SG

Thegreenpatriot

SG is going to be $10 very soon

Aam930333

$SG

Old-Commission2782

SG has finally awaken from the dead.

No_Hour6830

They could not be very profitable right now. Their gross margins are 8.5%, which is completely unsustainable. They need to somehow get their unit costs down substantially. Chipotle's gross margins are 23%. DPZ and QSR are 40% and 45% respectively. Even Cava is at 19%. I think SG is an interesting play, but they've been out there for a long time. I think I first went to Sweetgreen in 2017-2018, and they're still nowhere near profitability. When are they going to even be close to it? And not adjusted EBIDTA, just E.

TestingThrowaway100

I'm in SG as well. Non-struggling ozempic users will switch to eating $20 salads for lunch.

gainsusmaximus

Sweet green SG were making out of the garden with this one

ExtentInitial

SG is next 🤫 heard it here first

ExtentInitial

$SG HOLYYY next BYND

Bryaxis_D4

SG Sweetgreen why u go up? I have 100 shares but can’t find any news

Thegreenpatriot

Banbet! SG $9 3d

Ifuloseulose

SG new foodie pump?

Thegreenpatriot

Last chance to get in SG

gainsusmaximus

Sweet green gonna follow beyond $SG

Karl151

$SG is the next $BYND

gainsusmaximus

I'm want to go all in SWEETGREEN SG

Accomplished_Owl1338

In that case I would suggest you look into Singapore. They have a solid banking system with regional and international banks that are way more solid than any in Thailand. It is a short flight away and easily accessible in case of any emergency. You can be a tax resident in more than one country, if you plan carefully and you can keep your money in a SG connected bank and brokerage and transfer only what you need to your Thai bank, or simply use SG credit and debit cards and avoid taxes in Thailand altogether.

brbcryinginside

$SG trading at all time lows 🤔 time to buy shares and sell covered calls to cover my lunches from them

brbcryinginside

I was up 2k earlier now I’m only up 300… that’s only 20 $SG bowls…

SpiritCollector

https://youtu.be/yvutdxMsxic?si=l-9JsYb0c-JcA2SG There’s the video, I didn’t make it, just thought it was interesting. Do as you want with it.

brbcryinginside

1000 shares of $SG. What could go wrong? 🤪

brbcryinginside

Hedging my SG calls by owning 1000 shares of it. That’s how it works right??!!

dvdmovie1

If you look at comp trends in recent quarters, it's not been good for CMG/CAVA/SG. Stock isn't oversold and is down for actual issues but at some point that's priced in.

Old-Commission2782

$SG (Sweetgreen) has to be the worst company in terms of operations. Trading at $7 now - down from $45 from last December. The 3 goofy founders should be embarrassed.

nifai

Alright sure, tell that to JM Rothberg who said this, the guy who contributed to DNA Sequencing and achieved the [National Medal of Technology and Innovation](https://www.google.com/search?sca_esv=1ecdb2dd816d191e&cs=0&sxsrf=AE3TifOPdemNgrfzGqmBZ3Hcs9pLNXXbPA%3A1759775925326&q=National+Medal+of+Technology+and+Innovation&sa=X&ved=2ahUKEwj8qvmWnJCQAxXkoGMGHSzBAhsQxccNegQIAxAD&mstk=AUtExfB3VYvfFzSeW6kQjVWq6CVQfmIJS_zZ0cOVUDVQcq6xZrRA0_htWBFEXOLWlTrzjpllbdFAdk_nhUkKvg_T7GPqWVuu9bRoSPRjFgm3p3cswl79S57QF-Fz_7JnKlw6XCjNTcNyHb3qDt03VJxdtABo6PffDszOzXGc7phwK0qng-rhdPAHKli3hHfu0x4SG1HHT6wXiUFuyyF8JCcpPFmOJke8IxDfTuy62o0TLcS33t31H9Sd7CfLa5ewfNawv_LCfTnIipqNOMDL1zyutrhH&csui=3) in 2016 for his groundbreaking inventions in high-speed DNA sequencing from Obama. I am sure you know better than him.

