GEN Restaurant Group faced a challenging restaurant environment in Q3 2025, with revenue growth driven by new store openings, but offset by significant increases in operating expenses and a decline in restaurant-level profitability.
Total revenue grew 2.7% year-over-year to $50.4 million, driven by an increase in store count from 41 to 57 locations.
positiveOpened five additional restaurants in South Korea in the quarter, marking international expansion.
positiveExceeded new store opening target, with 15 new locations opened in the first nine months of the year.
positivePayroll and benefits decreased as a percentage of revenue compared to the prior year and prior quarter, indicating labor efficiencies.
positiveLoss from operations was $3.7 million, a significant shift from income from operations of $88 thousand in the prior year period.
negativeTotal restaurant operating expenses increased to 95.4% of revenue, up from 89.1% in the prior year.
negativeRestaurant-level adjusted EBITDA margin decreased to 15.0% from 18.2% in the prior year period.
attentionCost of goods sold increased by 334 basis points due to inflationary cost increases and new start-up restaurants.
attentionOccupancy costs increased by 238 basis points due to new restaurant openings.
attentionNet loss per share was $(0.11) compared to $0.01 in the prior year period.
negativeMargin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.
The third quarter continued to be a very challenging environment for the restaurant business.
Pleased to report the opening of our first six restaurants in South Korea, highlighting ability to expand internationally.
Offering ready-to-cook meats at over 600 grocery stores in California and Hawaii.
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Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.