SG

ultio

For anyone else who was confused about what "compulsory super" means: *Compulsory super, or the Superannuation Guarantee (SG), is Australia’s mandatory retirement savings system. Under this law, employers must make regular financial contributions on behalf of eligible employees into a complying superannuation fund. The current minimum contribution rate is 12% of an employee's qualifying earnings.*

Double-Computer7263

10% of my portfolio between Wendy's shares and calls for tomorrow, wen moon! Also grabbed some SG under $5 after earnings, kind of a lotto ticket that one

Room_101_Escapee

SG falling in after hours. I’m holding a gross bag of salad now! Looks like I’m at the right place

Xzlk

If SG, can’t profit from selling $20 salads, maybe $25 will do the trick

Loose-Dream7901

SG&A costs went up due to store expansion costs and some pricing pressures. It definitely doesn’t account for all of it, there was talk on the call also about some timing of items that fell into the balance sheet. I am expecting this to normalise especially with RYM consolidated reporting in August.

No_Love_Gained

Good headline numbers but there sure are signs like reduced gross margin % and reduced EBITDA that people need to keep an eye on. They also attributed increased SG&A to higher staff costs/retention (it'll be good to find out if it was just the c-suite paying themselves).. Glta

Andrew_Higginbottom

I addressed everything you said. Admit to something because your narcissistic derangement says so? Yeah sure I miss read the URL : [https://www.nytimes.com/2026/07/24/business/investing-stocks-trump-politics.html?](https://www.nytimes.com/2026/07/24/business/investing-stocks-trump-politics.html?unlocked_article_code=1.0lA.1POw.5GIxpLzjn6SG&smid=url-share) .. Your the one making out that I'm all emotionally falling apart ...and here you are falling apart with your demands.

CrabKates

Stargate SG-1

Napster-mp3

Agree. Should have just brought a Gibson SG IMO

Chef_Royardee

Jersey Mike’s ipo just in time for the lettuce crisis. SG leaps might actually be an idea here. Good? Not sure but certainly an idea

rainbow1112

Grab vs foodpanda in SG. Probably Uber will need to sell foodpanda operation in sg before regulator approve the deal. Not sure abt other regions.

Just-Broccoli-777

SG

Room_101_Escapee

SG is SweetRED

Room_101_Escapee

Bag holding SG and CRWV. I belong here

Beginning-Fig-9089

Cyclosporiasis - Puts on CMG, SG and YUM

RecentChef420

Negative cash from operations is a solid quarter? There's a reason they put out a bullish PR about international supply the day before releasing earnings. This quarter was ok, but the 9-month trends are a lot less impressive. 9-month operating profit (-21%) and net income (-27%) declined despite revenue growth. Operating expenses are rising (+35%) a lot faster than revenue (+13%) because of the share-based comp and SG&A (+19%) growing faster than revenue. Inventory is absorbing significant cash. Operating cash flows propped up by excluding interest payments and including cash from additional borrowing. Capex is starting to creep and shareholders have been meaningfully diluted. This is a reasonably strong operator that is growing, but they are growing into substantial operating and capex requirements and they only have modest underlying profitability and weak cash conversion after capex. Reads like more debt and/or dilution is incoming. Just my opinion and not advice

Room_101_Escapee

Bag holding CRWV and SG. Looks like I’m in the right place

Maritime88-

What’s up with SG today??

Room_101_Escapee

Holding CRWV and SG. I belong here

mfranko88

>what's Netflix offering that piracy cannot? For a vast, vast majority of people, it is offering an easy, convenient, and flexible means to watch content. If my mother-in-law wants to watch Squid Game, she opens Netflix and searches for Squid Game. It takes her 10 seconds and requires no additional software or technical understanding. There is no risk of malware. There is no risk that she may end up watching or downloading a knock-off / something that isn't SG. It is easy to pull up on her phone or on her TV.

