美股异动 | Sweetgreen(SG.US)跌超27% 二度下调2025年业绩预期

Core Viewpoint - Sweetgreen's stock price plummeted over 27% to $9.17 following the company's second downward revision of its 2025 performance guidance in less than three months, citing multiple challenges including loyalty program adjustments, weak consumer confidence, tariff impacts, and operational issues [1] Financial Performance - The company now expects 2025 fiscal year revenue to be between $700 million and $715 million, significantly lower than the previous forecast of $740 million to $760 million made in May, and $760 million to $780 million in February [1] - Same-store sales are projected to decline by 4% to 6%, contrasting with earlier expectations of single-digit growth [1] - The restaurant-level profit margin for 2025 is anticipated to be 200 basis points lower than the May forecast, with tariff impacts accounting for approximately 40 basis points [1] Management Commentary - CEO Jonathan Neman described the current quarter as "very, very difficult," attributing poor performance to both external environmental factors and internal execution issues, including cautious consumer spending since April and the high baseline effect from last year's steak product launch [1] - The transformation of the loyalty program at the beginning of the quarter has also contributed to the challenges faced [1]