Search results for CAVA

Tenzing MEMO publishes independent research you won't find anywhere else. Sign up for a free trial to access everything — including 29 articles published in the last two weeks.

October 12, 2026

Chipotle Mexican Grill, Inc. (CMG)

Chipotle's Missing Margin Is a Pricing Decision, Not a Broken Brand

Chipotle is installing a back-of-house retrofit it calls the High-Efficiency Equipment Package where equipped restaurants are turning out two to three more entrées in their peak fifteen-minute window than the rest of the system, which management says translates into hundreds o...

Read Article ›

September 25, 2026

CAVA Group, Inc. (CAVA)

CAVA Group Sold Off on a Guide It Has Already Outrun

At $51.58 the market is paying roughly 22x forward adjusted EBITDA for a concept growing revenue at twice Chipotle's rate, with net cash equal to 7% of its market value and a unit base on track to double by 2032.

Read Article ›

June 29, 2026

Comcast Corporation (CMCSA)

Comcast Breaks Itself in Two, and the Conglomerate Discount Finally Gets Its Catalyst

The market spent two years treating Comcast as a structurally challenged broadband utility with a fading media albatross stapled to it, and priced it accordingly. The separation of NBCUniversal and Sky directly attacks that framing by letting a cash-rich, under-cross-sold conn...

Read Article ›