SG

peaceup_atowndown

I like sweet green as well, their management team just seems terrible at the financials. SG missed earnings every quarter for 5 quarters? How is that possible. I do own a little SG, though, in case they turn it around

xdethbear

Sounds a lot like Sweet Greens $SG, but Cava seems to actually make a little profit now. 

Old-Commission2782

VSCO calls. BLMN calls. SG calls (if it closes above its 50 EMA at $15). Set up looks good for all of them heading into earnings.

BaxBaxPop

Continuing this discussion in good spirit. 1) There's been exactly one quarter where regulatory credits have made the difference between profits and a loss. That was last quarter. Just once. The narrative that Tesla isn't profitable without regulatory credits just isn't accurate. Regulatory Credits are 1-3% of revenue. But even if, so what. Tesla has known that Regulatory Credits were coming and were able to set their product and service pricing, their SG&A and R&D budgets based on that anticipated income. Now they won't have it. So they'll set their pricing and budgets accordingly. It's not even clear the loss of credits will require them to dip into cash reserves ($37B...basically 15-20 years of regulatory credits). 2) Batteries are something Tesla will never dominate. But they just opened their first LFP battery plant in the US. They'll supply that with their own Lithium from their own refinery in Texas. Tesla is becoming more and more independent of China for batteries. And the 4680 is apparently ready for high volume production. So let's see what the specs on that are before we judge Tesla battery. I'm going to tuck Tesla energy in here. They'll easily deploy 40mWH in 2025 and that's without China deployments. That'll double deployments by the end of 2026 to 80mWH. Tesla energy is growing rapidly. Tesla Semi factory lines are being built out as we speak. They have a final product which is wowing industry experts. By the end of 2025 the factory line will be done. By the end of 2026 Tesla Semi will be a common sight on the roads. But yeah, it took a while to get to this point, but it's basically here. Robotaxi scaling remains to be seen. If it scales, and it can truly be autonomous with just remote troubleshooters as opposed to remote operators, it'll be hugely profitable. A Tesla Robotaxi costs $30k to make. A Waymo costs $150-200k. Profitability is not the problem here. A vision only solution is the only question. Let's not even talk Optimus, it's not really a part of the stocks valuation. 3. We'll see what happens with brand damage. But Tesla remains the #1 EV in the world. The Model Y remains the best selling car in CA. They're still selling a ton of cars despite Elon. And they're selling a ton of cars despite only being in a price point that only 20-30% of buyers can even afford. If Tesla does release a lower cost vehicle this year and they enter the mainstream market where 80% of buyers can afford, well let's just judge brand damage then. By the way, I don't really worry about the Chinese cars. Politics being what they are, they'll never be sold in the US or much for Europe. Plus, if you think BYD is profitable you're kidding yourself. So much shady accounting in China.

Old-Commission2782

MARA calls. SG calls. QUBT calls. Bottom line - calls.

Old-Commission2782

SG is about to take off.

Old-Commission2782

Calls on MARA and SG

Old-Commission2782

SG making a move!

Tom_twin55

SG and RDDT are on the upswing

floppy_panoos

Just completed my Recession Portfolio: AES, AMCR, DOW, ET, KHC, PEP. And for when the Fed cuts rates: SFIX, and SG I'm not fuk, you are!

dlotito1

Sweetgreen (SG)

A55BAG

I used a aarranth BEAR CVNA X3 SG3

Playful_Umpire5021

You’re looking at past peak sales like it’s the only thing that matters. That’s not the argument. Nobody’s saying this is a growth rocket or that it’s going back to $200M in sales. The point is that today’s market cap is under $12 million and just one of its brands, Squatty Potty, was doing $16M+ in revenue when acquired. Even if that’s declined, that’s still a meaningful contribution relative to what the entire company is valued at right now And it’s not a one product story. They’ve got multiple brands PurSteam, Mueller, etc. that still generate revenue across Amazon, Walmart, and now Temu. They’re not trying to hit old peaks man, many companies have record years that are super hard to beat, other just hold steady and shift to profitability focus. ATER cut SG&A 20%, wiped out 90% of their debt, and are improving margins (54.6% gross margin last quarter). No one’s ignoring the weakness in top-line growth. But when the market cap is below the sum of parts and the cost structure is cleaner THAT IS undervaluation. It doesn’t need to be a hero stock. It just needs to be priced more reasonably relative to what it owns and what it’s actively selling.

Playful_Umpire5021

Appreciate the breakdown, just want to mention that while the revenue has pulled back year over year. That’s part of what makes the current valuation so compelling. At a $10–12M market cap, the market’s already priced in most of the negatives you mentioned. That said, here are a few key points that round out the picture: • Gross margin last quarter was 54.6%, up significantly YoY, showing improved product mix and cost discipline. • SG&A was down 20%, and operating loss was cut nearly in half compared to the prior year. Which shows they’re actively restructuring for sustainability. • They’ve eliminated over 90% of their debt, cutting future interest drag and improves flexibility going forward. • The float is still under 7M shares, and even with insider grants, the dilution effect is limited. Stock comp isn’t ideal, but it’s not out of line for this stage of a turnaround. • Squatty Potty alone pulled ~$16.8M when acquired, and is still active across Walmart, Amazon, and others. Even if you haircut that, it’s arguably worth more than the company’s entire current valuation. Revenue did drop, but part of that came from intentionally removing unprofitable SKUs to focus on higher-margin core brands. That kind of cleanup often comes with short-term declines before stabilization. The bull case isn’t based on perfect execution. It’s based on a company with real products, cleaned-up financials, and a leaner cost structure now trading well below the value of just one of its brands. If execution continues to improve even modestly, there’s significant upside from these levels.

