Sweetgreen, Inc. (SG)
NYSEConsumer DiscretionaryRestaurantsSnapshot 2026-09-15
NYSEConsumer DiscretionaryRestaurantsSnapshot 2026-09-15
Research Workspace
Put SG beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Restaurants is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Revenue reaches at least $679.5 million in fiscal 2026: FY26 revenue guidance -8.0% to -7.0% YoY vs 0.0% target.
View ThesisRevenue is contracting — down about 1% over the past year.
View GrowthManagement screens weak on earnings delivery, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look high — the market is pricing in about 17% growth a year, above the roughly 6% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 4% on a typical day and fell roughly 47% in its worst 12-month stretch.
View RiskSG's growth has to keep compounding to justify the price. Revenue guidance for fiscal 2026 is down 8% to 7% year over year, missing the target. Revenue grew 3.8% year over year, but the latest quarter missed expectations. SG trades at 1.3× price-to-sales versus a peer median of 0.9×. The market is pricing in more growth than we forecast, indicating expectations look full. The primary pillar has broken due to the revenue miss and lowered guidance. Peer multiples imply a price about 22% below where it trades (it looks expensive on this basis). This read is provisional.
Trailing returns as of 2026-09-15. SG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 16 analysts currently covering SG (as of Sep 2026).
Based on 3 Wall Street analysts offering 12-month price targets for SG in the last 4 months.
Continue this research
Compare SG with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SG Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 2 valuation methods, at three horizons. As of 2026-09-15. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Restaurants — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put SG next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase Revenue via New Restaurant Openings
New restaurant opening supports revenue growth objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
Current $6.83
The last 12 months of price, then the range of analyst 12-month targets from today’s $6.83.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.

Advances: Improve Same-Store Sales Performance
Upgrade indicates potential for improved same-store sales.

Threatens: Improve Same-Store Sales Performance
Weak sales report poses a challenge to same-store sales performance.

Advances: Increase Revenue via New Restaurant Openings
Partnership may drive new customer interest and revenue.

Threatens: Improve Same-Store Sales Performance
Customer reluctance impacts same-store sales performance.

Advances: Increase Revenue via New Restaurant Openings
New restaurant opening supports revenue growth objective.

Threatens: Improve Same-Store Sales Performance
Setback may affect same-store sales performance.
Threatens: Improve Restaurant-Level Profit Margin
Cyclospora impact could hinder restaurant-level profit margin.