CevJuan238

SG?

Toankst

Zero revenue, went public via SPAC and flopped hard, burning piles on SG&A and R&D while cashing big paychecks (see links below). Yep, totally legit and sure to deliver on their promise. [https://www.marketbeat.com/stocks/NYSE/IONQ/insider-trades/](https://www.marketbeat.com/stocks/NYSE/IONQ/insider-trades/) [https://www.marketbeat.com/stocks/NASDAQ/RGTI/insider-trades/](https://www.marketbeat.com/stocks/NASDAQ/RGTI/insider-trades/) [https://www.marketbeat.com/stocks/NASDAQ/QUBT/insider-trades/](https://www.marketbeat.com/stocks/NASDAQ/QUBT/insider-trades/) [https://www.marketbeat.com/stocks/NASDAQ/QBTS/insider-trades/](https://www.marketbeat.com/stocks/NASDAQ/QBTS/insider-trades/)

HugeDramatic

Green Thumb and Trulieve. I think Green Thumb will be posting record numbers out of New York in November. And Trulieve will hopefully beat Q3 expectations since they already incurred their higher than budgeted SG&A expenses last quarter. Neither of them seem to move that much on headline news... But I like their balance sheets, management, and market dominance - gives me a bit less stress.

Due_Stomach_3337

Long INTC & buying $SG at these levels

Ok_Rise3135

Thoughts on SG/Cava/Cmg?

aRawPancake

When will SG hit 😔😩

Ok-Mammoth4143

Moomoo is really good for checking Japan market tbh. I actually started using Moomoo mainly for tracking SG stocks and didn’t pay much attention to the Japan market at first. But then I noticed they had pretty solid coverage on Japanese companies too, with decent financials and metrics.

TonyTotinosTostito

Didn't Shkreli show that even at a 50% reduction to SG&A and growing by 5% per annum, the company still loses a majority of its profits to interest expenses?

Old-Commission2782

Charts look the same for CAVA / SG / CMG haha

jruiz210

GameStop is nothing like the other stocks. Profitability: GME reported a net income of $168.6 million, a massive leap from just $14.8 million in the same quarter last year. This marks a significant swing from loss to profit. ​Revenue Beat: The company's net sales were $972.2 million, surpassing analyst expectations. This is a reversal of a previous trend of declining revenues. I expect Power Packs to increase profits dramatically. ​Cost Discipline: Selling, general, and administrative (SG&A) expenses were reduced to $218.8 million, down from $270.8 million a year ago. ​Cash on Hand: GameStop's cash, cash equivalents, and marketable securities more than doubled to $8.7 billion, compared to $4.2 billion in the prior-year quarter. ​Segment Strength: The report highlighted strong growth in hardware sales, boosted by new console releases, and a significant jump in collectibles revenue. ​Bitcoin Holdings: The company's Bitcoin holdings were valued at over $528 million, adding to its balance sheet.

dvdmovie1

If you look at CAVA/CMG/SG in recent quarters, comps have been trending down. If you look at something cheap (DPZ), comps are trending up. Shorting something like CMG at this point down 33% since 7/1 I think feels a little late but there is something to the idea of there is a ceiling for what can be charged for these sorts of things - and the quality has in many cases gone down. Not an apples-to-apples, but it does feel a little like Target: they continue to lose share in this economic environment and there aren't that many levers to pull to fix that (and many of those levers are not going to make shareholders happy.) If inflation ramps again, you're going to get more of the remainder trading down to WMT. If there's a recession .. more people trading down. If CMG has to be more promotional/cut prices to compete, not going to make shareholders happy. Over the last 5 years, Kroger stock is now +95% vs CMG at +58%.KR pulled ahead in 2H21/22 a little bit of 2023 and now it's back ahead in 2025 as CMG has cratered. People eating more at home in a 2022 as inflation went higher and I think more people eating at home again.

midnitetuna

This change is a step in the right direction. The H1B needed serious overhaul. If you were a bachelor degree holder not from SG or CL, your lottery odds ranged from 8% in 2023 to as high as 22% in 2020 (it was 17% this year). In 2024, the average cost for a company to just apply for a first time holder was about $9400. So companies were already paying on average $45k to $110k for one successful petition. Another option was to simply award spots based on salary, but that is also ripe for abuse.