SetRestart

DRAM is the most pos ETF, why buy something so stupid when Memory Stocks are so easy to buy. It's like going to a broker and having them put your money into the S&P 500. Just buy MU, WD or SG and SANDISK retards.

minin71

Nah, I think not. Im currently up 45% on sweetgreen. Better play. $SG>$CMG

thecactusman17

The cheapest Netflix Original scripted series (think House of Cards or The Witcher or Wednesday or Emily in Paris) *start* at roughly double the inflation adjusted production cost per episode of all but the most expensive Stargate SG1/Atlantis episodes. That's for the cheapest shows in their early seasons, I'm not comparing the Stranger Things finale here. When comparing episode length, production cost,

bretttwarwick

So many great shows would have been canceled in the first season if they had that process 20-30 years ago. Some of my favorites that went over 7 seasons and created many spin-offs had a dud of a first season but season 2 and beyond really hit the mark. Star Trek: the Next Generation and Stargate SG-1 both didn't get good until season 3 and they finished with 10 seasons and spinoff series.

FrozenTire

Sopranos, Enterprise, DS9, SG1, Stargate Universe (super underrated), Law and Order, ER, I can go on The key is character development and getting invested over time.

moch1

- Game of thrones - Stargate SG-1 and Atlantis - Breaking bad - West wing - Mad men - The office - parks and rec - the good place - x-files - The Americans - Halt and Catch Fire - Slow horses - Battlestar Galactica - Seinfeld - The shield - ER All of these are amazing shows, some with 20+ episodes a year, that released in a nearly or exactly yearly cadence. A yearly schedule take commitment and planning. Commitment is Netflix’s biggest issue. You can’t wait for season 1 to premier before committing to season 2 if you want the actors to be available to film quickly.

s00pahFr0g

I miss that era of sci fi.  Back when I was dating my now wife I introduced her and her family to SG-1. It turned out my would be father-in-law was really freaked out by the Jaffa carrying the Goa’uld. It never even occurred to me that someone might be disturbed by that at the time. My wife did enjoy it though and we ended up watching through the whole series together.

Chrizzle87

Currently, the increase in ~~marketing expense~~ SG&A is quite a lot more than the increase in sales (YoY). Doesn’t look good

DevelopmentSouth8801

What you call filler episodes, I call getting to spend more time with the characters, exploring their personalities, exploring interpersonal dynamics of the cast, building a deep cast of side characters, and ultimately making the world feel deeper, wider, and more enjoyable. It's a big part of why shows like SG1/Atlantis, TNG/DS9, etc feel so deep while the 8-13 episode shows do not.

mxzf

SG1 had the best clip shows too, where it actually advances the plot meaningfully, instead of just being filler. Like, the very first one is "lets see how close to ending the world you repeatedly came this season as we consider if the program will be continued or not" which leads into "you're shut down for a week ... 'til you ignore orders and save the planet again, so we'll keep you around".

canman7373

> Gone are the days of 20 episode seasons of Stargate SG1.  That's not true at all, most streaming shows? Yeah those are short seasons. But mainstream media shows are still doing long seasons. New Matlock first season 19 episodes, 2nd 16. The Good Doctor" averages 20 episodes a season. "NCIS Origins" 18 episode seasons. So no those long seasons are not gone, just maybe not for the media you consume anymore.

Zardnaar

Yeah. O I thought Atlantis had less crap filler . SG1 it was mostly S1 and 2. They weren't that bad either cf TNG, DS9 etc. A mediocre SG1 episode was generally a 6/10 and there wasn't thst many of them.

DasFunke

While I love me some stargate both SG1 and Atlantis there was often a lot of filler in them. Same with old school anime etc.

Red_Sea_Pedestrian

Gone are the days of 20 episode seasons of Stargate SG1. 

lgnsqr

Netflix cancelled the continuation/reboot of Stargate SG-1 before the first season. The ultimate cancellation.

Room_101_Escapee

Come on CRWV and SG! Open the casino!!!

ch0c0l8cake

SG (Sweet Greens) automated quality fast casual restaurants. Automation food bet. $8.86 a share