Memnoch1207

Not to refute you, but this is what I see: Financial Health: =========== 1. YoY revenue is down -24% 2. QoQ revenue is down -37% 3. Next quarter's revenue estimate of $20.37M would be down -27% YoY. 4. 2025 revenue estimate of $73.29M would be down -22% YoY from 2024. Insider Behavior: =========== 1. According to FinViz, SEC Filings, Nasdaq, and Yahoo Finance, insiders have acquired (through stock award grants, not actual purchases) over 1M shares at $1.39. However, they have also sold almost 100K shares in June 2025 alone. What does this mean? It means dilution. For every stock grant acquired and then sold on the open market, it dilutes existing shareholders. Stock-based compensation without stock buybacks just dilution. Short Interest: ========= 1. Latest FINRA Short Interest Report shows only 237,152 shares shorted, equating to 3.8% short interest against a 6.2M share float. Fundamentals: ========== 1. Total Revenue: DOWN (Bad) 2. Cost of Revenue: DOWN (Good) 3. SG&A: Down (Good) 4. Operating Income: DOWN (Bad) 5. Earnings from Operations: DOWN (Bad) 6. Revenue Per Share: DOWN (Bad)

SuspiciousStress1

Guarantee if they did it with SG, they did it with others too(such as little blue pills) Good chance this one is completely cooked!

Jupiter168

Can I get a free SG bowl?

justicephl

I just got killed too on SG 6/20 call expiring worthless didn’t properly stop loss cause I’m a beginner. My 2500 down the drain. WTF are you doing not utilizes a stop with the position size????

CommandOk50

ASPN 11% DECK 10% EL 8% EVVTY 11% ENPH 11% OSCR 13% RDDT 8% SG 13% XYZ 11% SPAXX 4% I want to delete all my finance apps and check back in 5 years.

PuzzleheadedWeb9876

>Revenue decline hasn’t outpaced the cuts It has. Only slightly. Back on 2022 SG&A was 27.5% of net sales. Today it’s 28%. >They do need both. Well they only did one. >Doesn’t mean it’s feasible to do both at the same time. Cutting your way to profitability almost never works in the long run. >Now that they are turning a profit, they are free to focus on increasing revenue. Hence the note offerings But now there are many more shares. EPS needs to keep up. And as revenue does increase there will be cost increases as well. Stores cannot run as single coverage and near minimum wage forever.

madebyVEO

Guys cause every single problem in the world. You all fucking suck. You're all single because you suck. I'm only buying women related stocks from now on. ULTA SBUX LULU TGT SG SIG TJX

AleaBito

SG's chart is disgusting, I feel bad for anyone who bought it at $43.

FunCommand6604

My only losing stock right now is SG, but thats a forever hold for me.

ThinkingOfTheOldDays

Financial times on X, "Elon says he regrets some of his attacks on Mango" https://x.com/FT/status/1932700830412497192?t=jLvbyW0SG4qjNsBJnuikIQ&s=19

Ok_Rabbit_8808

I spent $16 today for a freshly made and trussed salad from SG. That shyt was delicious too.

GetCPA

I ain’t reading allat, But I will tell you, SG is headed for bankruptcy There’s like 4 near me and they’re always dead

touchmeenot

Fellow SG regard

ln_beanzo

how? people love fries. even healthy people. its just a hot, salty, potato sliced up (at least it is at SG)

Elifellaheen

Could be, but first they are going to cash in on SG’s misery.

dlotito1

There is competition everywhere across all fast casual restaurants. Chipotle isn’t the only Mexican burrito joint. What separates SG is the organic locally sourced food, the technology behind it, and the capital to expand and become a national chain. Not to say those others can’t as well but it’s very hard to do, especially since SG is still not profitable, even though on a store basis they are profitable. All the other expenses that go into running a business are weighing on it currently, but with continued operational excellence & move infinite kitchens that go into the pipeline the faster they will become overall profitable as a business. Still very early innings with this.

ln_beanzo

Lulu was a $60b market cap company selling cheap, made in chynah leggings for $150. There are billions of substitute options. That thing is doomed. SG is a $1b market cap selling premium organic veg, fresh from the farm, straight to your gullet for $15. If we get a fraction of the market cap that lulu got, we'll all be exempt from the next tax bill.

