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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
"and if you listen to the headlines, you’d think this company is about five minutes away from bankruptcy. " In 2014, a handful of restaurants went public because people wanted the next Chipotle. I don't think any of those is above where they went public, some were taken private at below IPO price (including Zoe's Kitchen, which eventually became part of CAVA.) I remember in 2015 when SHAK went public and people were hyped up for it. 10 years later you could have done much better and with less stress by owning the SPY or even WMT. SHAK is up about 80% since IPO and has had three 60%+ drawdowns and a few 40%+ drawdowns. In 2021, PTLO went public and while it was more of a regional thing it was beloved enough that people thought the concept would travel well and spread to other areas. It went up some initially...and then has proceeded to lose 90% in pretty much a straight line. Needless to say, it didn't travel well. BROS has ultimately gained against a weakened SBUX, but how any people sat through the 70% drawdown from the 2021 high? Nobody's saying SG is going bankrupt, it's just the experience of owning a premium restaurant concept that does well when the economy is doing well and is something you want to not be anywhere near when it's not. SG's history as a public company: -90% drawdown off the 2021 IPO, +560% off the 2023 low, then now down 83% again. While not apples-to-apples, for all the hype over SHAK you've had 10 years of volatility and not much to show for it. What's keeping the next 10 years of this being "the best of times, the worst of times?" like it has been as public company - huge volatility and great if you can catch the bottoms but not something that's ultimately a good long-term holding? The K-shaped economy situation you mention is important and while *perhaps* temporary I wouldn't handwaive it away - how long does that go on, how much further does it spread? CMG is down 40% this year, CAVA down 62% from its bubble high earlier in the year. It's not just a SG issue. "There is a massive "Trade Up" happening where people are leaving generic fast food for "clean eating." Sweetgreen is perfectly positioned to capture the demographic that views lunch as a health investment, not just calories. " I think this is a smaller audience than your thesis needs it to be. "The biggest bear case right now is that Sweetgreen is just overpriced "slop" that consumers are abandoning. " I don't know that it's overpriced slop but there is a price point for anything where enough people are going to start to seek alternatives/trade down/etc. There is absolutely a price ceiling for salad bowls, burritos, whatever where you will start seeing people say no, or cut back. If you like restaurant automation, you may want to take a look at Circus SE in Germany (I'm not long but something you may find of interest.) I don't see SG as a zero and I don't really think I've seen a lot of people online who do - I just think the reality for this stock is that it's going to be something that does well when times are great and it's not something you are going to want to own when times are less than great unless it's down massively and you think you can pick the turn in the economy.
Puts on CAVA, LULU, SNDK, STX
I invested in CMG and CAVA lately - both have been moving nicely after reaching a 52 week low. CAVA was down over 50% from beginning of the year.
CAVA, CMG, MARA, DECK just to new a few lmao
I'll have one order of Palantas Bravas and a glass of CAVA.
What’s your favorite Michelin star chef? Mine are those who cook the books at CAVA
I called CAPR and CAVA opportunities for huge rebounds. Now Im calling IONQ and TTD, huge opportunities.
CAVA, CMG, SNAP, LULU, BYND to name a few lmao 🤣 all down at least 30 percent
Bought CMG, SG, and CAVA. Company asked everyone to come back to office 5 days a week.
RDDT and CAVA saving my port
CAVA runnin again. $100 EOY
Thank god CAVA is bouncing back I have hundreds of shares deep bags need to be filled.
100%, CAVA is much more delicious.
The market is 1.5 percent and these two POSs CAVA and CMG are deep red wtf MFers 🤬
They gota take profits here to pay for CAVA and SG
Just as soon as I almost wrote off CAVA, it launched today. WE GOON TONITE!
If I wasn't so dick deep under water on CAVA I'd sell. Maybe bumps more to break even and bounce. Only thing it has goin for it is that it ain't Sweetgreen
anyone knows what caused $CAVA explosion today?
CAVA back on the crazy run
restaurants up big including CAVA
NVDA earnings and guidance means nothing except for Nvidia. Their customers could buy their chips for several quarters before we figure out if AI is a bubble or if it is real. Meanwhile Chipotle, CAVA, Target, Customer sentiment all point to a not great economy. People can't eat 4090s.
It’s never been a good stock. Buy somewhere ppl like to go, like CMG CAVA DRI
Merrill has CAVA as a buy
Just keep shorting CAVA and CMG until it doesn’t work
If you're buying LULU, UNH, CAVA...maybe throw in SBUX or NKE too. Please just give up. Right now, just give up.
Should I just sell my bags and take the loss before the crash, or hold onto them in the hopes of a recovery? PS-I’m talking CMG, CAVA, DECK, LULU 😭😭😭
I was off the sub my bad. This place can get toxic during corrections. KNSL, MOH, AXON, SE, and FICO are a couple names I am looking at. From type where you get downvoted into oblivion for mentioning DKNG, CAVA, and NBIS.
