Nathan's Famous

NATH

Market cap $447M

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.

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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.

Nathan's Famous stock has surged 51% since January, driven by unusual trading volume and speculation of a potential sale or strong Q4 results. A sale makes sense given aging major shareholders, underleveraged balance sheet, and a business model attractive to private equity or strategic buyers like Smithfield. Despite a 50% rally, Nathan's remains a high-quality, asset-light licensing business with strong Q4 results and continued operating leverage.

Nathan's Famous today declared its first quarterly cash dividend for fiscal 2026 of $0.50 per share, which is payable on July 1, 2025 to shareholders of record at the close of business on June 23, 2025.

JERICHO, N.Y., June 10, 2025 (GLOBE NEWSWIRE) -- Nathan's Famous, Inc. (“Nathan's”, the “Company”, “we”, “us” or “our”) (NASDAQ:NATH) today reported results for its fiscal year and fourth quarter ended March 30, 2025.