Nathan's Famous, Inc.

Report azionario NasdaqGS:NATH

Capitalizzazione di mercato: US$414.5m

Nathan's Famous Gestione

Criteri Gestione verificati 4/4

Nathan's Famous Il CEO è Eric Gatoff, nominato in Jan2007, e ha un mandato di 19.33 anni. la retribuzione annua totale è $ 1.69M, composta da 36.9% di stipendio e 63.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.92% delle azioni della società, per un valore di $ 7.97M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 7.7 anni e 30.3 anni.

Informazioni chiave

Eric Gatoff

Amministratore delegato

US$1.7m

Compenso totale

Percentuale dello stipendio del CEO36.89%
Mandato del CEO19.3yrs
Proprietà del CEO1.9%
Durata media del management7.7yrs
Durata media del Consiglio di amministrazione30.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha • Jan 22

Nathan's Famous: Waving Goodbye To Hot Dog Royalties

Summary Nathan's Famous is being acquired by Smithfield Foods for $450 million, or ~$102 per share. The deal values NATH at ~12.4x LTM EBITDA, slightly above typical restaurant M&A multiples, but synergies could lower this to 10x. With only 1.2% upside to the deal price and minimal chance of a higher bid, I shift my rating to 'Sell.' NATH's asset-light, royalty-driven model and strong FCF attracted Smithfield, which will likely preserve the brand and extract further synergies. Read the full article on Seeking Alpha
Articolo di analisi • Nov 13

Nathan's Famous' (NASDAQ:NATH) Profits May Not Reveal Underlying Issues

The market shrugged off Nathan's Famous, Inc.'s ( NASDAQ:NATH ) solid earnings report. We think that investors might be...
Articolo di analisi • Aug 14

Nathan's Famous' (NASDAQ:NATH) Dividend Will Be $0.50

Nathan's Famous, Inc. ( NASDAQ:NATH ) will pay a dividend of $0.50 on the 5th of September. This means that the annual...
Articolo di analisi • Jul 17

Nathan's Famous, Inc.'s (NASDAQ:NATH) Shares Not Telling The Full Story

It's not a stretch to say that Nathan's Famous, Inc.'s ( NASDAQ:NATH ) price-to-earnings (or "P/E") ratio of 17.5x...
Articolo di analisi • Jun 13

Nathan's Famous (NASDAQ:NATH) Has Affirmed Its Dividend Of $0.50

Nathan's Famous, Inc.'s ( NASDAQ:NATH ) investors are due to receive a payment of $0.50 per share on 1st of July. The...
Seeking Alpha • Apr 21

Nathan's Famous: Is It A Buy On The Pullback?

Summary The recent market pullback may offer a buying opportunity for Nathan's Famous, as the famed hot dog purveyor is likely still exploring a corporate sale. In recent years, NATH has become primarily a brand-licensing company, and its largest licensee may be incentivized to pay up for the business. Based on the valuation of other fast food franchise companies, a takeover offer of up to $125 per share may not be out of the question. While there is a moderate level of downside risk if a bid fails to materialize, entering a small position now, increasing it on any weakness, could still prove profitable. Read the full article on Seeking Alpha
Articolo di analisi • Feb 14

Market Might Still Lack Some Conviction On Nathan's Famous, Inc. (NASDAQ:NATH) Even After 31% Share Price Boost

Nathan's Famous, Inc. ( NASDAQ:NATH ) shares have had a really impressive month, gaining 31% after a shaky period...
Seeking Alpha • Feb 11

Nathan's Famous: The Paths To Upside

Summary Nathan's Famous is undervalued despite strong performance and a solid, underleveraged balance sheet, suggesting significant potential for value creation. A 2015 recapitalization shows management understands financial engineering and suggests recent decisions may be setting Nathan's up for a sale. Chairman Howard Lorber has recently departed two public companies; might Nathan's be the third? There are logical buyers—and even as a standalone, NATH still seems like it should be trading in the triple digits. Read the full article on Seeking Alpha
Articolo di analisi • Feb 09

