NASDAQ$SG

SweetGreen · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Sweetgreen's Q4 2023 earnings reflect a strong finish to the year, marked by revenue growth, improved profitability, and strategic innovation.

Sweetgreen reported a 29% increase in total revenue to $153.0 million for Q4 2023, driven by new restaurant openings and a 6% increase in same-store sales. The company's restaurant-level profit margin expanded to 16%, and the net loss decreased to $(27.4) million. Sweetgreen is focused on menu innovation and restaurant operations.

  • Total revenue increased by 29% to $153.0 million compared to the prior year.
  • Same-store sales increased by 6%, driven by menu price increases and traffic/mix.
  • Restaurant-level profit margin improved to 16%, up from 11% in the prior year.
  • Net loss decreased to $(27.4) million, reflecting improved profitability.

Headline financials

Total Revenue

$153M

Previous: $119M+29.1%
EPS (adj)

-$0.24

Previous: -$0.44+45.5%
Net New Openings

1

Previous: 10-90.0%
Same-Store Sales Change

6.0%

Previous: 4.0%+50.0%
Total Digital Revenue %

58.0%

Previous: 61.0%-4.9%
Owned Digital Revenue %

34.0%

Previous: 40.0%-15.0%
Restaurant-Level Profit Margin

16.0%

Previous: 11.0%+45.5%
Capital Expenditures

-$16.4M

Previous: $30.9M-153.2%
Net Income

-$27.4M

Previous: -$49.3M+44.3%
Operating Income

-$29.3M

Previous: -$47.7M+38.6%
Gross Profit

$24.8M

Previous: $13.1M+88.9%
Stock-Based Comp

$9.4M

Previous: $15.8M-40.4%

Revenue & EPS history

Sweetgreen · Revenue · Quarterly

$153M

Q4 2023+29.1%vs Q4 2022
Beat estimate in 6 of 14 quarters(43%)
ActualEstimate

Forward guidance

For fiscal year 2024, Sweetgreen anticipates between 23-27 net new restaurant openings, revenue ranging from $655 million to $670 million, same-store sales change between 3-5%, restaurant-level profit margin of 18.0%-19.5%, and adjusted EBITDA between $8 million to $15 million.

Tailwinds

  • 23-27 Net New Restaurant Openings
  • Revenue ranging from $655 million to $670 million
  • Same-Store Sales Change between 3-5%
  • Restaurant-Level Profit Margin of 18.0%-19.5%
  • Adjusted EBITDA between $8 million to $15 million

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

+0.5%

Avg return

Earnings day

+0.1%

Avg return

5 days after

-0.7%

Avg return

30 days after

43%

9 / 21 earnings

Positive

+35.7%

Q1 2024

Best reaction

-22.2%

Q1 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.3%-5.4%+7.7%
Q4 2025-9.8%-9.9%-23.5%
Q3 2025-7.4%-14.1%+7.0%
Q1 2025-16.0%-14.0%-22.7%
Q4 2024+0.0%-7.2%+10.3%
Q3 2024-4.7%-9.0%+1.0%
Q2 2024+35.6%+33.5%+7.9%
Q1 2024+35.7%+37.5%+39.0%
Q4 2023+31.9%+43.8%+103.7%
Q3 2023-6.8%-5.6%-4.6%
Q2 2023-14.1%-12.0%-15.3%
Q1 2023+16.7%+16.4%+27.5%
Q4 2020-1.6%-10.6%-33.4%
Q4 2022-1.6%-10.6%-33.4%
Q3 2021-12.4%-15.7%-39.0%
Q3 2022-20.2%-13.4%-36.3%
Q2 2021+8.0%+20.4%+20.1%
Q2 2022+3.5%+12.6%+10.6%
Q1 2021-22.2%-32.3%-33.8%
Q1 2022-15.5%-27.2%-38.6%
Q4 2021+11.2%+24.2%+31.8%
Q3 2020
Q2 2020
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019
Q4 2018

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro