SG

Jacksington

I am also in retail and 2025 was very positive from an SG&E perspective. Bonus was well over target this year so was nice.

Moepenmoes

NATO SG is visiting Donny as well this week, good luck to him lmao

starlordbg

SG1 will handle it.

FatFluffyFish

A fellow retard and SGrean? Gey SG bers unite

CBarkleysGolfSwing

Their SG&A was 1.5x their "Revenue". lol scam company

Forest_City_Frolfer

Q4 SG&A was 11.724M Q3 SG&A was 11.641M Q2 SG&A was 10.315M Q1 SG&A was 9.672M They got hit with Inventory and Fair Value adjustments (just over 5M) on the Quarter which dropped them down below 1M net income. Their book value went up from 172.5M to 177.5M Their book value without inventory or intangibles went up from 111M to 117M Overall, everything seems to be moving in the right direction. Impairments on Q4 are disappointing, but not uncommon.

Gambelero

Fourth quarter wasn’t very good. There was a huge increase in SG&A that left them breaking even instead of profitable. Nevertheless, the company is profitable for the year. No small feat compared to its peers.

shmito17

The most dogshit stock and incompetent management has to go to Sweetgreen (SG). Food businesses are getting killed but holy fuck it's trading at $5 per share.

mskabocha

Just look at $SG and know it can for sure go a heck of a lot lower 😬

CannaVestments

A good but modestly mixed quarter from Trulieve. Overall results held steady sequentially and compared to 2024 as a whole. Revenue in Q4 was a bit short of consensus, while margins were a bit stronger than expected. Cash flow continued although they were hurt again by spending on the now failed adult-use initiative for Florida in 2026. Lots of balance sheet movement as debt was paid down, new debt was issued, and the uncertain tax position continued to balloon. Full review: **Revenue:**  QoQ: $288.2M to $293.1M / YoY: $301.1M to $293.1M FY 2025: $1.19B to $1.18B *Modest jump sequentially but down 2.7% from last year, coming up a little short of expectations ($297M). FY 2025 revenue was essentially flat compared to 2024 despite opening up 11 stores during the year and seeing the onset of AU sales in Ohio.* **Adjusted EBIDTA:**  QoQ: $102.7M to $104.8M / YoY: $111.4M to $104.8M FY 2025: $420.2M to $427.3M *Up slightly QoQ ahead of consensus ($102M), with FY 2025 aEBITDA up 1.7% over 2024- a decent result considering price compression in most markets.* **Gross Margins:**  QoQ 59% to 60% / YoY: 62% to 60% FY: 60% to 60% *Largely flat here on all timelines, remaining at an industry-leading level. Impressive as always.* **Operating Expenses:**  QoQ: $127.6M to $159.9M / YoY: $185.7M to $159.9M FY: $618.0M to $567.7M *Big jump sequentially but down from last year. Good cost control YoY, with SG&A down quite a bit despite more operating stores.* **Operational Cash Flow:**  QoQ: $77M to $59M FY: $272M to $273M *Continued CF generation, essentially flat with 2024. Not paying 280e remains a huge component here, with tax-adjusted OCF of just $48M in 2025 (although that includes $66M in the failed 2026 AU campaign in Florida) so $114M without that number. CapEx was just $3.4M in Q4 (the lowest in years) and $44M for the year, down from $123M in 2024.* **Cash:**  QoQ: $449.2M to $255.5M FY: $238.8M to $255.5M *Big drop sequentially as Trulieve paid down a dramatic amount of debt, while raising a smaller new facility. Continuing to stand out is the $668M in unpaid 280e taxes sitting on the balance sheet, with Trulieve continues to negotiate with the IRS.*

magisterdoc

$ZOMDF is at an inflection point. Has been massively undervalued due to hangover from its 2021 meme stock days. Big q4 earnings win yesterday showed likelihood of profitability by eoy. Revenue growing, 68% margins, and SG&A finally behaving relative to scale. If growth continues into 2026 there's significant rerate potential, but may run earlier in anticipation. Much of the large float is locked up by retail bagholders who want a decent exit, so in reality could move like it is much smaller. Buy and hold. NFA

Educational_Pop6138

About time. I never got the appeal for quarterlies. There's too many swings in a 3 month (even 6 months) to extrapolate long term trends. It also saves probably 3 weeks of management time per quarter. Remember as soon as QnA is done there's sell side briefings and then road shows to UK/HK/SG to do the post earnings investor catchups. God forbid they actually run the business than meeting analyst x at fund y for the 4th time in the year (I used to be analyst x).

Old-Commission2782

I’ve held SG for a year now. Average just under $8. I hate their leadership and this stock so much.

