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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