Cava上半年同店销售增9%，美国人涌向皮塔饼和三文鱼
Cava Sales Jump as Americans Flock to Pita Chips, Salmon
They've crushed it in the first half of this year. Same store sales over 9% um traffic over 5% here in the first half of the year. Uh mainly being driven by new pomegranate glazed sa salmon and that's what Alexis has been report.
他们在今年上半年表现出色。同店销售额增长超过9%，客流量增长超过5%。这主要是由新的石榴釉面三文鱼推动的，这也是Alexis一直在报道的。
I have not tried their salmon. I tried their shrimp which was excellent. It was in test. Um but I have not tried the salmon. But um they do a nice job with quality. A and b um not a lot of their competitors sell seafood.
我没有尝过他们的三文鱼。我尝过他们的虾，非常棒。那是在测试中。但我没有尝过三文鱼。不过他们在品质方面做得很好。A和B，他们的竞争对手中很少有卖海鲜的。
Yeah.
是的。
Right. And so we've actually last year was the year of steak. We've actually seen a much bigger impact from their salmon sales than steak.
对。所以实际上，去年是牛排之年。我们实际上看到他们的三文鱼销售比牛排产生了更大的影响。
What is their trick here? Because from what I understand, this is a really tough time in the restaurant industry, especially in kind of the the middle class restaurant section. I know it's it's gotten really really really competitive and there's cycllospora and there are a lot of challenges right now, tariffs, all of it. What is cava doing? What is its secret other than the salmon of course?
他们的诀窍是什么？因为据我所知，现在餐饮业非常艰难，尤其是中档餐厅领域。我知道竞争变得非常非常激烈，还有环孢子虫病，现在还有很多挑战，关税等等。Cava做了什么？除了三文鱼之外，它的秘诀是什么？
Well, number one, I'd say healthy Mediterranean cuisine, right? That's that's people more and more people are eating healthy, especially with GLP. It's like healthy fast food,
嗯，第一，我会说是健康的地中海美食，对吧？越来越多的人吃健康食品，尤其是随着GLP药物的使用。就像是健康快餐，
right? Um, yeah. And so that's a big part of it. And really the equation in restaurants is the value equation is about what you get for what you pay. And people are coming away from the cava experience happy, right? They they had a good um tasty meal, right, in in a nice environment, you know, good service with a smile and and people come back. So we're just seeing a massive divergence between winners and losers in the restaurants.
对吧？嗯，是的。所以这是很大一部分原因。实际上，餐厅的等式是价值等式，即你为所付的钱得到了什么。人们在Cava的体验后感到满意，对吧？他们吃了一顿美味可口的饭，在一个舒适的环境中，服务周到，面带微笑，所以人们会再来。所以我们看到餐厅业赢家和输家之间出现了巨大的分化。
Contents have been this way now for a few years because of the inflation. People are becoming more discerning. When they have a good experience, they go back. If they don't, see you.
由于通货膨胀，这种情况已经持续了几年。人们变得越来越挑剔。当他们有好的体验时，他们会再来。如果没有，那就再见。
Red headline crossing the terminal right as we speak. Mike, um, Trion Fund management assembling co-investors for Wendy's bid. This is according to the Financial Times. So, what's going on with Wendy's? [sighs]
红色标题刚刚出现在终端上。Mike，嗯，Trion基金管理公司正在为Wendy's的竞标召集共同投资者。这是根据《金融时报》的报道。那么，Wendy's发生了什么？[叹气]
Well, Trion has been trying to like, you know, pitch their book here. They've been involved in Wendy's for quite some time. There was some rumors uh earlier this year uh about them becoming involved. So uh you know since they already have a stake in it and we kind of take this with a grain of salt. What what I can say about Wendy's is uh we're a big fan of their new CEO. Bob Wright had worked at Wendy's for a very long time.
嗯，Trion一直在试图推销他们的计划。他们参与Wendy's已经有一段时间了。今年早些时候有传言说他们会参与进来。所以，你知道，既然他们已经持有股份，我们对此持保留态度。关于Wendy's，我能说的是，我们是他们新任CEO的忠实粉丝。Bob Wright曾在Wendy's工作了很长时间。
So you know he knew the business very very well. when he left Wendy's, he was previously head of international uh chief operating officer I think was his last position. He became CEO of Potbelly and he um you know he orchestrated an very impressive turnaround. Stock went from $2 and change and was bought out at like 16 17 bucks, right? And so um you know in terms of myself, I'm a lot more optimistic about Wendy's going forward.