Nathan's Famous' (NASDAQ:NATH) Dividend Will Be $0.50

The board of Nathan's Famous, Inc. ( NASDAQ:NATH ) has announced that it will pay a dividend on the 28th of February...
Seeking Alpha • Dec 08

Nathan's Famous: Hot Dogs And Hot Profits

Summary Nathan's Famous has successfully transitioned to an asset-light model, focusing on licensed products, ghost kitchens, and strategic partnerships, reducing its reliance on traditional restaurant operations. The company's partnership with John Morrell Food Group significantly improved its financial health, reducing long-term debt by 56% and boosting free cash flow. Revenue growth is driven by the Branded Products Program and licensing royalties, with the latter accounting for 23% of total revenue, despite challenges in franchised restaurants. Valuation models suggest a potential upside of 21%, leading to a 'Buy' rating with a price target of $103-$104, reflecting Nathan's lean and sustainable business model. Read the full article on Seeking Alpha
Seeking Alpha • Sep 24

Nathan's Famous: The Royalty Approach Is Underappreciated

Summary Nathan’s Famous has stably expanded its offering on retail shelves, enabled by a good brand. Nathan's Famous' growing licence royalties are incredibly valuable, as they bring incredibly capital light, high-margin revenues. The continued stable growth is undervalued by the market by a wide margin. Read the full article on Seeking Alpha
Articolo di analisi • Aug 15

We Like Nathan's Famous' (NASDAQ:NATH) Earnings For More Than Just Statutory Profit

The market seemed underwhelmed by last week's earnings announcement from Nathan's Famous, Inc. ( NASDAQ:NATH ) despite...
Articolo di analisi • Aug 11

Nathan's Famous (NASDAQ:NATH) Is Due To Pay A Dividend Of $0.50

The board of Nathan's Famous, Inc. ( NASDAQ:NATH ) has announced that it will pay a dividend of $0.50 per share on the...
Articolo di analisi • Jun 19

Nathan's Famous (NASDAQ:NATH) Has Announced A Dividend Of $0.50

Nathan's Famous, Inc.'s ( NASDAQ:NATH ) investors are due to receive a payment of $0.50 per share on 2nd of July. This...
Seeking Alpha • Apr 07

Nathan's Famous: Underwhelming Despite Some Improvement

Summary NATH’s growth has been solid (CAGR: +6%). The business, unlike many of its peers, has a quality diversified product offering, allowing it to maximize value from its brand. We suspect business as usual going forward, which means growth but at a lower rate than the industry, implying a declining share of the market. We are hesitant about the development of NATH’s brand, fearing it could experience a slow decline, which could weigh on its growth potential. NATH’s margins are superior to its peers but is considerably lacking in growth. This will be problematic going forward. NATH’s valuation does not imply attractive upside in our view, following a decade of underperforming the S&P500. Read the full article on Seeking Alpha
Articolo di analisi • Feb 04

Nathan's Famous (NASDAQ:NATH) Is Due To Pay A Dividend Of $0.50

Nathan's Famous, Inc.'s ( NASDAQ:NATH ) investors are due to receive a payment of $0.50 per share on 1st of March. The...
Seeking Alpha • Jan 16

Nathan's Famous: Not Appetizing Enough Just Yet

Summary Nathan's Famous, Inc. has seen an increase in sales and profitability in recent years, driven by higher hot dog sales and increased pricing. However, the company's financial performance in the 2024 fiscal year has been mixed, with sales continuing to climb but profits remaining unchanged. The stock is not considered cheap enough to warrant a bullish outlook, and a further drop in share price or improvement in fundamentals is needed for a more positive rating. Read the full article on Seeking Alpha
Articolo di analisi • Jun 07

Here's Why We Think Nathan's Famous (NASDAQ:NATH) Is Well Worth Watching

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Seeking Alpha • Aug 05

Nathan's Famous GAAP EPS of $1.74, revenue of $39.72M

Nathan's Famous press release (NASDAQ:NATH): Q1 GAAP EPS of $1.74. Revenue of $39.72M (+26.8% Y/Y).
Seeking Alpha • Jul 24

