SG

judechrist4444

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

Certain_Yam_5824

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

Rare_Steak_

SG 10x leveraged long MU looking cheap.

tacoandpancake

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

DrummerCompetitive20

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

Ahzmer

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

SeldonPlanet

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

Room_101_Escapee

SG is SweetGREEN

Ahzmer

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

LongLonMan

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

GreenInvestmentUK

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

YOLOontheGO

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

Broad-Point1482

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

Ahzmer

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

Old-Commission2782

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

Room_101_Escapee

CRWV and SG save me

FatFluffyFish

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

IC0DTE

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

Cinq_A_Sept

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

cdmmer

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

peaceup_atowndown

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

ExtremeBoard2078

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

mulletstation

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

Piyushhdangii

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

Piyushhdangii

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

tacoandpancake

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

peaceup_atowndown

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

delicious_oppai

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

Room_101_Escapee

More CRWV and SG. I belong here

Old-Commission2782

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

Conscious-Trip2456

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

dasnoob

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

Old-Commission2782

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

OilBerta

Oh sweet green SG.

Anxious_Matter5020

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

redditme789

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

dvdmovie1

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

MatrixOrigin

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

namtab00

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

heartbleed_hack

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

CannaVestments

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

creemeeseason

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

Savik519

SG

PsychologicalBig5486

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

_hiddenscout

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

1c3_5n0w

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

hollow_bridge

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

TheESportsGuy

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

No_Yogurtcloset7776

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

shasta747

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

CBarkleysGolfSwing

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

zerro_4

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

LordFaquaad

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

Ok-Piano8789

on this point: [https://www.reddit.com/r/wallstreetbets/comments/1sfpkeh/comment/of1ftoo/?context=3](https://www.reddit.com/r/wallstreetbets/comments/1sfpkeh/comment/of1ftoo/?context=3) here's an oil analyst saying that "But nobody will dare go long on crude futures " [https://x.com/VandanaHari\_SG/status/2041924174793584688](https://x.com/VandanaHari_SG/status/2041924174793584688) think about that... the strait of hormuz is closed, and "nobody will long crude futures" that's quite the rare dynamic ...

aronnax512

>and that oil although we produce a ton of it, we can't refine. We sell out lightweight crude and import/refine imported heavy crude. Our country runs on foreign oil. This isn't correct. US refineries are set up for higher SG oil because that's a larger value add than refining low SG oil (because heavy sour is cheaper than light sweet and gasoline/diesel/kerosene sells for the same price regardless of the input oil). So the US imports cheaper heavy sour and exports light sweet+refined products. To refine low SG oil in a refinery optimized for heavier oils, you blend the inputs until the desired SG range is achieved. This is easily done, it just isn't currently because it's more profitable to export the light sweet. The end result is, we will see extremely expensive fuel (because price is still set globally) but the US won't see substantial shortages.

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.