John Powers's questions to CAVA Group Inc (CAVA) leadership • Q2 2025
Question
John Powers from Citi asked if CAVA could quantify the store-level profit improvements from its technology investments like KDS and AI cameras, and if those savings would fund the new Assistant General Manager positions.
Answer
CEO Brett Schulman stated that while they are seeing improvements in accuracy and guest scores from the tech rollouts, they have not yet quantified the specific profit impact. He noted that in pilot tests, the AGM role has been 'self-funded' through transaction growth driven by stronger in-store leadership.