所以你知道他对这个行业非常非常了解。当他离开温迪时，他之前是国际业务负责人，我想他最后的职位是首席运营官。他成为Potbelly的首席执行官，并且你知道，他策划了一次非常令人印象深刻的扭亏为盈。股价从2美元多涨到了大约16、17美元被收购，对吧？所以你知道，就我自己而言，我对温迪的未来更加乐观。
I I would think that the franchisee base is probably very energized because they know him intimately, right? And he's got a great plan to turn things around. So, [snorts] in general, I think um you know, things are looking up at
我认为加盟商群体可能非常振奋，因为他们非常了解他，对吧？而且他有一个很好的计划来扭转局面。所以，[哼]总的来说，我认为你知道，事情在好转。
stock's up 10% on this news today. So, um maybe people are thinking this might be the real thing. I don't know. Um Brinker um reported some results. Remind us who Brinker is and the brands they have and what they're seeing.
今天股价因为这个消息上涨了10%。所以，嗯，也许人们认为这可能是真的。我不知道。嗯，Brinker报告了一些业绩。提醒我们Brinker是谁，他们有哪些品牌，以及他们看到了什么。
Yeah, they own uh Chili's and Majanos. Chili's has been on a tear. I think same store sales are up, you know, cumulatively about 70% over the last 5 years. You know, this is we've never seen this out of a brand that's been around sector, too. Yeah.
是的，他们拥有Chili's和Majanos。Chili's一直表现强劲。我认为同店销售额在过去5年累计上涨了大约70%。你知道，我们从未见过一个已经存在这么久的品牌有这样的表现。是的。
Are they just the right price point value point for folks?
他们只是价格点合适，对人们来说物有所值吗？
Well, no. This was a brand that was kind of um you know [laughter]
嗯，不。这个品牌曾经有点，你知道，[笑声]
I mean you read Lobster's been struggling like a lot of their competitors have really
我的意思是，你知道Lobster一直在挣扎，就像他们的许多竞争对手一样，真的
well so you know there's a few things that are are boosting casual dining but a lot of this is really based around what they've done. Chili's was always a great brand and it was mismanaged for a very long time and so they got back to the core of what Chili's was. Um they also you know started with really um improving the operations. Then from there they started um improving the marketing and they have a best-in-class marketing team.
嗯，所以你知道，有几件事在推动休闲餐饮，但很多实际上是基于他们所做的。Chili's一直是一个伟大的品牌，但被管理不善了很长时间，所以他们回归了Chili's的核心。嗯，他们还开始真正改善运营。然后从那里开始，他们开始改善营销，他们有一个一流的营销团队。
So the CEO and the chief marketing officer, they did the Old Spice smell like a man man. They they turned around KFC with the rotating kernels when they had all the the famous comedians, right? So they're phenomenal in marketing. So that's been a big part. And now lat more recently, they've been continuing to work on the operations and continuing to spend more on marketing. But now they continue continually are upgrading the ingredients and the products on the menu and you know people are going they're trying it and they're coming back.
所以首席执行官和首席营销官，他们做了Old Spice的“闻起来像男人”广告。他们通过旋转的鸡块广告扭转了肯德基的局面，当时他们请了所有著名的喜剧演员，对吧？所以他们在营销方面非常出色。所以那是一个重要部分。现在最近，他们继续致力于运营，并继续在营销上投入更多。但现在他们不断升级食材和菜单上的产品，你知道，人们去尝试，然后他们又回来了。
They've they've had tremendous results.
他们取得了巨大的成果。
The more I talk to you about your companies and your industry, the more I learn that it's management's really important.
我越是和你谈论你的公司和你的行业，我就越明白管理层真的很重要。
So important, man.
非常重要，老兄。
So important. I mean
非常重要。我的意思是
more than with other companies.
比其他公司更重要。
It just feels like operationally there's more things they can do and
感觉在运营上，他们可以做的事情更多，而且
Yeah. And you know what it is? I think in my opinion is you have tens of thousands of frontline workers that you have to get to buy in. Yeah.
是的。你知道是什么吗？我认为，在我看来，你必须有成千上万的基层员工认同你。是的。
Right. It's not just a small management if you're a tech company, a small management team that has to drink the Kool-Aid. I mean, you have to get tens of thousands of reg everyday regular people to buy in on your plan. So, if you're not a if you're not a good person with hospitality in your veins, they sniff that out real quick and they're not they're not going to move mountains for
对。这不仅仅是像科技公司那样，一个小型管理团队需要接受新理念。我的意思是，你必须让成千上万的普通日常员工认同你的计划。所以，如果你不是一个好人，不是一个骨子里有热情好客精神的人，他们很快就会察觉出来，他们就不会为你赴汤蹈火。
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