sunnyislandacross

SG citizen here. As mentioned in my other comment a huge bulk of Singaporeans eat up these products because they are financially indifferent. These funds almost always underperform the s&p but ppl still eat them up You mentioned that it's absolutely insane, is there a way I can use the statistics of how funds are managed in the US to convince the people that these products are horrendous

grokfinance

This fund appears to have a 5% upfront sales charge and a 1.50% annual fee. Both of those would be absolutely insane in the U.S. This fund also has only existed for a couple years so there is no real track record there. In general I would expect a dividend focused fund to underperform something like the S&P 500 over 10+ years. I'm not sure what other funds are available in SG. I did a quick check on Prudential SG web site and do see an equivalent S&P 500 fund. Always pay attention to the fees charged. A 1.5% annual fee will eat away a significant amount of your total gains over 20-30 years (like easily 20% or more of the money you'd otherwise have). Fees compound just like interest/gains do. [https://www.prudential.com.sg/-/media/project/prudential/pdf/ebrochures/prulink-funds-updated/factsheets/prulink-us-dividend-wealth-fund-distribution.pdf](https://www.prudential.com.sg/-/media/project/prudential/pdf/ebrochures/prulink-funds-updated/factsheets/prulink-us-dividend-wealth-fund-distribution.pdf)

Intrepid_Length3249

There isn't much to think about, it's a seasonal business so over 12 months is the only way to look at it and with how US healthcare enrollment works its really only a calendar year we can get good data from not LTM especially with the large membership growth I expect positive EPS for Q2, effectively nothing for Q3 and a small loss for Q4 but 3% margins over the year. MLR 81% , SG&A at 16% This stock has the most ridiculously asymmetrical risk/ reward setup I have ever seen and I only wish I had spotted it 6 months ago so I could have accumulated gradually. There are whales out there that have seen the same thing and they are getting shares at fire sale levels from retail.

Intrepid_Length3249

The bear case is all around the lack of clear extension of the enhanced subsidies for ACA. What is being missed is - They don't need these extensions, they're plan has been ICHRA and the BBB (Big Beautiful Bill) has just given then a silly leg up by getting ICHRA into the mainstream. The company I work for (200 US based people, multi state) are setting up our ICHRA scheme right now. Oscar lead ICHRA management as they are built from the ground up to handle them efficiently - Their SG&A costs are mainly fixed. This means for every dollar of additional sales about 15 to 18% is going to the bottom line. That 1.2% net margin people are worried about is about to get smashed and they are guiding for 5% in 2027. They always underpromise and overdeliver so more likely 6% will be the outturn. Understanding fixed cost leverage appears to be a gene that many humans lack. - Their MLR is hovering at about 80% averaged over a few quarters which is the best you can have in ACA. I believe no cap applies to ICHRA. They know their pricing extremely well after being burned a few years ago and punished by the market. - Their +Oscar platform is the cherry on top. If they licence this out and they are trying to... then suddenly they have 40% EBITDA revenue on top of their insurance model and growing SAAS revenues attract silly multiples. My belief is the x5 volume spike a few days ago without any clear news is that something BIG was signed and will come out in a week or so. - Their CEO Mark Bertolini is the absolute 🐐 check out his interviews. - They have deep government connections. They don't just know which way the wind is blowing, to a certain extent they can make it blow the way they want. Their CEO is likely the person who got Ways and Means to add these simple ICHRA changes to allow it to thrive and hoover up the SMB market. - There is lots of chat about their cash pile. Ignore this. It's almost all regulatory required for their current number of members. What got me started was this youtube video https://youtu.be/ic70uj4qUDg?si=DozERthw8lzw1z_i It's private so does not have anywhere near the views it deserves and is quality analysis on what $OSCR are up to - Bear case is ACA gets gutted (very unlikely), ICHRA fails to take off (I already have seen crazy interest in it) or good old simple failed execution (not with the track record of their current board) I am frankly ready to back the proverbial truck into this stock once it clears the volume shelf at about 18 and tests the support a few times

amg-rx7

check out SG, CAVA, Texas Roadhouse, TOST

Cantthinkofacoolnam

$LULU Analysts ratings after earnings: Jefferies (Underperform, PT: $200) "1Q results came in mixed... Americas revenue grew just 3%... US trends remain weak... Banking on China isn't working... recommend selling shares and reiterate our Underperform rating." Goldman Sachs (Neutral, PT: $285) "This is a disappointing update... weaker comp trends suggest this was not enough to offset slower trends in the core business... slowdown in comp momentum in China and RoW... FY outlook now more fully de-risked... scope for momentum to modestly build into 2H." Citi (Neutral, PT: $270) "1Q was disappointing... China (+8% vs cons +18%) and ROW comps (+7% vs cons +15%) weak... newness not driving incremental traffic... inventory +23% raises concerns... We remain Neutral and still see a balanced risk/reward." BMO Capital (Market Perform, PT: $250) "...better GM partially offset by SG&A miss... 2Q guidance materially below... lowered FY GM and EPS... first FY EPS lowering at 1Q since FY14... strong, but overstretched brand... worry about long-term domestic revenue sizing." Piper Sandler (Neutral, PT: $270) "...beat 1Q25 sales and EPS by the smallest amount in 3 and 10 quarters respectively... international was a negative surprise... 2Q25 and FY25 EPS lowered on tariffs and markdowns... price increases 'modest in nature' raise red flags about relative maturity in the US."

TheSubwayTrader

SXTP - Wall Street Investment Bank Ascendiant Capital raised their price target on June 2nd, from $5.80 to $7.00 due to higher than forecast SG&A

Quirky_Push_2506

Can someone give me a few reasons not to buy SG, because I kind of want to

roaringsweetie

Biggest winner for everyone is about to be $SG. Shorts need to get out. This thing will fly.

