B+
Bull case
20%
Probability
Target price
$90.07
-1.0% vs current
Mixed: analysts cluster in the mid-$70s while targets are widely dispersed, reflecting disagreement between margin-improvement bulls and execution-risk bears. Recent headlines note strong top-line growth from new openings [#SERP-2].
No evidence quality warning is currently attached to this memo.
Quarterly release will update comps, unit economics, and guidance; Q4 FY25 revenue grew 21.2%, setting a high comparison bar [#SERP-2].
Post-earnings sell-side price-target updates; consensus range likely revisited with a review window ending by late summer [#SERP-1], [#SERP-3].
Medium-term upside from new-unit scale and operating-leverage gains; outcome depends on execution and supply-cost trends [#SERP-2], [#SERP-4].
No formal recommendation provided.