Nathan's Famous

NATH

Market cap $384M

NATH posts higher second-quarter fiscal 2026 sales driven by branded products, but rising beef costs cut into profitability.

Nathan's Famous remains a solid asset-light compounder, delivering strong returns and announcing a special $2.50 dividend for December. NATH's Branded Products Program drove revenue growth but suffered an operating loss due to rising beef prices, compressing EBITDA margins. Despite margin pressure, dividends are well covered by free cash flow, resulting in an attractive 4.2% shareholder yield for FY 2026.

Declares Regular Quarterly Cash Dividend Of $0.50 Per Share and Special Cash Dividend Of $2.50 Per Share Declares Regular Quarterly Cash Dividend Of $0.50 Per Share and Special Cash Dividend Of $2.50 Per Share

NATH is leveraging brand strength and franchise growth to expand, though rising costs and supply risks remain key challenges.

Nathan's Famous (NATH -1.59%), the American hot dog brand known for its iconic Coney Island roots and nationwide distribution, reported earnings for Q1 FY2026 on August 8, 2025. The headline news was a 5.0% increase in revenue to $46,998,000 (GAAP) compared to the prior year period.

Nathan's (NATH) Q1 Revenue Rises 5%

JERICHO, N.Y., Aug. 08, 2025 (GLOBE NEWSWIRE) -- Nathan's Famous, Inc. (“Nathan's”, the “Company”, “we”, “us” or “our”) (NASDAQ:NATH) today reported results for its first fiscal quarter ended June 29, 2025.

It's the Fourth of July! Time to serving up technical trends and analysis for some of America's favorite drink and food brands.

Nathan's Famous reports double-digit earnings growth in fiscal 2025, powered by strong licensing and strategic pricing.

Nathan's Famous delivered another strong quarter, driven by its high-margin licensing model and resilient branded product program despite industry headwinds. Buyout rumors with Smithfield Foods add a potential 34% upside, but even without M&A, shares remain undervalued versus sector multiples. The company's asset-light, cash-generative business model delivers robust free cash flow and stable dividends with minimal capital requirements.