The Internet Can’t Stop Buying This Wrap... We Bought the Stock

[music]

Sweet Green, the premium chef-driven

lifestyle brand known for its salad

bowls, is suddenly going viral for its

chicken Caesar wrap. Uh, they are a

public company, by the way. Ticker

symbol is SG. The stock has already

jumped more than 30% in the past week as

the internet devours these new wraps.

But can a viral menu item actually save

Sweet Dream? If you didn't know, for the

past year, the stock has been getting

crushed by declining traffic and

negative same store sales. Even after

this rally, it's still down about 80%

from its high in late 2024. Tik Toks

about their new wraps started taking off

last week. Millions of views, people

arguing over whether influencers are

getting a bigger rap than regular

customers. Some people think it's

overrated. Other people are completely

addicted. But there is a bare market

case. The Sweet Green is supposedly this

healthy lifestyle brand. some of these

wraps pushing 1,200 calories.

[clears throat] But do people care or is

this one of those viral menu moments

where everybody has to go try it for

themselves? Today on Dumb Money, the

internet can't stop buying this rap, so

we bought the stock.

>> This [music] is Dumb Money Live.

>> Hey there, Dave here along with Chris

and Jordan. We are Dumb Money. Welcome

to Dumb Money Live. Before we jump in, I

uh I have to I I wouldn't be doing my

job as a YouTuber or a podcaster or

whatever we're calling it these days.

Take a second, smash the like button.

The almighty algorithm will thank you.

And while you're doing that, let me play

this.

>> It has come to my attention that Sweet

Green now has a chicken Caesar wrap. I

was in the middle of doing my makeup and

hair and I was like, I need to eat this

immediately. So, I ordered it and we're

going to try it together. This is her. I

ordered her with blackened chicken

instead of with like the chicken it

comes with. And then it comes with a

side of Caesar dressing, but I just

thought it would be so good to get the

hot sauce cuz I love like a little bit

of spice. I'm so excited to eat this. My

mouth is like literally watering. I'm so

hungry. It's 2:30 and I have not eaten

yet today. So, wow, that looks so good.

Oh my gosh, I can't wait.

>> All right, so that's just one of a bunch

of viral videos uh about this new wrap

from Sweet Green the influencers got me.

I tried it yesterday for lunch. Uh we'll

get to my review in a bit. But

seriously, I I tried it not because of

the Tik Tockers, but because I made a

big bet on Sweet Green, the stock after

Chris texted me that very Tik Tok. And

uh Chris, I understand you also have

been to a Sweet Green store.

>> H how come they only send uh those deals

to like the [clears throat] young girls?

They should be sending this stuff to us,

man. Why? We went out and bought this on

our own. Like nobody sent

>> I

>> you know it's Did she actually Did she

order it? Is she one of those paid

influencers that wasn't disclosed as an

ad?

>> Dave, no one discloses ads anymore on

TikTok. It's insane. Like no one

>> Wait a second. Did you guys like collude

to get Sweet Green Sandwiches without

me? Is this Am I being left out? Now,

[laughter] I I had mine I had mine

yesterday because I knew we were going

to do this show and I ordered it on uh

Uber Eats and I actually ordered two. I

tried the the viral chicken Caesar, but

I also got the uh chicken jalapeno

ranch,

>> which I'm interested in. That seems that

seems my style.

>> That seems like what I would like more

and we'll we'll talk about in a minute,

but I didn't really like either of these

that much, but uh

>> burn.

>> Yeah. Um, that is completely irrelevant.

First of all,

>> this way I'm still I'm still very long

the stock. I just uh short the sandwich.

And by the way, because I I ordered two,

I had uh I I frankincenigned them

together. So, I have half the jalapeno

and half the Caesar to uh have for lunch

today. These things are

>> I haven't tried mine yet. I haven't

tried mine yet. And I'm going to try it

on the show for the first time.

>> No, you can't eat on the show. By the

way, how how many dollars is that

sandwich?

>> It's nothing. It's like 10 bucks. It's

so cheap for chicken Caesar.

>> Jordan, first of all, we don't have a

show producer. You have to be your own

producer. So, when we're doing a show

about sweet green wraps, you need to go

out and try a sweet green wrap. That

should be obvious, dude.

>> Didn't I mean, don't you remember uh

like 10 years ago when we did the Dunkin

Donuts and and I had the Duncan

delivered while we were on the show?

That's That's how we operate. We

>> Yeah. Yeah. I guess

>> have props.

>> I'm so non-commercial though, [laughter]

>> dude. Come on, you should do it for the

investment alone. Now, Dave's opinion is

always counter to a normal person

because Dave is not a normal person. I

keep reminding him of that. He eats at

fancy places. His taste are not

representative of mass America.

>> But I will tell you, if you're talking

about the Dallas market for chicken

Caesar wraps, I know of a very good one

that I can get delivered and it's not

much more money than this sweet green

one. And that is from your restaurant,

Chelsea Corner. They are on the apps and

you can get that Caesar delivered with

fries for about the same price as just

this,

>> but you cannot buy stock. So, uh, it's

totally irrelevant for the conversation.

>> And I I will I will compare it to the

Chelsea wrap. And And here, listen,

guys, here's the thesis. I am so excited

about this because in the 12 years that

we've owned Chelsea Corner, we released

a new product this last year, the

Chicken Caesar Wrap. And not only is it

our number one menu item, but it is the

bestselling menu item that we have had

in 12 years. So when I saw that Sweet

Green was releasing a new chicken Caesar

wrap product,

>> I was like, dude, this could be a

gamecher for that company. cuz rather

than trying to break a new trend,

sometimes just getting on the bandwagon

of an existing massive trend is the

right move for a national company.

