I'd like to hear more about the idea. I would predict that the well-educated urbanites are the least squeezed and are helping sustain the economy. Or is your concern "aspirational" folks who will forgo Cava for something less expensive?
Replies
You look at the earnings of $CMG $SG $SHAK and they’ve been bad, while names like $TXRH have been good.
aug 12, 2025, 6:31 pm • 3 0 • view
I could tell a story that involved Cava gaining at the expense of CMG due to the latter’s fumble on quality and consistency. Might even place a small bet on it.
aug 12, 2025, 6:36 pm • 0 0 • view