Room_101_Escapee

Sofi and SG save me

Winter-Extension-366

At this time our edge is primarily this: 1) we model our greeks ourselves 2) we capture a more comprehensive set of positions (SG and OD literally just do not have in their data) 3) we managed the flows we model- no other provider of this data will ever navigate the edge cases, the complexity of the "next thing", find what we have, or teach what we know- like we can. the hard parts about 1 and 2 is that they reside in the domain of "trust me bro" and it is what it is. I won't tell you what positions we have that others don't, because then they'll just copy us. And voila, millions of dollars worth of domain expertise flushed down the toilet to convince someone that we are worth $150 more per month than a competitor. Trust me I'd love to just talk talk talk and teach teach teach, but I have to stop giving consulting level expertise away to competitors, or enabling people paying me $129/month to go start and sell their own course or service and charge more. It is what it is. I can only hope that 1 and 2 are obvious in time; and that 3 is a no-brainer for anyone who is actually serious about trading. You wouldn't go ask someone who watched doogie howser to teach you surgery when you could just pay 2x for a career surgeon

Winter-Extension-366

Great- albeit very typical comment/criticism-I share virtually all the trades I make, when I make them, in VS Pro, which is our Discord community. Obviously I'm using our VS3D data to inform my view, and I go in depth as much as I can every time to explain clearly the rationale for the trade by way of the data. I have developed a framework over time which has made me more consistently profitable in my personal account than I ever imagined- and it has been entirely \*after\* leaving market making and spending more time with the market-wide data we have in VS3D, making mistakes along the way in my approach and process- and refining the framework to do exactly what I want it to do: Exploit the factors we capture in the platform — Gamma, Charm and Vanna- but surprisingly the framework has been built around navigation of levels using 0DTE positioning as the guide to intraday range behavior. I'd say a few things in response to this common criticism: (1) You should see the amount of data we have and how frequently it changes. We simulate greek hedging model paths for the day forward, using current positioning data. That simulation itself has thousands of datapoints even if you just contain the dataset to the MAD implied by the daily straddle. >> but wait, that data changes intraday in multiple dimensions... positions change with trades; Greeks changes with Implied volatilities and spot changes- and we model these ourselves. It's a tremendous amount of data to capture, produce & store; parameterize, systematize & sample; and then we haven't even scratched the surface of how complex a backtest would be when mapping different options trading strategies, along with entries and exits, to the data. (2) You and everyone else with this comment/critique makes an obvious error: assuming we share everything we capture with the public. No. We don't. Hands down, we don't reveal every single thing we capture with our data- and our experience- in our platform. There are certain things we'll just never share. Because it will be exploited by people like Benn Eifert or Kris Sidial; or worse(?)... copied by firms like SG. (3) You can see plainly from my content (Youtube, X, Discord) that I am a very manual/discretionary trader. The thought of setting up some machine/algo to run 24/7 to scrape edge from the market as I tinker with settings- is about as appealing to me as a perpetual root canal., I enjoy people- I enjoy risk- I enjoy everything about what we're doing. (4) I can give 100 traders the answer to the question: "Where will the market settle today?"- and 80 of them will put on different trades to take advantage of that insight. The other 20 will somehow fail and lose money. (5) Any trader should want some form of carry. Anyone who has a real life, a real budget, a real family and people depending on them- would never choose the variance of trading without a business around to support it foundationally. I'm surprised I have to say this but then I realize most traders online are hobbyists or carry-light (no family/kids/dependents etc) Anyways- I don't share the trades I make to VS3D except for inside the onboarding sessions. I am very sensitive to avoid producing a trade callout service. What we do is model the buying and selling of a dominant market participant- that's what VS3D is. I share my trades daily along with more commentary and rationale for them than you'll ever find anyone else in this domain giving- I \*promise you that\*. And for people really interested in rabbit holes and making the most of this data, Matt and I do lead a small group Mentorship where we share some things to (screened) students which we'll never articulate on a social media feed. Yes, we are legitimate- you can check our FINRA records. I'd share my ten years of internal reviews if you want to see what other professionals think about my trading acumen. Yes, we have to do marketing for the business part of what we're doing- and most importantly, "no"- the fact that we collect money for our expertise does not invalidate our expertise. It just means we got sick and tired of being stifled at firms without the upside we wanted and place a huge premium on the freedom that comes with what we are doing now. If you have follow ups I'm happy to answer!

BAM_Spice_Weasel

That's generally how giant companies work during layoffs. They trim the fat, consolidate positions, then post the new open roles as a result. The net is still a reduction in SG&A This doesn't apply towards companies that are actually heading towards bankruptcy

Gambelero

Guys, most of the refund issues relate to how COGS was measured. In the early days companies didn’t realize that they could legitimately jt expenses from other areas into COGS. There’s no history in the accounting literature because no regular company had an incentive to move expenses into COGS. The first evidence we retail investors saw was when certain line items showed up in the ebitda reconciliation (strictly from memory I’m thinking Green Thumb was the first major company to figure this out. Once they figured out how to move as many expenses as possible from marketing and SG&A to COGS, many companies went back and restated prior year’s earnings hoping for (and probably receiving) refunds.

