Nathan's Famous 過去の業績
過去 基準チェック /26
Nathan's Famousは14.2%の年平均成長率で業績を伸ばしているが、Hospitality業界はgrowingで33.9%毎年増加している。売上は成長しており、年平均11.5%の割合である。
主要情報
14.20%
収益成長率
14.38%
EPS成長率
| Hospitality 業界の成長 | 19.52% |
| 収益成長率 | 11.51% |
| 株主資本利益率 | n/a |
| ネット・マージン | 13.59% |
| 前回の決算情報 | 28 Dec 2025 |
最近の業績更新
Recent updates
Seeking Alpha • May 17
Nathan's Hot Dogs-Is A Short-Term Investment Worth It?
Summary Nathan's Famous is being acquired by Smithfield Foods in an all-cash deal at $102 per share. The closing timeline has shifted from H1 2026 to the second half of the year, with minor political risk present. A competitive bid is unlikely due to Smithfield's longstanding production and licensing relationship with NATH and strong liquidity. With shares trading just below the offer price and ex-dividend status imminent, limited arbitrage or dividend value remains for new buyers. Read the full article on Seeking Alpha分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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分析記事 • 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 AlphaSeeking 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分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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分析記事 • 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.分析記事 • 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...分析記事 • 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...収支内訳
収支内訳
Nathan's Famous の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 28 Dec 25 | 158 | 21 | 16 | 0 |
| 28 Sep 25 | 155 | 23 | 15 | 0 |
| 29 Jun 25 | 150 | 24 | 15 | 0 |
| 30 Mar 25 | 148 | 24 | 15 | 0 |
| 29 Dec 24 | 146 | 24 | 15 | 0 |
| 29 Sep 24 | 144 | 22 | 16 | 0 |
| 30 Jun 24 | 141 | 22 | 16 | 0 |
| 31 Mar 24 | 139 | 20 | 16 | 0 |
| 24 Dec 23 | 137 | 19 | 15 | 0 |
| 24 Sep 23 | 134 | 20 | 14 | 0 |
| 25 Jun 23 | 133 | 20 | 15 | 0 |
| 26 Mar 23 | 131 | 20 | 14 | 0 |
| 25 Dec 22 | 128 | 19 | 14 | 0 |
| 25 Sep 22 | 128 | 17 | 13 | 0 |
| 26 Jun 22 | 123 | 15 | 13 | 0 |
| 27 Mar 22 | 115 | 14 | 13 | 0 |
| 26 Dec 21 | 108 | 13 | 13 | 0 |
| 26 Sep 21 | 101 | 13 | 13 | 0 |
| 27 Jun 21 | 89 | 13 | 13 | 0 |
| 28 Mar 21 | 76 | 11 | 12 | 0 |
| 27 Dec 20 | 79 | 12 | 12 | 0 |
| 27 Sep 20 | 83 | 12 | 13 | 0 |
| 28 Jun 20 | 90 | 12 | 14 | 0 |
| 29 Mar 20 | 103 | 13 | 15 | 0 |
| 29 Dec 19 | 104 | 13 | 15 | 0 |
| 29 Sep 19 | 103 | 21 | 14 | 0 |
| 30 Jun 19 | 102 | 22 | 14 | 0 |
| 31 Mar 19 | 102 | 21 | 14 | 0 |
| 23 Dec 18 | 100 | 19 | 14 | 0 |
| 23 Sep 18 | 101 | 6 | 14 | 0 |
| 24 Jun 18 | 104 | 5 | 14 | 0 |
| 25 Mar 18 | 104 | 3 | 13 | 0 |
| 24 Dec 17 | 103 | 3 | 13 | 0 |
| 24 Sep 17 | 101 | 7 | 14 | 0 |
| 25 Jun 17 | 98 | 7 | 13 | 0 |
| 26 Mar 17 | 96 | 7 | 14 | 0 |
| 25 Dec 16 | 96 | 7 | 14 | 0 |
| 25 Sep 16 | 97 | 7 | 13 | 0 |
| 26 Jun 16 | 100 | 7 | 13 | 0 |
| 27 Mar 16 | 100 | 6 | 13 | 0 |
| 27 Dec 15 | 102 | 7 | 13 | 0 |
| 27 Sep 15 | 104 | 9 | 13 | 0 |
| 28 Jun 15 | 102 | 10 | 13 | 0 |
質の高い収益: NATHは 高品質の収益 を持っています。
利益率の向上: NATHの現在の純利益率 (13.6%)は、昨年(16.2%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: NATHの収益は過去 5 年間で年間14.2%増加しました。
成長の加速: NATHは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: NATHは過去 1 年間で収益成長率がマイナス ( -9.4% ) となったため、 Hospitality業界平均 ( 24.3% ) と比較することが困難です。
株主資本利益率
高いROE: NATHの負債は資産を上回っているため、自己資本利益率を計算することは困難です。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/20 07:28 |
| 終値 | 2026/05/20 00:00 |
| 収益 | 2025/12/28 |
| 年間収益 | 2025/03/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Nathan's Famous, Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0