earnings
confidence high
sentiment negative
materiality 0.70
The ONE Group prelim FY2025 revenue ~$805M (+20% YoY); Q4 revenue ~$207M (-6.8%)
ONE Group Hospitality, Inc.
2025-FY EPS reported
-$4.05
revenue$805,722,000
- Preliminary full-year GAAP revenue ~$805M vs $673M prior year; comparable sales -3.7%.
- Q4 2025 GAAP revenue ~$207M vs $222M in Q4 2024; comparable sales -1.8%.
- STK Q4 comparable sales +0.3% (first positive since 2023); Benihana flat.
- Portfolio optimization: RA Sushi/Kona Grill closures; up to nine more conversions planned through 2026.
- Capital-efficient growth: development rights for ten Benihana units in Bay Area; new stadium concessions.