My old man traditional IRA port was up almost 2% today. Laugh at me all you want. I don't hold HOOD, DKNG, or CAVA. Holy f', are those dogs. (HOOD is good but F*CK, overvalued)
CAVA what an absolute POS
I remember when unlock happened with CAVA and people said it will crash on that day only for it to go up 8% or so.
If you like CAVA story, you may like BROS
Guess I’m stuck holding my CAVA for a while, since I listened to Jim Cramer and bought at 62 lol. I do believe in them as a business since every location I’ve been to has solid food quality and they have plenty of room to grow. But the wider economy of layoffs of knowledge workers is hitting them badly.
Lost in the noise has been Dutch Bros. They continue to just quietly report good news, double beats, raised guidance, strong progress. The market is sleeping on them, or worse, thinking they’re floundering like QSR or Starbucks. They’re ahead of plan with their huge expansion. 150 Oregon stores expanded to 900 stores in 20 states as of last year. Today they’re at 1,088 stores in 24 states. Plans to break 2,000 stores in 3 years. Most such massive local-to-national expansion come with crushing debt, but not for BROS. They have health ongoing profits even as they expand at a fast clip. They own many of these stores themselves, which is great because corporate owned stores are turning the best profit and 7.4% same store sales growth. For comparison, Starbucks is shrinking and closing stores and firing the workers they said were vital to ever turning around their decline. Dutch Bros have the home town feel and customers love the value and brand. Operations are clean and straight forward, which means they can continue efficiently, or benefit from modernization. Either way is a win. Being in coffee and smoothies and energy drinks and snacks is good diversification. Over and over, BROS stock has been hit by erroneous association with things like CAVA and SBUX and the restaurant implosion and overblown worries about coffee commodity. I was here begging people to buy it a week or two ago at $43. Just returning to its mean from earlier this year gives a $90 PT. The one bear thesis is on valuation, currently around 100x. But experienced investors know this is normal for regional-to-national breakout stories. They grow into the value multiple, and BROS has certainly done that. Going from 150 to 900 to 2000 stores means the stock actually gets *cheaper* as it’s going up.
Just keep selling call spreads on SG and CAVA. SPY is a duplicitous mistress.
Cava's idea to turn around revenue growth slowdown... merch store! [https://investor.cava.com/news/news-details/2025/CAVA-to-Launch-its-Own-Merch-Store--The-CAVA-Shop--Where-Flavor-Fans-Come-to-Dress-the-Part/default.aspx](https://investor.cava.com/news/news-details/2025/CAVA-to-Launch-its-Own-Merch-Store--The-CAVA-Shop--Where-Flavor-Fans-Come-to-Dress-the-Part/default.aspx)
Cava's idea to turn around revenue growth slowdown... merch store! [https://investor.cava.com/news/news-details/2025/CAVA-to-Launch-its-Own-Merch-Store--The-CAVA-Shop--Where-Flavor-Fans-Come-to-Dress-the-Part/default.aspx](https://investor.cava.com/news/news-details/2025/CAVA-to-Launch-its-Own-Merch-Store--The-CAVA-Shop--Where-Flavor-Fans-Come-to-Dress-the-Part/default.aspx)
Just for another perspective: I know nothing about stocks and just go with my gut... a few individual tickers have rugpulled me, but overall green on all accounts just buying and holding shares with zero exit strategy/no intent to sell anything anytime soon Right now my absolute worst plays are: CAVA, ENPH, but holding them through the red and honestly expect even these to work out longterm.
Glad I left my shorts on Palantir and Nvidia open on Friday, see ya quickly giving back all the gains we made in the afternoon. Did open some longs before the reversal on CLSK, CAVA and TTD but they were at 52+wk lows so expecting a little more downside if this correction continues but then bigger up side.
Writing was on the wall when all “premium” fast food was popping up. Why spend $12 at McDonald’s when I can go to CAVA and spend $14 and not feel like complete shit. Not to say those companies will last too long with how little discretionary income people have nowadays.
> CAVA: -60% Didn't someone do a big YOLO on CAVA a month or two back
My girlfriend's portfolio is totally fucked YTD: Elf beauty: -37% Lululemon: -56% CAVA: -60% Sweetgreen: -80% Chipotle: -49% Pinterest: -14% I told her to invest in AI stocks, but she only likes to invest in what "she knows & understands" 🙃🫠🤦♂️🤷♂️
I agree! Or I’m just rationalizing because my CAVA is down 15 points.
Made good money the past few weeks selling moderately OTM calls on SG and CAVA. Might add CMG to the mix. Fast casual chains are toast for the foreseeable future.
Did you not see CAVA earlier?
There is a bubble but we got CAVA out here at higher PE multiples than Google. The bubble isn't concentrated in logical areas. Except PLTR.
