Brett Schulman

· tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
CAVA long -15.8%
Most Mentioned
CAVA ×1
Recent Calls
CAVA long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -15.8% Long Return -15.8% Short Return -
Average Return
7d -6.3%
30d -9.2%
90d -3.0%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Feb 26
$84.74
-15.8%
CAVA posted 3-5% sales growth guidance (beating estimates) and stock rallied 25%. Despite macro headwinds, the "Mediterranean category" is proving resilient. The company is successfully executing a unit expansion strategy while maintaining traffic, proving it is capturing share from other fast-casual dining options in a K-shaped consumer environment. Long CAVA as a momentum leader in the consumer discretionary space. Wage inflation or a sharp pullback in consumer spending.
CAVA posted 3-5% sales growth guidance (beating estimates) and stock rallied 25%. Despite macro headwinds, the "Mediterranean category" is proving resilient. The company is successfully executing a unit expansion strategy while maintaining traffic, proving it is capturing share from other fast-casual dining options in a K-shaped consumer environment. Long CAVA as a momentum leader in the consumer discretionary space. Wage inflation or a sharp pullback in consumer spending.
Consumer
Showing 1 of 1 picks ยท sorted by mentions