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Upturn AI SWOT - About
Sweetgreen Inc (SG)
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Upturn Advisory Summary
07/16/2025: 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.
Number of Analysts
13 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $21.75
1 Year Target Price $21.75
| 6 | Strong Buy |
| 1 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 49.32% | Avg. Invested days 29 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/16/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.53B USD | Price to earnings Ratio - | 1Y Target Price 21.75 |
Price to earnings Ratio - | 1Y Target Price 21.75 | ||
Volume (30-day avg) 13 | Beta 2.07 | 52 Weeks Range 11.86 - 45.12 | Updated Date 07/16/2025 |
52 Weeks Range 11.86 - 45.12 | Updated Date 07/16/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.77 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -13.04% | Operating Margin (TTM) -16.45% |
Management Effectiveness
Return on Assets (TTM) -6.88% | Return on Equity (TTM) -19.79% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 1675369115 | Price to Sales(TTM) 2.23 |
Enterprise Value 1675369115 | Price to Sales(TTM) 2.23 | ||
Enterprise Value to Revenue 2.44 | Enterprise Value to EBITDA -6.04 | Shares Outstanding 105788000 | Shares Floating 102138436 |
Shares Outstanding 105788000 | Shares Floating 102138436 | ||
Percent Insiders 3.51 | Percent Institutions 108.4 |
Upturn AI SWOT
Sweetgreen Inc
Company Overview
History and Background
Sweetgreen Inc. was founded in 2007 by Nicolas Jammet, Nathaniel Ru, and Jonathan Neman. Starting as a small restaurant in Washington, D.C., it quickly expanded, focusing on providing healthy, locally-sourced salads and bowls. The company has grown into a national chain with a significant emphasis on technology and sustainability.
Core Business Areas
- Restaurant Operations: The core business revolves around operating fast-casual restaurants offering salads, bowls, and related healthy food items. This includes in-store dining, takeout, and delivery services.
- Digital Platform: Sweetgreen leverages a digital platform through its website and mobile app, facilitating online ordering, payment processing, and customer loyalty programs. This segment drives a significant portion of revenue.
- Outpost Platform: This is sweetgreen's corporate delivery service and is another way sweetgreen makes money through its online digital platform
Leadership and Structure
Jonathan Neman serves as the CEO. The company has a typical corporate structure with a board of directors overseeing executive management, including roles like CFO, COO, and CMO.
Top Products and Market Share
Key Offerings
- Salads: Sweetgreen's signature salads feature fresh, seasonal ingredients. While specific market share data is not publicly available, salads represent a significant portion of their revenue. Competitors include Chopt and Just Salad.
- Bowls: Grain bowls and warm bowls made with proteins, vegetables, and grains are popular menu items. Competitors include Cava and Chipotle.
- Sides and Drinks: These include a variety of beverages and smaller side dishes. Competitors include similar fast-casual restaurants offering add-ons.
Market Dynamics
Industry Overview
The fast-casual restaurant industry is highly competitive and growing, with a focus on healthier options and convenient ordering. Key trends include increasing demand for plant-based alternatives, sustainable sourcing, and digital ordering capabilities.
Positioning
Sweetgreen positions itself as a leader in the healthy fast-casual segment, emphasizing sustainability, local sourcing, and a tech-enabled customer experience. Its competitive advantage lies in its brand image and focus on quality ingredients.
Total Addressable Market (TAM)
The fast-casual restaurant market is projected to reach hundreds of billions of dollars globally. Sweetgreen is positioned to capture a portion of this market by focusing on health-conscious consumers.
Upturn SWOT Analysis
Strengths
- Strong brand image and reputation
- Emphasis on sustainability and local sourcing
- Tech-enabled platform for ordering and loyalty
- High-quality ingredients and healthy menu options
Weaknesses
- Higher price point compared to competitors
- Reliance on seasonal ingredients can impact menu consistency
- Limited geographic presence compared to larger chains
- Profitability issues are an ongoing concern for growth investors
Opportunities
- Expansion into new geographic markets
- Increased focus on digital offerings and delivery
- Partnerships with other food and beverage companies
- Expanding menu options to cater to diverse dietary needs
Threats
- Increased competition from other fast-casual restaurants
- Fluctuations in ingredient costs and supply chain disruptions
- Changing consumer preferences and dietary trends
- Economic downturn impacting consumer spending
Competitors and Market Share
Key Competitors
- CMG
- CAVA
- QSR
Competitive Landscape
Sweetgreen's advantages include its brand reputation for sustainability and quality. Disadvantages are its higher price point and smaller scale compared to Chipotle and other fast-casual chains.
Major Acquisitions
Spyce
- Year: 2021
- Acquisition Price (USD millions): 0
- Strategic Rationale: To gain access to Spyce's robotic kitchen technology to improve efficiency and consistency in food preparation. (Terms were undisclosed)
Growth Trajectory and Initiatives
Historical Growth: Sweetgreen has experienced rapid revenue growth since its inception, driven by store expansion and increased digital sales. However, profitability has remained a challenge.
Future Projections: Analyst projections vary, but generally anticipate continued revenue growth driven by new store openings and digital initiatives. Path to profitability is being closely watched.
Recent Initiatives: Recent initiatives include expansion into new markets, partnerships with food delivery services, and the implementation of new technologies to enhance the customer experience.
Summary
Sweetgreen is a growing fast-casual restaurant chain with a strong brand image and emphasis on sustainability. The company has experienced rapid revenue growth, but profitability remains a significant challenge. Expansion, cost management, and innovation will be crucial for its long-term success. Watch out for competitive pressures and market fluctuations that could threaten margins.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Analyst Reports
- Market Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share estimates are approximate and based on available data.
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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