FAT Brands misses Q3 revenue estimates hurt by decrease in restaurant revenue

Reuters
Nov 06, 2025
<a href="https://laohu8.com/S/FATBB">FAT Brands</a> misses Q3 revenue estimates hurt by decrease in restaurant revenue

Overview

  • FAT Brands fiscal Q3 revenue declines 2.3% yr/yr, missing analyst expectations

  • Adjusted EBITDA for fiscal Q3 misses analyst estimates, indicating operational challenges

  • Company focuses on co-branding and partnerships for future growth

Outlook

  • Company expects $50-$60 mln incremental EBITDA from 900 committed locations

  • Company advancing $75-$100 mln equity raise to pay down debt

  • Company sees positive cash flow in upcoming quarters

Result Drivers

  • CO-BRANDING SUCCESS - Co-branding initiatives, such as the dual-branded Round Table Pizza and Fatburger location, have doubled weekly sales and transactions, highlighting potential for growth

  • STRATEGIC EXPANSION - 60 new restaurant openings this year and a pipeline of 900 committed locations are expected to drive future growth

  • FINANCIAL RESTRUCTURING - Efforts to restructure debt and pause dividends aim to preserve cash flow and reduce overall debt

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Miss

$140 mln

$144.90 mln (2 Analysts)

Q3 Adjusted EPS

-$2.67

Q3 EPS

-$3.39

Q3 Adjusted Net Income

Miss

-$45.4 mln

-$34.90 mln (2 Analysts)

Q3 Net Income

-$58.2 mln

Q3 Adjusted EBITDA

Miss

$13.1 mln

$17.30 mln (1 Analyst)

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the restaurants & bars peer group is "buy"

  • Wall Street's median 12-month price target for FAT Brands Inc is $10.00, about 82.5% above its November 4 closing price of $1.75

Press Release: ID:nGNX9761D5

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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