Cava (CAVA): FY25 Q3 earnings call, Nov 4, 2025
On its Nov 4, 2025 earnings call (FY25 Q3), Cava said 9 of the 12 words Kalshi and Polymarket listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 9 settled yes · our count agreed on 12 of 12- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Loyalty | Yes | 7 | 8 | ✓ | 88%transcripts from the transcript model | – |
| Digital | Yes | 6 | 6 | ✓ | 87%transcripts from the transcript model | – |
| Salmon | Yes | 6 | 8 | ✓ | 44%transcripts from the transcript model | – |
| AUV | Yes | 2 | 2 | ✓ | 87%transcripts from the transcript model | – |
| Spice | Yes | 2 | 2 | ✓ | 43%transcripts from the transcript model | – |
| Dining | Yes | 1 | 1 | ✓ | 75%transcripts from the transcript model | – |
| Expansion | Yes | 1 | 1 | ✓ | 68%transcripts from the transcript model | – |
| Tariff | Yes | 1 | 1 | ✓ | 51%transcripts from the transcript model | – |
| Same Store | Yes | 0 | 2 | ✓ | 16%transcripts from the transcript model | – |
| Automation | No | 0 | 0 | ✓ | 57%transcripts from the transcript model | – |
| Acceleration | No | 0 | 0 | ✓ | 47%transcripts from the transcript model | – |
| Hyphen | No | 0 | 0 | ✓ | 44%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
4 matches for “Headwind”; 4 quoted, at least 25 words apart.
…which performed in line with market test expectations and the ongoing macro headwinds impacting the industry. Despite these macro pressures, our 2-year same-restaurant sales stack…
…internal expectation heading into 3Q, do you attribute to the escalating macro headwinds versus perhaps some internal missteps or challenges and kind of thinking about…
…not going to get into that heavy discounting to combat any cyclical headwinds. That's why we talked about doubling down on exceptional operations and great…
…the 21.2% same-restaurant sales in the prior year, coupled with the consumer headwinds, we wanted to take a very judicious approach in setting guidance, and…
Where the listed words were said
…and steadfast in our ability to create lasting value, build enduring guest loyalty and reinforce our position as the clear leader of the Mediterranean category.…
…the new KDS are experiencing higher guest satisfaction scores, driven by improved digital accuracy and proactive guest order status notification capabilities. In addition to improvements…
…our guests. That same spirit of innovation comes through with our recent salmon market test, which has shown encouraging results. Salmon is a natural fit…
…in the long-term structural health of the business reaffirmed by our strong AUVs and new restaurant performance. Our most recent 2025 cohort is trending above…
…protein innovation chicken shawarma, juicy roasted chicken breasts marinated in a signature spice blood and hand stacked on a spit. The launch performed to our…
…you get when you engage with us and you come into our dining rooms and you order on our digital channels and the accuracy we…
…to look at opportunities to make sure that any restaurant level margin expansion is sustainable and durable over the long term. And in the short…
…2024 by 20 basis points. This slight increase reflects the impact of tariffs and our limited time-only chicken shawarma offering. CAVA labor and related costs…
Agents: this page as TSV at /api/v1/appearances/cava:2025-11-04:earnings_call · words: /api/v1/brief?appearance=cava:2025-11-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP