Cava (CAVA): FY26 Q2 earnings call, Aug 11, 2026

Tue, Aug 11Earnings callSpeaker-labelled transcriptCava

On its Aug 11, 2026 earnings call (FY26 Q2), Cava said 9 of the 22 words Kalshi and Polymarket listed; Parrot’s count agreed with all 22 settlements. Quotes below are at most 25 words each.

Updated

Markets

22 words · 9 settled yes · our count agreed on 22 of 22

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
Quarter 10+ timesYes6060✓89%transcripts from the transcript model–
Salmon Yes1518✓89%n=2+tx from settlement history blended with transcripts–
Cyclospora / Cyclosporiasis Yes58✓17%transcripts from the transcript model–
Expansion Yes44✓84%n=3+tx from settlement history blended with transcripts–
Shrimp Yes34✓49%transcripts from the transcript model–
Catering Yes23✓77%transcripts from the transcript model–
Pita Chips Yes23✓72%transcripts from the transcript model–
CavaCore Yes23✓40%transcripts from the transcript model–
AI / Artificial Intelligence Yes11✓64%transcripts from the transcript model–
Fiscal 5+ timesNo11✓24%transcripts from the transcript model–
AUV No00✓88%n=3+tx from settlement history blended with transcripts–
Spice No00✓75%n=3+tx from settlement history blended with transcripts–
Sweet Potato No00✓70%n=2+tx from settlement history blended with transcripts–
Tariff No00✓52%n=3+tx from settlement history blended with transcripts–
Dining No00✓39%n=3+tx from settlement history blended with transcripts–
Prototype No00✓37%transcripts from the transcript model–
Automation No00✓29%n=3+tx from settlement history blended with transcripts–
Acceleration No00✓29%n=3+tx from settlement history blended with transcripts–
Hyphen No00✓28%n=2+tx from settlement history blended with transcripts–
Franchising No00✓17%transcripts from the transcript model–
World Cup No00✓17%transcripts from the transcript model–
Same Store No02✓12%n=3+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 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.

12 matches for “Loyalty”; 5 quoted, at least 25 words apart.

Brett Schulmancompanyprepared

We are encouraged by the continued growth of our loyalty platform and the new opportunities it creates. As our first-party audience grows, we are expanding…

Brett Schulmancompanyprepared

…It is another example of how we are continuing to evolve our loyalty platform while creating deeper, more meaningful connections with our guests. Just as…

Andrew Charlesanalystqa

…help pull? You talked, for instance, in July about leaning into the loyalty program with things like Flavor Passport and offering free pita chips. I'm…

Brett Schulmancompanyqa

…was it certainly increased the rate of new customers. But within our loyalty program, we saw Pomegranate Glazed Salmon drive increased frequency of those who…

Brett Schulmancompanyqa

…the app, the traffic that we are able to drive through the loyalty program. I think it also speaks to the opportunity for seafood in…

Where the listed words were said

Matt Milanovichcompany“Quarter (10+)” · prepared

Good afternoon and welcome to CAVA's Second Quarter 2026 Financial Results Conference Call. Before we begin, if you do not already have a copy, the…

Brett Schulmancompany“Salmon” · prepared

…Mediterranean diet, and the second quarter marked an exciting milestone for us with the nationwide launch of our first ever seafood offering, Pomegranate Glazed Salmon.

Brett Schulmancompany“Cyclospora / Cyclosporiasis” · prepared

…to broad concerns around lettuce and fresh produce consumption due to the Cyclospora outbreak. We have since seen same-restaurant sales begin to rebound, a testament…

Brett Schulmancompany“Expansion” · prepared

…Our momentum from the first quarter continued into the second, with restaurant expansion in both new and existing markets, including our recent entries into Indiana…

Brett Schulmancompany“Shrimp” · prepared

…that we have recently concluded the market test of our Roasted Garlic Shrimp, another protein that aligns naturally with our menu. As with all of…

Brett Schulmancompany“Catering” · qa

Yeah, Sharon. Catering, we will launch a second market test, so we will expand from our existing Houston market test. We will enter a second…

Brett Schulmancompany“Pita Chips” · prepared

…campaign introduced a collection of limited time offerings, including our Harissa BBQ Pita Chips, which bring together smoky, spicy, and subtly sweet flavors in a…

Brett Schulmancompany“CavaCore” · prepared

…member development platform, or building more consistent operational foundations through initiatives like CAVA Core and CAVA Current, we're making choices today that we believe will…

Brett Schulmancompany“AI / Artificial Intelligence” · qa

…last 2 years, and in the algorithm itself, and the advent of AI and clipping. It has become a very noisy environment, and we've been…

Agents: this page as TSV at /api/v1/appearances/cava:2026-08-11:earnings_call · words: /api/v1/brief?appearance=cava:2026-08-11:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP