Cava (CAVA): FY25 Q3 earnings call, Nov 4, 2025

Tue, Nov 4Earnings callSpeaker-labelled transcriptCava

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.

Updated

Markets

12 words · 9 settled yes · our count agreed on 12 of 12

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Loyalty Yes78✓88%transcripts from the transcript model–
Digital Yes66✓87%transcripts from the transcript model–
Salmon Yes68✓44%transcripts from the transcript model–
AUV Yes22✓87%transcripts from the transcript model–
Spice Yes22✓43%transcripts from the transcript model–
Dining Yes11✓75%transcripts from the transcript model–
Expansion Yes11✓68%transcripts from the transcript model–
Tariff Yes11✓51%transcripts from the transcript model–
Same Store Yes02✓16%transcripts from the transcript model–
Automation No00✓57%transcripts from the transcript model–
Acceleration No00✓47%transcripts from the transcript model–
Hyphen No00✓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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

1 match for “Prototype”; 1 quoted, at least 25 words apart.

Brett Schulmancompanyprepared

…that turn our restaurants into welcoming places to dine. The project sold prototype is now finished and the complete design will roll out in new…

Where the listed words were said

Brett Schulmancompany“Loyalty” · prepared

…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.…

Brett Schulmancompany“Digital” · prepared

…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…

Brett Schulmancompany“Salmon” · prepared

…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…

Tricia Tolivarcompany“AUV” · prepared

…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…

Brett Schulmancompany“Dining” · qa

…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…

Brett Schulmancompany“Expansion” · qa

…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…

Tricia Tolivarcompany“Tariff” · prepared

…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