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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
First Watch Restaurant Group (FWRG) investor relations material
First Watch Restaurant Group Raymond James TMT and Consumer Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Raymond James TMT and Consumer Conference summary9 Dec, 2025
Company overview and recent performance
Operates over 620 breakfast, brunch, and lunch restaurants, up from 428 at IPO in 2021, with doubled Adjusted EBITDA since then.
Maintains about 10% annual unit growth, with positive same-restaurant sales and strong momentum in a challenging market.
Growth drivers and operational strategy
Focuses on data-driven operations and development, using performance metrics to drive efficiency and accountability.
Selects new sites based on strict criteria, leading to predictable and strong new unit performance.
National brand status provides first-mover advantage for prime locations, enhancing growth opportunities.
Consumer trends and value proposition
Offers an elevated, freshly prepared menu with value pricing options to appeal to a broad customer base.
Maintains a pricing philosophy that balances margin defense with affordability, taking less price than peers over five years.
Enhances guest experience through larger entrees, complimentary coffee during waits, and app improvements.
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Next First Watch Restaurant Group earnings date
Q4 20253 Mar, 2026
Next First Watch Restaurant Group earnings date
Q4 20253 Mar, 2026
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Eferix Drawings Google Play
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Frequently asked questions
First Watch Restaurant Group Inc. operates a chain of daytime cafés offering breakfast, brunch, and lunch. The company's menu features a variety of fresh, made-to-order dishes, including eggs, pancakes, sandwiches, and salads, with a focus on healthy and seasonal ingredients. First Watch locations are typically open from early morning to early afternoon, catering to customers seeking high-quality breakfast and lunch options. The company operates both company-owned and franchised locations across the United States. The company is headquartered in Bradenton, Florida, and its shares are listed on the NASDAQ.
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