Nick Setyan

Managing Director, Mizuho Securities
@Nick_Setyan · tracked since Feb 2026
Calls 1 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
CAVA long +5.2%
Worst Calls
No live losers yet
Most Mentioned
CAVA ×1
Recent Calls
CAVA long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +5.2% Long Return +5.2% Short Return -
Average Return
7d +13.7%
30d +16.3%
90d +18.5%
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CAVA CAVA Group Inc. CAVA Group Inc.
Long
Feb 24
$67.80
+5.2%
CAVA beat earnings and guided for 3-5% comparable sales growth (above consensus). They have taken less price increases compared to peers like Chipotle. By maintaining a relative value gap (lower prices than competitors), CAVA is driving foot traffic and volume growth in a consumer environment where diners are fatigued by high prices. LONG. Rising input costs could eventually force price hikes, potentially dampening the traffic advantage.
CAVA beat earnings and guided for 3-5% comparable sales growth (above consensus). They have taken less price increases compared to peers like Chipotle. By maintaining a relative value gap (lower prices than competitors), CAVA is driving foot traffic and volume growth in a consumer environment where diners are fatigued by high prices. LONG. Rising input costs could eventually force price hikes, potentially dampening the traffic advantage.
Consumer
YOUTUBE
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