SmallCapsOnly

Love investing in small pharmas. I have a few questions. • ⁠How many people with Presbyopia wear glasses? - I would imagine all for the most part since it is age related farsightedness the drops treat. I have a friend that wants to use their product when it’s available which is how I learned about it to begin with • ⁠Most people with Presbyopia also have Myopia, for which they need glasses anyway. The Presbyopia-only market is smaller. Do you know how that works on the case of these eye drops? Are your nearsightedness glasses still good to use while you are under the effects of VIZZ? - It doesn’t negatively impact your long vision or those that have prescription nearsightedness glasses, it does remove them from needing bifocal lenses which in themselves are expensive • ⁠$80/month is definitely a high price point. Where does the 4% adoption rate estimate come from? Is it just eyeballing numbers or is it based on the existence of some niche that should be more interested in this? 4% adoption rate in the first year would be considered a very successful launch. My projections and time horizon of the investment will be tied to adoption rates. 0.5% year 1, 1% year 2, 2% year 3, 4% year 4. I intend to hold for 4 years assuming we don’t see amazing growth in the near term or if we see high controversy in public perception • ⁠What was the sales trajectory for Vuity? What where the SG&A for Vuity during its launch? I think this may give more realistic expectations for VIZZ, both in terms of leverage/dilution that may be necessary and in terms of adoption. - Vuity was by all accounts a failed product due to the side effects. VIZZ side effects are much less severe from what I have read • ⁠In case you belive Vuity is substantially worse than VIZZ. You could still model adoption %s and price points based on the adoption of contact lenses for Presbyopia (even distinguishing between bifocals and nearsight-only). What's the data here? - I don’t have data on this end but thank you for bringing up these points. Definitely worth looking into to help formulate a stronger case or identify further risks

gamblingPharmaStocks

Love investing in small pharmas. I have a few questions. - How many people with Presbyopia wear glasses? - Most people with Presbyopia also have Myopia, for which they need glasses anyway. The Presbyopia-only market is smaller. Do you know how that works on the case of these eye drops? Are your nearsightedness glasses still good to use while you are under the effects of VIZZ? - $80/month is definitely a high price point. Where does the 4% adoption rate estimate come from? Is it just eyeballing numbers or is it based on the existence of some niche that should be more interested in this? - What was the sales trajectory for Vuity? What where the SG&A for Vuity during its launch? I think this may give more realistic expectations for VIZZ, both in terms of leverage/dilution that may be necessary and in terms of adoption. - In case you belive Vuity is substantially worse than VIZZ. You could still model adoption %s and price points based on the adoption of contact lenses for Presbyopia (even distinguishing between bifocals and nearsight-only). What's the data here?

Yo_Biff

Price to Earnings is in some ways a lagging indicator because it most frequently uses the last reported earnings. Which is a historical number, even when it is first reported. It accounts for no growth (or decline) in the future earnings. It accounts for no one-time events, whether positive or negative. Companies can also cherry pick accounting methods to make EPS look as good as possible. Ultimately, there is no singular ratio or metric that stands on its own. We should consider the Income Statement, Balance Sheet, and the Cash Flow statement in tandem with one another to get a picture of a company. Is Revenue and Earnings growing? How about Cost of Revenue (or COGS) and SG&A expenses? If Revenue is growing steadily at 8% YoY, but the Cost of Revenue SG&A is growing at 10%... Well, that could be bad news for Earnings. Is the shareholder equity increasing? How about their debt levels? If a company's revenue and earnings grew 8% a year, but all of that growth was built on doubling an already high debt level... That may not bode well for the future. How about where is the tangible cash being spent? Is this a capital expenditure heavy company? Is there enough liquidity to manage debt, up keep, and other operating items? Is the cash the company spends generating a healthy, sustainable return?

