Tatiana Volgutova/iStock via Getty Images Investment Thesis Sow Good ( NASDAQ: SOWG ) is a story of high growth, being one of the first brands to bet on the sale of freeze-dried candies, which, according to management, have a high demand which the company practically cannot keep up with and can be seen reflected in the very high growth of its sales (and potential for this to continue). If the company manages to establish its products and not remain just another fad, then it could be a highly profitable investment. A Different Type of Sweet Freeze-dried sweets can be considered healthier than traditional sweets in some ways.
For example, since they have a very low water content, it often contain fewer additives such as artificial colors, flavors and preservatives, compared to traditional sweets. And it is also important to consider that the crunchy texture and concentrated flavor usually helps satisfy the craving for something sweet in a smaller portion, contributing to eating less candy. SOWG Investor Presentation This doesn't mean that it's a "healthy" product.
In fact, reading the nutrition facts, I realized that 28 grams of the product contain 40% of the daily value of sugar to consume, while some traditional Nerds sweets contain 42% of the daily value in 30 grams. In short, it may have fewer additives and usually makes you feel full of sweets sooner, but nutritionally it isn't much better. I think this is a relevant point for the thesis and to evaluate the target consumer.
