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
$Sweetgreen (SG.US)$ shares are off 8% in afternoon trading. The big question is why but a closer look may provide some clues.
$Sweetgreen (SG.US)$ 午間交易中,股價下跌了8%。關鍵問題是爲什麼,但仔細觀察可能會提供一些線索。
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.
該公司在2024年表現良好,股價年初至今上漲超過210%。這家以新鮮沙拉、環保做法和科技先進而聞名的快餐連鎖店,吸引了客戶和投資者的關注。
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.
數字銷售現在佔其第三季度營業收入的55%,而該公司在過去三個季度的銷售額增長了19.7%,順應了對更健康餐飲選擇的日益需求。明年計劃擴張40個新地點,包括未來主義的無限廚房概念,Sweetgreen的增長軌跡看起來前景光明。
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.
但更深入的觀察顯示出一些擔憂。公司在第三季度報告了2080萬美元的淨虧損,每個門店的年度營業收入保持在290萬美元的水平。首席財務官Mitch Reback和聯合創始人Nicolas Jammet的內部股東出售也引發了人們對他們對Sweetgreen 40億估值信心的質疑。
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.
該股票以6.4倍的市銷率交易,股價飆升了200%,如果增長放緩,幾乎沒有餘地可言。分析師們意見不一:TD Cowen認爲Sweetgreen的擴張和技術創新蘊藏着強大的潛力,而KeyBanc資本市場則對其被高估的估值和未經證實的盈利能力表示謹慎。儘管Sweetgreen的勢頭不可否認,但真正的挑戰在於保持這一增長。