Room_101_Escapee

Save me SG and CRWV

SixEightSevenNiner

I’m aped in on Soylent (SG)

Room_101_Escapee

CRWV and SG aren’t bailing me out of this one

hambone_83

>So of course the licensing revenue is higher right away? You are just dropping that licensing deal into a full fledged cannabis business, right? How does that revenue grow significantly? GTI will have to expand their cannabis business, but right now growth isn't that good. So they'll have to buy growth, which has historically hurt profits a lot. Through M&A is how I think they achieve it. You buy smaller operators that are profitable, growing with decent brands (mostly smaller privates). You move the grows and dispensaries under GTI and brands under RYM. Rinse and repeat as often as you can with whatever makes sense. Now they could just buy up a bunch of beverage brands only which would make me change my thesis. But looking at how the structure is I still believe there are decent brands out their that can be plugged into GTI/RYM that is good for both companies >You think Ben just forgot about Boston Beer? I notice you are coming around to my long standing point that RYM is supposed to be independent of GTI and the plan was never to merge them. The plan was to have a completely separate, federally legal business, without massive debt, that only sells THC drinks. I still am not seeing a 100% THC drinks only focus here like you've mentioned. If that was the case I don't see they would sell and license their pure cannabis brands like Dogwalkers into it. As I mentioned above, M&A is going to happen and if they just buy up beverage brands/assets then I'll pivot and agree with you. My rationale for thinking they would be separate is to deal with the future upcoming regulations when interstate commerce is allowed and we morph into a tiered system like alcohol. I think RYM will be more like Coke/Pepsi. Coke sells a syrup formula into third party bottlers and spends money on sales and marketing to keep demand up. When we have a fully regulated system RYM will just license their brands into third party production facilities and have a capex light model. I think this will be across all their Cannabis portfolio - flower, edibles, beverages, pre-rolls, vapes, etc. That's why I believe over the last 6 months they've vastly increased SG&A to bring brand awareness.

fogscaper

It's under N4Q1.SG on yahoo finance, it's called Hemisphere Energy Corp.

Jaded_Objective_183

They missed eps expectations by 30% because it´s SG&A expenses are too high due to three litigation cases. Either sell-side analysts didn´t know what they are doing or they wanted the stock to tank.....

ggukbbong_fund

For the next two years, I'm leaning towards building instead of selling. IOVA's balance sheet is not solid yet, but they do look good to start building: minimum debt (other than lease liability) and sufficient cash. They have up to another \~100M shares to issue, in case they need more cash. What I really look forward to see is increase in both top line and bottom line revenue. A lot of hospitals are seeing the effectiveness of IOVA's product & the clinical data backs it up. In-house production also helps improving gross margin and it sits around 50% like you mentioned; I want to see this to be in 60%+ for the upcoming year. R&D/ SG&A seems to be stabilized at \~$450M for the year. As a cherry on top, short interest increased again as of 2/13 filing (47.21% of the float!). I don't know why shorts would pile up at this low price, especially since this company doesn't look like it's going to go bankrupt. Seems too reckless. The price action has been boring for the past year or so -- but I love it. Up a little, down a little bit, and nothing. If the market is going to keep offering me this price, I'll gladly take it. I got shares and JAN'27 $3 leaps. I plan to hold the contracts til then and exercise them.

shmito17

SG dropped 15% after the bell. Now back to closing price. Crazy

ch0c0l8cake

SG dropped -17% for earnings just now and its already recovered to just below -1%. Insane

Old-Commission2782

SG rising from the dead? 😂

Old-Commission2782

I hate SG so much

keepcalm0804

CRWV Puts, SOUN Calls, SG Calls, DUOL Puts

1_FCKTRD

Trulieve - Adding stores while cutting costs and maintaining margins of at least 60% is dialed in. The SG&A figure at the end of 2025 was $159.9 million, reflecting a 20% decrease from the same period the previous year.

Deems25

Nobody’s talking about SG - look what happened to Cava today

Cool_Ad_5101

the slow growth and increased SG&A is troubling, but they still pay 280e. still best in class. there will be bankruptcies in this industry and these guys will be one of the winners

Glock715

Seeing increased competition and price compression routinely throughout this release. Gross profit down a lot, SG&A up a lot… income from operations down to 16 mil in the 4th quarter. These are dropping very fast. You can’t just come out and say another awesome quarter from GTI. It’s all relative.. yes these are still better than most companies out there but this trend is not looking good at all.

Deems25

Stocks that can double: RR & SG

Virgobaby58

Bad management with sloppy and very high SG&A, trying to fib their way to growth, but all just extend and pretend fluffy promises and maneuvers. This will be a bankruptcy imho and the vultures will then hover around Citibank to purchase the assets from the bankers in a fire sale.

