In short: Offered as his own example of what the market will pay for restaurant growth: "I give you an example. Cava… is a new like Chipotle equivalent" trading at "92 times earnings." The host's note that "none of those stocks are doing well either" is left standing. No view on Cava.
51:50— Expensive. Yeah, I agree. It's just a restaurant — but Starbucks is at 34. Starbucks is not growing. And then why it's cheaper — normally in US this type of growth people pay way more. And people are worried about a lot of competition in coffee. I give you an example. Cava — yes — Cava is a new like Chipotle equivalent — trading at 92 times earnings.
In short: Trades at ~$60M per store vs a $1–8M norm — implying 5–6× store growth that may be unrealistic given how few US cities can sustain $20–25 bowls. Overvalued, but a short still needs a catalyst.
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