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TickerTalks›$SG
SGSG

Sweetgreen, Inc.

Rising onWhy it's trendingX mentions rising faster than the marketPrice and volume picking up
$SG·$844M·Restaurants·Consumer Cyclical
$7.22+5.6%YTD+1.3%1Y-16.3%
Price updated 9h ago·X counts updated 6d ago
SGSG
$SGSweetgreen, Inc.
$7.22+5.56%123 posts1.2×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

123X posts · last 7 days
Sep 1Sep 13
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $SG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 62% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-15

KeyBanc upgrades Sweetgreen from Sector Weight to Overweight with a $9 PT, providing the equity's directional signal. A parallel SolGirl memecoin community-building thread runs in the same tag; combined tone is constructive.

Read what X is saying about $SG

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-19

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Sweetgreen got a KeyBanc upgrade to Overweight $9 PT — with revenue actually declining and Wonder acquiring its robotics tech.

Sweetgreen is a US fast-casual salad chain trying to execute a turnaround under margin pressure — and the tape is now offering a mid-recovery setup on the fresh KeyBanc upgrade.

  • Revenue declined 2.9% YoY last quarter to $161.5M with operating margin at -20% — this is a real earnings problem, and the last four EPS prints missed by 17-70% consecutively, so the sell side has been consistently over-modeling the recovery pace.
  • KeyBanc's upgrade from Sector Weight to Overweight at a $9 PT is a genuine fresh-coverage catalyst — the equity's directional signal has been thin, and this is what a turnaround setup needs to get institutional attention back.
  • Wonder acquired Sweetgreen's robotic meal-assembly system tech on 9/14 — that's real intellectual-property monetization, and it removes a strategic distraction from the core restaurant business while adding cash.

Nov 5 Q3 earnings — a same-store sales inflection with clean margin commentary extends the trade above $9; another negative-comp print with widening losses is where the 44th-percentile-of-range coil breaks back to the 52-week low, and the KeyBanc upgrade becomes premature.

Agrees with X sentimentAgrees with the bullish X read on KeyBanc's Overweight upgrade at $9 PT as the equity's directional signal — that's real, and the Wonder robotic-tech acquisition is a genuine strategic cleanup. The parallel SolGirl memecoin thread is unrelated noise; the equity setup rests on the KeyBanc catalyst and whether the next print shows any same-store sales inflection.

What to watch: Nov 5 Q3 earnings — a same-store sales inflection with clean margin commentary extends the trade above $9; another negative-comp print with widening losses breaks the 44th-percentile-of-range coil back to the 52-week low and makes the KeyBanc upgrade premature.

On the calendar: 2026-11-05 — Q3 earnings

Read the AI verdict on $SG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Fast-casual restaurant chain serving seasonal salads and warm grain bowls with a tech-forward ordering and loyalty platform.

Industry overviewAI analysisGenerated by AI from underlying data

Where Restaurants sits in its cycle right now — and what that implies for $SG.

Restaurants · Consumer Cyclical

Value-conscious consumer trade-down sustains QSR and fast-casual at the expense of casual dining; digital ordering and loyalty platforms are the operating-efficiency moats. McDonald's sits at decade-low valuation multiples while Starbucks' turnaround has delivered a 30% stock recovery, creating divergent narratives within the same sector headwind.

What this means for $SG

Partial — Premium fast-casual salad/grain bowl concept with tech-forward ordering; higher average check and urban footprint expose revenue to white-collar commuter traffic—slower return-to-office pace is a headwind vs pure QSR beneficiaries.

Industry benchmark

17-name peer basket
-3.7%YTD
-13.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
43.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-13.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-18.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-17.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
4.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
10.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-0.22$-0.13-69.7%
Q1 2026May 7, 2026$-0.27$-0.23-17.4%
Q4 2025Feb 26, 2026$-0.42$-0.31-35.5%
Q3 2025Nov 6, 2025$-0.27$-0.18-50.0%
Next earningsThu, Nov 5·consensus EPS $-0.28

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$161.5M-2.9%-1.5%-19.6%$1.06$-29.6M
Q4 FY25$155.2M-3.5%10.4%-26.8%$-0.42$-39.0M
Q3 FY25$172.4M-0.6%13.1%-15.5%$-0.31$-37.2M
Q2 FY25$185.6M+0.5%18.9%-14.2%$-0.20$-14.9M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$682.9M$676.0M – $688.7M-$0.39-$0.57 – -$0.3011
FY27$735.6M$724.4M – $746.6M-$0.73-$0.82 – -$0.5811
FY28$799.1M$776.6M – $835.9M-$0.64-$0.77 – -$0.518
FY29$832.0M$817.1M – $851.2M-$0.68-$0.70 – -$0.664
FY30$900.7M$884.6M – $921.5M-$0.69-$0.71 – -$0.674

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.44%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+10.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+5.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 103.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.215-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 17Jamie McconnellCFO15.0K sh$93KSellAug 17Cochran Jason MilesCOO4.8K sh$30KSellMay 18Jamie McconnellCFO1.4K sh$11KSellMay 18Cochran Jason MilesCOO15.0K sh$120KSellMay 18Cochran Jason MilesCOO15.0K sh$120KSellMay 18Jamie McconnellCFO1.4K sh$11KBuyApr 7Goldman Sachs Group Inc10% owner594.6K sh$3.4M
+ 7 other (7 awards) in window

See when $SG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 318-K — Item 5.02: Officer or director change
AI summary

Sweetgreen, Inc. adopted a new executive Severance Plan on August 27, 2026, approved by the Compensation Committee and independent directors, designating CEO Jonathan Neman and Chief Concept Officer Nicolas Jammet as Tier I Participants (highest severance multiples) and CFO Jamie McConnell and COO Jason Cochran as Tier II Participants; all executive officers signed participation agreements. Covered employees receive severance cash payments plus COBRA continuation upon termination without cause or resignation for good reason. Adoption of a formal severance plan at a high-growth restaurant chain signals board efforts to retain senior leadership, potentially in anticipation of M&A or significant strategic change.

8-KShareholder voteJun 158-K — Item 5.07: Shareholder vote
AI summary

SG filed an 8-K (Item 5.07) disclosing the results of stockholder voting at its annual or special meeting. Vote disclosures are routine governance filings; contested results (e.g., failed say-on-pay) would be the indicator of significance.

3New insider — initial holdingsApr 93
+ 16 other (9 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Sweetgreen, Inc. (SG) Gains As Market Dips: What You Should Knowzacks.com·5d agoWonder debuts its first robotic meal assembly system after acquiring the tech from Sweetgreenfastcompany.com·5d agoSweetgreen Makes Its Northeast Florida Debut With First-Ever Jacksonville Location Opening at St. Johns Town Centerbusinesswire.com·12d agoSweetgreen Makes Brussels the Object of Desire in New “Fall's Best Dressed” Campaignbusinesswire.com·18d agoSweetgreen to Plant Roots in Salt Lake City with First Utah Location Opening September 8gurufocus.com·18d ago

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Voices on X · last 7 days

No standout posts about $SG on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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