<p>The One Group Hospitality ((STKS)) 已召开其第三季度财报电话会议。请继续阅读以了解会议的主要亮点。</p>
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<p>The One Group Hospitality 最近的财报电话会议为投资者描绘了一个复杂的局面。尽管公司在忠诚度计划和成功的餐厅改造方面展示了显著增长，但也面临着收入下降和净亏损增加的挑战。尽管有这些困难，公司对未来仍持乐观态度，受到强劲的假期预订和战略举措的支持。</p>
<h2>忠诚度计划增长</h2>
<p>Friends with Benefits 忠诚度计划是 The One Group Hospitality 的一个亮点，会员人数已超过 650 万。仅在上个季度就新增了 20 万名会员，突显了该计划的吸引力以及客户的高重复参与度。</p>
<h2>成功的餐厅改造</h2>
<p>公司在加利福尼亚州圣马特奥重新设计的 Benihana 餐厅设立了新的标杆，成为品牌 60 年历史上表现最佳的开业。这一成功验证了新餐厅格式的有效性，并为未来的开业提供了有希望的模型。</p>
<h2>特许经营扩展</h2>
<p>特许经营扩展正在加速，迈阿密的第二家 Benihana Express 餐厅已开业，更多店铺正在开发中。公司计划使特许经营和管理地点占其总面积的 60% 以上，标志着向更重特许经营模式的战略转变。</p>
<h2>投资组合优化</h2>
<p>公司正在积极优化其投资组合，将表现不佳的 Grill 餐厅转型为 Benihana 或 STK 格式。位于亚利桑那州斯科茨代尔的首次转型预计将产生显著的 EBITDA 和收入，标志着提升盈利能力的战略举措。</p>
<h2>强劲的假期预订</h2>
<p>展望未来，The One Group Hospitality 对第四季度持乐观态度，得益于强劲的假期预订。公司正在进行针对性的投资，以捕捉更大的假期需求，这可能会增强公司在未来几个月的财务表现。</p>
<h2>收入下降</h2>
<p>公司报告称，与去年同期相比，总合并 GAAP 收入下降了 7.1%。这一下降在公司自营餐厅的净收入中也反映出 6.9% 的下降，反映出市场面临的更广泛挑战。</p>
<h2>可比销售下降</h2>
<p>合并可比销售下降了 5.9%，Benihana 特别受到价格压力和加利福尼亚市场挑战的影响。这一下降突显了竞争环境以及进行战略调整的必要性。</p>
<h2>经营亏损增加</h2>
<p>经营亏损增加至 790 万美元，较去年同期的 360 万美元有所上升。这主要受到 340 万美元非现金减值损失的影响，突显了公司正在应对的财务挑战。</p>
<h2>净亏损增加</h2>
<p>归属于 Wes Hospitality 的净亏损显著上升至 7670 万美元，而 2024 年第三季度为 930 万美元。这一增加是由于非现金减值损失和估值准备的确认，反映出公司面临的财务逆风。</p>
<h2>前瞻性指导</h2>
<p>展望未来，The One Group Hospitality 预计 2025 财年的总 GAAP 收入将在 8.2 亿至 8.25 亿美元之间。公司计划开设 5 至 7 个新场所，并预计调整后的 EBITDA 在 9500 万至 1 亿美元之间。预计总资本支出将在 4500 万至 5000 万美元之间，表明公司战略重点在于增长和扩展。</p>
<p>总之，The One Group Hospitality 的财报电话会议揭示了一个在机遇与挑战中航行的公司。尽管忠诚度计划的增长和成功的餐厅改造提供了良好的前景，但收入下降和净亏损增加则构成了重大障碍。尽管如此，凭借战略举措和强劲的假期预订，公司对未来的发展轨迹仍然充满信心。</p>

STKS

<p>One Group Hospitality 的第三季度财报电话会议突出了混合的结果。该公司报告总的 GAAP 收入下降了 7.1%，净亏损显著增加至 7670 万美元。然而，它的忠诚度计划实现了增长，会员人数超过 650 万，并且在餐厅重新设计方面取得了成功，特别是在 Benihana。该公司对未来的表现持乐观态度，受到强劲的假日预订和特许经营扩展计划的推动，预计 2025 财年的总 GAAP 收入将在 8.2 亿至 8.25 亿美元之间</p>

<p>The One Group Hospitality ((STKS)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>The One Group Hospitality ((STKS)) 已召开其第三季度财报电话会议。请继续阅读以了解会议的主要亮点。</p>
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<li>Explore ETFs TipRanks' users love and see what insights the <strong><em>ETF</em> AI Analyst</strong> reveals about the ones you follow.</li>
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<div class="lb-trans"><ul>
<li>了解 TipRanks 的 <em>ETF</em> AI 分析师如何帮助您做出更明智的投资决策</li>
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</div><p>The One Group Hospitality’s recent earnings call painted a mixed picture for investors. While the company showcased significant growth in its loyalty programs and successful restaurant redesigns, it also faced challenges with declining revenues and increased net losses. Despite these hurdles, the company remains optimistic about the future, buoyed by strong holiday bookings and strategic initiatives.</p>
