Nathan's Famous

NATH

Market cap $383M

Nathan's Famous and Ark Restaurants take different paths in dining, but which has more upside? Let's dive in.

NATH is leaning on branded product momentum and pricing gains, but rising costs and supply risks pose headwinds.

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.