TSOH Investment Research (Alex Morris)

TSOH Investment Research (Alex Morris)

CAVA

"Complexity As A Moat"
An update on Portillo's (PTLO)
Aug 26, 2024 • TSOH Investment Research
CAVA: Running The Playbook
From “CAVA: The Next Chipotle?”: “The main takeaway is that the unit economics at the CAVA-bannered locations have been attractive (at a minimum…
Jun 17, 2024 • TSOH Investment Research
CAVA: The Next Chipotle?
CAVA’s story began in 2006, when its three co-founders - childhood friends Ted Xenohristos, Ike Grigoropoulos, and Dimitri Moshovitis - opened a…
Jul 10, 2023 • TSOH Investment Research
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