Sweetgreen Shares Off 8%, A Closer Look Under The Hood May Offer Clues
Sweetgreen Shares Off 8%, A Closer Look Under The Hood May Offer Clues
But a closer look beneath the surface shows concerns. The company posted a $20.8 million net loss in Q3, and its annual per-store revenue has remained flat at $2.9 million. Insider selling by CFO Mitch Reback and co-founder Nicolas Jammet also raises questions about their confidence in Sweetgreen’s $4 billion valuation. $Sweetgreen (SG.US)$ shares are off 8% in afternoon trading. The big question is why but a closer look may provide some clues.
$Sweetgreen (SG.US)$ 午间交易中，股价下跌了8%。关键问题是为什么，但仔细观察可能会提供一些线索。
The company has had a good run in 2024, with its stock soaring over 210% year-to-date. The fast-casual chain, known for its fresh salads, eco-friendly practices, and tech-forward approach, is attracting both customers and investors alike.
该公司在2024年表现良好，股价年初至今上涨超过210%。这家以新鲜沙拉、环保做法和科技先进而闻名的快餐连锁店，吸引了客户和投资者的关注。
Digital sales now account for 55% of its Q3 revenue, and the company has seen a 19.7% increase in sales over the past three quarters, riding the growing demand for healthier dining options. With expansion for 40 new locations next year, including the futuristic Infinite Kitchen concept, Sweetgreen’s growth trajectory looks promising.
数字销售现在占其第三季度营业收入的55%，而该公司在过去三个季度的销售额增长了19.7%，顺应了对更健康餐饮选择的日益需求。明年计划扩张40个新地点，包括未来主义的无限厨房概念，Sweetgreen的增长轨迹看起来前景光明。
But a closer look beneath the surface shows concerns. The company posted a $20.8 million net loss in Q3, and its annual per-store revenue has remained flat at $2.9 million. Insider selling by CFO Mitch Reback and co-founder Nicolas Jammet also raises questions about their confidence in Sweetgreen’s $4 billion valuation.
但更深入的观察显示出一些担忧。公司在第三季度报告了2080万美元的净亏损，每个门店的年度营业收入保持在290万美元的水平。首席财务官Mitch Reback和联合创始人Nicolas Jammet的内部股东出售也引发了人们对他们对Sweetgreen 40亿估值信心的质疑。
Trading at 6.4x price-to-sales, the stock has surged 200%, leaving little room for error if growth slows. Analysts are mixed: TD Cowen sees strong potential with Sweetgreen’s expansion and tech innovations, while KeyBanc Capital Markets cautions against its inflated valuation and unproven profitability. While Sweetgreen’s momentum is undeniable, the real challenge lies in sustaining this growth.
该股票以6.4倍的市销率交易，股价飙升了200%，如果增长放缓，几乎没有余地可言。分析师们意见不一：TD Cowen认为Sweetgreen的扩张和技术创新蕴藏着强大的潜力，而KeyBanc资本市场则对其被高估的估值和未经证实的盈利能力表示谨慎。尽管Sweetgreen的势头不可否认，但真正的挑战在于保持这一增长。
