Analyst
BNP Paribas
Equibles does not estimate personal net worth.
Steve McManus is recorded as Analyst at BNP Paribas. Steve McManus has spoken on 4 earnings calls across 4 companies, most recently for Cava Group, Inc. on August 11, 2026. Those appearances were for Cava Group, Inc. (CAVA), Sweetgreen, Inc. (SG), Shake Shack Inc. (SHAK) and Starbucks Corp (SBUX). The companies whose calls Steve McManus spoke on are classified in the Consumer Cyclical sector.
“Please go ahead. great thanks for taking the question uh curious what you were seeing through the quarter um as it relates to day part or occasion mix um any meaningful shifts there uh you know particularly with with salmon curious to get uh any color there that would be great thank you so our um day part mix has been…”
“So on the innovation calendar, it looks like big checks coming back. Could you just walk us through the rationale? How do we think about, like, the potential cannibalization, and how will that be priced just given the check drag when it was previously at $9.99?”
“So as that scales at a higher penetration rate, how should we think about incrementality and the trade-off versus in-store visits? And is there any color you could share around channel margin implications?”
BNP Paribas
Analyst
Transcript header (unverified)
CAVA
Restaurants · Consumer Cyclical
SHAK
Restaurants · Consumer Cyclical
SBUX
Restaurants · Consumer Cyclical