MoulaMan

It would depend on the position size, the bigger the deeper the research and due diligence, but typically I’d go 1. Quick review of financials on IBKR mobile app (<10 minutes) 2. Quick review of analysts financials forecasts 3. Quick review of valuation multiples 4. Quick market research on ChatGPT or Gemini (15-30 mins) 5. DCF and reverse multiples valuation model using a template I built, especially if it’s not obviously fair-valued (15-30 mins) 6. Reading earnings report and 10Ks (hours) 7. YT videos on the company or industry (hours) 8. Additional research notably on Reddit Most of the type I’d invest when reaching step 3-5 (eg recently I sold CSPs on PEP and would be happy to get assigned at current prices), then build further conviction over time as I reach step 4-8 post-investment. But if there’s doubt or it’s a risky bet I’d go deeper (eg recently started building a position on SG through CSPs and direct stock buys).

PuzzleheadedWeb9876

>There's actually a reduction in SG&A costs that can be seen in annual reductions ~ 2020: $1.9B, 2021: $1.5B, 2022: 1.71B, 2023: $1.68B, 2023: $1.32B, 2024: $1.13B. What part of percentage of net sales did you not understand? 2024 it was 24%. 2025 it’s 28%. Meanwhile for BestBuy it’s 18%. >And I repeat, they have just flipped PROFITABLE as of their last quarter. Yes from interest. Operationally no. So how do they compare to companies in their sector? They have a P/E of 100. Nearly double Costco and 6x BestBuy. >Don't lie to try and prove a point Where is the lie? Numbers are numbers. >it's not hard to shoot BS down Shill. A shill wants you to buy something.

Moribunde

Revenue decline with improving EPS that is now actually showing a profit thanks to cost cutting methods such as store closures. There's actually a reduction in SG&A costs that can be seen in annual reductions ~ 2020: $1.9B, 2021: $1.5B, 2022: 1.71B, 2023: $1.68B, 2023: $1.32B, 2024: $1.13B. And I repeat, they have just flipped PROFITABLE as of their last quarter. Don't lie to try and prove a point, it's not hard to shoot BS down Shill.

PuzzleheadedWeb9876

Sure. Continually declining revenue, store closures, and SG&A increasing as a percentage of net sales. Oh and to no surprise they operate at a loss. Compared to companies in their sector (BestBuy, Miniso, etc) they underperform and are overvalued.

robertncm

i thought put on SG MLGO was free money . 

HiStandard1

You should see the Cava vs SG foot traffic diff in downtown Boston.

Xzlk

$SG when? Tf happened to this stock?

robertncm

i love SG, free money put

_hiddenscout

$MOD * Record financial results with net sales up 7% to $2.6B and net earnings up 14% to $185.5M * Strong Q4 performance with net earnings increasing 92% to $50.1M * Gross margin improved 330 basis points to 25.7% in Q4 * Data center business showing strong returns and above-market growth * Strong cash flow with $213.3M from operating activities * Net debt decreased by $92.3M from previous fiscal year * Positive outlook for fiscal 2026 with projected growth in both revenue and EBITDA * Market weakness across vehicular end markets affecting Performance Technologies segment * Performance Technologies segment sales decreased 11% to $294.8M in Q4 * Increased restructuring expenses of $28.2M in fiscal 2025 compared to $15.0M in fiscal 2024 * Market uncertainty due to potential tariff impacts on business and economy * SG&A expenses increased by $5.9M due to higher compensation-related expenses **Fiscal 2026 Outlook:** * Net sales growth between 2% to 10% * Adjusted EBITDA range of $420 million to $450 million, resulting in growth between 7% and 15% "Our team delivered a third consecutive year of record revenue and adjusted EBITDA in fiscal 2025, demonstrating the power of our 80/20 transformation and our ability to deliver results despite challenging conditions in our vehicular markets," said Modine President and Chief Executive Officer, Neil D. Brinker. "The record results were led by our data center business where our investments are driving strong returns and above-market growth.  Performance Technologies reported a significant margin improvement on lower sales, which is a testament to this team's focus on repositioning. We will continue to improve our business mix and margin profile as we move forward with our transformation."

robertncm

SG down down down

AleaBito

It's funny how they had both Calls and Puts and lost both ways. But looking at the strikes, SG calls will likely print since it's down 55% + bottoming and will likely bounce off $13/$14 in the next week or so. The rest of the stocks they bought Puts in are definitely overvalued but with short dated calls the Puts are likely fucked. Two year out Puts would likely print but people here think in terms of days/weeks with options.

Xzlk

$SG getting fucked for what? It’s better than CAVA ever will be lol

robertncm

die SG, die

737northfield

In the discussion of Walmart margins on the products they sell in stores (99% of the business), your example is completely irrelevant. Most of the business by revenue is grocery, which is <1% margin. In any case — Walmart employs 2 million people. They have 30k stores. Hundreds of distribution centers. SG&A last year was **$140B** alone. Just going ~“you can get xyz from China for $1 but Walmart sells it for $5!!”~ doesn’t mean they’re making $4. I worked for Walmart home office.