gls2220

I'm not an expert on this company, but just glancing through through their financials it seems kind of weird that they aren't profitable on a GAAP basis (i.e. positive net income). They're staying solvent via SBC, which is giving them positive cash flow. But looking at the income statement, I don't get the massive expense numbers for SG&A and R&D. In particular, on the SG&A expense, why are they spending so much to generate a dollar of sales? I could be wrong, but it seems likely to me that they could do some internal cost cutting and start operating at a profit, and cut down on the SBC as well.

htowns

Net earnings per diluted share of $2.29 ($2.00 excluding mark-to-market gains on technology investments) Net earnings of $591 million New orders increased 12% to 23,004 homes Backlog of 16,953 homes with a dollar value of $6.6 billion Deliveries of 21,584 homes - consistent with prior year Total revenues of $8.8 billion Homebuilding operating earnings of $760 million Gross margin on home sales of 17.5% SG&A expenses as a % of revenues from home sales of 8.2% Net margin on home sales of 9.2% Financial Services operating earnings of $178 million Multifamily operating loss of $16 million Lennar Other operating earnings of $62 million Years supply of owned homesites of 0.1 years Controlled homesites of 98% Homebuilding cash and cash equivalents of $1.4 billion Outstanding borrowings of $1.1 billion under the Company's $3.1 billion revolving credit facility Homebuilding debt to total capital of 13.5% Repurchased 4.1 million shares of Lennar common stock for $507 million

Internal_Run_4748

https://preview.redd.it/a69d5q2iwlpf1.png?width=1344&format=png&auto=webp&s=f9e52b441f864f89ebbeebb9bd4b0ce3349d85c2 Decided to go all in after seeing a post a SG sydney Sweeney Jean chart.

Happy-Association754

The SG's in Tampa are always empty. They are hardly distinguishable from the endless array of Car Washes we have here. Food is fairly solid though. Puts for sure.

Old-Commission2782

SG up 5% today off no news? Lol

Traditional-Storm645

SG found the bottom at 8.20ish and is primed for takeoff

_hiddenscout

$CODA  Revenue increased 29.0% year-over-year to $7.1 million Marine Technology Business revenue grew 30.7% to $4.0 million Equipment sales surged 103.6% to $2.7 million Cash balance increased by $3.7 million to $26.2 million Successfully delivered 16 DAVD systems to U.S. Navy Launched new Echoscope PIPE NANO GEN SERIES® targeting expanding defense market Operating margin declined to 19.5% from 25.4% year-over-year Gross margin decreased to 68.3% from 73.9% Marine Engineering Business revenue declined 33.2% to $1.6 million Rental revenue decreased 62.2% due to reduction in offshore renewable projects SG&A expenses increased 32.8% to $2.9 million

stickman07738

I am not invested in it but in my neighborhood, my home office looks out into the street. I am lucky if I see one UPS or Fedex truck **per week**; while I see 6-8 Amazon trucks **per day**. It always has me wondering if Amazon could improve (decrease) the number of shipment and still meet delivery demand - how much more money could they make. If it is not an Amazon truck, USPS delivers the packages. The one "positive" note is that UPS will be restructuring and laying off a lot of workers so their SG&A expenses should decrease, but there is a chance it will impact service levels. One of my neighbors is just waiting for the axe to fall. For me, it is non-investable.

