On January 21, 2026, Brett Schulman, who serves as both Chief Executive Officer and President of Cava Group Inc. (NYSE:CAVA), completed a transaction involving the sale of 21,650 shares of Cava common stock, generating proceeds of approximately $1.46 million. The shares were traded at prices ranging from $67.05 to $67.78, with an average transaction price near $67.41.
This divestiture was undertaken specifically to satisfy tax withholding commitments associated with the vesting of Schulman’s restricted stock units (RSUs). Post-sale, Schulman’s direct holdings comprise 807,325 shares, inclusive of unvested RSUs. Additionally, his indirect share ownership extends through family and entities, including 57,495 shares held by a spouse, 682,710 shares owned via a limited liability company, and 150 shares under the name of a daughter.
Cava Group, known for operating a portfolio of fast-casual Mediterranean restaurants and currently valued at approximately $7.7 billion, has faced notable stock price depreciation. Over the preceding week, its share price declined by 8.3%, and over the past six months, it has dropped close to 28%, based on InvestingPro data. Despite these headwinds, the stock trades at a price-to-earnings ratio (P/E) of 46.4, which suggests a premium valuation relative to InvestingPro’s fair value assessment.
Market analysts remain divided but generally optimistic. Consensus price targets range between $51 and $85, indicating varied perspectives on the company’s potential. The company’s financial performance indicators remain solid, with a return on equity (ROE) of 20%, reflecting profitability, and a current ratio of 2.69, suggesting strong liquidity and short-term financial health.
Recent corporate developments further mark Cava's trajectory. Doug Thompson has been appointed as Chief Operations Officer, effective March 2, signaling a strategic bolstering of the operational team. Thompson brings over 20 years of industry experience, previously with Texas Roadhouse, and is expected to oversee restaurant operations and field staff.
Analyst perspectives reinforce the company’s potential despite operational challenges. TD Cowen raised its price target to $72 while maintaining a Buy rating, citing confidence in the company meeting future same-store sales goals. Conversely, Bernstein lowered its price target to $75 but retained an Outperform rating, noting lingering investor caution until the company weathers tougher sales comparisons expected in the latter half of 2026. Stifel reiterated its Buy rating with a $75 target, highlighting management discussions concerning 2026 sales drivers and operational execution. Although Stifel acknowledges recent softness in comparable sales, it underscores underlying demand for Cava’s offerings remains robust.
For investors seeking comprehensive financial analysis, InvestingPro offers an extensive Pro Research Report that includes 14 additional insights regarding Cava’s financials and operational metrics.
These recent insider transactions, valuation discussions, and executive appointments collectively paint a nuanced picture of Cava Group’s current market position. While volatility and valuation premium pose challenges, the company’s operational fundamentals and strategic leadership adjustments support a cautiously constructive outlook.