORT PLAY (Potential Crash and/or Death Spiral)
There is no greater victory than a rug pull on the suits , we were short CAVA all week, lockup expiration dec12 party just getting started
$CAVA – DECEMBER SHORT PLAY (Potential Crash and/or Death Spiral)
$CAVA – DECEMBER SHORT PLAY (Potential Crash and/or Death Spiral)
I gave you UPST yesterday ….up over 20% today !! So hear me out on this next play ….short CAVA and here’s why
I gave u UPST yesterday 🚀, and next play is short CAVA, lockup expiration is Dec 12 , 95 million shares
Gave UPST yesterday🚀 (up13%) , next winner short CAVA lockup expiration is Dec. 12 investors paid $18 now $35
I’m an idiot. Please help this make sense.
CAVA, is it ripe for a comeback, or is this thing gonna die on the vine? Puts or calls, what say you??
$SUIC largest shareholder in Beneway holdings due to IPO soon
Buy calls after CAVA lock up ends in September?
Expected moves, SPY, QQQ, and Michael Burry's big short.
Reddit will be one of the easiest shorts of the decade
Mediterranean restaurant chain Cava stock soars as much as 112% in market debut
Mentions
AI chips are not consumer products Regarding the example companies you listed, this absolutely is a sign consumers have less discretionary income as those represent the higher end of the competition in their sector. For example Chipotle and CAVA are not fast food exactly, they occupy that space between fast food and casual dining leaning towards the later. Specifically CAVA on avg costs nearly \~$10 more per meal on avg than Mc Donald's. Sprouts is absolutely a more upscale grocery with a focus on organics and high end vitamins/supplements, people are becoming more aware of local pricing and selecting more affordable options.
Ask yourself, do you think CAVA will reduce one time cap ex expenditures with MSFT or do layoffs in response to reduced revenue.
CAVA is consumer for Microsoft, AWS, AI based services. You see, money starts to flow from the small common people.
Should've gotten it with a side of CAVA since U can afford it
My two biggest hits this year have been puts on earnings for CAVA and CMG. The fall of bowlslop is imminent and i yearn to profit from it.
Liquidating CAVA. Major bear signal.
White bitches moved on to CAVA. $60 calls for earnings next week
CAVA getting smashed today cause of Chipotle results. They report next week… I’m thinking $60 calls might be a good move here
You put stuff out so you're inviting commentary. That's what it's all about here. Not trying to cut you down and none of us are competing with each other. It's us against the market. CAVA just has a clear bearish technical structure. Not saying it can't rebound on some game-changing news but right now it's a heavy bag to hold...and I should have shorted it a few weeks ago but didn't. But still might. The IPO low is \~$30 and it looks to me like it's headed there.
CAVA serves the group too hip for CMG, but with similar economic propects, so if CMG is hurting, CAVA will be too.
CMG is so bad it brought down CAVA with it.
Jim Cramer on CAVA, 22 hours ago: >"I think you gotta buy the stock at $62." CAVA: $54.70, down 9.5% since yesterday.
My poor CAVA with the sympathy drop…
Oh man CAVA down 9% on no news? It’s over
Down 46% on CAVA, god help me. At least I’m not playing options, holding until end of time
Oh CAVA why have you forsaken me....
CAVA back to 70 after earnings
I really like CAVA and want them to win, same with CMG, but both are significantly slower than at any time in the past few years when I go in the past few months.
After chipotles massive tank I’m going in the only other chain that’s worse which is CAVA another stupid overpriced fast food
Food businesses like CMG and CAVA are getting hammered.
Chipotle is dead. All the hot chocks go to CAVA
I got $50 calls exp next year. Hoping for some type of recovery. CMG / CAVA / SG all hammered since last ER.
CAVA GROUP so over sold I’m telling you retards to buy
This trash stock is literally nosediving since last ER. If CMG or CAVA beat, watch it recover.
Another anecdotal experience, there is literally a Chipotle maybe 500ft from a Newer established CAVA same plaza in Plantation FL, and the CAVA is constantly always busier.
