The earnings call presented a mixed picture, with significant growth in loyalty programs, successful restaurant redesigns, and franchise expansion contrasted by declines in revenue, comparable sales, and increased net losses. The company is optimistic about the future with strong holiday bookings and strategic initiatives in place.

Company Guidance

During the call, several key metrics were provided, offering insights into the company's performance and strategic initiatives. The Friends with Benefits loyalty program has gained traction, reaching over 6.5 million members, with 200,000 new members added during the quarter. The company also reported a successful restaurant opening in San Mateo, California, which became the top-performing location in Benihana's history, indicating the effectiveness of their redesigned restaurant format. Financially, the company reported total consolidated GAAP revenues of $180.2 million, a decrease of 7.1% from the previous year, largely due to a 5.9% reduction in consolidated comparable sales and the closure of underperforming restaurants. Operating loss was $7.9 million, impacted by a $3.4 million noncash loss on impairment. Looking forward, the company projects total GAAP revenues between $820 million and $825 million for fiscal year 2025, with plans to open 5 to 7 new venues. Adjusted EBITDA is expected to be between $95 million and $100 million, while total capital expenditures are anticipated to range from $45 million to $50 million.

Loyalty Program Growth

The Friends with Benefits loyalty program reached over 6.5 million members, with 200,000 new members added during the quarter, showing high repeat participation.

Successful Restaurant Redesign

The newly redesigned Benihana location in San Mateo, California, became the top-performing opening in the brand's 60-year history, validating the effectiveness of the redesigned format.

Franchise Expansion

Franchise momentum is accelerating with the opening of the second Benihana Express location in Miami and more in development, aiming for franchises and managed locations to represent over 60% of the total footprint.

Portfolio Optimization

Plans to convert underperforming Grill locations to Benihana or STK formats, with the first conversion already completed in Scottsdale, Arizona, expected to generate significant EBITDA and revenue.

Strong Holiday Bookings

Optimism about the fourth quarter with strong holiday bookings and targeted investments to capture greater holiday demand.

The ONE Group Hospitality (STKS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

STKS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 16, 2026	2025 (Q4)	0.25 / -	-0.03	―	―	―
Nov 06, 2025	2025 (Q3)	-0.14 / -2.65	-0.3	-783.00% (-2.35)	―
Aug 05, 2025	2025 (Q2)	0.09 / 0.05	0.08	-37.50% (-0.03)	―
May 07, 2025	2025 (Q1)	-0.14 / 0.14	-0.02	800.00% (+0.16)	―
Mar 10, 2025	2024 (Q4)	0.03 / -0.03	0.17	-117.65% (-0.20)	―
Nov 07, 2024	2024 (Q3)	<0.01 / -0.30	-0.08	-275.00% (-0.22)	―
Aug 06, 2024	2024 (Q2)	0.07 / 0.08	0.06	33.33% (+0.02)	―
May 07, 2024	2024 (Q1)	0.03 / -0.02	0.1	-120.00% (-0.12)	―
Mar 14, 2024	2023 (Q4)	0.15 / 0.17	0.19	-10.53% (-0.02)	―
Nov 07, 2023	2023 (Q3)	0.04 / -0.08	0.07	-214.29% (-0.15)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

STKS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 06, 2025	$1.96	$1.88	-4.08%
Aug 05, 2025	$3.05	$2.87	-5.90%
May 07, 2025	$3.12	$3.52	+12.82%
Mar 10, 2025	$2.87	$2.54	-11.50%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does The ONE Group Hospitality Inc (STKS) report earnings?

The ONE Group Hospitality Inc (STKS) is schdueled to report earning on Mar 16, 2026, After Close (Confirmed).

What is The ONE Group Hospitality Inc (STKS) earnings time?

The ONE Group Hospitality Inc (STKS) earnings time is at Mar 16, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is STKS EPS forecast?

STKS EPS forecast for the fiscal quarter 2025 (Q4) is 0.25.

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