GENK GEN Restaurant Group, Inc.

BEARISH Impact: 8/10 8-K
Horizon immediate Filed Mar 31, 2026 Processed 2mo ago SEC 0001193125-26-134491
earnings-rerun-backfill
Latest settled — T+20d
GENK ▼ -5.04% at T+20d
SHORT call ✓ call won +5.04% · α vs SPY +14.77% · entry $1.69 → $1.60
Next anchor: T+60d in 16d
Currently $2.07 · -22.85% from $1.69 entry (call sign-flipped)
Entry anchored
Mar 31, 03:48 PM ET
via Databento tick
T+1d
-9.79%
call +9.79% · α +9.87%
$1.52
settled 2mo ago
T+5d
-6.82%
call +6.82% · α +10.59%
$1.57
settled 2mo ago
T+20d
-5.04%
call +5.04% · α +14.77%
$1.60
settled 6w ago
T+60d
call — · α —
in 16d

Price Chart

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Executive Summary

GEN Restaurant Group reported a significant earnings miss for Q4 2025, with EPS of -$0.36 versus consensus of -$0.10, driven by a 24.5% operating loss margin, a $5.5M asset impairment, and an 11.7% decline in same-store sales. Despite launching a CPG division and expanding into 800 grocery stores, the stock is likely to decline due to deteriorating fundamentals.

Actionable Insight

Expect stock price decline on weak earnings and margin compression; monitor cash burn and same-store sales trend in next quarter, as liquidity is under pressure with cash down to $2.8M.

Key Facts

  • Q4 EPS of -$0.36 missed consensus of -$0.10 by 260% (strong miss)
  • Revenue of $49.7M declined 9.0% YoY, missing consensus of $57.0M
  • Loss from operations was $12.2M (24.5% of revenue) including a $5.5M asset impairment
  • Comparable restaurant sales decreased 11.7% in Q4, worse than -4.8% in prior year
  • Restaurant-level adjusted EBITDA fell 58% YoY to $3.9M (7.9% margin)
  • Company entered a joint venture on 5 underperforming restaurants, taking a $4.5M write-down
  • Cash balance dropped to $2.8M from $23.7M in the prior year

Financial Impact

EPS miss of $0.26, revenue miss of $7.254M, $5.5M impairment charge

epsrevenueoperating_margincash_flowsame_store_sales

Risk Factors

  • Deteriorating same-store sales (-11.7% YoY) indicate weakening demand
  • Cash balance fell from $23.7M to $2.8M, raising liquidity concerns
  • Asset impairment and joint venture on 5 stores signal operational distress

Market Snapshot

Exchange
Nasdaq
Sector
Retail-Eating Places

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-134491
Document: genk-20260331.htm0001193125-26-134491
Document: 0001193125-26-134491-index-headers.html0001193125-26-134491
Document: 0001193125-26-134491-index.html0001193125-26-134491
Document: 0001193125-26-134491.txt0001193125-26-134491
8-K Data (Synthetic)0001193125-26-134491
9 reports for GENK
Performance horizon
75% Hit rate 3 of 4 directional calls best @ T+5▲ +12.13%May 20, 2026
Filters
Rows
Reports for GENK — sortable, filterable
Type Now
Jun 4, 2026
5d ago
Press Release
NEUTRAL ★ 4/10
$2.08 $1.92▼ −7.69%▼ −5.09%$2.07 (−0.48%)
Jun 3, 2026
6d ago
8-K
NEUTRAL ★ 3/10
$1.93 $2.08▲ +7.77%▲ +7.37%$2.07 (+7.25%)
May 28, 2026
12d ago
EFFECT
BEARISH ★ 7/10
$2.10 $2.07▲ +1.43%▲ +1.67%$2.07 (+1.43%)
May 20, 2026
21d ago
S-3
BEARISH ★ 7/10
$2.39 $2.38▲ +0.42%▲ +0.61%$2.07 (+13.39%)
May 14, 2026
26d ago
8-K
BEARISH ★ 6/10
$2.18 $2.30▼ −5.50%▼ −5.57%$2.07 (+5.05%)
May 13, 2026
27d ago
Press Release
BULLISH ★ 6/10
$2.26 $2.14▼ −5.31%▼ −6.09%$2.07 (−8.41%)
May 4, 2026
5w ago
Press Release
NEUTRAL ★ 3/10
$1.75 $1.89▲ +8.00%▲ +7.20%$2.07 (+18.29%)
Mar 31, 2026
10w ago
8-K
BEARISH ★ 8/10
$1.69 $1.52▲ +9.79%▲ +9.87%$2.07 (−22.85%)
Mar 24, 2026
11w ago
Press Release
NEUTRAL ★ 3/10
$2.07 $2.15▲ +3.86%▲ +3.30%$2.07 (−0.00%)
Showing 9 of 9

US Market Status

Market Closed — Opens Thu (9h 47m)

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