>> Well, this it's a it's a trend that you

know about because you are a restaurant

owner, but there isn't a national brand

where you can go and pick up a Caesar

wrap. That that is a it's an item that

people are loving, but you you can't

really get one. But Dave, that's my

unique alpha is that I already knew that

a chicken Caesar wrap had the potential

to be a breakout gamechanging product

for a restaurant. So I knew that as long

as Sweet Green was able to put out even

a mediocre version of that product, it

could be a the biggest game changer in

the entire company's history. So, like I

was watching this one like a hawk from

day one. And when those reviews started

coming out and I realized that that

company finally was smart enough, they

had never done an influencer campaign

like this. They they basically decided

to market this product through small

niche influencers, which is genius. It's

genius. That's everything right now is

going straight to the niche influencers

as opposed to going to these big

influencers that everyone essentially

ignores, right?

>> Authentic kind of like this is this is a

person like me kind of review. They

don't have a million followers. They're

just a girl doing her hair and makeup

eating a wrap.

>> 100%. So this

>> So you were in early and so you

participated in this 30% run up in the

stock, but can the stock keep going up?

Um, okay. I think that if this product

uh continues to trend in any meaningful

way over the next couple of months, I

think this is the biggest thing that has

ever happened to Sweet Green, a company

that is doing terrible. Uh, I actually

had a close friend of mine that I I

think knows the CEO tell me this last

year that that he really believed in the

company turnaround that they knew

exactly what they had to do to turn the

company around and he was investing an

insane amount of money in Sweet Green. I

mostly ignored him, but since he told me

that, I've been watching Sweet Green.

So, I saw the announcement of this new

product release and that's when I was

like, okay, this could actually be it.

And then combined with the fact that

again, they were smart enough to know

that they had to release this product

through a mass niche influencer

campaign.

All I had to know from that point on is

the product decent. Is it decent?

Doesn't have to be amazing. Is it

decent? If it's decent, I think there is

a high likelihood that this will be a

dramatic have a dramatic impact on Sweet

Green sales, foot traffic. This could be

the thing that turns Sweet Green around.

And it, by the way, it's not going to

take much to turn Sweet Green around

because they are not doing well, guys.

Um, they had a couple other products

they tried this last year. They had like

fries a year ago, crinkle fries. Um, you

know, didn't go well. They they pulled

that. Uh

this is a real moment for the company. D

can I just I I got to try this thing.

Like I I just I really want to try it.

So again,

>> you haven't tried it yet. You I know you

went to the store today to pick that up,

but you got to do a store check and talk

to the people and and you found out that

they're

>> at our local store. It's like 20% of

their sales.

>> No, no, I got new alpha today.

>> Okay, good. the alpha I got and I've

been I as as I do I have watched and

read every comment on the internet of

every Sweet Green rap video that has

been published since the rap came out.

Uh good, bad, and ugly. And I haven't

tried it myself, but our local store

told me today and I don't know if I

believe this. This could be this is just

one person at one store. She told me

that she thinks that more people are

ordering the wrap than salads at Sweet

Green. And she says it's gotten insane.

And if that is correct and if that is

representative,

I mean, watch out. This is going to make

for one hell of a trade. Now, I do want

to try it. So, I got to do the thing.

This is what the What do the girls do?

They do this. Do they got nail?

Is that And then I think like

>> they like break it. Oh, I got to open

the the top.

>> This is the problem. When you're not an

influencer,

>> this is why no one sent This is exactly

why no one's ever going to send a

product to me. [laughter]

>> Uh I do I recommend napkins because

>> at least the uh jalapeno ranch one

yesterday was

>> too juicy. I got the normal Caesar, by

the way. Hold on. Hold on. I I need I'm

going to get this all over my laptop.

Otherwise,

>> you don't even have a table in there, do

you? You just have a

>> That's my only concern. Do I have to

listen to you eating? I don't know if I

can.

>> Dude, I'm not going to eat the whole

thing. Calm down. I'm not going to eat

the whole thing. [snorts] I I

actually have learned to like a Caesar

wrap from Chelsea Corner. I never had

one before Chelsea Corner did them.

This is a totally different style of

rap, Dave, because the wrap itself is

not toasted. I love our toasted wrap at

Chelsea Corner.

>> But I will say this, and I know this

from reading the earnings report, the

last earnings report. They could not

find a wrap that met their quality

specs. So, they created this wrap from

scratch, and it only has four

ingredients, and it has no seed oil, and

it feels really fresh, quite honestly.

Yeah,

>> I'm super impressed just holding it.

>> They reinvented the tortilla and made it

with flour, water, salt, and olive oil.

Only four ingredients.

>> To me, it the olive oil makes it seem a

little oily when you're holding it. I

>> Dave, [clears throat]

this is great. You know why you like

this less?

>> Cuz it's slimy.

>> No, this is way healthier than ours. way

healthier than our wrap, Dave. Like,

>> well, yours is yours is fried chicken,

but you can get it with grilled chicken,

which is what I do when I order it.

>> But Dave, we even the I'm telling you,

no knock against ours because people are

not coming to Chelsea Corner for like,

you know, the healthiest wrap. Ours is

damn good. I think ours is the best

tasting Caesar wrap in Dallas by far.

Nothing comes close in my opinion. But

this is more of a healthy version of a

wrap, which I think people that go to

sweet green, Dave, this is what they

want. It's It's not And by the way, I'm

not going to dip mine. I don't

>> It's still 1,200 calories.

>> It doesn't matter if it's 1,200

calories. What are the calories?

>> Is that bad? Like, I don't think

>> bad. It's It's

>> That's the argument that people are

making online is that this is a high

calorie item with creamy dressing and uh

like crumbles of

chips in it or something.