NSR33

Some fast casual has been obliterated lately- so looking at $SG - very high risk. In two years it will either be $20+ or $5. So if you buy deep ITM it will help if the $5 is more right

TimelessNY

I personally sold Oct17 $7 puts. And will continue to sell more a month out if not assigned until their next earnings. The volume is pretty low on the $SG options.

starentbrett

Let’s go SG baby

Old-Commission2782

I think fast-casual names like SG, CMG, and CAVA could be setting up for a rebound. All it may take is one strong earnings report - whether it’s driven by unit growth, improved traffic, or margin recovery to spark a move higher, with the rest of the group likely to follow in sympathy. Options are cheap right now, which makes calls particularly attractive at these levels. CMG is severely oversold and it bounced off a major support line from '23 today.

AleaBito

Bruh I posted about SG like 2 days ago and it’s up like 5.2%.  When I post DD don’t expect it to go to the PT in 10 minutes. 

Larsonatorian2_0

Just bought 9,700 shares of SG. Everything about it looks like complete shit but RFK Jr is Making America Healthy Again one salad at a time so everyone can start wearing tight Sydney Sweeney jeans.

starentbrett

SG to 10 please

easy_m0ney_

SG!!!

wokuhambasj

I slightly doubted their SG post yesterday and now it's up 5.7%. At this point I just need to turn off my brain and send it with HIMS because of Onegai Muscle.

leomeng

SG. You must be a poor.

easy_m0ney_

SG!

easy_m0ney_

SG

lbh1

SG pumping

More_Armadillo_1607

I think the risk depends on the timeframe. 5 years or more, VOO or VTI is obvious. It may even be worth the risk for 3 years. For some, the potential rewards over 3 years may be worth the risk. If it is a year or less, I personally wouldn't risk it. The amount of potential gain is not worth the potential loss. Plus, I live in a state with income tax. So gains on VOO would be taxed, where SG9V is not at the state level.

RandomRocketScience

Hey guys, though I'd post this here as well after crunching the numbers on NBIS. I've attached a screenshot of the revenue of the last 5 quarters and a forcast based on the added revenue from the microsoft deal. Their Operating Income since Q2 24 has always been negative. Last quarter they only achieved $2.50 EPS because of their revaluation of investment securities, which is surely unsustainable. My very generous forcast model still totals -121M in net loss after the deal, with an additional 200M in revenue growth from other sources. I make very generous assumptions here: I increased COGS and Depreciation & Amortization proportionally to the growth in revenue, and added only a tiny bit to product development and SG&A. We still end up deep in the red. I'm not a big fan of the cloud GPU reseller model in any case, but it also seems like coreweave is way better positioned, if I had to pick a company in the space. Appreciate your feedback. https://preview.redd.it/83chlb89t1of1.jpeg?width=2364&format=pjpg&auto=webp&s=63626d9998e965f4492d07cd0ec8da0b35194cab TLDR: Company has bad financials, seems very overvalued to me.

starentbrett

SG

AleaBito

If you looked at my DD, obesity rates in America are roughly 40%+. The American Eagle ad gave a thoughtful commentary that it's okay to be hot. Therefore people will buy Salads to get thinner, which means Sweetgreen stock will go up and why I put $100k+ into SG.

missheets

Hi everyone! Visit our webiste if you need someone to trade with or do legit transacs 👉 goldenconciergepteltd.com note: ONLY LEGIT TRANSACTIONS. WE'RE CHECKING. IF BASED IN SG WE'RE ALSO OPEN FOR MEET UP NEGO

IntelligentPlate5051

Are you still in? I'm thinking of joining the SG Bagholders Association Club.

VegetableResource204

It happened to me on SG. I collected 1.25 in premiums and after they reported earnings the stock dropped over 30% 😭 that is why I stopped holding speculative companies into earnings

Stickel

I don't believe so, he's been naturally big since fucking SG:Atlantis... like dude is naturally tall AF and built large, roids with his frame I think would be way more prevalent IMO

travis0548

going balls deep in on salads - CAVA SG CMG (taco salads)

stickman07738

I am not invested in it but in my neighborhood, my office looks out into the street. I am lucky if I see one UPS or Fedex truck per week; while I see 6-8 Amazon trucks per day. It always has me wondering if Amazon could improve (decrease) the number of shipment and still meet delivery demand - how much more money could they make. If it is not an Amazon truck, USPS delivers the packages. The one "positive" note is that UPS will be restructuring and laying off a lot of workers so their SG&A expenses should decrease, but there is a chance it will impact service levels. One of my neighbors is just waiting for the axe to fall. For me, it is non-investable.

