SG at a glance
Sweetgreen, Inc. (SG, SEC CIK 1477815) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 31, 2026 and Form 4 insider filings as recently as August 18, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 28, 2025 (FY2025), Sweetgreen, Inc. (SG) reported revenue of $679.5 million (up 0.4% from FY2024) and a net loss of $134.1 million. Diluted EPS was -$1.14.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding Sweetgreen, Inc. (SG) shares worth $336.9 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Cochran Jason Miles on August 17, 2026 of 4,809 shares at $6.21 per share.
- In the last 90 days, SG insiders reported 0 open-market purchases ($0) and 2 open-market sales ($123K) on Form 4, a net sale of $123K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $679.5M
- +0.4% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$123K
- 13F holders
- 27 funds
- $336.9M · +1 vs prior quarter
- Latest 8-K
- Aug 31, 2026
- Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 28, 2026
Management Discussion & Analysis
- Q2 revenue $192.7M, up 3.8% YoY from $185.6M
- Restaurant cost margin 87.0% vs 81.1% YoY, with food costs 29.8% vs 27.7%
- Same-store sales down 6.2%, reflecting traffic down 2.0% and product mix down 4.2%
- $100M cash consideration from Spyce sale, plus $86.4M Wonder preferred stock
- Fiscal 2026 outlook: approximately 13 net new openings, with about half featuring Infinite Kitchen units; cyclosporiasis reduced Q3 traffic and sales
Risk Factors
- Newly heightened food-safety risk triggered by July 2026 multistate cyclosporiasis outbreak reducing customer traffic and sales
- Most materially updated risk: August 2026 jalapeño recall after supplier-linked Salmonella outbreak affected certain restaurants
- Regulatory and compliance exposure from potential foodborne-illness investigations, recalls, litigation, and restaurant closures
- Operational risk from third-party suppliers complicating food-safety monitoring, traceability, and contamination containment
- Market risk from social-media amplification of food-safety incidents potentially depressing nationwide restaurant demand
AI summary of the SG 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Executive severance plan adopted August 27, 2026, covering CEO Jonathan Neman, CCO Nicolas Jammet, CFO Jamie McConnell, and COO Jason Cochran
- Change-in-control termination benefits: 1.5x salary for Tier I and 1x for Tier II executives
Item 2.02: Results of Operations and Financial Condition
- No fiscal-year 2026 operating or financial results included in the excerpt
Item 5.07: Submission of Matters to a Vote of Security Holders
- All nine director nominees elected through 2027 annual meeting, preserving board continuity
- Deloitte & Touche ratified as independent auditor for fiscal year ending December 27, 2026, with 203,336,007 votes for
AI summaries of SG 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SG
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Cochran Jason Miles | Sell | Aug 17, 2026 | 4,809 | $6.21 |
| McConnell Jamie | Sell | Aug 17, 2026 | 15,033 | $6.21 |
| Blumenthal Neil Harris | A | Jun 11, 2026 | 24,115 | - |
| SINGER BRADLEY E | A | Jun 11, 2026 | 24,115 | - |
| OSTROFF DAWN | A | Jun 11, 2026 | 24,115 | - |
| BURROWS CLIFFORD | A | Jun 11, 2026 | 24,115 | - |
| Ru Nathaniel | A | Jun 11, 2026 | 24,115 | - |
| Bornstein Julie | A | Jun 11, 2026 | 24,115 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $676.8M | $679.5M |
| Operating Income | - | -$95.7M | -$139.3M |
| Net Income | -$113.4M | -$90.4M | -$134.1M |
| Op. Margin | - | -14.1% | -20.5% |
| Net Margin | - | -13.4% | -19.7% |
| Balance Sheet | |||
| Total Assets | $856.6M | $856.8M | $788.1M |
| Equity | - | $446.1M | $356.1M |
| ROE | - | -20.3% | -37.6% |
| Per Share | |||
| EPS | $-1.01 | $-0.79 | $-1.14 |
| Cash Flow | |||
| Operating CF | - | $43.4M | -$12.7M |
| CapEx | $89.7M | $84.5M | $106.5M |
Source: XBRL data in Sweetgreen, Inc. (SG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SG share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $336.9M |
| Q1 2026 | 26 | $191.1M |
| Q4 2025 | 24 | $287.4M |
| Q3 2025 | 24 | $342.4M |
| Q2 2025 | 27 | $749.2M |
| Q1 2025 | 23 | $1.18B |
| Q4 2024 | 23 | $1.16B |
| Q3 2024 | 20 | $614.1M |
- Bank of America Corp+1.68M (+183%)
- Citadel Advisors LLC+1.08M (+118%)
- BlackRock+613.9K (+8%)
- AQR Capital Management+426.9K (+93%)
- FMR LLC (Fidelity)+345.2K (+11%)
- Millennium Management−2.45M (-67%)
- Morgan Stanley−1.57M (-65%)
- Goldman Sachs Group−504.3K (-13%)
- Raymond James Financial−39.5K (-9%)
- Dimensional Fund Advisors−34.6K (-4%)
- Principal Financial Group+881.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 194 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SG filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| SC 13G | Sep 29, 2026 | - | - | |
| 8-K | Aug 31, 2026 | - | Analysis | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 10-Q | Aug 7, 2026 | Jun 28, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| SC 13G | May 18, 2026 | - | - | |
| SC 13G | May 14, 2026 | - | - | |
| 10-Q | May 8, 2026 | Mar 29, 2026 | Analysis | |
| SC 13G | May 7, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| 4 | Apr 9, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
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SG SEC filings: frequently asked questions
Are SG insiders buying or selling?
In the last 90 days, Sweetgreen, Inc. (SG) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $123,219 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SG stock?
As of June 30, 2026, the largest Sweetgreen, Inc. (SG) holders among the 13F filers tracked by SignalX were BlackRock ($73.3 million), Vanguard Capital Management LLC ($38.7 million), Goldman Sachs Group ($30.5 million), FMR LLC (Fidelity) ($29.8 million), Vanguard Portfolio Management LLC ($25.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SG's revenue in fiscal year 2025?
For the fiscal year ended December 28, 2025 (FY2025), Sweetgreen, Inc. (SG) reported revenue of $679.5 million (up 0.4% from FY2024) and a net loss of $134.1 million. Diluted EPS was -$1.14. The figures come from the XBRL data in the 10-K.
What did SG report in its latest 8-K?
Sweetgreen, Inc. (SG) filed an 8-K on August 31, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Executive severance plan adopted August 27, 2026, covering CEO Jonathan Neman, CCO Nicolas Jammet, CFO Jamie McConnell, and COO Jason Cochran.
What are the latest SG SEC filings?
Sweetgreen, Inc. (SG) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 31, 2026 and a Form 4 insider filing on August 18, 2026.
What is SG's SEC CIK number?
Sweetgreen, Inc. (SG)'s SEC Central Index Key (CIK) is 1477815. EDGAR lists every SG filing under that number.
Ask anything about SG
The research agent reads SG's filings, financials, insider trades and 13F holders, then answers with sources.