AdamB_901

Well, salaries are, overhead and operational costs are detailed in the SG&A cost. You might be right that they could be "hiding" some information in the COGS since it's so large, but we can't take that as fact when analysing a company's financial report. Regardless, COGS are \~75% and SG&A are \~20%. Which means that Walmart can take a hit when it comes to salaries increase (10% increase in salary is a 2% increase in SG&A - making the margin go down from 3.1% to 1.1%), but the same thing happening to COGS would absolutely tank the bottom line. We could also take into account the increase in revenue you'd expect from inventory sold at prices after tariffs, while buying them before. But knowing that their inventory is estimated at \~56B$, that's definitely not enough to cover the tariffs loses (considering a 3% margine > 1.65B in net profit that can "save" the bottom line). Sorry for the long paragraph. Anyways, if trump wanted to reduce costs for americans, imposing tariffs is definitely not the way (short term), and asking for-profit companies to take a hit in their margins is ridiculous.

robertncm

SG look good for a short play 

MiddleOwn5557

For those waiting for the KULR earnings report, the tl;dr is that it's just "okay" * Revenue increased 40% -- Product sales increased 88.7%, with revenue of approximately $1.16 million versus approximately $615 thousand in the same quarter last year * Gross margin was 8% in the quarter ending March 31, 2025, compared to 29% in the same period last year. The decrease in gross margins was primarily due to unanticipated labor hours needed to complete technical projects. * Selling, General and Administrative (SG&A) Expenses**:** SG&A expenses increased to $7.20 million in the first quarter of 2025 from $4.21 million in the same period last year. The increase in SG&A expenses was primarily due to increases in advertising and marketing services as well as stock-based compensation. * R&D expenses in the first quarter of 2025 increased to $2.45 million from $955 thousand in the same period last year. * Loss from operations was $9.44 million for the first quarter of 2025, compared to $4.66 million from the same period last year. Higher operating loss in the first quarter was driven by an increase in both SG&A expenses and investment in R&D. * Net loss for the first quarter of 2025 was $18.81 million, or a loss of $0.07 per share, compared to a net loss of $5.0 million, or a loss of $0.04 per share from the same period last year. Higher net loss in the first quarter was primarily driven by a mark-to-market of the Company’s bitcoin holdings as compared to December 31, 2024 Link: [https://www.globenewswire.com/news-release/2025/05/15/3082684/0/en/KULR-Technology-Group-Reports-First-Quarter-2025-Financial-Results.html](https://www.globenewswire.com/news-release/2025/05/15/3082684/0/en/KULR-Technology-Group-Reports-First-Quarter-2025-Financial-Results.html)

thorscope

There is a video of the Boeing CEO signing the deal https://youtu.be/Tq0Y1UYSIPo?si=4f5lRF6dauz3d4SG

MissiontwoMars

Not really, I work at a major retailer and we are already in the works to move production over by 2026. Until then we cut orders, increase prices, and reduce forward guidance while cutting SG&A.

dimethylhyperspace

SG? Slightly different subject, but I'm convinced selling straddles will make money in 90% of earnings this year

callsonreddit

I am thinking to straddle Check out SG

ScarletHark

It's based on the same data as OptionsDepth's product; I had subscribed to OD before SG implemented Trace, so I just use OD now. I actually unsubbed to SG last week because I don't use it anymore. Don't really use anything anymore besides OD as I don't really daytrade anymore.

CannaVestments

Fairly uninspiring start to 2025 for Curaleaf: the top-line took a big hit as US sales dropped in both retail and wholesale, partially offset by strong international growth. Gross margins were up, but aEBITDA margins fell with higher SG&A spend. Similar to others, the outlook for Curaleaf is highly dependent on their ongoing challenge of 280e obligations > operating cash flow is negative and getting worse when accounting for unpaid taxes, and the debt position is substantial even before accounting for $437M in an uncertain tax position. Full review: **Revenue:**  QoQ: $331.1M to $310.0M / YoY: $338.9M to $310.0M *Down 6.4% sequentially and 8.5% from last year, short of expectations ($316M). Retail and wholesale segments in the US were both down QoQ and YoY (overall US sales were down from $319M last year to $275M here in Q1). International Sales were a bright spot, up 74% YoY to $34.9M. No new stores in Q1, with 2 stores in FL opened so far in Q2 (1 of which being a hemp-derived only store).* **Adjusted EBIDTA:**  QoQ: $75.8M to $65.2M / YoY: $77.2M to $65.2M *Down 14.0% sequentially and 15.5% from last year, in-line with expectations ($65M). Margins drop from 22.8% last year to 21.0% here as Cura continues to trail Tier 1 peers on this metric.* **Gross Margins:**  QoQ: 47.5% to 50.0% / YoY: 47.5% to 50.0% *Nice improvement here as management highlighted under-performing SKU reductions and other efficiency improvements.* **Operating Expenses:**  QoQ: $166.6M to $147.3M / YoY: $148.2M to $147.3M *Note the drop here is mostly due to lower depreciation and amortization in the quarter. SG&A was up to $107.3M from $104.4M last year and $101.3M in Q4. Decent cost controls year over year given new store openings in that time.* **Operational Cash Flow:**  QoQ: $47.1M to $41.8M / YoY: $46.1M to $41.8M *Down a bit sequentially and YoY but have to factor in unpaid taxes. Tax-adjusted OCF was -$8.2M in Q1 compared to +$6.5M last year reflecting the current reliance on 280e accruals. CapEx was $16.3M so FCF was $25.5M on a reported basis but very negative at -$24.5M if 280e taxes were paid in full.* **Cash:** QoQ: $107.2M to $121.9M / YoY: $105.0M to $121.9M *Positive OCF offset by CapEx along with some minor outflows related to a debt refinancing. Debt stands at $561.2M, income tax payable at $26.7M, and a uncertain tax position of $437.M.*

