First Watch Restaurant Group Beheer
Beheer criteriumcontroles 1/4
De CEO First Watch Restaurant Group is Chris Tomasso, benoemd in Aug2017, heeft een ambtstermijn van 8.83 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 11.52M, bestaande uit 8.1% salaris en 91.9% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.28% van de aandelen van het bedrijf, ter waarde $ 2.00M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5 jaar en 2.9 jaar.
Belangrijke informatie
Chris Tomasso
Algemeen directeur
US$11.5m
Totale compensatie
| Percentage CEO-salaris | 8.09% |
| Dienstverband CEO | 8.8yrs |
| Eigendom CEO | 0.3% |
| Management gemiddelde ambtstermijn | 5yrs |
| Gemiddelde ambtstermijn bestuur | 2.9yrs |
Recente managementupdates
Recent updates
Seeking Alpha • 22h
First Watch: A Long-Term Buy For Investors With The Stomach For Risk
Summary First Watch Restaurant Group is rated a Modest Buy, reflecting a balance between low current profitability and strong long-term growth potential. FWRG's aggressive expansion has driven revenue CAGR of 18.3% over three years, but operating margins compressed from 4.6% to 2.3% due to rising costs. Valuation is rich on earnings multiples (78x forward P/E), but price-to-sales is modest; the market is betting on future margin expansion. I recommend gradual accumulation via dollar-cost averaging, as near-term catalysts are lacking and margin recovery may take time. Read the full article on Seeking Alpha
Narratiefupdate • Jun 17
FWRG: Geographic Expansion And New Leadership Will Support Long Term Upside
Analysts have lowered their average price targets on First Watch Restaurant Group by $1 to reflect updated views on discount rates, profit margins, and long term P/E assumptions, while keeping fair value estimates broadly in line with prior levels. Analyst Commentary Recent Street research on First Watch Restaurant Group points to generally fine tuned views rather than a major reset, with several firms trimming price targets by US$1 to US$2 while keeping overall fair value assessments broadly aligned with prior work.Narratiefupdate • Jun 03
FWRG: Geographic Portability And 10% Unit Growth Will Drive Long Term Upside
Analysts now set a higher fair value estimate for First Watch Restaurant Group at about $19.45 per share, up from roughly $18.73. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E, even as several firms recently trimmed their price targets while another initiated coverage with a $17 target and a positive two year outlook.Analyseartikel • May 12
First Watch Restaurant Group's (NASDAQ:FWRG) Earnings Are Weaker Than They Seem
First Watch Restaurant Group, Inc.'s ( NASDAQ:FWRG ) robust earnings report didn't manage to move the market for its...Narratiefupdate • May 10
FWRG: Unit Expansion And Marketing Investments Will Support Long Term Upside
The analyst price target for First Watch Restaurant Group has been reduced by roughly $1. Analysts attribute this change to slightly lower revenue growth assumptions, a modestly higher discount rate, and a small adjustment to the projected future P/E multiple, while profit margin expectations remain broadly unchanged.Narratiefupdate • Apr 25
FWRG: Unit Expansion And Marketing Investments Will Drive Long Term Upside
Analysts have trimmed the blended price target for First Watch Restaurant Group by about $0.17 to $19.33 as they factor in slower same-restaurant sales growth and softer recent EBITDA results, while still highlighting long term plans for unit expansion and brand awareness initiatives. Analyst Commentary Recent research updates paint a mixed picture, with most firms trimming price targets while still highlighting First Watch Restaurant Group's long term expansion plans and brand building efforts.
Nieuw narratief • Apr 18
Traffic Pressures And Menu Changes Will Test Expansion Plans Yet Support Long Term Potential
Catalysts About First Watch Restaurant Group First Watch Restaurant Group operates a daytime-focused full service restaurant concept across the United States. What are the underlying business or industry changes driving this perspective?Narratiefupdate • Apr 10
FWRG: Ongoing Unit Expansion And Marketing Initiatives Will Support Future Upside
The analyst price target for First Watch Restaurant Group is now set at $19.50, reflecting a modest recalibration as analysts balance reduced same-store sales and EBITDA expectations with continued unit growth, geographic expansion, and ongoing marketing and menu initiatives that they see as supportive for the brand. Analyst Commentary Recent research paints a mixed picture, with many firms trimming price targets while still expressing confidence in First Watch Restaurant Group's long term growth potential and unit expansion.Narratiefupdate • Mar 27
FWRG: Ongoing Unit Expansion And New Store Economics Will Support Future Upside
Narrative Update The analyst price target for First Watch Restaurant Group has been revised to $19.50. Analysts cite recent same-store sales and EBITDA estimate adjustments, along with ongoing unit growth, digital and paid marketing efforts, and new store economics as key factors in their updated views.Narratiefupdate • Mar 12
FWRG: Unit Expansion And New Store Openings Will Drive Future Upside
Our updated narrative price target for First Watch Restaurant Group edges down from about $19.91 to $19.50 per share, as analysts generally trim targets across the sector on softer recent EBITDA and same-store sales expectations. They still point to unit growth, menu and marketing initiatives, and what they view as mispricing as key supports for the long term story.Narratiefupdate • Feb 26
FWRG: Long Term Unit Expansion Will Drive Future Upside Potential
The analyst price target for First Watch Restaurant Group has been revised lower to about $19.91 from $22, as analysts factor in slower expected same-restaurant sales growth, softer recent EBITDA results, and more conservative assumptions for margins and revenue growth. Analyst Commentary Recent research updates show a cluster of lower price targets for First Watch Restaurant Group, with most analysts pointing to softer adjusted EBITDA, more modest same restaurant sales expectations, and reduced pricing assumptions.
