)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
The ONE Group Hospitality
The ONE Group Hospitality (STKS) investor relations material
The ONE Group Hospitality Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Nov, 2026
Executive summary
Q3 revenue declined 1.8% YoY to $177.0M; comparable transactions rose 1.8% while comparable sales fell 0.4%.
Restaurant operating profit rose 14.7% to $23.1M and margin expanded 190 bps to 13.2%; Adjusted EBITDA increased 5.4% to $11.1M.
YTD operating cash flow more than doubled to $41.8M from $17.2M; capital-efficient growth and portfolio optimization remain priorities.
Financial highlights
Q3 owned restaurant sales were $174.3M versus $177.4M; fee revenue was $2.7M versus $2.8M. Grill Concepts closures reduced revenue by $4.5M, partly offset by new venues.
Q3 GAAP operating loss narrowed to $5.8M from $7.9M; 9M operating income rose to $14.6M from $3.5M.
Q3 net loss attributable to the company was $16.1M versus $76.7M; net loss available to common shareholders was $26.4M versus $85.3M.
9M revenue declined 1.4% to $590.3M; restaurant operating profit increased 9.6% to $95.2M.
Outlook and guidance
FY 2026 revenue guidance is $800M-$810M, based on ~1% consolidated comparable sales; fee revenue guidance is $13M-$14M.
FY 2026 Adjusted EBITDA guidance is $95M-$100M; owned operating expenses are expected at ~82% of restaurant net revenue, with G&A excluding stock compensation of $50M-$51M.
FY 2026 net capex after landlord allowances is expected at $30M-$34M; interest expense net of interest income is $38M-$39M.
Plans call for 6-8 systemwide openings in 2026, with 2027 activity expected to be similarly busy; growth includes owned, franchised and licensed concepts.
Growth priorities include lower-cost conversions, franchising and licensing; new owned venues are targeted at $1.5M or less net of tenant allowances.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from The ONE Group Hospitality
- Experiential dining leader with $862.9M pro forma revenue and $128.5M EBITDA run rate, driving global growth.STKS
Investor presentation - Delivers strong growth and profitability through iconic brands, asset-light expansion, and digital innovation.STKSInvestor presentation
- Asset-light growth, strong brands, and loyalty initiatives fuel ambitious revenue targets.STKSInvestor presentation
- Achieved strong revenue and EBITDA growth, prioritizing asset-light expansion and guest engagement.STKSInvestor presentation
- Margins and cash flow improved as revenue fell, with focus on asset-light, efficient growth.STKSQ2 2026
- Strong Q1 sales, margin gains, and asset-light growth drive a $5B long-term outlook.STKSNoble Capital Markets June 2026 Emerging Growth Virtual Equity Conference
- Strong revenue growth, margin improvement, and asset-light expansion drive industry-leading performance.STKSInvestor presentation
- Q1 2026 saw higher revenue, margin gains, and strong outlook with disciplined growth.STKSQ1 2026
- Q1 2025 revenue up 148% to $211M; adjusted EBITDA up 233%; FY 2025 guidance maintained.STKSQ1 2025
Next The ONE Group Hospitality earnings date
Q4 20265 Mar, 2027
The ONE Group Hospitality
Next The ONE Group Hospitality earnings date
Q4 20265 Mar, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
The ONE Group Hospitality, Inc. is a global hospitality company developing, owning, operating, managing, and licensing a diverse portfolio of upscale restaurants and lounges around the world. The company operates through its segments including STK, a steakhouse concept, Kona Grill, which offers contemporary American favorites, sushi, and cocktails in a casual, upscale environment, and ONE Hospitality, which provides management services for hotels, casinos, and other high-end venues both nationally and internationally. The company is headquartered in New York, New York, and its shares are listed on the NASDAQ under the ticker symbol STKS.