Jupiter168

When I was paying $35 for 2 take out SG shrinkflation “discount” UFO bowl. I knew SG is NOT Green!!

Yogurt_Up_My_Nose

if we look at SG , Sweet Green. CAVA could have the same fate. turns out just being healthy ish food doesn't command $20 meal.

OrkzOrkzOrkzOrkz0rkz

+ TESLA5R 220SG 19:12 Idag Kurs/Inköp Sedan köp Innehav -25,00% 0,33 kr -76,17% 34 179 kr -0,11 kr 1,39 kr

Turbulent_Spite3178

Be happy there’s no capital gains in SG, I see you reap handsome profits off MARA 

ProjectMagnet

anyone have any insight into how Cresco's Q1 should look beyond what was forecasted? Not expecting a blowout considering Charlie called for short term margin pressure as they scale in Illinois and PA + flat SG&A etc. I'd love to be surprised but can't imagine we're in for a big surprise this quarter.

SwordfishOk504

No paywall: https://archive.is/SG3Jr

DarkMorning636

I didn’t say “immediate access” to the financial resources. But they’re all tangible things, not made up fairy dust. If you read my post you’d understand. They have an offer already to refinance their debt. The president re-announced the CHIPS money. Also, they do have SG&A?? Look at the quarterly report I linked. It’s right there?? We can agree to disagree but at this point I’m doubting your intelligence to even understand so goodbye

JCTL2020

Only thing I can see is that you're indeed an aggressive individual that wrongly believe cannot be contradicted. My time is valuable, I don't gonna waste it explaining to you definition of "immediate access" to over 3 billions when only amount that is certain is whatever their cash in hand is and not a farm that might not be able to get sold on time, a CHIPS money that they might never get because of failed bond negotiation etc. I am a grown up, I do research with factual data and certainly I am a very realistic individual, there's a difference between wishes and reality. Last but not least, it seems the WOLF you follow doesn't have any SG&A thus it might be a different company from the one I am talking about that makes no profit and have huge operation cost

BDUBS1962

I’m an ex hedge funder(don’t hate me!) and I recently did work on SG thinking it might be a good short. Between a wild valuation 75x EBITDA., declining same store sales and management turnover combined with limited if ANY price flexibility (seems very expensive), I think it’s headed for single digits. FWIW

WilliamBlack97AI

They raised capital at $1 and diluted shareholders. They now have 1.5m in cash + 2.2m in financing + several million from the exercise of warrants will give them a runway until mid-2026. Management said that SG&A/marketing expenses will decline significantly over the next few quarters until reaching EBITDA positivity in Q4 and an NI+ next year. The company aims to increase market share and scale in order to become a dominant player in its space within the next 5 years, rather than focusing on short-term profitability. Hope this helps, for more info visit airestech.com and investor presentation Thanks

Kurso

Made money on the dip and general volatility. KSS, NKE, DECK, PFE, SYM, F, AMZN, ORCL, and a handful of full of others. Still down on SG and COTY but up overall.

djwired


_hiddenscout

$CLMB * Net sales surged 49% to $138.0M in Q1 2025 * Net income increased 35% to $3.7M ($0.81 per share) * Adjusted EBITDA grew 38% to $7.6M * Gross billings up 34% to $474.6M * Distribution segment billings rose 36% to $453.6M * Strong cash position of $32.5M with minimal debt ($0.6M) * Working capital increased by $4.4M * Maintained effective margin at 32.7% * Quarterly dividend of $0.17 per share declared * SG&A expenses increased to $16.8M from $12.5M * Solutions segment showed minimal growth of only 2% to $21.0M "The momentum from our record 2024 has carried into the first quarter, leading to exceptional growth across all key financial metrics,” said CEO Dale Foster. “Our performance was driven by the execution of our core initiatives and the integration of Douglas Stewart Software & Services, LLC (“DSS”) into our operating platform. We drove organic growth in both the U.S. and Europe, demonstrating our ability to deepen relationships with existing partners while signing new, cutting-edge technologies to our line card across geographies.” “Looking ahead, we believe that we are well-positioned to continue driving organic growth and further improving operating leverage. While still early, we expect the implementation of our new ERP system to drive meaningful efficiencies across our global operations. We also plan to remain active with M&A as we evaluate accretive targets that can enhance our comprehensive offerings and expand our presence in both North America and overseas. These initiatives, coupled with our robust balance sheet, will enable us to continue executing on our goals and objectives.” Pretty good quarter.

