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    Ivan Yu

    Research Analyst at Jefferies

    Ivan Yu is an Equity Research Vice President at Jefferies, specializing in equity analysis and providing in-depth coverage across a range of companies. As a senior equity research professional, he supports client transactions and investment decisions through detailed sector insights, though recent public records do not list specific covered companies or precise performance rankings. Ivan Yu’s career at Jefferies began prior to 2021, with advancement to the Vice President level, and available employment history does not show previous affiliations with other major firms. His professional credentials and regulatory licenses, as well as industry awards or performance metrics such as TipRanks rankings or documented success rates, are not publicly disclosed at this time.

    Ivan Yu's questions to CAVA GROUP (CAVA) leadership

    Ivan Yu's questions to CAVA GROUP (CAVA) leadership • Q4 2024

    Question

    Ivan Yu from Jefferies inquired about the 2025 menu innovation pipeline and CAVA's strategy for maintaining its relative value proposition in the current consumer environment.

    Answer

    CEO Brett Schulman outlined a plan for one major 'tentpole' menu launch bracketed by seasonal innovations. Regarding value, he emphasized that CAVA's cumulative price increases since 2019 have significantly trailed both CPI and QSR peers, strengthening its position by offering high-quality, convenient, and experiential dining at a compelling price point.

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    Ivan Yu's questions to CAVA GROUP (CAVA) leadership • Q3 2024

    Question

    Ivan Yu asked for a breakdown of the steak launch's contribution to same-store sales, specifically regarding traffic versus check, and inquired about the future direction of menu innovation.

    Answer

    CFO Tricia Tolivar noted that while steak contributed to the 12.9% traffic growth, it was not a significant component, and that it had some impact on the ~2% product mix due to its premium price. CEO Brett Schulman added that the culinary team has a multi-year innovation pipeline across all menu categories, including bases, toppings, beverages, and attachments like pita chips, while maintaining operational simplicity.

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