One Group Hospitality Q3 revenue dips, misses estimates

By Reuters News


Overview

  • US restaurant operator's Q3 revenue fell 1.8%, missing analyst expectations

  • Q3 restaurant operating profit margin expanded by 190 basis points


Outlook

  • Company sees full-year 2026 GAAP revenues of $800 mln to $810 mln

  • Company expects 2026 consolidated adjusted EBITDA of $95 mln to $100 mln


Result Drivers

  • TRANSACTION GROWTH - Co said positive transaction growth and improved margins were driven by operational initiatives and brand strength

  • SUPPLY CHAIN AND MENU - Co attributed higher restaurant operating profit margin to beef strategy, supply chain initiatives and menu optimization

  • BRAND PERFORMANCE - Co said Benihana brand led transaction growth, with Vibe Dining concepts and value messaging attracting guests


Company press release:


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Miss

$177 mln

$183.17 mln (3 Analysts)


Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the restaurants & bars peer group is "buy"

  • Wall Street's median 12-month price target for One Group Hospitality Inc is $4.40, about 272.9% above its November 3 closing price of $1.18


Reuters Recommended Reads

  • Nov 4 - McDonald's Q3 revenue misses estimates on weaker US comparable sales

  • Nov 4 - Applebee's owner Dine Brands beats Q3 sales estimates on value, menu innovation

  • Nov 3 - Yum Brands tops Q3 adjusted EPS estimates


For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.


(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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