Ok_Level1819

Net profit growth at 64% YoY, strongly outpacing competition. BUT, Revenue growth YoY -39%, and Net Profit Margin -92.6% (Peer average 23.7%). Its debt to equity ratio is extremely low. 0.51%. I don't know what the future prospects and plans are of this company, but it appears it has been having a problem covering its debt for the last few years. Cost and operating expenses rose faster than sales did. Revenue increased but the company reported a net loss because cost of revenue exceeded sales producing a negative gross profit. Headline figures from the most recent public filing show Revenue around $9.64M Cost of Revenue around $10.91M Gross Profit around −$1.27M and SG&A around $3.01M Which together drove operating and net losses. TLDR: Poor financial health, very risky, and might jump if they somehow get revenue. Information: [THE OLB GROUP, INC. (OLB) Stock, Price, News, Quotes, Forecast and Insights | MSN Money](https://www.msn.com/en-us/money/stockdetails/fi-a2r1kr?ocid=winp2fptaskbar&id=a2r1kr&duration=Max)

Alone-Supermarket-98

This only scratches the surface of the schemes at CVNA, but ultimately the rug doesnt get pulled out from under them until the loan funding blows up. And they have been able to manipulate the loan funding and loan sales data to their benefit because they play both sides. When shorts press the stock, they pull moves like dumping more of the vehicles cost into SG&A, which makes the per unit profitability jump, driving the stock up and crushing the shorts. This company wouldn't exist if it kept to standardized accounting and disclosures, but in the meantime, they know how to punish shorts.

ferracattack

Chipotle, SG, etc are slop bowl restaurants that were brought down from premium valuations. Restaurant sales are up YoY. AI fear… how exactly does that negatively impact business? Do you think restaurant owners are going to create apps with Claude to run their business?

phb71

Yea so many businesses doing this now. I know [trynashi.com](http://trynashi.com) in SG offers this on apple and android

Forest_City_Frolfer

I wouldn't be so hasty to judge Auxly, they are operating miles better than OGI. Will need their Year End Fins in March to confirm, but they are looking really good. They got bailed out by Imperial and aren't a bankruptcy risk anymore. Last quarter they had 55M in Cash and Receivables, 53M in current liabilities, 9M operational Cash Flow, 20.4M Net income (12M was one off gains), currently trading at a market cap of 158M with a book value of 173M. 6 Consecutive quarters of profits. Revenues up Y.Y, Gross Margin up 7M Y/Y, SG/A up 3M Y/Y Downsides: They have a ludicrously high share count and plan on investing a lot into CAPEX this year, so the stock might not move much. They will not be doing a Share Buyback either. Operationally Auxly looks like the best of the Canadian LPs and the stock movement hasn't done it justice yet.

Forest_City_Frolfer

Pretty much the same thoughts I have. They've been treading water for years just on the cusp of really proving that they are a serious contender. But they just have not proven they can be profitable. Their SG&A is very large for a company of their size, and they just aren't able to find the efficiencies they need to prove they are serious. They've just been mediocre. They lose less money than the big players, but they aren't growing like some of the smaller players. They're just kinda there.

nyse25

excellent way to go to prison, ive lived in SG for over a year a decade ago

Forest_City_Frolfer

There's still a lot of issues with this one before I'd be willing to touch them. Net Loss Narrowed to -62.6M (or 70M including their loss on currency translation) Gross Revenue is up Y/Y from 86.2M to 90.4M but Net Revenue is flat at 74.5M so their excuse tax burden increased, indicating lower selling prices. Gross Margins are down Y/Y from 24.1M to 21.5M which is terrible. Gross Margins are less than half their SG&A at 44.1M which are 3M higher than last year. Which again, not good Their operating loss actually increased this year, they just had less one off expenses. They have a large cash reserve of 371M which covers all their Total liabilities at 348M Cash flow is even more miserable 45.5M in negative cash flow from operations Almost all their cash came from Issuances of Stock and Warrants of 374M, as well as redemption of short term investments of 19M This is still an absolute dumpster fire of a company.

MDoc84

I actually used to work at Aurora in the finance department. We used to joke about these Adjusted EBDITA amounts. I compared it to if I jumped on the scale in the morning and said, "If I subtract the pizza I ate and the beer I drank, I would be an Olympic athlete!" There are lots of SG&A costs lumped into OG&L (This is public knowledge) that really shouldn't be added back in EBDITA. But its a non-GAAP measure so they can get away with it. To your point, they're just regular expenses that are part of doing business. Its just a shell game.

Chrizzle87

Great post! I see you modeled revenue and earnings shrinking at the same -5% rate. However, ceteris paribus, a revenue decline of 5%, leads to a far greater decline in earnings. It would be a buy for me if the new CEO announced to massively cut SG&A by using AI. Cheers -

Chrizzle87

Great post! I see you modeled revenue and earnings shrinking at the same -5% rate. However, **c.p.** a revenue decline of 5% leads to a far greater decline in earnings. It would be a buy for me if the new CEO declared to massively cut SG&A by replacing labor with AI.