Nathan's Famous Is A Safe Pick Despite Challenges

Nathan's Famous has slow-growing revenue streams, but they're surprisingly diversified. Gross Margins in Nathan's major revenue line are compressing, and the company is struggling to pass on rising costs. Interest expense and high debt load are a major concern and are eating into returns to investors. Investment Thesis Nathan’s Famous (NATH) has seen slow and uneven revenue growth over the past few years, and the company’s costs have risen alongside it due to pre-Covid inflationary pressures on meats as well as additional inflationary pressures post-Covid, again impacting beef as well as wages. In addition to these operational impacts, the company has exposed itself to a large amount of debt and as a consequence, the company pays out a third of its EBITDA in interest expense alone. Despite these factors, the company has diversified and overall growing revenue streams and appears slightly undervalued and should make for a decent investment. Brief Company Overview Nathan’s Famous started as a nickel hot dog stand in 1916 and has grown from a single location on Coney Island to distributing to 79,000 different locations selling a myriad of related food products, and the company has grown to ~$115 million in total revenue in its most recent fiscal year. While still a small cap stock even after over 100 years, Nathan’s growth since its humble beginnings is nonetheless incredibly impressive. The longevity of the company is a testament to the branding of Nathan’s and maybe even more so it is a testament to the longevity of the popularity of the hot dog in America. In addition to running company-owned restaurant locations, Nathan’s has expanded its revenue sources into franchising, licensing agreements for the sale of the products with various grocery stores and supermarkets, as well as wholesaling to distributors to resell. In fiscal year 2021, Nathan’s also opened its first virtual kitchen, which are existing kitchens with no Nathan’s Famous branded presence, but instead the location is used to fill online orders. Number of Franchise Locations: Nathan's Famous Franchises (SEC) Nathan’s has Surprisingly Diversified and Resilient Revenue Streams Revenue for Nathan’s Product lines are difficult to analyze over the past few years given Covid’s impact in fiscal year ending Mar 31, 2021. Nathan’s major revenue stream, Branded Products, took a 41% hit in y/y revenue reduction in fiscal year 2021. However, over the past four fiscal years, the Product lines revenues expanded at a CAGR of 2%. It’s hard to tell if the CAGR would have been significantly higher if Covid had never been a consideration, but we can see what management says about this and see if we can extract any useful information. Lines of Revenue (Author's Model) Source: Author’s Model Additionally, the COVID-19 pandemic has disrupted operations within our Branded Product Program. Operations at many of our Branded Product Program accounts have been hampered as many of our customers operate in venues that are closed or venues operating at reduced traffic levels, such as professional sports arenas, amusement parks, shopping malls, and movie theaters. Such closures and disruptions have impacted sales and operating income within our Branded Product Program. During the fiscal 2021 period, royalties from our license agreements were significantly higher than during the fiscal 2020 period, due to significantly higher sales of consumer-packaged goods through grocery channels as consumers elected to ‘shelter at home’ as a result of the COVID-19 pandemic. As mentioned, the Branded Products line took a major hit during that fiscal year, and then rebounded hard the following year. The licensing revenue grew an impressive 21% due to more people staying at home, and then grew a modest 1% the year following. Overall, despite the hiccups from Covid impacting Nathan’s operations, revenue appears to still be modestly growing in its largest revenue lines, however it should come as some comfort that the company is insulated through diversified revenue streams. Again, as one revenue stream took a major dive, the second largest revenue stream grew an impressive amount the same year to help make up some of the shortfall. Cost of Sales Percentage Increasing Steadily is a Worrying Trend Next, I want to discuss a little about gross margins and what contributes to cost of sales. The main reason I want to focus on this is the inconsistency we see through the last four years. Cost of sales as a percentage of revenue steadily increases year over year and heavily increases in fiscal year 2022 when compared to fiscal year 2020. This can be a worrying trend and I want to see what is making up this amount to help us forecast out. Cost of Sales (Author's Model) Looking at Management’s Discussion and Analysis, we see that the cost of sales is primarily made up of expenses attributable to the Branded Product revenue line. As management explains, cost of sales is rising sharply due to inflationary pressures that the company is struggling to pass on to its consumers. Beginning in July 2021, the cost of hot dogs has increased significantly due to higher costs for beef and beef trimmings, labor, packaging and transportation, as well as supply chain challenges associated with increased consumer demand as a result of the continued recovery from the COVID-19 pandemic. We did not make any purchase commitments for beef during the fiscal 2022 and 2021 periods. If the cost of beef and beef trimmings increases and we are unable to pass on these higher costs through price increases or otherwise reduce any increase in our costs through the use of purchase commitments, our margins will be adversely impacted. This explains the sharp rise in cost of sales in fiscal year 2022, but there seems to be more to the story given that the cost of sales as a percentage of revenue was rising steadily pre-Covid as well. For example, cost of sales increased from 74% of Branded Product revenue in fiscal year 2019 to 77% of Branded Product revenue in fiscal year 2020. Given that the fiscal year 2020 would have ended March of 2020, prior to most U.S. Covid-related lockdowns, I think this is a fair timeline to poke around in and see if there are more issues under the hood aside from persistent inflation. Cost of sales in the Branded Product Program increased by approximately $2,179,000 during the fiscal 2020 period as compared to the fiscal 2019 period, primarily due to the 6.7% increase in the average cost per pound of our hot dogs. We did not make any purchase commitments for beef during the fiscal 2020 and 2019 periods.
Seeking Alpha • Jul 04