creemeeseason

CODA earnings: Total revenue was approximately $6.9 million compared to $7.0 million in SQ2025, representing a decrease of 1.6%. Revenue from our core business (Marine Technology Business) was $2.8 million compared to $3.9 million in SQ2025, representing a 26.8% decrease. Revenue from our Defense Engineering Services Business was $2.5 million compared to $1.8 million in SQ2025, representing an increase of 37.9%. Revenue from the Acoustics Sensors and Material Business was $1.5 million compared to $1.3 million in SQ2025, representing an increase of 17.5%. Gross profit was $4.6 million compared to $4.5 million in SQ2025. Gross margin was 66.3% compared to 64.1% in SQ2026, reflecting the mix of type and geography of sales reported in the Period. Operating income was $1.8 million in SQ2026 compared to $1.1 million in SQ2025, representing an increase of 64.8%. Operating margin was 26.0% compared to 15.5% in SQ2025, reflecting the increase in our gross profit and 21.4% decrease in selling, general & administrative expenses. Pre-tax income was approximately $2.1 million in SQ2026 compared to $1.3 million in SQ2025, representing an increase of 68.6%. Net income after taxes was $1.7 million in SQ2026 compared to $0.9 million in SQ2025, an increase of 86.8%. Diluted earnings per share in SQ2026 was $0.15 compared to $0.08 in SQ2025. Pre-tax income as a percentage of revenues for SQ2026 was approximately 30.9% compared to 18.0% in SQ2025. Research and Development expenditures for SQ2026 were approximately $0.6 million compared to approximately $0.7 million in SQ2025, representing a decrease of 6.0%. SG&A in SQ2026 was approximately $2.1 million compared to $2.7 million in SQ2025, representing a decrease of 21.4%.

Forest_City_Frolfer

**Fourth Quarter FY2026 and FY2026 Financial Highlights** * Consolidated net revenue of $71.2M in Q4 FY2026 increased 10% over the same period in the prior year. Consolidated net revenue in FY2026 was $284.6M, an increase of 6% compared to the fiscal year ended March 31, 2025 ("FY2025"). * Cannabis net revenue was $54.5M in Q4 FY2026 and $213.9M for the full year, an increase of 20% and 15% respectively, versus the prior-year periods. * Canada medical cannabis net revenue in Q4 FY2026 was $25.3M, an increase of 27% versus the three months ended March 31, 2025 ("Q4 FY2025"), driven by growth in the number of insured patients and a larger assortment of cannabis product choices offered to our customers, while full-year Canada medical cannabis net revenue increased 18% over FY2025. * Canada adult-use cannabis net revenue in Q4 FY2026 was $20.6M, an increase of 1% compared to Q4 FY2025 due to strong performance in vapes and infused pre-roll joints ("PRJ"). In FY2026, Canada adult-use cannabis net revenue increased 20% over FY2025 driven by growth in infused PRJ offerings and new All-In-One vaporizers launched early in the fiscal year. * International markets cannabis net revenue of $8.6M in Q4 FY2026 represented 68% growth compared to Q4 FY2025, as the Company addressed supply chain challenges in Europe experienced earlier in the fiscal year. Overall in FY2026, international markets cannabis net revenue decreased 7% compared to FY2025. * Storz & Bickel net revenue in Q4 FY2026 was $16.8M, a 14% decrease compared to Q4 FY2025. In FY2026, Storz & Bickel net revenue was $70.7M, 14% below FY2025. The decreases in both periods are primarily attributable to lapping strong sales in the prior year and continued consumer economic uncertainty, offset by the new VEAZY product, which launched in September 2025. * Consolidated gross margin in Q4 FY2026 was 12%, compared to 16% in Q4 FY2025. Consolidated gross margin in FY2026 was 24%, compared to 30% in FY2025. * The Company incurred $10.7 million of inventory charges in Q4 FY2026, primarily resulting from a review of the overall Cannabis segment inventory levels following the acquisition of MTL Cannabis Corp. (“MTL Cannabis”). Excluding the impact of the inventory write-offs and the flow-through of inventory step-up relating to the acquisition of MTL Cannabis, adjusted gross margin^(1) was 27% in Q4 FY2026, as compared to adjusted gross margin of 19% in Q4 FY2025 (which excludes restructuring costs recorded in cost of goods sold). * Cannabis gross margin in Q4 FY2026 was 7% compared to 8% in Q4 FY2025, while adjusted gross margin^(1) for the segment was 26% in Q4 FY2026 compared to 12% in Q4 FY2025. Cannabis gross margin was 22% in FY2026, compared to 26% in FY2025. The decreases in the gross margin percentage were primarily attributable to lower sales relating to international markets, higher inventory provisions, costs related to new product launches and a shift in both product and geographical mix. * Storz & Bickel gross margin of 27% in Q4 FY2026 compared to 36% in Q4 FY2025. Gross margin in FY2026 was 33%, compared to 37% in FY2025. The decreases in gross margin are due to lower sales, increased tariffs on imports into the United States and shifts in geographic mix. * Selling, General and Administrative expenses ("SG&A") in Q4 FY2026 were 7% higher than in Q4 FY2025. SG&A in FY2026 decreased 6% compared to FY2025. The year-over-year reduction was driven by continued reductions in headcount and third-party costs including insurance, professional fees and IT costs. * The Company recorded $67.1M of asset impairment and restructuring costs in FY2026, primarily related to the impairment of goodwill and brands associated with Storz & Bickel and employee restructuring costs. * Net loss from continuing operations in Q4 FY2026 was 21% lower compared to Q4 FY2025. Net loss from continuing operations in FY2026 narrowed by 49% year-over-year. * Adjusted EBITDA^(2) loss for Q4 FY2026 was $6.3M, an improvement of $2.9M or 32% compared to Q4 FY2025. Adjusted EBITDA loss of $20.2M in FY2026 narrowed by $3.3M or 14% compared to FY2025, primarily attributable to SG&A cost savings. * Free cash outflow^(3) improved year-over-year, from $176.6M in FY2025 to $69.1M in FY2026. * Net cash position of $131.3M at the end of FY2026 represented an improvement of $303.9M compared to net debt of $172.6M at the end of FY2025. **My Notes** * 253M Net Loss * 374M From proceeds from issuance of common shares and Warrants this year (385M Last year) So they've diluted to the tune of 759M dollars in the past 2 years * Sitting on 364M in Cash * Revenues increased Y/Y but margins declined Overall, I have a hard time seeing what the long term plan for this company is. They appear to be treading water and using their seemingly unlimited amount of shareholder dilution to just hang around.

