Reading SOWG? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track SOWG free→Reading SOWG? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track SOWG free→NASDAQConsumer StaplesConfectionersSnapshot 2026-06-16
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is weak, and management's recent track record has been unsteady, with frequent disruptive corporate changes. The company was unprofitable over the past year, so its earnings quality can't be assessed, and it trades below typical for sector peers. Peer multiples imply a price about 60% below where it trades (it looks expensive on this basis); the read is rich, as it trades above peer multiples, and the longer horizon does not make that back through growth. Key factors to watch include the performance of sector bellwethers like MDLZ, HSY, and TR, as their earnings guidance could influence SOWG's trajectory. This read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 1 valuation methods, at three horizons. Current price $2.62. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $2.62 SOWG trades at 1× p/s — 1.6× the 1× p/s peer median. The market is re-rating it beyond its own range; our $1.68 fair value is medium-confidence here. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The market is pricing in roughly 60% near-term growth, well above our forecast of about -60%. This describes what's priced in, not a forecast of the move.
TTM earnings are negative, so the read leans on sales- and cash-flow-based methods rather than P/E. This is a data condition, not a forward call.
Only expensive valuation — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated weak grew net income 56% of the time over the next year (vs 58% for the rest of the cohort, n=1144).
Over the trailing year it converted 0.25x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates.
19 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Staples names rated volatile grew net income 42% of the time over the next year (vs 51% for the rest of the cohort, n=368).
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
via XLP
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$525.
How much price usually moves either way.
On a bad day, this stock has moved -$1,466.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $9,514.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
Signal changed from 'cautious' to 'restrictive'.
Composite insight fell by 12.6 points (from -18.6 to -31.2).
Valuation label changed from 'full' to 'expensive'.
As of June 16, 2026, the valuation dimension changed and became expensive. This reflects a shift in how the stock is perceived relative to its peers, indicating it trades significantly above peer multiples. The overall context remains provisional, with high risk and weak recent financial performance noted.
as of 2026-06-16
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
No named catalysts to watch right now. Check back after the next earnings report.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for SOWG yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On May 6, 2026, David E. Lazar, a director of Sow Good Inc. (the “Company”), informed the Company that he will resign effective immediately. Mr. Lazar’s decision to resign is not the result of any disagreement with the Company regarding the Company’s operations, policies or practices. 1 SIGNATURES Pursuant to the requirements of the Securities Exch…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
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.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus peers.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
SOWG SOW GOOD INC | Below typical Show detailsSector percentile: 4 of 100 | expensive | high |
Not investment advice. As of 2026-06-16.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-16.
Sow Good Inc. announced the acquisition of Ryzon Materials to expand its market presence.
Sow Good Inc. received a notice from Nasdaq regarding non-compliance with listing rules.
Sow Good Inc. entered a sales agreement to issue up to $100 million in common stock.
Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing. On April 7, 2026, the Company received written notice (the “Notice”) from the Listing Qualifications Department of The Nasdaq Capital Market (“Nasdaq”) stating that, based upon the stockholders’ equity reported by the Company in its Form 10-K for the period ended December 31, 2025, the Company was no longer in compliance with Nasdaq Listing Rule 5550(b)(1), which requires a company to maintain…
Entry into a Material Definitive Agreement. On April 20, 2026, SOWG Tanzania Inc., a Delaware corporation and wholly owned subsidiary of Sow Good Inc., a Delaware corporation (the “Company” and, together with SOWG Tanzania, Inc., the “Buyer”), and the Company entered into a share purchase agreement (the “Share Purchase Agreement”) with Ryzon Materials Limited, an Australian unlisted public company (“Ryzon”), Uranex Tanzania Limited (“Uranex”), Magnis Technologies (Tanzania) Limited (“Magnis T…
Entry into a Material Definitive Agreement. On April 13, 2026, Sow Good Inc. (the “Company”) entered into a Sales Agreement (the “Sales Agreement”) with Craft Capital Management, LLC, as sales agent (the “Sales Agent”), pursuant to which the Company may offer and sell from time to time, at its option through the Sales Agent, shares of the Company’s common stock, $0.001 par value per share (the “Shares”), having an aggregate offering price of up to $100 million. The issuance and sale, if any,…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Resignation of Officers In connection with the Rights Transfer and the issuance and sale of the Series AAA Preferred Stock, On March 31, 2026, David Lazar resigned as Chief Executive Officer of the Company. Mr. Lazar did not resign as a result of any disagreements regarding policies or operations of the Company. He will remain as a member of the Bo…