GEN Restaurant Group, Inc. Class A (GENK)
NASDAQ:GENK
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Earnings Data
Report Date
Aug 17, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.06Last Year’s EPS
0.04Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Q1 2026
Earnings Call Date:May 14, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call presents a mixed picture: near-term operating performance is weak with meaningful declines in same-store sales, rising food costs and negative adjusted EBITDA driving a larger net loss and tight liquidity. Offsetting these pressures, management has enacted defensive actions (slowing new openings, JV conversions), is executing a broad set of operational improvements, and is demonstrating significant momentum in a high-potential CPG/retail expansion (Costco wins, gift card traction, and aggressive rollout plans) that could materially shift revenue mix and margins over the next 12–36 months. Given the balance between sizable current financial headwinds and substantial strategic growth opportunities, the overall tone is cautiously constructive but uncertain.Company Guidance
CPG (Retail) Expansion with Large Upside
Company expects CPG run rate of over 2,000 supermarket locations by end of 2026 and 7,000–8,000 locations by end of 2027, targeting a potential >$100 million annual revenue run rate within ~3 years and projected EBITDA margins in the high teens after slotting/promotional costs.
Costco & Retail Traction
Cumulative Costco gift card sales since inception exceed $30 million; company launched multi-region Costco roadshow and secured a Southern California & Hawaii regional Costco purchase order for 1 SKU across ~40 warehouses without a prior road show requirement — signaling strong retail demand and shelf-placement momentum.
Strategic JV Conversion to Reduce Losses
Entered a partnership with Chubby Cattle International for 5 restaurants (GEN owns 49%, Chubby Cattle 51%) with staged conversions (May–Aug 2026). Transaction required a $4.5 million write-down but is expected to eliminate losses at those locations and generate strong EBITDA contributions to GEN (49% share) beginning in Q2–Q3 2026.
Operational & Product Initiatives Underway
Multiple initiatives: menu streamlining to address food cost pressure, enhanced manager incentive program, testing of Boba and Soju drinks (promising early sales), rollout of GEN loyalty program in Q2, acceptance of cryptocurrency, new digital platform testing and enhanced e-commerce to sell GEN branded products — all intended to drive sales, margins and customer engagement.
Disciplined Capital Allocation and Growth Slowdown
Company slowed restaurant openings to 5–7 for full-year 2026 and proactively suspended construction on 6 stores to preserve cash and focus on operations and CPG growth — a defensive move to strengthen the balance sheet and reduce near-term expenses.
Price Increase to Offset Inflationary Meat Costs
Implemented a $1 price increase at the majority of restaurants in Q1 2026, equivalent to an approximate 2.5% overall price increase; management reports food-cost improvements from recent initiatives.
Forward Guidance and Targeted Recovery
Management targets full-year 2026 revenues of $215–225 million, an end-of-year annual run rate approaching $250 million, and restaurant-level adjusted EBITDA margins of 15%–15.5% in H2 2026 — providing a clear financial goalpost for recovery.
GEN Restaurant Group, Inc. Class A (GENK) Earnings, Revenues Date & History
GENK Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GENK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $2.14 | $2.18 | +1.87% |
Mar 31, 2026 | $1.96 | $1.69 | -14.03% |
Nov 07, 2025 | $2.70 | $2.54 | -5.93% |
Aug 06, 2025 | $4.15 | $3.43 | -17.35% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does GEN Restaurant Group, Inc. Class A (GENK) report earnings?
GEN Restaurant Group, Inc. Class A (GENK) is schdueled to report earning on Aug 17, 2026, After Close (Confirmed).
What is GEN Restaurant Group, Inc. Class A (GENK) earnings time?
GEN Restaurant Group, Inc. Class A (GENK) earnings time is at Aug 17, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What is GENK EPS forecast?
GENK EPS forecast for the fiscal quarter 2026 (Q2) is -0.06.