Overview
U.S. fast-casual restaurant's Q4 revenue rose 0.8% yr/yr
Adjusted EBITDA for Q4 surged yr/yr
Comparable restaurant sales grew 6.6% system-wide
Outlook
Noodles & Co expects Q1 2026 comparable restaurant sales growth of about 9%
Company sees Q1 2026 adjusted EBITDA of $5.7 mln to $6.3 mln
Noodles & Co projects 2026 revenue of $478 mln to $493 mln, with comp sales up 6%-9%
Result Drivers
MENU INNOVATION - Co said new menu items, including limited time offers and the first Ramen dish, drove customer traffic and sales
STORE CLOSURES - Closure of underperforming stores led to sales transfers to nearby locations, supported by off-premise business
Company press release: ID:nGNX3TX4mq
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Slight Beat* | $122.8 mln | $122.40 mln (1 Analyst) |
Q4 Net Income |
| -$6.8 mln |
|
Q4 Adjusted EBITDA | Beat | $7.6 mln | $7.20 mln (1 Analyst) |
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The one available analyst rating on the shares is "hold"
The average consensus recommendation for the restaurants & bars peer group is "buy."
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