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Upturn AI SWOT - About
Sweetgreen Inc (SG)
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Upturn Advisory Summary
03/25/2025: SG (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 20.44% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/25/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.99B USD | Price to earnings Ratio - | 1Y Target Price 32.5 |
Price to earnings Ratio - | 1Y Target Price 32.5 | ||
Volume (30-day avg) 4584350 | Beta 2.45 | 52 Weeks Range 18.77 - 45.12 | Updated Date 04/1/2025 |
52 Weeks Range 18.77 - 45.12 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.79 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -13.35% | Operating Margin (TTM) -17.68% |
Management Effectiveness
Return on Assets (TTM) -6.64% | Return on Equity (TTM) -19.46% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 3050851414 | Price to Sales(TTM) 4.42 |
Enterprise Value 3050851414 | Price to Sales(TTM) 4.42 | ||
Enterprise Value to Revenue 4.51 | Enterprise Value to EBITDA -6.04 | Shares Outstanding 105387000 | Shares Floating 101863765 |
Shares Outstanding 105387000 | Shares Floating 101863765 | ||
Percent Insiders 2.49 | Percent Institutions 98.23 |
Analyst Ratings
Rating 4.17 | Target Price 41.7 | Buy 2 | Strong Buy 6 |
Buy 2 | Strong Buy 6 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Sweetgreen Inc
Company Overview
History and Background
Sweetgreen Inc. was founded in 2007 by Nicolas Jammet, Nathaniel Ru, and Jonathan Neman. Initially a small salad shop in Washington, D.C., it expanded rapidly, emphasizing fresh, locally sourced ingredients and a technology-driven customer experience. Sweetgreen went public in November 2021.
Core Business Areas
- Restaurant Operations: Sweetgreen operates fast-casual restaurants serving salads, bowls, and plates. These restaurants are the primary revenue driver, focusing on convenient and healthy meals.
- Digital Ordering: Sweetgreen's digital platform, including its mobile app and website, facilitates online ordering, payment, and delivery, enhancing customer convenience.
- Sweetgreen Outpost: Sweetgreen Outpost is a delivery service bringing Sweetgreen orders directly to workplaces and residential buildings, expanding access beyond traditional restaurant locations.
- Sweetgreen Infinite: Sweetgreen Infinite is a subscription service that allows customers to customize a bowl and pick it up at their convenience on a daily basis.
Leadership and Structure
Jonathan Neman is the co-founder and CEO. The organizational structure includes departments for operations, marketing, technology, finance, and supply chain, led by senior executives reporting to the CEO.
Top Products and Market Share
Key Offerings
- Salads & Bowls: Sweetgreen's core product is customizable salads and warm bowls featuring fresh vegetables, grains, and proteins. Market share data for specific salad/bowl types is not readily available, but Sweetgreen holds a small market share in the fast-casual restaurant sector. Competitors include Chipotle (CMG) and Panera Bread (PNRA). Revenue associated with salad/bowls represents the majority of company revenue.
- Plates: Sweetgreen's plates, including customizable options of various vegetables and protein for a complete meal. Competitors include Chipotle (CMG) and Cava(CAVA).
- Sides & Drinks: Sweetgreen offers a variety of sides and beverages, including soups, bread, tea, and juice. These contribute a smaller portion of overall revenue. No specific market share data is available. Competitors include other fast-casual chains.
Market Dynamics
Industry Overview
The fast-casual restaurant industry is characterized by increasing demand for healthier and more sustainable food options. Technology plays a crucial role in enhancing customer experience and operational efficiency.
Positioning
Sweetgreen positions itself as a leader in the healthy fast-casual segment, emphasizing fresh, locally sourced ingredients, and a tech-forward approach. Its competitive advantage lies in its brand reputation for quality and sustainability.
Total Addressable Market (TAM)
The total addressable market is the entire fast-casual dining industry, estimated to be hundreds of billions of dollars. Sweetgreen is positioned to capture a significant portion of this market by focusing on the health-conscious consumer segment.
Upturn SWOT Analysis
Strengths
- Strong brand reputation for fresh, healthy food
- Tech-enabled platform for ordering and delivery
- Focus on sustainability and local sourcing
- Loyal customer base
Weaknesses
- Higher price point compared to competitors
- Limited menu variety
- Profitability struggles
- Supply chain vulnerabilities
Opportunities
- Expansion into new geographic markets
- Introduction of new menu items
- Partnerships with other brands
- Further development of digital platform
Threats
- Increasing competition in the fast-casual sector
- Fluctuations in food costs
- Changing consumer preferences
- Economic downturns
Competitors and Market Share
Key Competitors
- CMG
- PNRA
- CAVA
Competitive Landscape
Sweetgreen faces intense competition in the fast-casual space. While it boasts a strong brand for healthy food, it needs to improve profitability and operational efficiency to compete effectively with larger players.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Sweetgreen experienced rapid growth in the number of restaurant locations and revenue prior to and immediately after its IPO. This has since slowed due to market conditions.
Future Projections: Analyst estimates suggest continued revenue growth, but profitability remains a key challenge. More details requires access to professional financial analysis platforms.
Recent Initiatives: Recent initiatives include menu innovation, expansion of the Sweetgreen Outpost program, and efforts to improve operational efficiency.
Summary
Sweetgreen has established a strong brand focused on healthy fast-casual food, but it faces challenges related to profitability and competition. Its tech-enabled platform and focus on sustainability are key strengths. The company needs to improve its operational efficiency and carefully manage costs to achieve long-term success. Fluctuations in ingredient costs and consumer spending habits are key areas to watch.
Similar Companies
CMG
Chipotle Mexican Grill Inc
CMG
Chipotle Mexican Grill Inc
MCD
McDonald’s Corporation
MCD
McDonald’s Corporation
WEN
The Wendy’s Co
WEN
The Wendy’s Co
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
- Sweetgreen Investor Relations
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may not be precise. Actual financial results may vary. AI Rating is based on limited data, may not be complete or fully accurate, and does not constitute financial advise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Sweetgreen Inc
Exchange NYSE | Headquaters Los Angeles, CA, United States | ||
IPO Launch date 2021-11-18 | Co-Founder, Chairman, President & CEO Mr. Jonathan Neman | ||
Sector Consumer Cyclical | Industry Restaurants | Full time employees 6407 | Website https://www.sweetgreen.com |
Full time employees 6407 | Website https://www.sweetgreen.com | ||
Sweetgreen, Inc., together with its subsidiaries, operates fast food restaurants serving healthy food and beverages in the United States. It also accepts orders through its online and mobile ordering platforms, as well as sells gift cards that do not have an expiration date and can be redeemed. The company was founded in 2006 and is headquartered in Los Angeles, California.
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