AgitatedJump8459

Mentioned in another commnt just now. SG micron technology factor (for euro bros only?)

Joesr-31

Japan guy moved to SG, give him some time to adapt to singlish lah

No_Listen_6663

Exactly right. I’m still net long but got very short temporarily on Thursday because I felt this was coming. Funny thing is the puts barely offset most of the equity losses but got to buy more AMZN, SG, and LCID at close so felt good about that. But yes, I don’t keep as much cash in my brokerage as I could because I leverage some of those other funds in private lending house flipper loans. But I still try to equitize my whole net worth, so I just buy the correspondent amount of USD by shorting JPY and reduce my carry cost to roughly 1.3% on the net margin balance. Still risks however if the USD declines in value relative to the JPY, but based on the macroeconomic world view at the moment and the BOJ current policy I believe that to be a highly unlikely scenario within the next year.

LabyrinthLayers

Boomer - $KO, $CLX, $WMT, retard $SG

HigherGroundHoonigan

This is correct. But important questions are: * For recreational states, are any of its locations doing both Recreational AND Medical sales? * For recreational states, are any production facilities supplying both medical and recreational store fronts * Are there any recreational states where Trulieve is ONLY doing rec sales? Stores selling both will need to split into multiple as a result of these actions. Productional facilities supplying both will need to split into multiple as a result of these actions. Now this doesn't mean they need new property/land, it could just be splitting a grow facility in half with separate book-keeping or renting the vacant store front next door. But none of those expenses will be tax deductible for the medical side of the business. 85% is a overwhelming majority, for sure. But 15% is non insignificant. It's certainly more nuanced than this (depending on size of state operations and where expenses are allocated), but for perspective, 15% of their SG&A is \~$75 million dollars. So they could end up owing an extra 16-20 Million dollars in taxes for the medical business since those expenses won't be able to be claimed anymore.

Bert_Bro

Most of my $ is in SG🇸🇬 stocks, but on the US I've got a bit of $FUTU, waiting for it to go back up

NoRiskNoGainz

Just got my feelings hurt checking out a shitty stock like SG just to see it out performing everything I picked.

kwijibokwijibo

Are you talking about property investment or equities? For real estate, I'd stay far away unless you know what you're doing. There's a lot of oversupply in general - it's harder to find good spots Your best bet might be JB simply because of the continuing SG demand - but suggest you keep your options open

judechrist4444

healthy fast market is huge in metro areas. SG also has an elite digital order system they built out during covid.

Certain_Yam_5824

What upsides would that unlock? CMG already has a lot of locations and buying SG would just introduce real estate redundancy.

