Q4 2025 Noodles & Co Earnings Call Transcript
Key Points
- Noodles & Co (NDLS) reported a system-wide comparable sales growth of nearly 7% in Q4 2025, escalating to over 9% in Q1 2026.
- The company launched a comprehensive new menu and successful limited-time offers, such as Chili Garlic Ramen, which attracted new customer groups.
- Operational improvements, including the Operational Excellence Review program, have enhanced consistency and accountability across restaurants.
- The Delicious Duos initiative provided value to customers, supporting traffic and frequency while maintaining margins.
- Adjusted EBITDA in Q4 2025 increased by over 88% compared to the previous year, indicating strong financial performance.
- Noodles & Co (NDLS) reported a net loss of $6.8 million in Q4 2025, although this was an improvement from the previous year's loss.
- The company closed nine company-owned and three franchise restaurants in Q4 2025 as part of a portfolio optimization project.
- Higher third-party delivery fees and marketing expenses increased other restaurant operating costs by 40 basis points in Q4 2025.
- Despite improvements, the company still faces challenges with wage inflation, which was 2.3% in Q4 2025.
- The strategic alternatives review process is ongoing, with no decisions made yet, creating uncertainty about future strategic directions.
Good afternoon, and welcome to today's Noodles & Company's fourth quarter 2025 earnings conference call. (Operator Instructions) After the presenters remarks, there will be a question-and-answer session.
As a reminder, this call is being recorded. I would now like to introduce Noodles & Company's Chief Financial Officer, Mike Hynes.
Thank you, and good afternoon, everyone. Welcome to our fourth quarter 2025 earnings call. Here with me this afternoon is Joe Christina, our Chief Executive Officer. I'd like to start by going over a few regulatory matters.
During the call, we may make forward-looking statements regarding future events or the future financial performance of the company. Any such items should be considered forward-looking statements within the meaning of the Private Securities Litigation Reform Act.
Such statements are only projections, and actual events or results could differ from those projections due to a number of risks and uncertainties, including those
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