>> There are, by the way, people that like

that price out per calorie and like I

think 10 bucks for 1,200 calories might

be a big selling point to certain

people.

>> Guys, I'm not lying. This is good. I

don't know what you're talking about.

>> Really good wrap.

>> I feel like when I tried it yesterday, I

wasn't that hungry and I could barely

even eat eat it. But

>> okay,

Jordan, I won't eat anymore, but damn.

>> No, no. Okay, so Okay, here's here's the

thing. They told me at the store today,

and I was just hanging with them, okay?

Like, I wasn't It wasn't like a, you

know, formal interview. They said people

are freaking out, loving them. They're

having repeat visits. It It is like the

biggest thing they've ever had there.

And I absolutely believe it because

sometimes it's hard to tell with

influencer campaigns because a lot of

the videos right now are paid. I don't

even know Dave if they're actually paid

or they just got some gift certificate

[clears throat] to Sweet Green. Maybe

that's how they got around having to say

>> product.

>> You can say Sweet Green sent this to me

and that qualifies.

>> But I have been reading tons and tons of

comments and people legitimately love

this wrap. Now, is it the type of banger

product where 100% of the people think

it's great? Absolutely not. I've seen

some reviews where people don't like it.

Um, everyone has taste preferences when

it comes to wraps, but it is not

expensive. Um, it does taste healthy. It

is high calorie, but that's just what

this thing is.

>> That's better than I remember it

yesterday. I think re-refrigerating it,

making it extra cold helps that product

because when it came kind of like

lukewarm. I ordered it, it took 30

minutes to get here and it was during

that massive rain downpour. I ordered

with plenty of time for it to get here

before the rain started, but the poor

person who had to deliver this to the

was like hiding on my front porch just

waiting for the rain to stop.

>> So, the whole thing ended up being kind

of soggy and not not as good of an

experience. Re-frigerated. I like it

better.

>> So, here's the thing.

>> I just don't like the whole sweet green

concept. I think Cabba is a way better

concept. Obviously, Chipotle is a better

concept because you get way more

variety. You get a custom meal. You get

a, you know, the workout people get a

ton of calories at these places if they

want them.

>> Salads and wraps. I'm like, okay, so,

you know, maybe some ladies like it. I I

don't know.

>> Okay, Jordan.

You don't have to compare this to

Chipotle,

>> right? Because if you want the growth,

um, so like if you're investing in this,

if you want this for like a long-term

investment, I mean, you might not. You

might, this might be a short-term

investment.

>> Well, like Sweet Greens for a long-term

investment, they're not I don't see them

putting out the restaurants that uh that

you have.

>> Who the hell is talking about a

long-term investment? I'm a social art

investor. You know that.

>> Yeah, we're not we're not

>> kidding and holding sweet.

>> I'm a long-term investor, Chris. But

that why I mean I'm not saying you can't

be a long-term investor, but we've been

doing this methodology for

18 13 years 15 18 years, dude. Like I

don't understand how you could be one of

my best friends and not and exclusively

just ignore

social investing for what it is. It's

>> I agree. I agree. I'm just saying that

like restaurant concepts I just don't

see people like rushing in real quick

driving up the stock a ton. Like I I

don't know. It just it just seems like a

weird It just seems like a weird

>> Wait, you just don't see

>> something. Have you looked?

>> Yeah,

>> I don't see it.

>> People are rushing. [laughter]

>> Have you looked?

>> No, you're right. But I mean, is it too

late? Right. I mean, it already ran up

30% on on wraps.

>> This is what I love. I love that there

are Jordans in the world because because

without Jordans there would be no trade.

I keep telling everybody this.

>> I'm not shorted.

>> No, I'm not saying you're short it, but

you're such a cynic and you're so like

biased in your world and your taste and

your ways. I I love that there are so

many Jordans in the world because if not

for that, you couldn't even have a

chance at finding these trades. And I'm

not saying this trade's going to work,

by the way. I think that

>> I'm just saying you already got a 30%

bump on uh chicken wraps, which I mean,

>> um, everybody makes uh

>> Jordan, let me just tell you something.

This stock has a 23% short position.

This stock is down 80 to 85%.

>> Okay. Well, now that's a whole separate

thing, right? So, now we're talking

about, you know, some sort of uh some

sort of swing trade um based on a short

covering. No, no. The no the the

>> So, do you see real value in Sweet

Greens the company?

>> No, no, no. Hold on. Let me tell you

this. For a restaurant, for a restaurant

like Sweet Green, the difference in

increasing foot traffic by 10 or 15% is

a difference between being an

unprofitable restaurant and a massively

profitable restaurant. And then you

multiply that across the I don't know

how many stores they have like is it 800

400 uh dude they're still growing by the

way

>> even though this store is having menu

issues okay the last year and a half two

years they are so confident in their

ability to fix those issues that they

are still opening up new stores they're

like no no we're going to fix this we

are not slowing down

>> and by the way so all of their stores

are corporateowned owned. So they

they're not a franchise model. Uh and uh

something like 55% of their sales are

through their apps. They think of

themselves as a technology company as

much as a fast food company. And uh a

huge huge portion of their audience is

people who have bowls brought in for

corp like corporate meals like things

that you bring in for a for a meeting in

a conference room is a huge thing.

>> The meals that you hand the handheld

format is so much

>> and they're like in the middle of a

conference table and then you see it

sweet greens, you're like, "Oh, great. I

know not to go there."

>> Yeah. I I also am not a fan of eating in

a conference room with a bunch of

people. But that's why we're retired.

I'm saying for all the people who still

have to do those things and go to the

conference room, this I think grabbing a

wrap is better than grabbing a bowl.