Rare_Steak_

SG 10x leveraged long MU looking cheap.

tacoandpancake

DD: The KBBQ chicken wrap is pretty good when I don't want to deal with an SG bowl.

DrummerCompetitive20

SG released a new tortilla wrap....+15%

Ahzmer

I said SG (Sweetgreen) is gonna run when it was 8.90, and when it was 9.60, and now its 10.10 (was 10.80 in PM a while ago). It's gonna keep melting up slow or fast to 12-15 during the next weeks. I won't mention the ticker anymore, but Im in heavy with shares + calls. All the best, make tendies anywhere u want in this highly retarded bull market.

SeldonPlanet

Watching $SG. New wraps are going to make a big impact on their business.

Room_101_Escapee

SG is SweetGREEN

Ahzmer

Sweetgreen (SG) is running. Mentioned it earlier already at $9.00 (9.60 in Premarket rn), but apparently their turnaround + new viral product items are making waves. PT $15.

LongLonMan

What? You’re missing a huge SG&A base, literally all your R&D support is in there…

GreenInvestmentUK

From one of the most recent interviews with the CEO of KOPN: “The first question I always get is “Why Fabric?”. We’ve been working on bi-directional displays for over two years - we’ve actually invented it. We also have in production today, flying in an aircraft - which I can’t talk about - MicroLED which is capable of 6 million nits of brightness. If you take these two concepts and merge them together, it becomes an optical transceiver capable of transmitting data at 1.6 TB/s. When I looked at my board and we discussed investing at least 30-40 million dollars of Kopin cash and then another 10-15 million on marketing, it didn’t become evident that this was something I wanted to spend cash on. So instead, I worked with my investors and we said let’s create a new vehicle, a new company, that’s called Fabric.AI. We put in a new management team that knows how to sell to hyperscalers. Kopin does not know how to do that - we don’t have the staff for it, we didn’t have the experience for it, and we don’t have the SG&A to do it today, so let’s give that to Fabric.AI. Kopin will own 19.9% - after dilution***** - not now - they’ve got enough cash for now. What Kopin gets is: An order for 15 million dollars to prove the concept this year. An order next year to take it to production - so this thing is coming and it’s coming next year. And then the semiconductor companies, the Big Five - Nvdia, AMD, Intel, Samsung and Micron (Technologies) - we’ll work with those companies because we need to know the interfaces that they’re operating with. Take Nvdia’s open architecture - we’re working to understand that and adopt that in our technology. And we’ve already signed two very specific NDAs for this technology with two of the Big Five.” More in the Kopin sub.

YOLOontheGO

I work in restaurant industry and honestly I’m not really sure how SG can save cost with tons of fancy equipment while still hire extra people just to maintain those equipment. Food still come out much slower than a slowass chipotle. Epic fail.

Broad-Point1482

I made 100% in 24hrs buying calls on SG. Sold today and took profit but there may be some more profit to be had?

Ahzmer

Word on the street is that SG caesar salad wraps are selling like hotcakes and every tiktok chick is promoing it. Ceo and HF's buying notable stakes. Could be upside here still

Old-Commission2782

NKE and LULU will beat earnings, just watch. This sell off the last month is being bought. Same shit happened with food retail - SG, CAVA.

Room_101_Escapee

CRWV and SG save me

FatFluffyFish

SG here. Think it also stems from old boomers who got in DBS for real cheap and somehow that thinking just... passed down?

IC0DTE

Is SG the topic for Dumb Money Live’s next podcast Wednesday (5/20) at 12est? It kind of looks like it but not sure. If Chris Camillo is in I’ll take a shot.

Cinq_A_Sept

How about SG and its $26 salads go fk themselves. I’m poor.

cdmmer

Steve Cohen / Point72 just disclosed a 6.2% stake in $SG with \~2.7M shares tied to calls and somehow the stock STILL has \~25% short interest. Tiny float, momentum waking up, smart money loading calls, and bears still trapped in the trade hoping fundamentals save them. This setup has all the ingredients for a completely unhinged squeeze if buyers keep pressing.

peaceup_atowndown

I do also own a lot of CAVA. SG doesn’t necessarily have to be better, it just has to be in the mix to do fine

ExtremeBoard2078

I'm a little worried WSB is joining the chat on SG

mulletstation

Upvote simply because i started a huge call position last week in SG

Piyushhdangii

The short interest + improving fundamentals combo is definitely interesting, but restaurant turnarounds can look amazing for 2-3 quarters before slowing again. The key is whether SG can prove the wrap/margin story is sustainable, not just a temporary hype cycle.