Told you fools not to sleep on CAVA
Just paid $19 for a bowl from CAVA. Not worth it
Eh, nothing right now. I like the mix of individual stocks I have in my brokerage/roth (ASTS, RDDT, HOOD, NBIS, GEV, BULL, COST, APO, CAVA, VST, RCAT.) CAVA is the only one I regret as I bought without really considering the PE for what they do, but I think I’ll break even on it eventually.
MM are frauds. They’ll use that to squeeze out shorts/puts for the next year. Same playbook as CAVA. The only difference is RGTI literally makes $0 dollars.
Heading to CAVA on six squirts of Creed Aventus
Chipotle chicken bowl with extra rice is only $10.82. I also think it tastes better than CAVA which is about $2-3 more expensive
The momentum was the incoming rate cut, it'll pop again on hype for next rate cut It won't be enough to cover the failing fundamentals, they are buying less homes, the last guidance was showing a company trying to go into preservation mode and survive. The .5% of a rate cut after Oct. and even if they did .5% in Sept, the 1% rate cut isn't going to spur home buying so much so OPEN runs like CAVA which ppl praying for. This was a momentum play backed by Sept. rate cut, which was the catalyst for more home buying. Most likely, pops on Oct. rate cut and Dec. but is a sinking ship all around. APLD just crushed ER, WULF next rather play real momentum aka data centers getting Mags 7 funding much better plays in the market. Made good money with OPEN though.
CAVA getting ready to push back to $140 inshallah
That's definitely not me holding my CAVA and OPEN bags. You're confusing me with someone else. I put my faith in SHNY now.
RDDT and CAVA baby fuck SPY
BROS CAVA and even CMG taking a beating. YOLO calls on all 3 for me this ER
I have UNH and NVO. I am up about 90K on UNH calls. I will skip LULU. I think PayPal might be a good option. I am also building a position on CAVA. I have high hopes on it. They have a lot of growth potential in them and the food is great.
You know the market is fucked when even CAVA is mooning
Lmao, they're holding up the $50K CAVA sign at the Bondi testimony!!! What a wild ride.
CAVA doesn’t cater to the poors, hence being located in nicer areas
And? Any legit company has ups and downs. The future is bright and full of growth for CAVA. Whole point of this thread.
Irrelevant. People with money don’t give a crap about all of that, and that’s is CAVA’s clientele. $25 bowl is a quite an exaggeration
CAVA doesn’t care about catering to the poors
You should be bullish because CAVA is following the CMG playbook since day one INCLUDING going from 50 bucks a share up to 150 bucks in less than a year and then falling all the way back to the 50 dollar range. Yes, CMG did that ! Then it took off for the next ten years. That’s exactly what I am expecting from CAVA . Cava at 100, 200, 300 and more over the next 10 years. They won’t split their stock either until they get to 3,000 dollars a share
McDonald's was a first mover though. They had no competition in the QSR market at all. They literally made the market. CAVA is in a crowded field with tons of competition.
No idea their business potential but in terms of ingredients, you get soooo much more variety of toppings for your bowl than Chiptole. I would eat at CAVA over Chipotle any day of the week
This is a conversation about CMG and CAVA not world cuisine
Fuck CAVA. I was bag holding along with Krispy Kreme and just got rid of it recently.
CAVA is my second largest holding, $90k invested. I go their almost every weekend of other weekend. Love the food, and everyone says I might as well run a location with how much I talk about them (if only they franchised) lol. When this is $600-1000, people will be wondering were they were when it was $60
CAVA broken on all time frames. Falling knives cut deep.
I’m in. Now is the time to load up. I dine at my local CAVA often and enjoy the food.
I am going with Portillos. They basically sell food that is addictive as Crack. They have bungled their expansion out of Chicago but the valuation metrics are far better than CAVA. Near 52 week low. Expanding to Texas, AZ, GA and Fla.
One of my favorite investing stories is from the my friend’s grandfather. The way he tells the story is back in the 60s he really loved the burgers at this new place in his area. When they issued stock he bought some shares. It was his only personal equity investment. He just really liked the burgers. Turns out it was McDonalds. That’s one of main reasons I bought CAVA. It’s just really good food. Far better than Chipotle in my opinion.