dvdmovie1

There's a lot of restaurant stocks that are down significantly in recent months - CMG has issues but it's not alone in the industry. Of particular note is the fact that SG/CAVA/CMG comps in recent quarters have headed in the wrong direction while take out pizza (read: cheap) names like DPZ/PZZA have had comps going in the right direction.

Over-Computer-6464

I think the most important thing to understand is that there are really several financial tables. Don't take them all on at once. Figure them out one at a time. There is the profit/Loss or statement of operations. That is just what it says. It starts off with gross revenue the. You subtract things like cost of goods,and SG&A. (sales, general and administrative) and operating costs to get operating profit. Then that gets tweaked by interest in debt, depreciation and amortization to end up with net profit/loss. The other important table is the BALANCE SHEET. Top half is assets, including cash and inventory. The bottom half is liabilities such as debt, how much is owed to suppliers, taxes, etc. the difference between the asset and the liabilities is the stockholders equity. Another main table is cash flow, which starts with the net profit/loss and adjusts from there. Learn the either tables first. Profit and cash flow,are different things. For example buying a lot of inventory does not hurt profit, but it does use up cash.

hewhosleepsnot

Put it all in SG and sell CCs. Surely can’t go tits up. Not financial advice.

Emotional_Pass_137

Was checking out their UNGPT and ART-GEN tools the other day tbh, they seem pretty user-friendly but couldn't find much real user feedback anywhere. Dilution does worry me a bit, especially since that's like 4x the shares in just three years, and they're basically burning through cash just to keep the lights on. Feels like they're in full-on growth mode. Have you tried any of their subscription tiers? Curious what the actual product experience is. It's wild to see the revenue jump like that, but it's such a small company and with zero debt that's kinda rare in tech. I wonder how sticky those users are. Do you think their proprietary tweaks to Gemini/GPT give them any real edge? Seems to me competition is cutthroat in this space - other AI humanizers like AIDetectPlus and Quillbot are getting pretty aggressive about unique features. I'm lowkey interested to see a breakdown on how much they're making from gaming vs. health vs. content. If one of those somehow picks up and SG&A chills out, maybe it does pop. You're thinking of picking up shares or just watching for now?

wildlifeobserver

I like SG, sources mostly domestic, efficient operations. I should look deeper on it.

crankthehandle

this guy was on a one in a million lucky streak. This has nothing to do with learning options, this was being lucky 10 times in a row, nothing else. Don't get fooled, fellow SG regard

KleenandKlear

SG Regards unite

ThetaGrim

People keep asking how Ai makes money. It's not a big explosion of new tech. I work in the big big big space and so does my wife, more than you'll know. Ai is small. A few creative outputs in lieu of a vendor, a few frames between mains without animators, a few concept arts without expensive creative SG&A. That's just what I see. It's revenue by a thousand cuts, with the sword sold by only a few. 

Any_Teaching_4201

AITX developed this proprietary model without adding costs to SG&A. Smart execution shows how they’re scaling innovation without ballooning expenses.

Xzlk

Considering CMG, CAVA, and SG all shit the bed because people weren’t eating out… either they’re eating at home aka Walmart, or just aren’t eating #zepbound. Who knows.

