GEN Restaurant Group, Inc. (GENK) Earnings Call Transcripts

GEN Restaurant Group, Inc.'s Latest Earnings Call - Q4 FY2025

In the fourth quarter of 2025, GEN Restaurant Group, Inc. reported revenues of $49.7 million, a decline from $54.6 million in the same quarter last year, driven by a significant decrease in customer traffic due to immigration enforcement and rising fuel prices. The company experienced a net loss of $12.5 million, equating to $0.36 per diluted share, compared to a loss of $1.2 million or $0.04 per share in Q4 2024. For fiscal year 2025, total revenues increased slightly to $212.5 million, but same-store sales fell by 11.6% in Q4, prompting management to implement operational changes and focus on their new consumer packaged goods (CPG) initiative, which they expect to drive future growth. Guidance for 2026 projects revenues between $215 million and $225 million, with an anticipated EBITDA margin of 15% to 15.5%.

Reported metrics

Guidance from management

Management projects 2026 revenues between $215 million and $225 million, with restaurant-level adjusted EBITDA margins expected to be in the 15% to 15.5% range.

What management said

Yes, George, we are -- on the retail side, we're working towards getting to a $20 million run rate by the end of this year. And so we should be in the $10 million range in the retail for this year, which would then put the restaurants in $205 million range looking at the low end.

So there will be no -- we haven't really contemplated on the closures. We did do a deal with the Chubby Cattle Group, which we're very optimistic and excited about. In terms of the new store openings, we opened two, we have one -- five under construction, and that will be completed this year. Maybe we'll squeeze in 1 or 2 more towards the end of the year or the beginning of '27.

What analysts pressed on

Analysts expressed concerns regarding the sustainability of same-store sales amidst ongoing economic pressures and the impact of inflation on costs. There were also questions about the pace of new restaurant openings and the profitability of the CPG initiative as it scales.

Main topics on the call

• Same-Store Sales Decline — GEN reported a same-store sales decrease of 11.6% in Q4 2025, attributed to reduced customer traffic from immigration enforcement and rising fuel prices. CEO Wook Kim stated, "This significantly reduces our customer traf...
• New Consumer Packaged Goods Initiative — The company is expanding into the CPG sector, projecting to achieve a run rate of over $100 million in annual revenue within three years. Management noted, "The CPG business has done very well in recent years," highlight...
• Operational Adjustments — Management is implementing several initiatives to improve profitability, including a menu streamlining and enhanced incentive programs for restaurant managers. They are also testing new drink offerings that have shown pr...
• Impact of Inflation on Costs — Cost of goods sold as a percentage of revenue increased to 36.9% in Q4 2025, up from 34.7% for the full year, reflecting inflationary pressures. CFO Thomas Croal stated, "The increase reflects inflationary cost increases...

Read the full GEN Restaurant Group, Inc. transcript (Q4 FY2025) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 13 GEN Restaurant Group, Inc. earnings call transcripts on record, spanning August 14, 2023 to August 10, 2026. Based on this history, GEN Restaurant Group, Inc. reports quarterly. The most recent call on file is dated August 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

GENK

Exchange

NasdaqGM

Country

US

Sector

Consumer Discretionary

Industry

Hotels, Restaurants and Leisure

Calls on record

13

First call

August 14, 2023

Most recent

August 10, 2026

Reporting cadence

quarterly