DrHarrisonLawrence

Still the cheapest and healthiest thing out there. I’ll often alternate that with Sweetgreen but SG is still 40% more expensive and similar levels of protein so 🤷

AngelousSix66

You are right. What I meant to say is that solar coming from SG will also be tarrifed along with every other country in SE Asia.

moonkiska

That’s just a spreadsheet. A few people rolled their own. That’s from another user of SG captures the OHLC of 15s windows. You can check time & sales on most brokers though.

jefbe80

What do you think about CYCU, recent IPO, About CYCU Cycurion, Inc. provides network communications and information technology security solutions. Financial Highlights Revenues of $17.8 million SG&A expenses reduced by 47.5%, Adjusted EBITDA of $2.3 million, up 58.9% year-over-year with an expanded margin of 12.9% vs $1.4 million (7.4% margin) in FY2023, Net income of $1.2 million, a significant turnaround from a net loss of $2.1 million in FY2023 — marking Cycurion’s first full year of net profitability Earnings per share improvement to $0.07 basic and $0.01 fully diluted, versus $(0.14) in both categories in FY2023 Free Cash Flow improvement to $(1.8) million from $(2.5) million despite growth investments in personnel and platform development I am in with 100 shares at .52 per share, it might go up.

moonkiska

Wrong. CBOE absolutely has market makers and routing partners. Here is a list: ```Akuna Securities LLC All Options USA LLC Barclays Capital Inc. Belvedere Trading LLC Black Edge Securities LLC BNP Paribas Securities Corp. BofA Securities, Inc. BTIG, LLC Casey Securities LLC Citadel Securities LLC Citigroup Global Markets Inc. Consolidated Trading LLC CTC LLC Dash Financial Technologies LLC DRW Securities, LLC Dynamex Trading LLC Geneva Stock, LLC Global Execution Brokers, LP Group One Trading LLC HAP Trading, LLC HRT Financial LP IMC Securities LLC IMC-Chicago, LLC dba IMC Financial Markets Instinet, LLC Interactive Brokers Corp. J.P. Morgan Securities LLC Jane Street Capital, LLC Jane Street Options, LLC Jefferies LLC Jump Trading, LLC Lakeshore Securities, L.P. Lamberson Capital LLC Marathon Trading Group LLC Matrix Executions, LLC Maven Global Markets Trading LLP Morgan Stanley & Co. LLC National Financial Services LLC Old Mission Capital, LLC Old Mission Markets LLC Optiver US LLC RBC Capital Markets, LLC RQD* Clearing, LLC SG Americas Securities, LLC Simplex Trading, LLC SpiderRock EXS LLC Sumo Capital LLC Susquehanna Investment Group Susquehanna Securities, LLC TJM Investments, LLC Tower Principal Markets LLC TradeZero America, Inc. TRC Markets LLC UBS Financial Services Inc. UBS Securities LLC Vanaheim Securities, LLC Velocity Clearing, LLC Virtu Americas LLC Vision Financial Markets LLC Walleye Trading LLC Wells Fargo Securities, LLC Wolverine Execution Services, LLC Wolverine Trading, LLC X-Change Financial Access, LLC XR Securities LLC```

brbcryinginside

What an amazing day to buy $SG :)

shepherds_pi

I'm not sure why people are panicking... Here is how the tarrifs will affect wallstreet.. ACME Company 2024 1 Million Units @ $100/ea ( $100M revenue ) COGs $60M OH/SG&A $20M GP : $20M ACME Company 2025 800k Units sold @ $125 ( $100M revenue ) COGs $60M OH/SG&A $20M GP : $20M So... why did COGs stay the same ???? Well.. material costs went up due to tarrifs, but ACME sold 20% less units due to the increased price.. so we laid off 20% of our direct labor staff... Tarrifs won't hurt wallstreet.. BUT it will decimate mainstreet.. Just wait.. Ya'll good... carry on regardless..

Motor_Machine8597

Msia de queue for Chagee not crowded like SG! However, there were a lot of delivery orders than physical customers in the tea shop when I was in JB. But the drinks good as ever! The staff always lets me take their Chagee drink bag no matter the bag size I requested. SG queues for Chagee especially the one at Orchard is CRAZY! Was having tacos at Guzman Gomez (opposite of Chagee shop) and already finished my tacos before it was my turn to pickup my Chagee drink (30 mins wait lol). Madness. I always question myself what kind of magic they put in the drink to make me go addicted for the drink. Long queues for bubble tea is already high in SG. Chagee is another level. Chagee for life!!! Chagee never disappoints!

lwhitephone81

Look through my post history - I've explained many times why you shouldn't listen to DFA salesmen like Ben Felix and why the SV premium is a myth. To give just one example, the FF/DFA data say SV stocks should outperform SG stocks by 4% *per year*. Using your ETFs, here is 25 years of real world data: [https://testfol.io/?s=6vq7RJkHvcz](https://testfol.io/?s=6vq7RJkHvcz) . You should hold small caps in the market weightings. If their elements of value only add up to 10% of the market, that's all they deserve in your portfolio. Common sense tells you we can't all overweight some different bit of the market, and all get free lunches. Corporate bonds are just stock/bond hybrids, so they don't add any value beyond just stocks and bonds. Make bonds the risk free bedrock of your portfolio.