Any regard here who loaded up on CAVA puts at 55 and 51… I am honored to meet you. 💃💃💃🤣
Is it the bottom for CAVA and CMG?
Dude who said CAVA news Friday, 55 puts, thank u. The news didn’t come. But that was a HUGE win for me. I just sold. Probably shouldn’t have. But I need a win right now.
CAVA! O no… they’re eating the salads! 💃💃💃🤣
Man what the hell is wrong with CAVA Every day it dumps, WHYYY
I thought that about CAVA in August. Turned out it was just garbage to begin with that has no place on the NYSE 💩
Sometimes I think the market is running too hot but then I see shit like CMG, CAVA, BROS, etc. literally dumping into the abyss on a daily basis and I'm reminded that only *parts* of the market are extremely good right now and some other parts are fucking terrible.
CAVA run up time. It’s been awhile
Tom Homan received 50k in a CAVA bag? Calls on CAVA it is…
Calls on CAVA for their new business of stuffing government bribes in their bags.
CAVA $20 for a bowl thats barely 40% full id have to be a moron to ever go back, fuck that place
Charts look the same for CAVA / SG / CMG haha
I play over reactions to earnings. Specifically fear type reactions based on TTM PE, PEG, EV/EBITA. The past few I recall were AMAT, DELL, LULU, CAVA, AMZN. I buy after IV crush and wait for recovery sling back.
If you look at CAVA/CMG/SG in recent quarters, comps have been trending down. If you look at something cheap (DPZ), comps are trending up. Shorting something like CMG at this point down 33% since 7/1 I think feels a little late but there is something to the idea of there is a ceiling for what can be charged for these sorts of things - and the quality has in many cases gone down. Not an apples-to-apples, but it does feel a little like Target: they continue to lose share in this economic environment and there aren't that many levers to pull to fix that (and many of those levers are not going to make shareholders happy.) If inflation ramps again, you're going to get more of the remainder trading down to WMT. If there's a recession .. more people trading down. If CMG has to be more promotional/cut prices to compete, not going to make shareholders happy. Over the last 5 years, Kroger stock is now +95% vs CMG at +58%.KR pulled ahead in 2H21/22 a little bit of 2023 and now it's back ahead in 2025 as CMG has cratered. People eating more at home in a 2022 as inflation went higher and I think more people eating at home again.
Imma install OPEN and CAVA apps to see how them prices going after that rate cut?
Continuing to buy short term bills (cash on hand for wedding, house, coke, hookers, etc), and very small adds to VXUS and IBIT. Also for individual UBER and speculation adds to CAVA. The reason I'm not going VOO/VTI is because I'm pretty heavy in S&P 500 and META, MSFT.
CAVA with its first green day in like 7 months
man that is such a bad idea if you were to look at their financials. Do you at least eat there and enjoy it ? I have held CMG for along time because I liked it alot. Bought CAVA without eating there thinking they are the next CMG and man getting hammered. I feel when you like the company the losses hurt less and it is also a good long term investment strategy.
Everyone let's give a prayer for CAVA to hit $100 again (down 35% on CAVA because earnings cooked me) AMEN
Has CAVA finally reached bottom??? It’s always full of hot chicks
Did DUOL and CAVA File for bankruptcy yet?
The original comment was about CAVA which is still pretty early in its growth journey and good per-unit sales metrics. In my experience it passes the eye test with long lines and really popular food at all locations around me. So the parallel to CMG in 2014ish isn't unrealistic imo.
Can CAVA just go back to over 90…
I think fast-casual names like SG, CMG, and CAVA could be setting up for a rebound. All it may take is one strong earnings report - whether it’s driven by unit growth, improved traffic, or margin recovery to spark a move higher, with the rest of the group likely to follow in sympathy. Options are cheap right now, which makes calls particularly attractive at these levels. CMG is severely oversold and it bounced off a major support line from '23 today.