<div class="lb-trans"><p>The One Group Hospitality 最近的财报电话会议为投资者描绘了一个复杂的局面。尽管公司在忠诚度计划和成功的餐厅改造方面展示了显著增长，但也面临着收入下降和净亏损增加的挑战。尽管有这些困难，公司对未来仍持乐观态度，受到强劲的假期预订和战略举措的支持。</p>
</div><h2>Loyalty Program Growth</h2>
<div class="lb-trans"><h2>忠诚度计划增长</h2>
</div><p>The Friends with Benefits loyalty program has been a bright spot for The One Group Hospitality, reaching over 6.5 million members. The addition of 200,000 new members in the last quarter alone highlights the program’s appeal and the high level of repeat participation among customers.</p>
<div class="lb-trans"><p>Friends with Benefits 忠诚度计划是 The One Group Hospitality 的一个亮点，会员人数已超过 650 万。仅在上个季度就新增了 20 万名会员，突显了该计划的吸引力以及客户的高重复参与度。</p>
</div><h2>Successful Restaurant Redesign</h2>
<div class="lb-trans"><h2>成功的餐厅改造</h2>
</div><p>The company’s redesigned Benihana location in San Mateo, California, has set a new benchmark, becoming the top-performing opening in the brand’s 60-year history. This success validates the effectiveness of the new restaurant format and offers a promising model for future openings.</p>
<div class="lb-trans"><p>公司在加利福尼亚州圣马特奥重新设计的 Benihana 餐厅设立了新的标杆，成为品牌 60 年历史上表现最佳的开业。这一成功验证了新餐厅格式的有效性，并为未来的开业提供了有希望的模型。</p>
</div><h2>Franchise Expansion</h2>
<div class="lb-trans"><h2>特许经营扩展</h2>
</div><p>Franchise expansion is gaining momentum, with the opening of a second Benihana Express location in Miami and more in development. The company aims for franchises and managed locations to make up over 60% of its total footprint, signaling a strategic shift towards a more franchise-heavy model.</p>
<div class="lb-trans"><p>特许经营扩展正在加速，迈阿密的第二家 Benihana Express 餐厅已开业，更多店铺正在开发中。公司计划使特许经营和管理地点占其总面积的 60% 以上，标志着向更重特许经营模式的战略转变。</p>
</div><h2>Portfolio Optimization</h2>
<div class="lb-trans"><h2>投资组合优化</h2>
</div><p>The company is actively optimizing its portfolio by converting underperforming Grill locations to Benihana or STK formats. The first conversion in Scottsdale, Arizona, is expected to generate significant EBITDA and revenue, marking a strategic move to enhance profitability.</p>
<div class="lb-trans"><p>公司正在积极优化其投资组合，将表现不佳的 Grill 餐厅转型为 Benihana 或 STK 格式。位于亚利桑那州斯科茨代尔的首次转型预计将产生显著的 EBITDA 和收入，标志着提升盈利能力的战略举措。</p>
</div><h2>Strong Holiday Bookings</h2>
<div class="lb-trans"><h2>强劲的假期预订</h2>
</div><p>Looking ahead, The One Group Hospitality is optimistic about the fourth quarter, driven by strong holiday bookings. Targeted investments are being made to capture greater holiday demand, which could bolster the company’s financial performance in the coming months.</p>
<div class="lb-trans"><p>展望未来，The One Group Hospitality 对第四季度持乐观态度，得益于强劲的假期预订。公司正在进行针对性的投资，以捕捉更大的假期需求，这可能会增强公司在未来几个月的财务表现。</p>
</div><h2>Revenue Decline</h2>
<div class="lb-trans"><h2>收入下降</h2>
</div><p>The company reported a 7.1% decrease in total consolidated GAAP revenues compared to the same quarter last year. This decline was mirrored in the 6.9% drop in net revenue from company-owned restaurants, reflecting broader challenges in the market.</p>
