GEN Restaurant Group Inc (NAS:GENK)

Q4 2025 GEN Restaurant Group Inc Earnings Call Transcript

Mar 31, 2026 / 09:00 PM GMT

Release Date Price: $1.96 (+4.26%)

Transcript 10-K8-K

Key Points

Positve

GEN Restaurant Group Inc (GENK) successfully opened 15 new restaurants in 2025, including six in South Korea, expanding their total to 57 locations.
The company has entered the consumer packaged goods (CPG) market, offering Korean branded meats, which has expanded to over 800 supermarket locations.
GENK's Costco gift card program saw a 150% increase in sales, reaching $29 million in 2025, indicating strong brand recognition.
The company has initiated several operational improvements, including menu adjustments and enhanced incentive programs for managers, to improve financial results.
GENK is leveraging its restaurant staff for product demos in grocery stores, enhancing sales presentations and increasing product velocity.

Negative

GEN Restaurant Group Inc (GENK) experienced an 11.6% drop in same-store sales in Q4 2025 due to reduced customer traffic from immigration enforcement and increased fuel prices.
The company reported a net loss before income taxes of $12.5 million in Q4 2025, significantly higher than the $1.2 million loss in Q4 2024.
Cost of goods sold increased by 285 basis points to 36.9% in Q4 2025, reflecting inflationary pressures and impacting profitability.
Occupancy expenses rose to 11.2% of sales in Q4 2025, up from 8.4% in 2024, due to higher rents and decreased same-store sales.
GENK's total adjusted EBITDA for Q4 2025 was negative $2.7 million, compared to a positive $2.1 million in Q4 2024, indicating financial challenges.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GENK.OQ - GEN Restaurant Group Inc
Q4 2025 GEN Restaurant Group Inc Earnings Call
Mar 31, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, ladies and gentlemen, and welcome to the Trend Restaurant Group, Inc. Fourth Quarter 2025 Earnings Call.

At this time, all lines are in listen-only mode.

Following the presentation, we will conduct a question-and-answer session. If at any time during this call you require immediate assistance, please press *0 for the operator. This call is being recorded on Tuesday, March 31st, 2026.

And now, I would like to turn the conference over to Tom Crow, the company's Chief Financial Officer. Please go ahead.

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Unidentified_2 [2]
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