CMG and CAVA are oversold
I can only lose so much on CAVA RCAT and BULL. Thank god they aren’t much in my portfolio but this is pure example why profit taking is okay
Absolutely. LULU, ONON, SG, CAVA, CMG all look like multibaggers rn
IDK man, I tried CAVA and the avocado was not ripe. Sounds to me like you haven't done your due diligence.
My $45 CAVA entry price didn’t trigger
What's everyone doing with their 11/07 exp. puts on AMD and CAVA? Selling at open? Or waiting?
Jim Cramer on CAVA last week: “I think you gotta buy the stock at $62”
CAVA is a microwaved Mediterranean dogshit
lol any surprise on CAVA? Their food sucks.
33% more expensive is about right. Cost-wise, CMG is closer to MCD than CAVA. I think Cava's food is great, but 33% is a different price point. CAVA could be in for a couple more rough quarters.
Weis markets up on weak earnings. CAVA shitting the bed. Gotta love it 🌈🐻
On the call today they reported profit is down to 24.6% from 25.6%, but they still opened new restaurants and had sales growth of 1.9%. But the trend is that Chipotle, SG and CAVA are all down at the same time, which means is not related to CAVA but to the overall "healthy food" market. Unless we see some new guidance from young people buying more food from these locations, none of the stocks will go up. Which is a shame, because I am young and love to eat on these locations instead of killer greasy fast food chains.
CAVA almost back to IPO price of 42, that shit hit 172, down 62% 🧑🦼➡️
From my owned/watchlisted that reported today * AXON (22%) * CAVA (5%) * PRCT (2%) * TOST +5% * TREX (16%) * UPST (7%) Brutal
I’m down so much on CAVA, maybe my dumbest purchase yet. Gotta be at least down 50% on shares. Thankfully it wasn’t a ton of money but man
After CMG numbers, I dont know how anyone thought CAVA was going to beat.
Die CAVA, die! There’s no reason a meal should be that expensive 👿
Ooof my baby CAVA isn’t looking too well.
i like CAVA lotto calls for ER today. Downside already got priced in from sympathy sell-off from CMG. I'm in 11/7 55c 200 contracts
PTLO, UPST, TREX, PRCT, CAVA, TOST, and AXON reporting from my owned/watchlisted companies. The only season I like more than earnings season is winter.
Too late for CAVA puts 😞
If you ever feel stupid, just know there's ppl who think CAVA is worth over $25
CAVA is taking all their customers
Chipotle earnings tanked CAVA as well, I believe their worst case scenario for earnings today are mostly priced in at this point. Going for calls here 🫡
What do you guys think about CAVA earnings today?
Imagine buying calls on CAVA after CMG got wrecked lol
CAVA not on the chart? They report after hours today
CAVA and CMG have consistently fucked me harder everyday than my girlfriend
The government bought a stake and helped recover the stock price, similar to how the government is about to invest in Chipotle and CAVA to save them
CAVA earnings tomorrow I need this thing to go up.
Might go long CAVA and slap on a calendar collar
down almost 50% on CAVA, how cooked am I. I'm holding for a hot minute lol
Anyone have the balls to short CAVA?? It is so delicious
I asked GPT about the average consumer of CAVA is it true that they earn more money than the average Chipotle customer? According to Chipotle's CEO, the 25-35 age group and those earning less than $100,000 a year are no longer consuming. According to GPT, this affects Chipotle customers in particular, as well as McDonald's, while CAVA and Texas Roadhouse are faring better. Do you agree?
Back in Aug, there was a guy who posted here wishing CAVA would go back up to $90. I hope he had stopped loss since. This stock is gonna go down to $20 level.
I got into this debate in another cava thread. If you take every chipotle valuation metric from the same point as Cava now (2006) then CAVA should be $10-$20. Given chipotle revolutionised fast casual in its early days and CAVA is a wannabe fancier copy cat 20 years later? Bring cava down to $5-$10. Given young people who splurged on places like cava when QE fuelled insane wage growth and the gov paused student loans for 3 years are now facing layoffs, student loan and healthcare crunch and general COL rocketship??? Lets put CAVA at $0
MSTR is mg only crypto position and the one that’s been pissing me off the most besides CAVA
My son is vegan and has expressed a similar concern. While I haven't researched deeply, here is a list I have compiled for him to vet: HASI, ISRG, NEE, CWEN, PMTW, CAVA, CAJPY. You aren't going to find any perfect company in which to invest, but if you can seek the least harm, these might fit your agenda.
TXRH and CAVA earnings this week. Big for my portfolio!
Well shit, I guess my CAVA bagholder status is gonna get wrecked worse than my wife’s puss with her bf. Wendy’s still hiring?
This is a good trade idea. No, I am not being sarcastic. DASH is floating well above the 200 day while CMG and CAVA have shattered their 200 day.
All eateries seem like a clear put to me. Look at what happened with CAVA, Sbux, Chipotle.