Smithaveli

I feel like you completely missed the point by bringing up SG CAVA and CMG. Those places are definitely a higher tier when it comes to quality of ingredients than Chipotle, so why does Chipotle think they can charge the same? That’s the disconnect. We not paying 15 bucks for 8 dollars worth of burnt chicken and hard-as-rock rice anymore BECAUSE places like CAVA, SG, and CMG showed up. Weird to defend corporations just cuz you wanna flex you ain’t a broke boy smh

hudboyween

This sub and Reddit has an insane hate boner for chipotle. The fast casual dining segment has been crushed this year due to macroeconomic trends. SG, CAVA, CMG are priced to perfection right now and are a multibagger opportunity. Same store sales trends will turn around when the economy turns around. BUT THE BURRITOS ARE 15 DOLLARS!!! A Big Mac meal is 15 dollars buddy everything is expensive now.

hudboyween

Agree 100% every fast casual restaurant has been destroyed this year due to same store sales growth numbers flatlining. Creating beautiful long opportunities when the economy recovers imo. SG, CAVA, CMG

Temlehgib

Ol Yukon Cornelius has been on a bender the last few months… he just got kicked in the nuts. Those S&G prices were unsustainable. If you build something requiring SG or copper these price points will grind production to a halt….

MitchCurry

A couple IPOs coming down the pike, neither of which are garbage data center REITs or some crypto exchange bullshit. Bobs Discount Furniture, Inc. (BOBS) is looking to IPO at a range of $17 to $19/sh. At the midpoint, that'd raise $350MM at a valuation of $2.35B. In FY24, they reported revenue of $2.03B, basically flat from 2023 and down \~4% from 2022. GP% was 47% in FY24 while OI% was \~6%. Net income was $87.9MM (4% NI margin). Net income did rise while revenue stagnated. They're also FCF positive. YTD Q3'25 looks much better than YTD Q3'24 so they may have re-accelerated topline growth. Balance sheet is meh. They took out $350MM in debt late last year in order to pay Bain Capital, owner of the company who bought it in 2014, a dividend that exceeded $400MM. Part of the IPO funds are allocated towards paying back that debt. Company plans to expand from 200 locations to 500+ by 2035. Anecdata from the pre-Bain days: As a native northeasterner, reports of poor customer service and bad deliveries were accurate. I'm bought some furniture from them one time a couple decades ago and never did again. No interest in this company. Also on the IPO docket, Once Upon A Farm, PBC (OFRM), the company co-founded (sort of) by Jennifer Garner that runs a *lot* of commercials. Also looking to go public at a range of $17-$19/sh, the midpoint would raise almost $200MM and value the company at \~$725MM. Revenue was $156.8MM in 2024, up 66% from 2023 ($94.3MM), which itself was up 42% from 2022 ($66.3MM). They are losing money on an operating income level, -$15.3MM in 2023 and -$6.3MM in 2024. Bottom line losses total $40MM over the past 2 full years. FCF was negative at -$9.5MM in 2023 and -$14MM in 2024. Balance sheet is fine. Baby food made up 26% of 2023 sales with kid food being the other 74%. That changed to 33% and 67%, respectively, in 2024. Through H1 of 2025, revenue was up 68% to $110.6MM. However, SG&A increased by 70%. Like I said, they run a *lot* of commercials. Operating losses accelerated from -$3MM to -$9.2MM and net losses jumped from -$4.2MM to -$28.5MM. I'm not really interested in OFRM either but I could see it being an acquisition candidate pretty early in its public life. Neither company tickles my fancy but I always love when new companies come public.

Terrible-Zucchini-23

Exactly. Both their NY and SG investments are long term ones. Spanning over a decade. Memory is undergoing a insane supercycle (AI, robots, Quantum).

PhillipThePlatypus

Core business is profitable, grown its net asset value per share even as the business shrinks, massive amount of cash and potentially raising another 1.8B from warrants, $1.2B in NOLs. They are just in a really strong financial position for acquisitions. Closing of stores and reducing SG&A is part of the plan, not a sign that they are struggling (they WERE struggling, but that’s part of the turn around). I get that people think it’s a joke/meme but there’s a reason Burry likes the stock and has been buying. I stress that at this point it’s all about execution from Cohen, which is obviously not a guarantee, but there’s has been a lot of work to put them in such a favourable position from where they started and if the trend continues I imagine we will see some of that asymmetric upside in the next couple of years.

