CHILIS IS REACHING NEW HEIGHTS WHILE NO ONE AT CAVA TAKING BITES

1) Cava Group (CAVA) — Earnings Beat, But Shares Crash 🍽️💥 -25%

What happened: Cava delivered Q2 earnings of $0.16, beating estimates of $0.13. Yet shares fell ~17%, hitting a 15-month low.
Why it matters: Despite the EPS win, same-restaurant sales slowed (just ~2% growth vs ~6% expected). Management trimmed full-year comp sales growth to 4–6%, though they still plan to open more stores.
Vibe check: Growth demo’d, but demand cooling. Beat on earnings, but traffic matters more for repeat.
Street view: Cautious — analysts defended pockets of performance but warned about slowing comps.

2) Brinker International (EAT) — Chili’s Lights Up the Grill 🔥🍔 +12%

What happened: Q4 earnings of $2.49 beat the $2.43 estimate. Revenue: $1.46B vs ~$1.44B expected.
Why it matters: Comparable restaurant sales rose 21.3% year-over-year, led by Chili’s (+23.7%). Active menu campaigns and traffic drove boosts.
Vibe check: Momentum. Brinker also announced a $400M buyback and provided strong guidance for FY ’26.
Street view: Bullish — “Chili’s is officially back!”

3) Gildan Activewear Acquires HanesBrands — Basic Clothing Shakeup 👕🤝 +14% +7%

What happened: Gildan agreed to buy HanesBrands for $2.2B in cash & stock, valuing the deal at ~$4.4B including debt. Shareholders get $0.80 + 0.102 Gildan shares.
Why it matters: Hanes has struggled — zero profits since 2021 and declining sales. The deal aims to cut $200M in costs and create a bigger global apparel player.
Vibe check: Strategic consolidation — not sexy, but smart if synergies hit.
Reaction: Hanes stock popped 28% earlier, then dropped ~7% as the deal price came in below the hype.

Quick Ranking: From Best to “Not So Fire”

Brinker (EAT) — Momentum, buybacks, great foot traffic.
Gildan/Hanes (GIL/HBI) — Merger gives scale, but tied to retail turnaround risk.
Cava (CAVA) — Solid EPS showing, but traffic slowdown had the market bailing.

TL;DR Final Thoughts

Cava: Beat earnings, but comps slipping — shaky future.
Brinker: Flaming comeback via Chili’s — strong Q4 and plenty of confidence.
Gildan/Hanes: Big strategic move — combining forces might pay off, but buyers beware retail headwinds.

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