Piyushhdangii

Interesting thesis honestly. The biggest question for me is whether the margin expansion is actually durable or if the market is just repricing SG from “dying concept” back to “normal restaurant business.” The wrap angle does make strategic sense though since it broadens the audience way beyond the original salad niche.

tacoandpancake

I have a very small stake in SG. One of the few tickers I've 'bought because i like the product'. Getting a reasonably healthy dinner for that price point is pretty fantastic. Great rewards program and their automated kitchen/prep machine is interesting to watch. Vibes based DD: The new kbbq wrap is pretty great.

peaceup_atowndown

Wraps are more popular than salads. People will say they’re going to the salad place and wind up getting the wrap. Just look at chipotle. SG wasn’t in that market at all and just entered a much larger market

delicious_oppai

They launched 5 dollar value meal cause cost sensitive demo aren't buying big mac meals. This wraps traffic will dry out soon enough for SG.

Room_101_Escapee

More CRWV and SG. I belong here

Old-Commission2782

SG went up after earnings despite same store sales declining again. It’s a toss up here for Cava.

Conscious-Trip2456

Solid DD. The underlying thesis here is definitely compelling. Gotta play devil's advocate on a few things. First, that 373% YoY growth number feels pretty cherry-picked. If you pull the audited 20-F for 2025, consolidated revenue went from $28.9M to $55.85M. That’s 93% YoY. Don't get me wrong, 93% is still absolute hyper-growth for a logistics platform and a massive W, but where does the 373% number come from? Also, slapping a 4x forward P/E on this is a bit premature. They are generating operating cash flow, but they still posted a net loss from continuing ops last year. Q1 earnings might prove some bottom line as positive EPS now that the IPO costs and MGO legacy garbage are off the books. All that being said, you are right bout the core thesis: - When rates spike due to geopolitical messiness, HMR's fee base automatically expands with zero capex required. The strait closure and multi-year highs on interest rates are definitely a tailwind and could lead to some massive revenue numbers. Likely not shown in the Q1 numbers though, as the Strait of Hormuz drama began at the end of Q1. -Zero long-term commercial debt is huge. Canceling that older vessel purchase in January saved the public balance sheet from taking on heavy liabilities and prevented heavy dilution at low valuation, so props to management for sticking to their assets light model and being disciplined. -The float is ridiculously tight. If the CEO really is eating up what little float is left on the open market, this thing is ripe for a surprise gap up when those Q1 numbers drop because there will be minimal shares available to meet the demand. Although there is really no chance of a short squeeze (0.3% shorts), so no short squeeze potential. Some additional details, they reversed their decreasing fleet trend from mid-2025 to end-2025. They went from 36 back to 50 managed fleets, and it is theoretically increasing at a similar or increasing in 2026. A large majority of that extra revenue will make it to the bottom line, since I don't think that adding vessels to their management pool requires an proportional SG&A expenditure. So bet profit and margins are likely to increase, turning this into a consistently profitable company sooner than most anticipate (maybe by end of 2026?). Appreciate the deep dive and for getting HMRs name out there. Solid find, and I'll be opening a position this week.

dasnoob

And this is why layoffs are so popular it is an easy way to reduce SG&A and increase operating margin for the next few quarters and kick the can of improving the business down the road.

Old-Commission2782

Market is an absolute scam when they drill a company like SG (rightfully so) and then it’s up when their earnings were complete dogshit

OilBerta

Oh sweet green SG.

Anxious_Matter5020

Nvm I dug for you, GameStop comparison from 2020 → 2025 shows: * Net sales: $5.09B → $3.63B Down $1.46B (-29%) * Operating income: -$238M loss → +$232M profit Improved by 470M and became profitable * Operating expenses (SG&A): $1.51B → $910M Reduced by ~$600M (-40%) * CEO compensation: Ryan Cohen takes: * $0 salary * no cash bonus * no time-based equity

redditme789

It is. Don’t bother with u/TopRaise7. Dude’s either a rage baiter or doesn’t have any EQ with non-SG folks

