Stock Movers Cava Group Plunges, On Holding Drops, CoreWeave Falls as AI Buildout Costs Deepen Losses
Aug 13, 2025
Cava Group experiences a sharp 17% drop after revising its sales forecast, reflecting broader struggles in the restaurant industry. Meanwhile, On Holding faces a downgrade, as analysts predict slowing growth will impact its valuation. CoreWeave reports mixed financial results, showing increased sales but an unexpected rise in net loss, leading to a complex outlook in the cloud-computing sector. These trends highlight significant market challenges and shifting consumer dynamics across various industries.
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CAVA Cuts Sales Forecast, Shares Plunge
- CAVA's stock plunged after the company cut full-year same-store sales guidance from up to 8% to at most 6%.
- Bloomberg highlights weaker consumer spending at restaurants as the likely driver of the company's largest-ever drop.
Jefferies Sees Growth Peaking For On
- ON Holding was downgraded by Jefferies amid concerns that sales growth is peaking despite a recent upbeat outlook.
- Analysts warn valuation multiples may compress as growth slows, making the U.S. market crucial for the brand.
CoreWeave's Sales Rise But Loss Widens
- CoreWeave reported Q2 revenue that tripled to $1.21 billion but posted a wider-than-expected net loss.
- The stock fell as analysts flagged margin and cash-flow pressures despite strong order pipelines, including work for OpenAI.