Special Situations 🌐 Research Newsletter (Jay)
@SpecialSitsNews$SG Sweetgreen says tariffs are affecting the business? Barely. $CMG Cop out! Always has been a short! https://t.co/DBQsewTz7E
Sources
Gary Black
@garyblack00$SG -16% (no position) is another high growth company blamed Trump’s tariffs for the decline in April consumer sentiment and used it as an excuse to reduce FY’25 guidance. 1Q results came in above expectations. FY’25 Guidance - SSS flat, saw +1% to +3%, est +1.5% - Revs
Consensus Media
@ConsensusGurus$SG -18%... not a great spot to be blaming tariffs when you're a domestically sourcing restaurant chain. The salad store mentioned tariffs SIXTEEN times on the call. https://t.co/hiGgNy044O
Story Timeline
•Latest version
Fortinet, HubSpot, Cloudflare Report Q1 Revenue Gains; HubSpot Launches Share Repurchase, Cloudflare Secures Largest Contract
•Original version
Unity Q1 Revenue $435M, Adjusted EBITDA $84M; Fortinet $1.54B Revenue, 34% Margin; HubSpot $714M; Cloudflare $479M; Fortis EPS $1
