<p>GEN Restaurant Group, Inc. A 类股 ((GENK)) 已举行其第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
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<p>GEN Restaurant Group 最近的财报电话会议描绘了一个复杂的局面，公司展现了强劲的扩张努力和创新的增长举措，但也面临重大挑战。会议中表达的情绪是谨慎乐观，因为公司正在应对同店销售下降、成本增加和净亏损的困难。尽管国际扩张和杂货店扩展前景可期，但财务压力和当前市场条件带来了相当大的障碍。</p>
<h2>扩张与增长举措</h2>
<p>GEN Restaurant Group 在扩张和增长举措上取得了显著进展，在 2025 年前九个月开设了 15 家新餐厅，超出了最初的预期。公司计划全年开设 17 家门店，并通过在 600 多家门店推出即食韩国品牌肉类，进军杂货行业，预计将推动可观的收入增长。</p>
<h2>国际扩张</h2>
<p>公司在韩国成功开设了六家新餐厅，利用了与美国同行相比较低的建设和运营成本。这一国际扩张是提升海外盈利能力和品牌影响力的战略举措。</p>
<h2>礼品卡销售成功</h2>
<p>GEN 的品牌实力在于在 95 个 Costco 和 92 个 Sam’s Club 地点的礼品卡销售强劲。这一成功凸显了公司利用品牌创造额外收入来源的能力。</p>
<h2>劳动效率</h2>
<p>公司报告称劳动效率有所改善，与去年第三季度相比，工资和福利占公司餐厅销售的比例下降了 196 个基点。这一改善是成本管理的积极一步。</p>
<h2>同店销售下降</h2>
<p>GEN Restaurant Group 面临的一个重大挑战是第三季度同店销售下降 9.9%，主要由于全球关税公告后顾客流量减少。这一下降突显了外部经济因素对公司业绩的影响。</p>
<h2>成本增加与净亏损</h2>
<p>公司报告称第三季度税前净亏损为 390 万美元，反映了与新餐厅开发和通货膨胀压力相关的更高成本。这一财务压力是一个关键关注点。</p>
<h2>餐厅层面调整后 EBITDA 下降</h2>
<p>餐厅层面调整后 EBITDA 下降至总收入的 15%，低于 2024 年第三季度的 18.2%。这一下降表明在成本上升的情况下维持盈利能力面临挑战。</p>
<h2>高建设成本</h2>
<p>在美国开设新门店的成本仍然很高，每家约 250 万美元，这继续影响公司的盈利能力。管理这些成本对未来增长至关重要。</p>
<h2>前瞻性指导</h2>
<p>展望未来，GEN Restaurant Group 提供了详细的指导，报告称总收入同比增长 2.7%，达到 5040 万美元，尽管同店销售下降。公司仍专注于扩张努力，目前运营 57 家餐厅，其中包括六家在韩国。新的杂货店计划预计将在未来四到五年内产生超过 1 亿美元的年收入。GEN 预计全年收入在 2.2 亿到 2.25 亿美元之间，目标到 2025 年底实现约 2.5 亿美元的年化收入。</p>
<p>总之，GEN Restaurant Group 的财报电话会议反映出公司正在转型，平衡强劲的扩张努力与同店销售下降和成本增加的挑战。尽管国际和杂货店计划提供了有希望的增长途径，但公司必须应对财务压力和市场条件，以实现其雄心勃勃的目标。</p>

GENK

<p>GEN Restaurant Group, Inc. 举行了第三季度财报电话会议，公布了混合的业绩结果。该公司正在扩张，开设了 15 家新餐厅，并进入了韩国品牌肉类的杂货领域。然而，它面临着挑战，包括同店销售下降 9.9% 和净亏损 390 万美元。尽管建筑成本高企和通货膨胀，GEN 预计收入将增加至 5040 万美元，并计划全年收入达到 2.2 亿至 2.25 亿美元。此次电话会议反映了增长举措与财务障碍之间的平衡</p>

<p>GEN Restaurant Group, Inc. Class A ((GENK)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>GEN Restaurant Group, Inc. A 类股 ((GENK)) 已举行其第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
</div><h3>Meet Your ETF AI Analyst</h3>
<div class="lb-trans"><h3>认识您的 ETF AI 分析师</h3>
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<li>Discover how TipRanks' <em>ETF</em> AI Analyst can help you make smarter investment decisions</li>
<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>
<li>探索 TipRanks 用户喜爱的 ETF，并查看 <strong><em>ETF</em> AI 分析师</strong> 对您关注的 ETF 所揭示的见解。</li>
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</div><p>GEN Restaurant Group’s recent earnings call painted a mixed picture, with the company demonstrating robust expansion efforts and innovative growth initiatives, yet facing significant challenges. The sentiment expressed during the call was one of cautious optimism, as the company navigates the hurdles of same-store sales decline, increased costs, and a net loss. While international and grocery store expansions are promising, the financial strains and current market conditions present considerable obstacles.</p>
<div class="lb-trans"><p>GEN Restaurant Group 最近的财报电话会议描绘了一个复杂的局面，公司展现了强劲的扩张努力和创新的增长举措，但也面临重大挑战。会议中表达的情绪是谨慎乐观，因为公司正在应对同店销售下降、成本增加和净亏损的困难。尽管国际扩张和杂货店扩展前景可期，但财务压力和当前市场条件带来了相当大的障碍。</p>
</div><h2>Expansion and Growth Initiatives</h2>
<div class="lb-trans"><h2>扩张与增长举措</h2>
</div><p>GEN Restaurant Group has made significant strides in its expansion and growth initiatives, opening 15 new restaurants in the first nine months of 2025, surpassing their initial estimates. With a total of 17 stores planned for the year, the company is also venturing into the grocery sector by launching ready-to-cook Korean branded meats in over 600 stores, which is expected to drive substantial revenue growth.</p>
<div class="lb-trans"><p>GEN Restaurant Group 在扩张和增长举措上取得了显著进展，在 2025 年前九个月开设了 15 家新餐厅，超出了最初的预期。公司计划全年开设 17 家门店，并通过在 600 多家门店推出即食韩国品牌肉类，进军杂货行业，预计将推动可观的收入增长。</p>
</div><h2>International Expansion</h2>
<div class="lb-trans"><h2>国际扩张</h2>
</div><p>The company has successfully opened six new restaurants in South Korea, capitalizing on lower construction and operational costs compared to their U.S. counterparts. This international expansion is a strategic move to enhance profitability and brand presence overseas.</p>
<div class="lb-trans"><p>公司在韩国成功开设了六家新餐厅，利用了与美国同行相比较低的建设和运营成本。这一国际扩张是提升海外盈利能力和品牌影响力的战略举措。</p>
</div><h2>Gift Card Sales Success</h2>
<div class="lb-trans"><h2>礼品卡销售成功</h2>
</div><p>GEN’s brand strength is evident in the strong sales of gift cards at 95 Costco locations and 92 Sam’s Club locations. This success underscores the company’s ability to leverage its brand for additional revenue streams.</p>
<div class="lb-trans"><p>GEN 的品牌实力在于在 95 个 Costco 和 92 个 Sam’s Club 地点的礼品卡销售强劲。这一成功凸显了公司利用品牌创造额外收入来源的能力。</p>
</div><h2>Labor Efficiency</h2>
<div class="lb-trans"><h2>劳动效率</h2>
</div><p>The company reported improved labor efficiency, achieving a decrease in payroll and benefits as a percentage of company restaurant sales by 196 basis points compared to the third quarter of the previous year. This improvement is a positive step towards cost management.</p>
<div class="lb-trans"><p>公司报告称劳动效率有所改善，与去年第三季度相比，工资和福利占公司餐厅销售的比例下降了 196 个基点。这一改善是成本管理的积极一步。</p>
</div><h2>Same-Store Sales Decline</h2>
<div class="lb-trans"><h2>同店销售下降</h2>
</div><p>A significant challenge for GEN Restaurant Group is the 9.9% decline in same-store sales for the third quarter, primarily due to reduced customer traffic following global tariff announcements. This decline highlights the impact of external economic factors on the company’s performance.</p>
<div class="lb-trans"><p>GEN Restaurant Group 面临的一个重大挑战是第三季度同店销售下降 9.9%，主要由于全球关税公告后顾客流量减少。这一下降突显了外部经济因素对公司业绩的影响。</p>
</div><h2>Increased Costs and Net Loss</h2>
<div class="lb-trans"><h2>成本增加与净亏损</h2>
</div><p>The company reported a net loss before income taxes of $3.9 million for the third quarter, reflecting the higher costs associated with new restaurant development and inflationary pressures. This financial strain is a critical area of concern.</p>
<div class="lb-trans"><p>公司报告称第三季度税前净亏损为 390 万美元，反映了与新餐厅开发和通货膨胀压力相关的更高成本。这一财务压力是一个关键关注点。</p>
</div><h2>Decreased Restaurant-Level Adjusted EBITDA</h2>
<div class="lb-trans"><h2>餐厅层面调整后 EBITDA 下降</h2>
</div><p>Restaurant-level adjusted EBITDA decreased to 15% of total revenue, down from 18.2% in the third quarter of 2024. This decline indicates challenges in maintaining profitability amidst rising costs.</p>
<div class="lb-trans"><p>餐厅层面调整后 EBITDA 下降至总收入的 15%，低于 2024 年第三季度的 18.2%。这一下降表明在成本上升的情况下维持盈利能力面临挑战。</p>
</div><h2>High Construction Costs</h2>
<div class="lb-trans"><h2>高建设成本</h2>
</div><p>The cost of opening new stores in the U.S. remains high, at approximately $2.5 million each, which continues to impact the company’s profitability. Managing these costs is crucial for future growth.</p>
<div class="lb-trans"><p>在美国开设新门店的成本仍然很高，每家约 250 万美元，这继续影响公司的盈利能力。管理这些成本对未来增长至关重要。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Looking ahead, GEN Restaurant Group provided detailed guidance, reporting a 2.7% year-over-year increase in total revenue to $50.4 million, despite the drop in same-store sales. The company remains focused on its expansion efforts, with 57 restaurants now in operation, including six in South Korea. The new grocery store initiative is anticipated to generate over $100 million in annual revenue over the next four to five years. GEN projects full-year revenue of $220 million to $225 million, with a targeted annual run rate of approximately $250 million by the end of 2025.</p>
<div class="lb-trans"><p>展望未来，GEN Restaurant Group 提供了详细的指导，报告称总收入同比增长 2.7%，达到 5040 万美元，尽管同店销售下降。公司仍专注于扩张努力，目前运营 57 家餐厅，其中包括六家在韩国。新的杂货店计划预计将在未来四到五年内产生超过 1 亿美元的年收入。GEN 预计全年收入在 2.2 亿到 2.25 亿美元之间，目标到 2025 年底实现约 2.5 亿美元的年化收入。</p>
</div><p>In summary, GEN Restaurant Group’s earnings call reflects a company in transition, balancing strong expansion efforts with the challenges of declining same-store sales and increased costs. While the international and grocery store initiatives offer promising growth avenues, the company must navigate the financial strains and market conditions to achieve its ambitious goals.</p>
<div class="lb-trans"><p>总之，GEN Restaurant Group 的财报电话会议反映出公司正在转型，平衡强劲的扩张努力与同店销售下降和成本增加的挑战。尽管国际和杂货店计划提供了有希望的增长途径，但公司必须应对财务压力和市场条件，以实现其雄心勃勃的目标。</p>
</div>

GEN Restaurant Group 的财报电话会议：在挑战中实现扩张