brbcryinginside

$SG is not a fast casual restaurant company it’s a tech company. The tech? Idk. Something something automation. Something A1 sauce.

brbcryinginside

I went to $SG today. Usual white women, finance bros, and tech asians there. But today I saw a basketball team and some Latinas as well. Bullish

brbcryinginside

$SG is a $10 billion company trading at $2.5 billion right now, you fuck wit me?

brbcryinginside

You mfs don’t know a quality stock when you see one. $SG should be at 28 AT LEAST. Earnings will take it past 30

brbcryinginside

!banbet SG 26 30d You regards saw $SG under $20 and you didn’t buy?

brbcryinginside

!banbet $SG $26 5/17

brbcryinginside

Went to $SG today and it wasn’t just white women, finance bros, and tech Asians. I’m very bullish on $SG

brbcryinginside

I full ported $SG at lunch today. Why? I was hungry and it seemed like other people were too

noplanman_srslynone

If you now realize the candlelight was fire; the meal was cooked long ago - Stargate SG1

BlizzardThunder

he needs a coach to play him at SG a solid 20% of the time so he can just see the game differently. or something like that. 100% usage as a point guard with these kinds of inefficiencies is not great. raw stats don't mean anything if you're negating them with negative plays.

lwhitephone81

\>That’s ignoring the availability, study, and analysis of the CRSP data  CRSP is a data set published in 1977 by DFA co-founder David Booth. It's maintained with a $300M "donation" by Booth to the Booth School of Business. \>that academics have used to arrived at similar conclusions. If you're suggesting other academics have validated the CRSP data, that's never happened. In fact, that dataset has never been independently validated, except with recent (1970s-) data by MSCI and others, which shows no SV premium. \>VBR is cheap and has been doing well enough.  The CRSP data says SV should outperform SG by 4% per year. Look at actual fund results and tell me if that in any way reflects reality. \>AVUV ( admittedly ex-DFA folks)  AVUV has provided increased fund cost, taxes, risk, with reduced performance vs total market. It's been great for the sellers, bad for the buyers.

theorem21

As a result of these risks, emerging and frontier stock markets are typically cheap. The Romanian stock market currently sells for nine times forecast earnings for the next 12 months, SG Securities tells me. Colombian stocks sell for an average of eight times forecast earnings. And Hungary and Turkey, both run by their own so-called strongmen: less than seven times earnings. Overall, emerging-market stocks worldwide sell for an average of around 13 times forecast per-share earnings, SG calculates. The U.S.? Somewhere between 20 and 25 times, depending on how you calculate it. It makes no sense. Not only is the U.S. market grossly expensive compared with (other) emerging markets; it’s also expensive compared with developed markets. You know — places that have political checks and balances, legislators who turn up for work, political leaders bound by laws, rules and civilized norms, and where they don’t put budget policy in the hands of a guy waving a chainsaw in the air. Developed markets trade for just 13 times forecast earnings, according to SG data. In other words, the U.S. is now an emerging market that sells for about 50% more than developed markets.  I don’t know if stocks in places like Japan and Singapore and Australia and Switzerland and Germany and France and Britain and Sweden will generate higher returns than those in the U.S. in the years ahead. But I know they are much cheaper. And it’s pretty apparent now that they will entail a lot less risk. I don’t invest where there isn’t the rule of law. And I don’t want to invest in a country where the market is being controlled by a caudillo and his cabal, and in order to make money I need to sign up for their for-profit information service to get inside stock tips before they change government policy.  Thanks. But no thanks. About the Author Brett Arends Brett Arends is an award-winning financial writer with many years experience writing about markets, economics and personal finance. He has received an individual award from the Society of American Business Editors and Writers for his financial writing, and was part of the Boston Herald team that won two others. He has worked as an analyst at McKinsey Co., and is a Chartered Financial Consultant. His latest book, "Storm Proof Your Money", was published by John Wiley Co. Copyright © 2025 MarketWatch, Inc. All rights reserved.

brbcryinginside

I like all men but the only stock I like is $SG

Extra_Somewhere_5255

Aside from the fact you have avoided my statements on condoning violence, I'll play along. What is the definition of fascism? How does this definition fit with what Trump is doing, and how does he not give "two fu(ks" about anyone but himself? Have you been outside of the US, or know someone who lives in a foreign country and comes here? Have you seen how expensive US goods are in a foreign country, and why people who come here "stock up" on goods which are readily available in their own country yet are so much cheaper here - the answer tariffs. Talking about DOGE? Have you ever worked in the private sector, balanced your checkbook? If you spend more than you make, you have 2 options top line revenue (income) or bottom line (operating expenses). You can either increase sales/income or adjust SG&A, COGS, which in turn may mean laying people off or cutting expenses (i.e. not going on vacation/travel freeze etc). I am sorry, programs are being cut however this needed to happen and every president has campaigned on this just never did anything about it (Obama - 2011 Campaign to Cut Waste headed up by none other than Joe Biden) Trump is just doing what he said he was going to do. I have family and friends who have been impacted but most of us in the private sector have also been impacted at some point in our lifetime. More than happy to debate any point however unlike you, I have never condoned nor wanted anyone to die for a differing political viewpoint.

SangerGRBY

More BYD attos in SG than TSLA