<div class="lb-trans"><p>公司报告称，与去年同期相比，总合并 GAAP 收入下降了 7.1%。这一下降在公司自营餐厅的净收入中也反映出 6.9% 的下降，反映出市场面临的更广泛挑战。</p>
</div><h2>Comparable Sales Decline</h2>
<div class="lb-trans"><h2>可比销售下降</h2>
</div><p>Consolidated comparable sales decreased by 5.9%, with Benihana particularly affected by pricing pressures and challenges in the California market. This decline underscores the competitive environment and the need for strategic adjustments.</p>
<div class="lb-trans"><p>合并可比销售下降了 5.9%，Benihana 特别受到价格压力和加利福尼亚市场挑战的影响。这一下降突显了竞争环境以及进行战略调整的必要性。</p>
</div><h2>Increased Operating Loss</h2>
<div class="lb-trans"><h2>经营亏损增加</h2>
</div><p>Operating loss increased to $7.9 million, up from $3.6 million in the prior year quarter. This was largely impacted by a $3.4 million noncash loss on impairment, highlighting the financial challenges the company is navigating.</p>
<div class="lb-trans"><p>经营亏损增加至 790 万美元，较去年同期的 360 万美元有所上升。这主要受到 340 万美元非现金减值损失的影响，突显了公司正在应对的财务挑战。</p>
</div><h2>Net Loss Increase</h2>
<div class="lb-trans"><h2>净亏损增加</h2>
</div><p>The net loss attributable to Wes Hospitality rose significantly to $76.7 million, compared to $9.3 million in the third quarter of 2024. This increase was driven by noncash loss on impairment and valuation allowance recognition, reflecting the financial headwinds faced by the company.</p>
<div class="lb-trans"><p>归属于 Wes Hospitality 的净亏损显著上升至 7670 万美元，而 2024 年第三季度为 930 万美元。这一增加是由于非现金减值损失和估值准备的确认，反映出公司面临的财务逆风。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Looking forward, The One Group Hospitality projects total GAAP revenues between $820 million and $825 million for fiscal year 2025. The company plans to open 5 to 7 new venues and expects adjusted EBITDA to be between $95 million and $100 million. Total capital expenditures are anticipated to range from $45 million to $50 million, indicating a strategic focus on growth and expansion.</p>
<div class="lb-trans"><p>展望未来，The One Group Hospitality 预计 2025 财年的总 GAAP 收入将在 8.2 亿至 8.25 亿美元之间。公司计划开设 5 至 7 个新场所，并预计调整后的 EBITDA 在 9500 万至 1 亿美元之间。预计总资本支出将在 4500 万至 5000 万美元之间，表明公司战略重点在于增长和扩展。</p>
</div><p>In conclusion, The One Group Hospitality’s earnings call revealed a company navigating both opportunities and challenges. While growth in loyalty programs and successful restaurant redesigns offer promising prospects, declines in revenue and increased net losses present significant hurdles. Nevertheless, with strategic initiatives and strong holiday bookings, the company remains optimistic about its future trajectory.</p>
<div class="lb-trans"><p>总之，The One Group Hospitality 的财报电话会议揭示了一个在机遇与挑战中航行的公司。尽管忠诚度计划的增长和成功的餐厅改造提供了良好的前景，但收入下降和净亏损增加则构成了重大障碍。尽管如此，凭借战略举措和强劲的假期预订，公司对未来的发展轨迹仍然充满信心。</p>
</div>

One Group Hospitality 的财报电话会议表现不一