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![longoption Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1577787296408928257.png) Contrarian Capital [@longoption](/creator/twitter/longoption) on x 4639 followers
Created: 2025-07-24 13:59:11 UTC

My take: 

$CAVA has demonstrated stronger SSS than Chipotle, so I am not worried about their SSS based on $CMG’s report. IMO, it seems that getting people to try Cava is the customer acquisition barrier, but once they try it, retention is high. 

$CMG and $SG also definitely share the same consumer. Both are seen as healthier fast casual options to get bowls/salads. If you’re at an office, both are totally options to go get lunch.


XXX engagements

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**Related Topics**
[cmg](/topic/cmg)
[acquisition](/topic/acquisition)
[$cmgs](/topic/$cmgs)
[$cava](/topic/$cava)
[$cmg](/topic/$cmg)
[stocks consumer cyclical](/topic/stocks-consumer-cyclical)
[$sg](/topic/$sg)

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