>> I used to first of all, let me just say

something right now. I used to like

going in at work. There are very few

things I liked, but I liked going to the

conference room when they had the big

display of free food and all the stuff,

right? Like you mention,

>> I enjoyed it. It was so It was free.

They had all the stuff they used to

bring in like bars.

maybe in your early maybe in your early

uh corporate career before I actually

worked with you, but I'm pretty sure

that in the time in the decade plus that

we worked in the same office together, I

[clears throat] don't recall you ever

showing up for the uh the lunch because

we worked in the kitchen.

>> When we worked in the office together,

we were paying for the food on the

conference room because we own the

company. That's why I didn't enjoy it as

much. But in the days before that when

it was someone else's company and Bill,

I used to love it. And by the way,

that's a great way to inform more people

about this rap because think about this.

If they're getting so much distribution

from corporate style big, hey, we're

buying food for the company.

>> Yeah.

>> Now they're going to be having a hundred

wraps on that table and that's a hundred

new customers going to be like, oh wait,

they have wraps. They have everyone

loves a Caesar wrap. Every woman loves a

Caesar wrap. Okay.

>> Yes.

And I actually like that instead of kind

of like the salad bar where you go and

say, "I want some of that, some of

that,"

>> Sweet Green has mastered the we're going

to have four offerings. Everybody will

kind of know what those four offerings

are and you'll be able to see them on

the conference table and say, "I want

the Caesar wrap or I want the jalapeno

chick chicken wrap or I want the the

Korean whatever,

>> dude. Okay, first of all,

>> that actually good. I'm going to have to

try that one."

>> Again, the key word here is every woman

loves a Caesar wrap. Okay, every woman

loves a Caesar rap. And now you national

chain

>> and now you have a national chain in

Sweet Green that is offering a good

Caesar wrap for a reasonable price.

>> Yeah. I just think that's one weird

thing about Sweet Greens to me is it's

like,

>> you know, um not that men don't eat

there, but it's

>> it definitely seems like it's a

womanoriented type restaurant, right?

And so you're automatically kind of

limiting half of the population. And if

I'm hanging out with my wife and she's

like, "Let's go to Sweet Greens." I'm

like, "No, absolutely not."

>> I can actually get like real food.

>> Yeah.

>> You just said eliminate half the

population. How about acquire half the

population? You don't need to be

everything to eat. But I'm not going to

go eat a wrap. Like, it's not happening.

>> They don't care if you eat a rap. Sweet

green doesn't care about

>> salad for lunch either. I want to eat

real food. Like I

>> And by the way, the the pick Dave, can

you look at the pic I just texted you

and Jordan? That pick came from a man.

Okay. Not a woman.

>> Oh, I know which one you're talking

about. who said on my uh on my my tweet

about this because I tweeted about this

at Chris Camilo yesterday.

>> Oh, yeah. I saw I replied to him, by the

way. Yeah.

>> Oh, you did? And he basically said,

"This is the only due diligence you

need." And it's a guy that has been

ordering going back repeat because

that's the magic here. You need to have

repeat visits. If they come out with a

new product and everyone goes to the

store and tries it once, that's not

doing anything for the company. But from

my limited amount of research that I'm

able to do on uh on on customers coming

back, the company said in their last

earnings transcript that they were

seeing good repeat purchase on the wrap.

This guy is providing the proof of the

repeat purchase that he has done. And

when I interviewed the store today, they

told me that people were loving it and

coming back in. So, if Jordan never

walks into a sweet green, we're going to

be okay. We don't need Jordan and we

don't need Dave. Um I I think

>> but I I actually do like it and I think

I actually have been

>> Sweet Green customer.

>> No, Dave is pulling a Bethany Frankle.

Bethany Frankle came out this weekend

and did an angry

video on the Sweet Green rap. I think

because she just loves attention and she

just wanted to do something different

cuz everyone was loving the rap. She

said she hated the rap. She also humble

bragged that the CEO had contacted her

and about other stuff and I guess tried

to get her to try it and yet she's so

independent that she hated it. Now

here's the thing. She came out, I'll

give her credit. I guess her assistant,

her EA or someone on her staff who's

pregnant kind of gave her crap for that

because she was like, "What are you

talking about? The wrap's insanely

good." So, she ordered another one and

had Bethany try a second wrap. And she

came out and said it tasted totally

different and now she likes it. Okay.

Now, that said, she's having a moment

this week. By the way, I was thinking

about this. I hate that we only get to

talk about finance. I want to be on like

a girly podcast where we just talk about

culture and whatever is popping that

week. But but but but Bethany after

dark,

>> she got Let me just let me have my

moment where we're not talking about

finance for one moment because I I love

this story. So Bethany Frankle uh did a

little dance in one of her Tik Tok

videos and she was wearing shoes that

people like. Someone said, "Hey, where

do you get those shoes at?" She then did

another post where rather than give the

woman who sent her the shoes for free

credit to help a woman's brand, Bethany

Frankle posted a knockoff shoe with an

affiliate link so she could make money.

And then the entire internet came down

on Bethany Frankle this week, I think

deservedly. Even worse, she is so

stubborn that she then did another video

saying, "F you. You send something to my

house for free. It's mine. I don't owe

you anything. I don't have to give you

credit. I will do what I want." What a

horrible defense. I mean, that is just

so dumb of her. Now, she's really on the

dark side of social media. People are

hating on her because women need to

support other women and she's doing the

opposite.

>> But is there really a dark side? Is it

really bad? Because now you're talking

about her where you would have not

talking about it if this wasn't a girly

podcast.

>> Do you know what? I would have given her

credit for the second video on Sweet

Green where she admitted that it

actually is good. Um, but now I turn it

into a negative and honestly I don't

even I don't like what she did to that

woman. I I can't imagine if someone sent

me if someone sent me something and I

liked it. The thought that I would then

go out and post a dupe of that product

that I can make money off of. Bethany

Frankle does not need to make money.