NZTamoDalekoCG

I think he is going after Greenland because Leif Ericson said it was green a 1000 years ago. (SG)

Room_101_Escapee

Here to gamble on CRWV and SG

No-Concentrate-2690

"Feel-good marketing" is not inherent to impact investments, however, when impact, rather than returns on investment, is not evaluated with similar stringency, it becomes one. In my involvement regarding climate-related risks and impact analytics (comparable to what EnviroFinanceTech does), outcomes correlate greatly to underwriting rigor. Some SG impact vehicles do line up with mainstream-return profiles, but typically in situations where the key value driver involves climate/environment (energy transition, resilience, and regulation of assets), rather than being a secondary storytelling element. Where impact funds score highest on green apples is in using ESG tick-box methodology rather than verifiable performance measures such as physical risk exposure, sensitivity, and regulatory scenarios. What I would have liked to see more LPs inquire about early on in our relationship: How exactly is impact related to improved downside risk protection/cash flow? If this connection makes sense and can be supported by data, then impact can be an added value. Otherwise, it can be Missionless. For first-time commitments, I think PE moved in tandem with data-implemented impact could represent an intelligent compromise.

PalpitationSmooth992

CMG bitches just got another upgrade CAVA down SG down told you fools this is the better horse

aPacPost

Get help setting up your charts https://payhip.com/b/SG6OV

aPacPost

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aPacPost

https://payhip.com/b/SG6OV Use this for help with charts

peaceup_atowndown

Quick version, SG price to sales of only 1.3. If SG can bounce back from a poor year and return to a growing trend, which could take a few quarters to validate, P/S will return closer to at least the fast casual average of 6-8. This could easily justify a return to share price in the 20-30 range. From there, cash flow and execution need to improve / bounce back to enable a return to store expansion growth. These two factors would easily return the stock to the IPO level. Easier said than done but there’s potential. From there, it’s a matter of a couple years of execution to go the rest of the way. I’m a long term investor here

conroy_hines

Anyone buying calls on SG? I like how CEO bought 200,000 shares at $5.50. read SG is sitting on 2 years worth of cash burn. Expansion goals remain active - no guarantee on execution tho obviously

MrExitz

Much appreciated. Not trying to hate, I’m 3,000 shares deep and would want nothing more than $SG sweetgreen to hit $100. Them selling off their infinite kitchen business makes me question everything about this company now (granted the partnership remains). They need to turn around their financials and grow

honey_102b

explanation is incorrect. the RSUs are only taxable upon Vest date and it's because it's treated as income so the tax is literally income tax not capital gains tax, which is zero in SG. the fair market value of the whole vested amount attracts tax--whether the FMV is higher or lower than at grant date. this part is true in SG and even US and most other jurisdictions afaik. even in the US where there is capital gains tax, it only applies to gains after vest date.

LawlessNJ

Also got in Netflix at $89. Within the Netflix field, you have WBD, Para+, Disney. As every service cost goes up, people end up having to choose, and usually they choose original content. Most people I know sub to Netflix, and pick up HBO when their favorite shows get a new season, then cancel. So, I see Netflix as also pretty recession proof, and even thrived during Covid. Also, as a dual citizen, I very often live in Asia, which has their own brands of streaming (some region, some country). Everyone I know from friends to family to business associates and colleagues from China, Taiwan, SG, SK, Japan, Malaysia, Thailand, and Vietnam knows Netflix.

Beowein

True - for a value investor I'd say this is acceptable. You are buying the power plants and the cash; you aren't paying for a bloated payroll. For a growth investor this is a yellow flag. To successfully compete in the AI cloud market against hyperscalers, DGXX will likely need to aggressively hire in 2026, which will increase cash burn, or they will remain entirely dependent on partners for execution. I'm going to be monitoring SG&A expenses in the next quarterly report. If revenue grows but headcount stays flat at 16, it confirms an outsourcing model (lower margin capture but lower risk). If headcount spikes, they are building an internal AI capability (higher execution risk but higher potential margin).

Room_101_Escapee

Proud owner of SG and CRWV. I belong here

peaceup_atowndown

https://preview.redd.it/bqewgwbaimcg1.jpeg?width=1179&format=pjpg&auto=webp&s=6adc1b8d80584b3f90744d1ee5948cee089e8ba2 Right on. I’m in big for SG also. There are a bunch of positives. Refreshed menu, new years health push, food pyramid and general policy discouraging fake foods, and some excellent marketing and senior staff changes at SG. The CEO recently bought a bunch of shares too

Alive-Resolution2428

I’ll put some tickers on here that not many are mentioning: PATH, SG, AMBA, SKYT, FRPT, and AMKR. Good luck.

