Sweetgreen Inc

SG

Sweetgreen Inc

@CAT
7 months ago

Do They Have A Competitive Advantage?

Do They Have A Competitive Advantage?

I’m not totally sure about the whole strategy here. The machines have an attractive operational efficiency to them and the containers appear to seal effectively during the mixing process (some kind of crazy whirligig spinning process depicted in the first video).

I was going through customer reviews and is seems like the efficiency at their Naperville, Illinois test location isn’t outweighing the reduced protein their are dishing out. People are complaining and it seems like most stores struggle to get their star rating above 4.0; pretty tough to call, but I’m going to say the idea is good but execution needs some work.

To kick it all off, Cramer gave it some attention and the stock gave back everything. He got so excited too, crazy stock.