The Case for Owning Cava into the 2Q'25 Print: Social Data Paints a Positive Picture

Friday marked the first time I can remember that investors actually sold Cava meaningfully lower (-4%) on weakness from a fast casual peer (Sweetgreen -23%; read our recap of their epic 2Q disaster here).

This of course comes on the back of similar although more muted 2Q let downs from fast casual peers Chipotle (-13%) and Shake Shack (-15%).

Wingstop, the lone bright spot in 2Q fast casual results (+27%), has given back almost all of its earnings gains and now sits with a one month return of -4%.

Results within the broader restaurant sector have also skewed negatively, with broad weakness over the last month:

So should investors throw in the towel before Cava releases results Tuesday afternoon? Let’s take a look.

Thanks to the TickerTrends platform, we can quickly and easily analyze web traffic to cava.com, app usage data on both iOS and Android, and Google search trend for ‘cava’ in a single composite time series.