dvdmovie1

The concern that I have is when I look across the restaurant industry and it's been not a great time for a while. I think there is a point where people start to trade down/look elsewhere/eat less. CMG is down 35% in the last year, SG just had like -12% comps in their earnings yesterday or the day before. BROS is down about 18% in the last year. In the ultra short-term, with an RSI of 23, maybe you get a bounce out of SHAK but when I look across the restaurant landscape, doesn't look great and any further indication of consumer weakness might send it lower. Long-term, SHAK went public a bit over 10 years ago and I remember the excitement people had about it. A little over 10 years later, it's up 50% since then and there's been a number of 50% drops along the way. So you could have done much better with an index fund and you could have done twice as well (and much less stress) with boring JNJ. So, maybe a very short-term trade for a bounce but beyond that the consumer landscape is starting to look a little fragile and long-term it's not been a very good stock.

MatrixOrigin

**First Quarter 2026 Highlights** * First quarter revenue of $151 million. * Gross profit of $75 million. Adjusted gross profit 1 of $77 million; and an Adjusted gross margin 1 of 50.7%. * SG&A of $54 million or 36.0% of revenue. Adjusted SG&A of $51 million or 33.7%. * Net loss of $17 million. * First quarter Adjusted EBITDA 1 of $33 million and Adjusted EBITDA margin 1 of 21.7%. * Retained the No. 1 share position in multiple billion dollar markets. 2 **Subsequent to Quarter End** * Was conditionally awarded a Texas Compassionate Use Program license for vertically integrated operations. * Opened two new Ohio dispensaries: Bridgeport on April 10, 2026, and Aberdeen on May 5, 2026. * Began supporting operations of nine Pennsylvania dispensaries under a management services agreement. * The Trump Administration reclassified medical marijuana to Schedule III under the Controlled Substances Act, a step that is expected to eliminate the application of Section 280E to Cresco's medical operations; Attorney General Blanche announced an expedited process to review the classification of marijuana more broadly, with a hearing beginning on June 29, 2026. Conference call webcast link: https://events.q4inc.com/attendee/843035052

namtab00

am I ever going to climb out of the red with SG?! you retards need to go grab a wrap to lend me a hand... after close ER are going to sink me even deeper... why the fuck didn't I grab damn there ANY of the semis?!

heartbleed_hack

SG1, rewatching full tilt during market starting at beginning in chronological order

CannaVestments

A decent start to the year for Curaleaf. On the positive side, the top-line came in well ahead of expectations with 5.7% YoY growth (grew both internationally and domestically) and aEBITDA was modestly ahead of expectations as well. Despite the beat, the aEBITDA margin of 19.6% was their lowest showing going all the way back to 2020 following in Verano's footsteps here suggesting price compression remains ongoing. Cash flow dropped a bit with some accrued expenses paydown although was enough to more than offset $17M in Capex spend as Cura continues to reinvest in the business and sees opportunities ahead. Management was very excited about the opportunities ahead: growth from the federal ban on hemp, potential for banking legislation given ongoing momentum, and the potential to ship cannabis from the US to their international business. Full review: **Revenue:**  QoQ: $333.1M to $324.2 / YoY: $306.6M to $324.2M *Nice beat here on consensus($317M), down sequentially with seasonality but up 5.7% YoY (good to see). Growth on both the domestic and international side YoY, although the international side was down sequentially for the first time. 5 new stores opened during the quarter- 2 in FL, 2 in OH and 1 in Maine.* **Adjusted EBIDTA:**  QoQ: $69.0M to $63.4M / YoY: $66.1M to $63.4M *Down sequentially and YoY but ahead of expectations ($61.4M). Margin drops to 19.6%, down from 20.7% last quarter and 21.6% last year- their lowest margin since 2020.* **Gross Margins:**  QoQ: 48.6% to 48.5% / YoY: 50.7% to 48.5% *Roughly flat sequentially and down a bit YoY- at a good level.* **Operating Expenses:**  QoQ: $158.9 to $156.5M / YoY: $146.2M to $156.5M *Down sequentially- good to see given new store openings although up YoY due to higher SG&A and SBC. Still pretty steep here relative to peers.* **Operational Cash Flow:**  QoQ: $42.3M to $21.0M / YoY: $38.4M to $21.0M *Drop here- although in part due to an outsized account payable paydown in Q1. CapEx was $17.0M in Q1 for FCF of $4.3M- still re-investing a good amount into the business.* **Cash:**  QoQ: $101.6M to $106.1M *Positive OCF somewhat offset by CapEx spend- not much else here. Debt stands at $565M and UTP actually went down quite a bit the the tax provision benefit they took (not sure why) and stands at $439M.*