That makes me sick. Like that is so just

so wrong in so many ways.

>> It just it's insane to me. Can I want to

like I hate that we get don't have to

talk about this stuff and we're always

talking about stocks because this this

is

>> something I just had to look up Bethany

Frankle. I had no idea who that was.

>> I couldn't remember. She's [laughter]

she's the company founder of a lifestyle

brand. I can't remember what it is

though. What is it? Skinny girl. She's

skinny girl. Dude, you know how much

money is. That's her.

>> Yeah. She was on She was like one of the

OG New York housewives, dude. She's like

she's like one of the biggest people to

come out of the Housewives franchise and

now she's

>> got that because she came out of the

Apprentice franchise.

>> Oh, that's why I don't know. I didn't

watch Apprentice for Housewives.

>> I She's super outspoken and honestly

she's super active on TikTok and up

until this week she's been controversial

in the past. This is a bad move on her

part. I think this is going to actually

damage her reputation. What she did with

these shoes and you know what? Whatever.

I just some of these influencers, man,

no matter how much money they make,

>> the fact that it's never enough and they

they make decisions based on their own

self-interest rather than lift other

creators up. Especially, do you know how

hard it is? She's helping her own brand

by by being by being terrible. She has

people talking where she would have been

irrelevant if she had just said, "Oh,

here's this is a great product that was

sent to me." Nobody would have even

talked about it twice. It probably gave

more publicity to the brand that she

dissed by being negative on it than

being positive.

>> Is that how you want

>> Look at look at people's replies to you

on X. It's only when something is

controversial that anyone pays

attention.

>> Yeah, but I don't like manufacturing.

Like I I don't I don't I wouldn't do

that at someone else's expense. That's

what I'm getting at. Like I would never

post something or say something to

benefit me at someone else's expense.

That is just sick behavior. And like I

think we need to come down on that. And

I think she deserves everything she gets

here. Um whatever. Anyway, we'll get out

of the girly podcast mode now. We'll get

back to finance. One thing that's really

interesting that I read in the last

report of Sweet Green is that they have

Dave up their sleeve a couple more wraps

planned for this summer. Okay.

>> Of course they do. Of course they do.

This is This is their thing.

>> Yeah. I love it. I like I Listen to me.

I love what Sweet Green is doing. By the

way, I just love the fact that this CEO

was smart enough to know, you know what

we're doing? We're doing raps because

like and Caesar wraps specifically

because whatever, listen, you would

think that all these brands would be

pushing this stuff because they're so

hot right now. It's such an easy move

and I love that they finally figured out

that they need to go right to the niche

influencers. So, Jordan, I'm not saying

that like sweet green is going to be the

next big thing because of this. What I'm

getting at here is that sweet green

before this the wrap, okay, was like

here. And that sweet green after the

wrap, if it continues to go the

direction that I think it's going to go,

is here. Now, even if Chipotle is like a

hundred levels higher than that, the

bottom line is we have a a damaged

company that's not doing great, that's

trying to do a turnaround right now, and

I think they might have just knocked it

out of the park. Now, will that sustain

for years? I have no idea. I don't

really care. Um, and by the way, I have

not seen enough, just so you guys know,

to be like ultra high conviction yet,

but I've seen enough to make a trade on

this and to monitor the situation. So,

every single day that I'm in this stock,

I will watch every video on TikTok about

the rap. I will read every comment on

every video about the rap. Anytime I

pass a Sweet Green, I will walk in and I

will monitor the situation. I will talk

to the people that work there. I will

talk to the customers because I'm going

to tell you, I have a decent chunk of

money levered in this trade already. And

if I start to see even more evidence

that this trend is catching wind and is

meaningful,

I'll double and triple down because I

think with a 23% short interest on a in

a damaged company that hasn't done

anything right in a long time, the

recipe is there for this to be a real

moment for them. So, I am listen I'm not

saying it's going to be a winner yet,

but I think all the elements are there

for it to potentially be a big winner.

If you're a social trader, you got to be

taking this seriously right now because

these moments don't come around very

often for like these food companies like

like the these these restaurant chains.

>> We don't know for a while, but it's it's

possible. It's at least plausible that

the short interest is a contributor to

that 30% jump up as people saw, oh, they

they missed earnings yet again, so it's

going down, but then they announced this

product that has huge traction already.

We better take our shorts off and that

might have helped the stock go up.

>> To be fair, Dave, um to be fair, you

know, my tweet did get a lot of

attention on Sweet Green yesterday and

and it was part of that move. It was

probably 50%. No, but it it already it

already moved. It

>> it No, no, no. I'm talking about the

move yesterday. The big move yesterday.

>> No, I mean, Sweet Greens is up um

like 3 to 4% since your tweet.

>> Yeah. So,

um listen, all we're doing is putting

more eyeballs on the narrative here for

investors, and we're not financial

adviserss. We we strongly recommend to

never mirror our trades, but hopefully

we're peing your interest in a narrative

that might or might not go somewhere

bigger. And now you know. So do your

homework. Get in Sweet Green. By the

way, I would

>> never about an individual trade. It's

more about a way of thinking. And this

is the way you should be thinking as you

live your life. As you see, as you're

swiping mindlessly and you see

something, it connect the dots. Is that

a public company? Is there a way to make

money on this? And Sweet Green is to me

the moment I saw that that that uh was

it a Tik Tok you sent me? The moment I

saw that, I'm like, "Oh, yeah. Yeah,

this this has legs." I swiped a few

more. Okay, I'm buying. I'm buying. And

I went options, not not long term. I'm

not I'm not holding SweetG long term.