Stargazer_Epsilon

Stock is up 50% from lows, MAHA just released the new food pyramid which will influence school lunches, military rations, and how Americans perceive food. If there’s ONE STOCK that will benefit from this, this is it. MAKE AMERICA HEALTHY AGAIN! (FYI SG is up 50% from lows ain’t too late)

Excellent_Dare6280

!banbet SG 8.50 20d

moorhound

USS Lincoln SG is still near Manila, I wouldn't place your bets quite yet.

conroy_hines

how does everyone feel about SG? current value 1x sales compared to peers chipotle and cava 3-5x+ feels insulated. I read cash on hand is $200m+ which would get them through 2-3 years of cash burn,.

ffo_kcuf_og

Based on Carvana's financial filings for 2025, the volume of dollar transactions with **DriveTime** and other related parties is disclosed across several categories. Note that while DriveTime is a significant related party, Carvana's filings often group "related party" transactions together, which includes entities controlled by the Garcia family. # 2025 Related Party Transaction Volume According to the **Q2 2025 Financial Results**, transactions with related parties for the first six months of 2025 included: * **Wholesale Sales and Revenues:** Carvana generated **$17 million** from related parties through wholesale channels during the first half of 2025.   * **Cost of Sales:** Carvana paid **$7 million** to related parties for vehicle-related costs. * **Selling, General, and Administrative (SG&A) Expenses:** Carvana incurred **$15 million** in SG&A expenses paid to related parties, which often includes lease and service agreements.   # Specific Balances and Agreements As of the **June 30, 2025 balance sheet**: * **Due to Related Parties:** Carvana owed **$62 million** to related parties ($24 million in accounts payable and $38 million in other current liabilities).   * **Lease Obligations:** Carvana maintains several lease agreements with[DriveTime](https://investors.carvana.com/~/media/Files/C/Carvana-IR/documents/annual-report-2024.pdf)for inspection and reconditioning centers (IRCs), with right-of-use assets totaling **$8 million** from these leases as of mid-2025. * **Service Agreements:** The[2025 Proxy Statement](https://investors.carvana.com/~/media/Files/C/Carvana-IR/documents/proxy-statement-2025.pdf)notes that while major agreements are established, the company periodically enters into minor transactions with DriveTime that do not exceed $120,000 individually. # Important Clarification It is important to note that **DriveTime is not a subsidiary of Carvana**. They are separate companies that are considered "related parties" because they are both controlled by **Ernest Garcia II** and **Ernest Garcia III** (the "Garcia Parties").

Always_Curious_One2

SMWB - 100% subscription revenues (half are Multi year), 80% gross margins and mid teens growth. They are a Key Data business that helps large global corporations understand their competitive position, and what their toughest competitors are doing. Their data is Unique as they collect Real Time every minute of every day the activity across global websites, browsers, mobile apps, search engines, and now generative AI driven traffic. These data are hugely valuable to enterprises from JNJ to Coke to JPM to S&P Global to Bloomberg to Google to Samsung to Apple to Disney to Eli Lilly … And the AI platforms also license SMWB data to perform their analytics. Operating margins are scaling Up as they grow their recurring revenues — with 25% EBIT (that’s right EBIT, not EBITDA) visible in the 4 year time frame. SMWB is not well covered (no one has estimates past 2027) — but with their unique data subscriptions growth and profit drop down they’ll be earning over $1 of Cash EPS in a 4 year time frame. They are not capital expenditures dependent. AI is actually helping them spend less on SG&A on the opex side. With their high margins, light capital requirements, and growing Recurring revenues — they should get at least a 20 multiple (many such businesses get 30X). So the stock should be $25-30 in a few years versus $7.45 now. Also, Adobe acquired SemRush (an SEO only company with less analytics than SMWB) for $1.9 billion in cash !! SMWB provides more value to clients, and is currently only a $618 million market cap - so an acquisition is a possibility. I am not pitching that as a preferred outcome but it sure does provide downside protection.

peaceup_atowndown

CAVA and SG. It’s so ready for a rebound.

AleaBito

I'm 9 for 11 so far accuracy so far! AXTI $15 to $150 is a extremely wild guess personally, but this is the most obscure bottleneck of the entire AI trade nobody knew about before. So I think it's possible. T1 energy just hit from $4.5 to $7+ the other week. Sorry about Nebius, didn't expect it go go up 40% then down 40% but I think patience will pay off and it hits $150 mid 2026.. **1. Hims** – $28 → $60 *(Upward)* ✅ **2. Ethereum (ETH)** – $1,600 → $4.8K *(PT: $3K)* ✅ **3. Bull** – \~100% gain, free money arbitrage ✅ **4. Google (GOOGL)** – $156 → $185 → now $256 ✅ **5. Etoro** – $67.75 → $83 *(hit $79 breakout, missed by $4)* ⚪ *(+0.5/1)* **6. Oscar Health (OSCR)** – $14.35 → $22 ✅ **7. Bitcoin (BTC)** – $103K → $124.5K, 225K PT\*(2-year play)\* ⏳ ongoing **8. Upwork (UPWK)** – $13.5 → $17+ *(PT $20)* ✅ **9. Sweetgreen (SG)** – $8.21 → $6.30 ❌ *(got this one wrong sorry)* **10. Hims (Re-entry)** – $48.92 → $60 ✅ **11. Nebius** – $108 → $150 *(hit $140)* ⏳ *(+0.5/1)* ongoing **12. Snapchat (SNAP)** – $8.45 → $7.47 ⏳ recent, ongoing *(2026)* **13. Fly** – $30 → $23 ⏳ recent, ongoing *(2026)* **14. T1 Energy** – $4.50 → $7.3 ✅ **15. Meta (META)** – ⏳ 16. $AXTI - $15 ->?

peaceup_atowndown

SG

PaperBridge12

SG. 2026 will be year of the consumer.