The Hot Dog Trade: Nathan's Famous Shares Breakout Amid Bearish Seasonal Trends

As the US celebrates Independence Day, the stock of the day might just be Nathan's Famous - known for sponsoring the all-American Coney Island hot dog eating contest. NATH stock trades at a reasonable valuation and the company pays an impressive dividend. The technical picture is mixed, but a bullish breakout from a year-long downtrend bodes well for NATH. Happy Independence Day! People around the USA are firing up grills relishing the chance to sit down and relax with friends and family, though the cost of a typical 4th of July cookout is higher than ever in 2022. Still, nothing beats a hot dog, beverage, and fireworks. The stock of the day might be one of the most popular hot dog companies around – Nathans' Famous. According to CFRA, Nathan's Famous (NATH) together with its subsidiaries, operates in the foodservice industry. The company owns and franchises restaurants under the Nathan's Famous brand name, as well as sells products bearing the Nathan's Famous trademarks through various channels of distribution. It is a $240 million market cap Consumer Discretionary stock headquartered in Jericho, NY. Of course, it is featured annually on the 4th of July as competitive eaters from around the world gather in Coney Island, NY to take down as many hot dogs and buns as possible in 10 minutes. How’s the stock look, though? Is it one you should put in your portfolio? Well, it trades at a reasonable price-to-earnings ratio of 17.7x last year’s earnings, according to The Wall Street Journal. Nathan’s also pays a solid 3.1% dividend yield. Nathan's Famous: A Small-Cap With A High Yield WSJ Historically, about 18x last year’s operating profits is a decent valuation on NATH. Consider that it traded considerably above that valuation for much of the last 15 years, according to data from Koyfin charts. Nathan's Trades Somewhat Cheap vs the Long-Term Average Koyfin Funny enough, NATH stock tends to peak in early July each year, shortly after the bell rings to wrap up the hot dog eating contest, according to the seasonal chart below from Equity Clock. Looking ahead on the corporate event calendar, NATH has an unconfirmed earnings report slated for Friday, August 5, before the open, according to Wall Street Horizon. 4th of July: A Seasonal Peak? Equity Clock The Technical Take NATH is on the rebound after touching support around $46. On the upside, there’s a broad resistance area from $73 to $80. So, the stock is trendless right now, but you can play the range by adding NATH to your portfolio plate in the upper-$40s and selling shares in the $70s. Also consider bearish seasonal trends now through mid-August before a late-year rally, on average.
Seeking Alpha • Jun 14

An Update On Nathan's Famous

Since my previous article, NATH lost ~6.5% vs. a loss of ~11.6% for the S&P 500 and has outperformed the market. I continue to be bullish on NATH. The company has a robust business model and is in good shape to weather this treacherous environment. In order to account for higher rates and to increase my margin of safety, I have lowered my price target on NATH from $72 to $60.5.
Articolo di analisi • Jun 14