I'm just trying to play the uh the rap

craze.

>> I think we will know how this is going

to play out over the next few weeks. So,

as we've stated a number of times,

institutional Wall Street generally

relies on credit card swipe data to

assess how uh a launch is going, how a

company's doing. So, they get data

daily. It's usually like 2 to three days

delayed. Um, I buy a lot of that same

data. Uh, it's gotten so expensive that

I no longer wanted to pay for the daily,

so I'm now getting it weekly. uh I will

keep you guys in the loop, but once

they're seeing register data at Sweet

Green if it does indeed go up. Uh they

will start trading this stock up. So

again, that's to be determined at this

point, but I think in the next fourish

weeks, maybe four to six weeks, I think

uh hedge funds will be able to see the

success or failure of this wrap launch.

And I think it will start to be

reflected in the stock if there is

something going on positive or negative.

And and as investors, we're able to see

that kind of before they see it, right?

Because you can see it in real time in

the moment. We talk about this. The

first uh

like the nucleus of change like where

you can see change first is in what

people say because they will talk about

going to Sweet Green before they even go

to Sweet Green. They will talk about how

good the wrap is as they're eating it

and that credit card swipe data will not

be reflected for days in the future.

>> Now, tell me anecdotally at our local

Sweet Green, you've you've said that it

it just in the past week has shifted

from being 20% of their uh sales to more

than 50% of their sales. Are they seeing

more people come in than they typically

do? Um, so I asked that question and the

one of the people there told me that

they always see kind of a this is only

their first year open as you know Dave

and they're across the street from SMU.

So SMU is now out. So they see they

think they're seeing a huge dip from all

the college students leaving and and and

they're not seeing a huge dip, but like

they don't know what's normal yet. They

don't know how much of a dip is normal.

So, they really had no way to judge what

normal foot traffic is the week after

school gets out.

>> Take a trip to the suburbs and interview

a sweet green somewhere in Plano and,

you know, location that's been there for

a while and see if there's any kind of

like pickup. And then,

>> so Dave, that's what I'm going to

encourage everyone watching the show

right now to do. I'm going to encourage

everyone watching the show to go to a

sweet green today or tomorrow to come

back to this video and I'm asking you to

do this politely cuz I actually want to

know it for myself and to put in the

comments what sweet green you went to uh

if they said that the foot traffic had

climbed at all uh and what percentage of

their [clears throat] uh sales are now

the wrap as opposed to salads. If we can

get enough of you guys to actually do

that, we will have so much diversified

intelligence here. This is what it's all

about, guys. If you want to compete with

Wall Street, if you want to compete with

hedge funds for intelligence, this is

how we do it. Okay? So, we put out a

narrative. I only spoke to one sweet

green and I' I've seen comments on a few

more. Let's get comments coming from a

hundred sweet greens in the next 48

hours in the comment section of this

video. And if you can't go to a sweet

green, keep coming back to this video

and and put it in the comments. Hey

guys, anyone buy a sweet green? Please

go check it out. Report back here. Like,

let's have the comment section be the

alpha. Let's do that for each other,

right?

>> And if you're watching us on X or if

you're listening to the podcast, go to

youtube.com/dumbmoneylive,

find this video, and put the comments

there so we have them all in one place

and we can have AI read all the comments

and then try to put

>> Dude, that's great. Dave,

>> Dave, let's do that. Okay, can you do

this for me, Dave? Let's say today, what

day is today? T Wednesday.

>> It's Wednesday.

>> Okay. On Friday or this weekend, can we

aggregate the comments, put them through

AI, and then can we tweet about it on

the Dumboney uh Twitter account, X

account,

>> Dumboney TV,

>> dumboney TV on X? We will put the

results of the crowdsourced dumb money

intelligence on the Sweet Green rap

launch. I love this guy. This is why I

wanted to get on YouTube seven or eight

years ago to begin with because I've

always said that as a community we have

access to so much more intelligence than

any hedge fund in the world does. All we

have to do is figure out how to work

together, share data, share intelligence

with each other. If we want to beat uh,

you know, a $50 billion hedge fund, we

could do that. Like, we can act. Do you

know that they can't do this? They can't

send people to 200 sweet greens in 48

hours. They just don't have the

logistical knowhow to even know where to

start to do. They theoretically could.

They're not.

>> We have almost 6,000 people watching us

live right now. So we today is the day

to do it and it it's multi-step. You

have to go to a sweet green. You have to

then go to YouTube, find this video,

post a comment there. I know that our

Discord community is mad that we're

telling people to go to a YouTube video.

But there's it's easier to it's easier

to just quickly post a comment instead

of having to find a group in Discord. If

you want to be a part of our Discord,

it's dumboney.tv/isord.

Absolutely free. You don't ever have to

pay us anything for anything. Um, but

for this particular challenge, we want

you to go to YouTube/dumboney

live, find this video, post a comment

there, the store that you went to, and

then uh anecdotal information about uh

has what percentage of sales are wraps

versus bowls? And have they seen any

increase in traffic? And I have another

thing to say. By the way, if you're a

content creator, if you even have a Tik

Tok account or an Instagram, go ahead

and do the thing that we did. Like, do

the thing, taste test it, like put it

out there and tag Dumb Money, tag me.

Um, I'll be watching every one of them.

