The hosts discuss Kava's first quarterly update, comparing its performance to popular restaurant chains like Chipotle. They explore the potential for growth in the US market and highlight the importance of Kava's response to food safety issues.
Cava delivers some spicy results in its first earnings report and Target and TJX are on the opposite sides of retail trends.
(00:21) Jason Moser and Dylan Lewis discuss:
- Cava’s stellar first earnings report, and how store count, traffic, and prices are all pushing the company forward. - How Target is being bitten by slowing consumer spend in high-ticket items and increased focus on essential items. - Why TJX is happy to see inventory issues in retail and how the company continues to thrive in a tough environment.
Companies discussed: TGT, TJX, CAVA, WMT
Host: Dylan Lewis Guests: Jason Moser Engineers: Dan Boyd
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