Nathan's Famous (NASDAQ:NATH) Is Increasing Its Dividend To US$0.45

Nathan's Famous, Inc. ( NASDAQ:NATH ) has announced that it will be increasing its dividend on the 24th of June to...
Articolo di analisi • Jun 01

Nathan's Famous (NASDAQ:NATH) Could Become A Multi-Bagger

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Eric Gatoff rispetto agli utili di Nathan's Famous?
DataCompenso totaleStipendioUtili della società
Dec 28 2025n/an/a

US$21m

Sep 28 2025n/an/a

US$23m

Jun 29 2025n/an/a

US$24m

Mar 30 2025US$2mUS$625k

US$24m

Dec 29 2024n/an/a

US$24m

Sep 29 2024n/an/a

US$22m

Jun 30 2024n/an/a

US$22m

Mar 31 2024US$1mUS$637k

US$20m

Dec 24 2023n/an/a

US$19m

Sep 24 2023n/an/a

US$20m

Jun 25 2023n/an/a

US$20m

Mar 26 2023US$2mUS$603k

US$20m

Dec 25 2022n/an/a

US$19m

Sep 25 2022n/an/a

US$17m

Jun 26 2022n/an/a

US$15m

Mar 27 2022US$1mUS$500k

US$14m

Dec 26 2021n/an/a

US$13m

Sep 26 2021n/an/a

US$13m

Jun 27 2021n/an/a

US$13m

Mar 28 2021US$1mUS$396k

US$11m

Dec 27 2020n/an/a

US$12m

Sep 27 2020n/an/a

US$12m

Jun 28 2020n/an/a

US$12m

Mar 29 2020US$1mUS$500k

US$13m

Compensazione vs Mercato: La retribuzione totale di Eric ($USD 1.69M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 2.52M ).

Compensazione vs guadagni: La retribuzione di Eric è stata coerente con le performance aziendali dell'ultimo anno.

AMMINISTRATORE DELEGATO

Eric Gatoff (56 yo)

19.3yrs
Mandato
US$1,694,216
Compensazione

Mr. Eric Gatoff, J.D., has been the Chief Executive Officer for Nathan's Famous, Inc. since January 1, 2007. Mr. Gatoff served as Vice President and Corporate Counsel of Nathan's Famous, Inc. from October...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Howard Lorber
Executive Chairman of the Board39.3yrsUS$1.02m24.18%
$ 100.2m
Eric Gatoff
CEO & Director19.3yrsUS$1.69m1.92%
$ 8.0m
Robert Steinberg
VP of Finance5.9yrsUS$548.51kNessun dato
Leigh Platte
Senior Vice President of Food Service7.7yrsUS$333.67kNessun dato
7.7yrs
Durata media
61yo
Età media

Gestione esperta: Il team dirigenziale di NATH è esperto e expertise (durata media dell'incarico 7.7 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Howard Lorber
Executive Chairman of the Board39.3yrsUS$1.02m24.18%
$ 100.2m
Eric Gatoff
CEO & Director21.3yrsUS$1.69m1.92%
$ 8.0m
Attilio Petrocelli
Lead Independent Director33.3yrsUS$267.05k1.22%
$ 5.1m
Wayne Norbitz
Independent Director37.3yrsUS$267.05k0%
$ 0
Robert Eide
Independent Director39.3yrsUS$277.05k0.49%
$ 2.0m
Brian Genson
Independent Director27.3yrsUS$277.05k0.17%
$ 712.9k
Barry Leistner
Independent Director37.3yrsUS$274.05k0.89%
$ 3.7m
Charles Raich
Independent Director22.3yrsUS$268.05k1.12%
$ 4.6m
Andrew Levine
Independent Director5.9yrsUS$268.05k0.34%
$ 1.4m
Joanne Podell
Independent Director2.8yrsUS$120.35k0%
$ 0
30.3yrs
Durata media
76yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di NATH è composto da personale esperto e esperto (durata media dell'incarico 30.3 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 22:32
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2025/12/28
Utili annuali2025/03/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

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Metriche di settore e industriali

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Fonti analitiche

Nathan's Famous, Inc. è coperta da 0 analisti. 0 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.