Cava (CAVA): FY25 Q4 earnings call, Feb 24, 2026
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.
UpdatedMarkets
13 words · 8 settled yes · our count agreed on 13 of 13- Kalshi: company speakers + operator
Kalshi
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 |
|---|---|---|---|---|---|---|
| Salmon | Yes | 8 | 13 | ✓ | 71%n=1+tx from settlement history blended with transcripts | – |
| Loyalty | Yes | 4 | 10 | ✓ | 92%n=1+tx from settlement history blended with transcripts | – |
| Digital | Yes | 4 | 9 | ✓ | 91%n=1+tx from settlement history blended with transcripts | – |
| Expansion | Yes | 4 | 4 | ✓ | 77%n=1+tx from settlement history blended with transcripts | – |
| AUV | Yes | 3 | 3 | ✓ | 90%n=1+tx from settlement history blended with transcripts | – |
| Sweet Potato | Yes | 3 | 3 | ✓ | 17%transcripts from the transcript model | – |
| Spice | Yes | 2 | 2 | ✓ | 62%n=1+tx from settlement history blended with transcripts | – |
| Tariff | Yes | 1 | 1 | ✓ | 65%n=1+tx from settlement history blended with transcripts | – |
| Dining | No | 0 | 0 | ✓ | 84%n=1+tx from settlement history blended with transcripts | – |
| Automation | No | 0 | 0 | ✓ | 38%n=1+tx from settlement history blended with transcripts | – |
| Acceleration | No | 0 | 0 | ✓ | 33%n=1+tx from settlement history blended with transcripts | – |
| Hyphen | No | 0 | 0 | ✓ | 30%n=1+tx from settlement history blended with transcripts | – |
| Same Store | No | 0 | 3 | ✓ | 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 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.
…in the second quarter, we expect salmon to be a margin rate headwind of approximately 100 basis points, while pricing will drive penny profit neutrality.…
…called out, those restaurants have been performing very well and provided some headwinds. So as they came into the base in 2025. Those were not…
…a premium item, much like steak was, and it will have a headwind to overall restaurant level margins of about 100 basis points when we…
…strength underneath. And as we cycled through some of those short-term cyclical headwinds, we've seen those comps reaccelerate and reemerge. And I also think we…
Where the listed words were said
…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…
…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…
…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…
…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…
…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…
…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…
…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…
…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