Company Sees Q1 Adjusted EBITDA of $28M-$29M
Sees Q1 adjusted EBITDA $28M-$29M. Sees Q1 consolidated comparable sales flat to up 1%. "Our disciplined cost management initiatives continue to drive results. In the fourth quarter, we expanded our restaurant operating margins, even while facing sales deleveraging. Looking ahead, our operational foundation remains strong, supported by beef supply and pricing secured through September 2026 and significant cost synergies from the Benihana acquisition that we believe we have yet to fully capture," Hilario continued.
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- Investor Conference Announcement: The ONE Group will present at Sidoti's Small-Cap Virtual Investor Conference on March 19, 2026, which is expected to attract significant investor attention, thereby enhancing the company's visibility and influence in the capital markets.
- Executive Participation: CEO Emanuel Hilario and CFO Nicole Thaung will host one-on-one meetings with investors, aiming to strengthen investor confidence and facilitate potential investments through direct communication.
- Convenient Registration: The conference registration is free and open to all, indicating the company's commitment to expanding its investor base and enhancing transparency, which may attract more institutional investors.
- Company Background: The ONE Group is an international restaurant company focused on upscale dining and hospitality management services, aiming to be the global leader in Vibe Dining, a strategic positioning that enhances brand value and market competitiveness.
- Revenue Growth and Challenges: One Group Hospitality Inc. reported total GAAP revenue of approximately $805 million for FY 2025, reflecting a 20% year-over-year increase primarily due to the full integration of the Benihana brand, although Q4 revenue fell to about $207 million, indicating ongoing pressures in the full-service dining sector.
- Net Loss and EBITDA Decline: The company reported a net loss of $6.4 million in Q4, compared to a net income of $1.6 million in Q4 2024, with adjusted EBITDA decreasing by 9.5% to $28.1 million, highlighting challenges in cost management and market conditions.
- Strategic Investments and Expansion: The company is focusing on capital-efficient growth by securing development rights for 10 Benihana and Benihana Express locations in California, while also planning to expand into non-traditional venues like sports and entertainment stadiums.
- Market Confidence and Future Outlook: Despite achieving sales growth in certain brands, overall consumer confidence remains at historical lows, which could negatively impact future performance, prompting management to adopt a cautious outlook.
- Earnings Miss: ONE Group Hospitality reported a Q4 GAAP EPS of -$0.49, missing estimates by $0.43, indicating significant challenges in profitability that could undermine investor confidence.
- Revenue Decline: The company’s Q4 revenue of $207.01 million represents a 6.7% year-over-year decline, falling short of expectations by $3.27 million, reflecting pressures from weak market demand and intensified competition.
- Cautious Future Outlook: The Q1 2026 guidance projects revenues between $217 million and $221 million, indicating a cautious approach to future growth that may impact long-term strategic planning.
- Cost Control Efforts: Total operating expenses are expected to account for 82% to 83% of restaurant net revenue, demonstrating the company’s efforts in cost management, though the long-term impact on profitability remains a concern.
- Revenue Overview: One Group Hospitality is projected to generate $840-855 million in revenue.
- Market Position: The company is positioned to capitalize on growth opportunities within the hospitality sector.
- Earnings Call Announcement: The ONE Group will host a conference call on March 13, 2026, at 8:30 AM ET to discuss its Q4 and fiscal year 2025 financial results, demonstrating the company's commitment to transparency and investor relations.
- Access Information: Investors can join the call by dialing 412-542-4186, with a replay available at 412-317-6671 until March 27, 2026, ensuring timely access to critical financial information for stakeholders.
- Company Overview: The ONE Group Hospitality, Inc. is an international restaurant company focused on upscale dining and hospitality management, with brands like STK and Benihana, positioning itself as a leader in the Vibe Dining segment within the high-end market.
- Diverse Brand Portfolio: The company operates various dining concepts, including Kona Grill and RA Sushi, offering a range of dining experiences aimed at attracting diverse consumer segments, thereby enhancing its competitive edge and brand presence in the market.

Conference Call Announcement: The ONE Group Hospitality, Inc. will host a conference call on November 6, 2025, at 4:30 PM ET to discuss its third quarter 2025 financial results, with a press release issued after market close that day.
Access Information: The conference call can be accessed by phone or via a webcast on The ONE Group's Investor Relations website, with replay options available until November 20, 2025.
Company Overview: The ONE Group is an international restaurant company known for upscale dining experiences, operating brands like STK, Benihana, and Kona Grill, and recognized as one of "America's Greatest Companies" by Newsweek in 2025.
Diverse Restaurant Concepts: The ONE Group offers a variety of dining experiences, including interactive teppanyaki at Benihana, modern steakhouses at STK, and vibrant sushi bars at RA Sushi, catering to both casual and upscale markets.








