CAVA Margins Face Salmon Pressure: Near-Term Pain, Long-Term Gain?
Key Takeaways CAVA expects a 100-bps margin hit from its salmon launch starting Q2 2026 due to higher input costs.CAVA is not fully passing costs to customers, aiming to protect value perception and guest loyalty.CAVA sees salmon driving traffic, higher checks and engagement after strong test performance.CAVA Group, Inc.’s (CAVA) fourth-quarter 2025 earnings call highlights a familiar trade-off between short-term margin pressure and long-term growth potential. The company is preparing to introduce its first ...