creemeeseason

TWST earnings: Twist Bioscience delivered its 13th consecutive quarter of sequential growth, with Q2 revenue jumping 19% YoY to $110.7M and beating guidance. The company’s core growth engine is fully operational: DNA Synthesis and Protein Solutions (DSPS) accelerated 28% YoY, buoyed by rising AI-driven drug discovery demand. Operational efficiency is improving, pushing gross margins to 51.6%. However, top-line success hasn't yet reached the bottom line. Net loss widened to $44.0M (from $39.3M a year ago), dragged down by a $7.2M litigation settlement charge and a 19% surge in SG&A expenses. Despite the cash burn, management raised full-year revenue guidance and firmly reiterated their target to achieve adjusted EBITDA breakeven by Q4 FY26.

Savik519

SG

PsychologicalBig5486

You dont think this will be a §12(a)(1) violation? They are calling the pledges "shares" and I think it passes the *Howey* test. It is an investment of $, is a common enterprise because pledgers share risks and rewards if the scheme launches or not (*SG LTD*), led to expect profits (eh more or less), solely from the efforts of others (clearly). They could claim they are exempt under Crowd funding but they already made over $5mil. They are clearly generally soliciting (Kenman) so they cant get a 506 exemption... Clearly this isn't *Spirit* stock but its a share of something.

_hiddenscout

**Climb Global Solutions (NASDAQ:CLMB)** reported Q1 2026 results: **net sales +32% to $182.4M**, **gross billings +14% to $542.8M**, and **adjusted EBITDA +4% to $7.9M**. Net income was $3.3M ($0.18 diluted), adjusted net income $3.6M ($0.19). Cash was $41.8M with no debt; Board suspended quarterly dividends beginning Q1 2026. Company closed the Interworks acquisition Feb 24, 2026, and notes one-time Q1 investments driving SG&A to $20.3M.

1c3_5n0w

woah, are you from SG? first time seeing Syfe used here.

hollow_bridge

Ok, I figured you might be a multinational, singapore does have some interesting investment opportunities I've looked at in the past, I didn't really want to comment on that part (i just don't know enough about it). It's interesting to see your approach, especially since I'm guessing your account is not dollar denominated, which has a pretty substantial impact on your investments. If you don't mind me asking, as I've heard home/condo investment is a challenge in SG, so how does that play into your total investment?

TheESportsGuy

Spotgamma pays for CBOE MBO data. That's how they can classify the different types of OI, the classification of the entity placing the order is labeled for them by the exchange. That's just step 1 of an accurate MM/dealer GEX model though... This dude's free model and virtually all others are guesswork... And since GEX is reflexive, if you guess wrong about whether or not a MM was on one or both sides of a trade, you've now got a completely random 50/50 shot of being right about GEX direction at that strike. I think free is the right price for a model like this, including SpotGamma's. Even if their model was right, which I don't think it is, it's on a delay. Smart people with plenty of computer wherewithal are getting the data not on a delay and have correct models, so it's priced in by the time you see it on SG.

No_Yogurtcloset7776

And SBC is also included in SG&A. So it literally does take from the bottom line too

shasta747

It means boobs too, source: trust me bro, I dated a hot Viet chick in SG back in 2021

CBarkleysGolfSwing

Check out their SG&A numbers before you get all excited about revenue

zerro_4

"Ha ha, he's just telling it like it is!" I'm willing to bet most MAGA followers don't actually read and listen to the full speeches and tweets and shit. This bit from Daily Show is great and is emblematic of the maga thought process. [https://www.youtube.com/watch?v=3f8SG9wkiFw](https://www.youtube.com/watch?v=3f8SG9wkiFw) Relevant context starts at 4:10, but the money shot is 5:10. Many supporters are genuinely uncomfortable with what he says and does, but for some reason feel obligated to continue to support.

LordFaquaad

It has a lot to do with where those 2 companies are located. Too many retail and international investors have been burned by the opaqueness and lack of transparency in the Chinese markets. Its also why many companies relocated their HQ from HK to SG after it was fully integrated by the Chinese government