So, if you do it, mention mention Dumb

Money somewhere in the video, and I'll

I'll I'll see you and I'll comment. Um,

I think that's really important. And the

reason why is because I've been saying

forever, I'm trying to get more women

investing. This is like an actual

mission of mine. And it's astonishing to

me that the first people to be in on

this trend and to actually understand it

for the most part are young women, older

women too, just women across the board

because they go to Sweet Green, they eat

raps, they watch the videos of all these

girls doing the stuff, right? And yet

those that like walk away going, "Wow,

this is awesome. Like, I'm going to

start going to Sweet Green more." None

of those women are connecting the dots

back to, wow, this could be a massive

investment opportunity for me and my

family because they don't believe that

they could see something before

professional investors, right? And we've

been doing this of course for next to 20

close to 20 years. But I would love to

get more of the people that are giving

us our alpha to understand it's not just

about finding a great new product that

they could do this themselves. They they

should be connecting the dots cuz like

that girl that we put that thing up,

she's probably she's probably struggling

to generate revenue as a Tik Tocker yet

she had this sandwich this rep sent to

her. She has the alpha like she's in on

the whole thing and she doesn't even

understand that she could probably make

thousands to maybe even tens of

thousands of dollars off this early

information that she had. and all she

has to do is connect the dots back to

Sweet Green as a company because she

loves the product and probably knows

Sweet Green better than anyone on Wall

Street and what this is going to do to

the company. So, like why aren't people

doing that? They just don't believe that

they can. So, if you do a video, do your

own review video and tag that, hey, this

is not just about reviewing Sweet Green,

but saw this on Dumb Money and I'm going

to invest in Sweet Green and like I

don't know, we need to start exposing

that, I think, more often.

>> Yeah. And yeah, if you look at our

stats, our audience is mainly dudes,

too. So, our little uh girl girl blog

chat completely missed h 90% of our

audience. But if you Yeah, we just have

a different audience.

>> Dave. Dave. So, I I have uh I have my

own uh fan uh self-induced fan Tik Tok

account now called Daily Chris Camilo on

Tik Tok and Instagram. Uh they've been

posting for a couple weeks.

>> I I forgot to plug your thing.

[laughter]

>> Yeah. So Chris now is self-promoting his

own because people had been doing fan

accounts and so now you have your own

fan account of the best clips of it's

it's daily Chris Camillo. It's the best

clips of Chris Camillo.

>> I'm pulling a Justin Timberlake on on

the dumb money like he did with Incync

and I'm going out on my own. No, I'm

not. I'm not. But I [laughter] am

putting I am putting a uh I I do have

that account. You know

>> you know what's interesting Dave? Uh, at

Daily Chris Camilillo, the demographics

are 95%

male. I promise I will never pull a

Justin Timberlake on you guys. I will

never do that what he did to InSync. I

will be with Dumb Money for life. Even

if I go do my own thing, I will always

be dumb money for life. I will never do

that. Just I'm just saying it right

here. You have my you have my firm

commitment.

>> All right.

>> But I am having fun with that account

because it's most Dave. It's mostly

podcast stuff that I do cuz like they

can just chop the podcast up and put it

on there. So, it's fun.

>> We're living We're living in a clip

economy anyway.

>> Anyway, please follow the Daily Chris

Camilo on either Instagram or Tik Tok

because I live on Tik Tok yet none of

our stuff ever like hits on Tik Tok.

It's always bugged me. I have two of

those videos have done one has done over

200,000 views, Dave, and one's done

over. Our audience is is still on reals

and not on Tik Tok.

>> I know. I know. That's okay. All right.

So, are we uh anything else to I mean,

it's been a while. Like, did you know we

have we have so much we could talk

about, but I feel like this was a

beautifully self-contained episode. And

if if you want to do another one, we can

we can we can do one tomorrow.

>> I do want to do another one. Um I'm

going to do it. Can we please do it next

week? So Dave, I have, as you know, I'm

working on a massive new project. Uh, I

sold Collecticon. So Collecticon is

gone. Uh, and I have a massive This is

the most exciting project I've ever

worked on in my life. It's also the

hardest, probably least likely to go

well project just statistically.

But I am super pumped about it. Dave's

getting involved with it. Jordan, I

haven't even told Well, I guess I just

told you before the episode. It is

>> I'm on the outs apparently.

>> What?

>> I'm on the outs apparently. It'll be

money Dave and Chris.

[laughter]

>> No, you're not in the outs. Um anyway,

I'll talk about it next week. Um but

also I'm doing something really cool

this weekend. Uh Mr. Beast invited me

and my family and his team at Beast

Philanthropy, who I love, to go out to

uh Beast Games uh this weekend. So,

we're going to actually go out and see.

I have no idea, Dave, to what to expect.

It's going to be that's got to be crazy.

>> No, it it seemed like a cool opportunity

behind the scenes at Beast Games.

They're still in production.

>> Yeah. So anyway, uh that should be a lot

of fun, but I have to leave for that. So

anyway,

>> will you please take a selfie of you

standing on a mound of like a million

dollars?

>> Will you get that selfie for me? I

>> if if they if they let me. But but um

I'll be back uh next week. We still have

to do the peptide episode. Everyone's

asking for it. What no one understands

is the peptide episode isn't easy. uh

trying to analyze the best trades uh on

peptides just takes a lot of time and a

lot of research. So, it's taken us

longer [clears throat] than we

anticipated. We're working on it. We

might be able to do that episode next

week. Um but until then, go to Sweet

Green, come back to this channel, let us

know in the comments, you know, what

that store is experiencing in terms of

foot traffic lift, if any. uh and as

well as uh percentage of orders that are

now going to these wraps and and also

are people liking the wraps. Let us ask

them are people say are they coming

back? Ask them are people coming back

and buying the wraps again because that

is a critical data point and try one

yourself and and let us know. Maybe

throw a Tik Tok up or or or and and or a

YouTube short and tag us.

>> That sounds like

>> Jordan, can you please try one? Like,

can you do can you do this, Jordan, and

come back to the comments?

