Cava (CAVA): FY25 Q4 earnings call, Feb 24, 2026

Tue, Feb 24Earnings callSpeaker-labelled transcriptCava

On its Feb 24, 2026 earnings call (FY25 Q4), Cava said 8 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.

Updated

Markets

13 words · 8 settled yes · our count agreed on 13 of 13

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
Salmon Yes813✓71%n=1+tx from settlement history blended with transcripts–
Loyalty Yes410✓92%n=1+tx from settlement history blended with transcripts–
Digital Yes49✓91%n=1+tx from settlement history blended with transcripts–
Expansion Yes44✓77%n=1+tx from settlement history blended with transcripts–
AUV Yes33✓90%n=1+tx from settlement history blended with transcripts–
Sweet Potato Yes33✓17%transcripts from the transcript model–
Spice Yes22✓62%n=1+tx from settlement history blended with transcripts–
Tariff Yes11✓65%n=1+tx from settlement history blended with transcripts–
Dining No00✓84%n=1+tx from settlement history blended with transcripts–
Automation No00✓38%n=1+tx from settlement history blended with transcripts–
Acceleration No00✓33%n=1+tx from settlement history blended with transcripts–
Hyphen No00✓30%n=1+tx from settlement history blended with transcripts–
Same Store No03✓20%n=1+tx from settlement history blended with transcripts–

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 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

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

9 matches for “Digital”; 5 quoted, at least 25 words apart.

Brett Schulmancompanyqa

…good about where we stand from a manufacturing infrastructure, technology infrastructure, our digital ecosystem, we've invested heavily in our data infrastructure, we made a lot…

Brett Schulmancompanyqa

…standpoint, our TurboChef ovens as well as from an execution standpoint on digital order accuracy, our new KDS system. So I feel good about where…

Brett Schulmancompanyqa

…of catering is very different than our traditional channels of in-restaurant and digital. It's highly concentrated, high volume. So we want to make sure that…

Nick Setyananalystqa

The digital mix is up like 200 basis points plus for 3 quarters in a row now. And that obviously predates the October revamp of…

Brett Schulmancompanyqa

…I will say is that we've gotten better at execution on our digital channels. We always felt we had opportunity there. The KDS investment has…

Where the listed words were said

Brett Schulmancompany“Salmon” · prepared

…that towards the end of the first quarter, we'll be launching Pomegranate-glazed Salmon, our first-ever seafood offering and a natural extension of our menu. Salmon…

Brett Schulmancompany“Loyalty” · prepared

…we rolled out tiered status levels as the next phase of our loyalty program. Through this evolution, we've been able to deliver differentiated benefits, surprise…

Brett Schulmancompany“Expansion” · prepared

…meaningful market share gains. We believe our momentum reflects more than just expansion. It signals that our value proposition is resonating with today's increasingly discerning…

Tricia Tolivarcompany“AUV” · prepared

…with our new restaurant productivity remaining above 100% and our 2025 NRO AUVs trending above $3 million, underscoring the resonance of our brand. CAVA restaurant…

Brett Schulmancompany“Sweet Potato” · prepared

…update yet, brings back the fan favorite and deliciously creamy roasted white sweet potato and introduces new offerings such as Sumac Slaw, Power Greens, Tangerine…

Brett Schulmancompany“Spice” · prepared

…a subtly sweet blend of pomegranate, harissa, red wine vinegar and bold spices. As we prepare for this upcoming launch, we've taken a thoughtful and…

Tricia Tolivarcompany“Tariff” · prepared

…basis point increase from the fourth quarter of 2024. This increase reflects tariffs and our limited time-only Chicken Shawarma offering. CAVA labor and related costs…

Agents: this page as TSV at /api/v1/appearances/cava:2026-02-24:earnings_call · words: /api/v1/brief?appearance=cava:2026-02-24:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP