<p>GEN Restaurant Group, Inc. A 類股 ((GENK)) 已舉行其第三季度財報電話會議。請繼續閲讀會議的主要亮點。</p>
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<p>GEN Restaurant Group 最近的財報電話會議描繪了一個複雜的局面，公司展現了強勁的擴張努力和創新的增長舉措，但也面臨重大挑戰。會議中表達的情緒是謹慎樂觀，因為公司正在應對同店銷售下降、成本增加和淨虧損的困難。儘管國際擴張和雜貨店擴展前景可期，但財務壓力和當前市場條件帶來了相當大的障礙。</p>
<h2>擴張與增長舉措</h2>
<p>GEN Restaurant Group 在擴張和增長舉措上取得了顯著進展，在 2025 年前九個月開設了 15 家新餐廳，超出了最初的預期。公司計劃全年開設 17 家門店，並通過在 600 多家門店推出即食韓國品牌肉類，進軍雜貨行業，預計將推動可觀的收入增長。</p>
<h2>國際擴張</h2>
<p>公司在韓國成功開設了六家新餐廳，利用了與美國同行相比較低的建設和運營成本。這一國際擴張是提升海外盈利能力和品牌影響力的戰略舉措。</p>
<h2>禮品卡銷售成功</h2>
<p>GEN 的品牌實力在於在 95 個 Costco 和 92 個 Sam’s Club 地點的禮品卡銷售強勁。這一成功凸顯了公司利用品牌創造額外收入來源的能力。</p>
<h2>勞動效率</h2>
<p>公司報告稱勞動效率有所改善，與去年第三季度相比，工資和福利佔公司餐廳銷售的比例下降了 196 個基點。這一改善是成本管理的積極一步。</p>
<h2>同店銷售下降</h2>
<p>GEN Restaurant Group 面臨的一個重大挑戰是第三季度同店銷售下降 9.9%，主要由於全球關税公告後顧客流量減少。這一下降突顯了外部經濟因素對公司業績的影響。</p>
<h2>成本增加與淨虧損</h2>
<p>公司報告稱第三季度税前淨虧損為 390 萬美元，反映了與新餐廳開發和通貨膨脹壓力相關的更高成本。這一財務壓力是一個關鍵關注點。</p>
<h2>餐廳層面調整後 EBITDA 下降</h2>
<p>餐廳層面調整後 EBITDA 下降至總收入的 15%，低於 2024 年第三季度的 18.2%。這一下降表明在成本上升的情況下維持盈利能力面臨挑戰。</p>
<h2>高建設成本</h2>
<p>在美國開設新門店的成本仍然很高，每家約 250 萬美元，這繼續影響公司的盈利能力。管理這些成本對未來增長至關重要。</p>
<h2>前瞻性指導</h2>
<p>展望未來，GEN Restaurant Group 提供了詳細的指導，報告稱總收入同比增長 2.7%，達到 5040 萬美元，儘管同店銷售下降。公司仍專注於擴張努力，目前運營 57 家餐廳，其中包括六家在韓國。新的雜貨店計劃預計將在未來四到五年內產生超過 1 億美元的年收入。GEN 預計全年收入在 2.2 億到 2.25 億美元之間，目標到 2025 年底實現約 2.5 億美元的年化收入。</p>
<p>總之，GEN Restaurant Group 的財報電話會議反映出公司正在轉型，平衡強勁的擴張努力與同店銷售下降和成本增加的挑戰。儘管國際和雜貨店計劃提供了有希望的增長途徑，但公司必須應對財務壓力和市場條件，以實現其雄心勃勃的目標。</p>

GENK

<p>GEN Restaurant Group, Inc. 舉行了第三季度財報電話會議，公佈了混合的業績結果。該公司正在擴張，開設了 15 家新餐廳，並進入了韓國品牌肉類的雜貨領域。然而，它面臨着挑戰，包括同店銷售下降 9.9% 和淨虧損 390 萬美元。儘管建築成本高企和通貨膨脹，GEN 預計收入將增加至 5040 萬美元，並計劃全年收入達到 2.2 億至 2.25 億美元。此次電話會議反映了增長舉措與財務障礙之間的平衡</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 類股 ((GENK)) 已舉行其第三季度財報電話會議。請繼續閲讀會議的主要亮點。</p>
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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 最近的財報電話會議描繪了一個複雜的局面，公司展現了強勁的擴張努力和創新的增長舉措，但也面臨重大挑戰。會議中表達的情緒是謹慎樂觀，因為公司正在應對同店銷售下降、成本增加和淨虧損的困難。儘管國際擴張和雜貨店擴展前景可期，但財務壓力和當前市場條件帶來了相當大的障礙。</p>
</div><h2>Expansion and Growth Initiatives</h2>
<div class="lb-trans"><h2>擴張與增長舉措</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 在擴張和增長舉措上取得了顯著進展，在 2025 年前九個月開設了 15 家新餐廳，超出了最初的預期。公司計劃全年開設 17 家門店，並通過在 600 多家門店推出即食韓國品牌肉類，進軍雜貨行業，預計將推動可觀的收入增長。</p>
</div><h2>International Expansion</h2>
<div class="lb-trans"><h2>國際擴張</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>公司在韓國成功開設了六家新餐廳，利用了與美國同行相比較低的建設和運營成本。這一國際擴張是提升海外盈利能力和品牌影響力的戰略舉措。</p>
</div><h2>Gift Card Sales Success</h2>
<div class="lb-trans"><h2>禮品卡銷售成功</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 的品牌實力在於在 95 個 Costco 和 92 個 Sam’s Club 地點的禮品卡銷售強勁。這一成功凸顯了公司利用品牌創造額外收入來源的能力。</p>
</div><h2>Labor Efficiency</h2>
<div class="lb-trans"><h2>勞動效率</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>公司報告稱勞動效率有所改善，與去年第三季度相比，工資和福利佔公司餐廳銷售的比例下降了 196 個基點。這一改善是成本管理的積極一步。</p>
</div><h2>Same-Store Sales Decline</h2>
<div class="lb-trans"><h2>同店銷售下降</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 面臨的一個重大挑戰是第三季度同店銷售下降 9.9%，主要由於全球關税公告後顧客流量減少。這一下降突顯了外部經濟因素對公司業績的影響。</p>
</div><h2>Increased Costs and Net Loss</h2>
<div class="lb-trans"><h2>成本增加與淨虧損</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>公司報告稱第三季度税前淨虧損為 390 萬美元，反映了與新餐廳開發和通貨膨脹壓力相關的更高成本。這一財務壓力是一個關鍵關注點。</p>
</div><h2>Decreased Restaurant-Level Adjusted EBITDA</h2>
<div class="lb-trans"><h2>餐廳層面調整後 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>餐廳層面調整後 EBITDA 下降至總收入的 15%，低於 2024 年第三季度的 18.2%。這一下降表明在成本上升的情況下維持盈利能力面臨挑戰。</p>
</div><h2>High Construction Costs</h2>
<div class="lb-trans"><h2>高建設成本</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>在美國開設新門店的成本仍然很高，每家約 250 萬美元，這繼續影響公司的盈利能力。管理這些成本對未來增長至關重要。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指導</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>展望未來，GEN Restaurant Group 提供了詳細的指導，報告稱總收入同比增長 2.7%，達到 5040 萬美元，儘管同店銷售下降。公司仍專注於擴張努力，目前運營 57 家餐廳，其中包括六家在韓國。新的雜貨店計劃預計將在未來四到五年內產生超過 1 億美元的年收入。GEN 預計全年收入在 2.2 億到 2.25 億美元之間，目標到 2025 年底實現約 2.5 億美元的年化收入。</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>總之，GEN Restaurant Group 的財報電話會議反映出公司正在轉型，平衡強勁的擴張努力與同店銷售下降和成本增加的挑戰。儘管國際和雜貨店計劃提供了有希望的增長途徑，但公司必須應對財務壓力和市場條件，以實現其雄心勃勃的目標。</p>
</div>

GEN Restaurant Group 的財報電話會議：在挑戰中實現擴張