JulSGP

As a local, the only 2 SG headquartered companies listed in NY that anyone should consider are SEA Ltd and Grab the rest are just dubious and P&D

miraiyuni

Theres alot of quality companies in Singapore that might attract US investors, they are well known for their strong Financial and Real estate sectors which just to name a few, DBS, OCBC, and UOB for Financial and CityDev, Keppel, CapitaLand, Mapletree Indst and Ascendas Reits for their Real estates. (JPmorgan favored lists) Once they roll out this program, I dont mind researching about those companies and hopefully US stock market creates an ETF with both US-SG companies combined. that would be even more interesting!

Unique_Chip_1422

For my girl and me to both get a bowl at Cava it's $23-$24 total. I'm not saying SG is a bad move but the clear choice to me in the fast casual space space was CAVA. Monster unit economics, no debt, great ramp up at new stores, delicious food and cash flow positive. I think CAVA is the better version of Chipotle.. it's more versatile in terms of menu and appeals to a broader audience.  But good luck on the SG position. 

BigCyanDinosaur

Also thyr're already making 80% the revenue of CAVA, but CAVA is growing AND profitable, whereas SG is unprofitable, bleeding more and tapering off in revenues. It's truly a shit company

Goldonthehorizon

SG

DopeBook

Private equity could possibly buy SG.

b_fellow

OP conveniently left out SG has yet to be profitable unlike Chipotle and Starbucks by a mile.

DopeBook

Private equity will buy SG.

Raslatt

Bull, onds, open, SG, Lunr, pl, bsky, hims, Huma, soun, RDW, fig, RKLB, Lyft

Sufficient-Aide6805

I’ve made good money selling SG calls this year. Absolute dog of a company.

misguidedass

280E allows you to deduct direct expenses for cost of goods sold. They don’t allow you to deduct SG&A related expenses.

Ok-Replacement9595

It depends on what this you are speaking of. SG cam and should make the final rule, which is what Garland was close to doing if this buffoon hadn't you know, won an election. Then Congress can, and likely will, have hearings, and propose the change or block it depending on the midterms, and how badly the GOP loses. Making this issue a battle between a impeachable president and an opposition party Congress. Not good.

Forest_City_Frolfer

Not yet, they had a net loss of 24.7M Cash flow from operations was -7.6M They are losing money. They reported a large adjusted EBITDA, which isn't something I personally put any stock in. But I haven't had a chance to dive into it. Their positives look like large improvements in revenue. But their SG&A has always been extremely high.

P_A_N_C_H_O__

I get all your ideas. They are right but you are missing something very very important. This company has shit execution. All that hype had it at 40+. The hype is real. Then came multiple Qs of extremely bad numbers and poor execution, store closures, impairments, they sell super expensive salads for a loss, even beyond their reported numbers, go to a SG and you will find dirty bathrooms, untrained staff, etc. Unless something changes quickly this might even go belly up, the debt, and cash runway is not safe.

tacoandpancake

can't speak to the stock valuation, op but i do like the product. my wife and i cooking for ourselves use decent (not exessive, but we do like fresh) ingredients often equates or surpasses the cost of dinner at SG. i'll buy a modest position tomorrow because i like the product and i'm regarded

shadow_nik21

Idk, just an anecdote. SG opened in my neighborhood (big city, "posh" fancy densely populated neighborhood with a pretty young crowd). Right across the street from a huge popular gym which is always at capacity. And somehow SG is always empty while the local sandwich & coffee place next door has 20 min lines all the time

PalpitationSmooth992

stock is crazy cheap more than 50 percent off its high and a forward pe of 30 its a 40 dollar stock minimum SG has a negative PE and isnt profitable and i doubt it ever will be because its overpriced not to mention salads suck

PalpitationSmooth992

CMG > SG chicken and rice bowl is 10 bucks thats 2/3 of the cost of a salad with wont fill you up its by far the cheapest option and i live in probably the most expensive food city in the country they are also expanding to markets like cities in kansas which has lower wages SG will only thrive in high earning areas but the lower end consumer will always take the bargain and wages arent going up any time soon

Mihermano2002

I believed for a while that the stock could perform if the business executes but they’re really not. This is like a healthy fast food place too, but us Americans want to continue being literal fat fucks consuming Rot food (not me tho) . It’s expensive and turns off people looking to eat quick and would rather spend less on shit calorie dense food vs nutrient dense but also calorie dense (SG). The bowls fill you up too

Impressive_Creme1497

I lost a lot on SG. I'll stick to my SPX 0dte. Free money.