>> Drive to South Lake. I guess I'll do it,

[laughter]

>> dude.

>> What else are you gonna do? Ride your

bike to South Lake.

>> We cannot ask other people to do this if

you We're not all going to do it. Now, I

know it's harder for you because me and

Dave had to go what, eight blocks.

>> I didn't have I didn't go anywhere. I

ordered on Uber Eats. It was It took 25

minutes to get here.

>> Jordan, you could do that. I'm not

paying twice the sticker price for a

sandwich to have Uber Eats deliver it.

>> I literally I ordered two yesterday just

because I wanted to try more than one

flavor and couldn't finish them.

>> Dude, you are so frugal. It's

>> Yeah,

>> actually insane.

>> It's funny. I I actually think it's uh

it's cute how uh frugal Jordan really

is.

>> You know what's so great? If this thing

goes well, Jordan was afraid to spend

$20 on his wrap. And I'm gonna make half

a million dollars on the wrap that I

ordered. Let's see if that actually

plays. Let's see how this plays out. My

goal is to make half a million dollars

off of the Sweet Green launch. That's my

goal.

>> Half a million dollars. I mean, that

means I've probably made a quarter

million dollars.

>> You put that much in?

>> I put a lot. I I kept buying options.

>> Oh, I got a lot of How many options? I

have a lot of options, Dave. I

>> uh Robin Hood only lets you buy 750

contracts at a time, and I did that

multiple times.

>> Oh, so we might be competing for Rose.

>> We might be. Yeah.

>> All right. Well, this is going to be

good. Now, I really hope this one works

out. Dave never does this. Dave never

goes allin with options, but the options

were relatively cheap. I think

>> they seem they seemed relatively cheap.

>> Yeah, we'll we'll see. Again, we're not

financial advisors. Do not mimic what me

and Dave are doing because we have a

very different risk tolerance than you.

Everything.

>> You've been wrecked many times and I

have not put any any money into this

that I would feel any pain if I lost it.

>> Dave, I agree. I can lose every penny of

this options investment and I won't even

feel it.

>> So that's the difference.

>> The options would be cheap on that.

>> Yeah.

>> I want to know how it goes. Stay tuned

to Dumb Money because we will give you

updates on how this trade plays out for

us.

>> And Jordan, I want to know if you buy

Sweet Green after you try one yourself.

>> We will be looking for you guys down in

the comments of this video.

>> Can you have Adrian try one, please?

>> Oh, she doesn't she doesn't eat that

stuff.

>> Chris, just door dash it to his house.

He will eat it if it shows up and it's

free.

>> It's a wrap.

>> Like we I rarely eat out, Chris. Like I

eat out maybe once a month. Like we

>> Adrian doesn't Adrian doesn't have

wraps. No, we just we don't eat out. We

don't

>> No, I mean, but like if it was there in

the house, she wouldn't eat a a Caesar

wrap.

>> I guess it'd be weird. She'd be like,

"Why did you get a wrap?" Uh,

>> it's going to be even weirder when it

shows up unannounced by me. [laughter]

>> Yeah,

>> the random rap drop.

>> Are you guys home tomorrow? Just

curious.

>> Um, yeah, at various points in time, but

like like I said, we eat our own food.

Like I I don't know. We just we make

food,

>> dude. Oh my god, dude. I get that what

you normally do, but this is a trade,

dude. This is like research.

>> I mean, look, I mean, I don't need to

eat it to buy the stock, you know? Um

>> I I think it's it's a part of the due

diligence process. Like it's kind of

>> really I mean, look, other people have

totally different taste in food than I

have. So like I don't eat out. So I'm

not going to have the same tastes. So I

would rather listen to the collective

crowd on what they're doing for an

investment.

>> I do agree with that.

Like I don't eat, you know, if I try it,

I'm going to be like, "Oh, I definitely

am not going to invest." But if other

people are eating it and I don't try it,

then I'd probably invest.

>> All right. All right. Fair. Fair.

[clears throat]

>> This This will conver um I bought stock.

>> You did. You did buy the stock.

>> Yeah. It was a hate buy, but I bought I

bought a little bit. [laughter]

>> I love it. All right.

>> Hold it long term, too. He's going to

have like 10 years from now. I'll be

like, "You guys still in Sweet Green?"

We're like, "What? [laughter]

We I don't even remember investing in

Sweet Green.

>> Our options expired worthless. What are

you talking about? Someone goes bankrupt

in a year.

>> Yeah.

>> Yeah. [laughter]

>> Meanwhile, this thrilling conversation

literally has increased our live stream

viewer. I don't understand. I don't

understand how people have not clicked

away. We've already done the whole

thing. We're like, "Oh, well, you know,

we're wrapping up and all of that." And

we now have hundreds more people

watching this nonsense than we did

before.

>> All right. Play the theme song, but

we're going to do it. All right. Wait,

wait, hold on. We love you guys. We're

sorry we've been off for a few weeks.

Also, I want to remind you, Dave, you

promised before you leave town again,

you're going to come fix my camera so I

don't look so pale and like weird all

the time.

>> I think you look better now. I don't

know what you did. Turn the light.

>> You know, I never look normal, dude. I I

the lighting nothing works in here. And

Dave set this studio up like 5 years ago

and hasn't been back to adjust it.

>> I can walk a block over. I've been to

your house since that setup.

Yeah. And you don't come into my I just

need you to fix this because I

>> Chris's closet every week, Dave.

>> No, I don't. We're still waiting for

Chris to come out of the closet.

[laughter]

>> Stop it. Stop it. I already I already

went on a whole girly podcast intro

segment in during this episode. Enough.

>> You're going to be great clips from this

one. I can I can assure you of that.

>> All right. All right. Later, guys.

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It's [music]