Wrong_Spell_3233

$SG

Wrong_Spell_3233

$SG

vfssantos

haha! **TLDR version:** \- Great, steady, revenue growth (avg 50% per year since 2020); \- Also, great gross margins (also 80% average since 2020); \- Stable SG&A + R&D cost growth (way less then revenue); \- Recently flipped to being GAAP profitable; \- Current Price: US$ 20ish, target price US$ 36; \- Very cheap ATM: Trading \~ 1X sales; \- CEO is founder, many leadership awards. Many great place to work awards, suggest strong culture; \- Looks like not profitable in this year's Q1 reading due to 1-off event. \- Looks like no growth yoy in Q2 reading due to one of their main tests (produto) losing medicare reimbursement status (this is why sentiment was so negative towards this stock). Revenue was offset by 100% revenue growth on another product line in Q2. Reimbursement decision from medicare likely to be reversed according to current management in this week's event. My current allocation: 15%

Footsoldier420

SG 💀

AllUrUpsAreBelong2Us

I'm not even going to review their fins but a high SG&A is a red flag.

dvdmovie1

IMO, the issue becomes it was a complete bubble at $140 - at one point it was valued at $56M a location, which is absurd. This will also get majorly impacted in any sort of consumer downturn and the progression of comps lately is concerning: Q4 was +21%, Q1 +10.8% and now Q2 is +2.1%. Sweetgreen (from +4% to -7.2%) and Chipotle (from +5.4 to -4%) comps look similar in recent quarters. If people cut back, stuff like expensive salad bowls is going to be high on the list. I remember 10 years ago or so when there was a wave of restaurant IPOs because people wanted "the next Chipotle." None of them have done well, although Zoe's was bought out below where it went public and that eventually became part of CAVA. In 2025, Cava might finally become "the next Chipotle" that everyone wanted 10 years ago but the original Chipotle not looking so great. I think this concept could do well over time, but it's going to be a volatile holding - it's the kind of thing that will go in the toilet every time there's even a hint of a slowdown. Look at SG so far as a public company: -87% from the IPO to the bottom in 2023, then up 568%, then gives nearly all of that back down 78%. Just feels like there's easier growth stories to own out there. Not apples-to-apples, but look at something like SHAK which is up about 140% since going public about a decade ago - three 60%+ drawdowns, three 30%+ drawdowns. Could have gotten better returns and less stress just owning the SPY.

bzl33

interesting to see $CMG, $CAVA, and $SG all have shitty earnings but $DASH had good earnings.

hulkingcylinder

sorry what do you mean? I'm not in SG

thunderbolt0323

I don't see IPO, under US, but only SG?

Forest_City_Frolfer

Their SG&A is far too large for a company of their size. A large chunk of the new revenue came from the motif acquisition so it makes sense that they acquired a lot of expenses as well with the revenue. Lots of possible synergies, just a matter of whether or not Organigram can capitalize on them and start actually making a profit.

aammmyyyyy

Who ever bought CAVA puts after seeming SG tank last week, fuck you I’m so jealous. I can’t believe I missed that.

aammmyyyyy

Sold my SG, AMD, and SNAP calls today and bought all NVDA calls. Thank gawdddddddd. NVDA saved me today.

GrouchyFroot

BBB actually stood for Bye, Bloated Bowls after SG CMG and CAVA

Xzlk

$CMG shit the bed, $SG shit the bed, and my dumbass didn’t think $CAVA would also shit the bed. No positions in any of them, but wow how did I not make a play there

cutiesarustimes2

And how will rate cuts help the basket of SG,CMG and CAVA rebound?

GrouchyFroot

Cava miss was too predictable after SG missed. I should've gone full port puts

Old-Commission2782

Food services is getting absolutely hammered. SG and now CAVA. But yes, the market is pumping to ATH.

No_Celery5992

I think the expectations are based on Chipotle and SG missing. But Cava has been growing like Dutch Bros and Wing Stop so who knows. I'm going shares.

No_Celery5992

https://preview.redd.it/4gvdzoag0kif1.jpeg?width=679&format=pjpg&auto=webp&s=62bc63f179b22d46348d90a4f22ead39eda258c7 Cava Vs SG ranking on ios

Old-Commission2782

Agreed. Not comparing it to SG, but it took a shit after earnings (-25%).