Nieuw narratief • Feb 25
Expanding Daytime Dining Footprint Will Unlock Long Runway For Breakfast And Brunch
Catalysts About First Watch Restaurant Group First Watch Restaurant Group operates a growing, full service daytime dining concept focused on breakfast, brunch and lunch across the United States. What are the underlying business or industry changes driving this perspective?Analyseartikel • Nov 08
First Watch Restaurant Group, Inc. Just Missed EPS By 25%: Here's What Analysts Think Will Happen Next
It's been a good week for First Watch Restaurant Group, Inc. ( NASDAQ:FWRG ) shareholders, because the company has just...Analyseartikel • Jul 31
First Watch Restaurant Group (NASDAQ:FWRG) Is Looking To Continue Growing Its Returns On Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Analyseartikel • Jul 04
Here's Why First Watch Restaurant Group (NASDAQ:FWRG) Is Weighed Down By Its Debt Load
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyseartikel • Jun 13
Market Cool On First Watch Restaurant Group, Inc.'s (NASDAQ:FWRG) Revenues
First Watch Restaurant Group, Inc.'s ( NASDAQ:FWRG ) price-to-sales (or "P/S") ratio of 0.9x might make it look like a...Analyseartikel • May 09
First Watch Restaurant Group, Inc. Just Reported A Surprise Loss: Here's What Analysts Think Will Happen Next
There's been a notable change in appetite for First Watch Restaurant Group, Inc. ( NASDAQ:FWRG ) shares in the week...Analyseartikel • May 07
Calculating The Fair Value Of First Watch Restaurant Group, Inc. (NASDAQ:FWRG)
Key Insights First Watch Restaurant Group's estimated fair value is US$14.81 based on 2 Stage Free Cash Flow to Equity...Analyseartikel • Apr 19
First Watch Restaurant Group (NASDAQ:FWRG) Shareholders Will Want The ROCE Trajectory To Continue
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Analyseartikel • Apr 03
Is First Watch Restaurant Group (NASDAQ:FWRG) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Mar 16
First Watch Restaurant: Why Daytime Meals Aren't My Bet For Q1
Summary First Watch's traffic and same-store sales are declining, with breakfast seeing the steepest drop, raising concerns about its premium positioning and value-per-dollar equation. Despite revenue growth driven by new openings, First Watch faces negative free cash flow and increasing debt, complicating its financial stability and ability to return capital to shareholders. FWRG stock is not cheap, trading at high multiples with a PEG ratio that doesn't justify its growth prospects, making it a hold rather than a buy. Economic uncertainties, including fears of stagflation and tariffs, further cloud the outlook for consumer discretionary stocks like First Watch, suggesting caution before investing. Read the full article on Seeking AlphaAnalyseartikel • Mar 12
Is It Too Late To Consider Buying First Watch Restaurant Group, Inc. (NASDAQ:FWRG)?
While First Watch Restaurant Group, Inc. ( NASDAQ:FWRG ) might not have the largest market cap around , it received a...Analyseartikel • Feb 19
Why Investors Shouldn't Be Surprised By First Watch Restaurant Group, Inc.'s (NASDAQ:FWRG) 25% Share Price Surge
First Watch Restaurant Group, Inc. ( NASDAQ:FWRG ) shareholders have had their patience rewarded with a 25% share price...Seeking Alpha • Jan 21
First Watch Restaurant: A Dull Morning In Q4 Overshadowed By Other Family Dining Competitors
Summary First Watch is a unique, fast-growing family dining chain with a focus on breakfast, brunch, and lunch, avoiding discounts and maintaining high unit-level margins. Despite industry recovery, First Watch's same-store sales fell 0.3% in Q4 FY 2024, with traffic declining 3% year-over-year, raising concerns about future growth. The chain's valuation appears stretched, trading at a P/E of 41.67, significantly above the industry median, making it potentially overvalued compared to peers. I recommend waiting for a better entry point around $15-$14, considering ongoing traffic declines and competitive pressures in the family dining sector. Read the full article on Seeking AlphaAnalyseartikel • Dec 11
When Should You Buy First Watch Restaurant Group, Inc. (NASDAQ:FWRG)?
First Watch Restaurant Group, Inc. ( NASDAQ:FWRG ), might not be a large cap stock, but it saw a significant share...Seeking Alpha • Nov 18
First Watch Restaurant: Between Hurricanes And Acquisitions, The Sun Shines
Summary First Watch Restaurant Group maintains its stance against value promotions, focusing on targeted advertising, resulting in a 1.9% year-over-year decline in comparable sales due to lower traffic. The company is aggressively expanding by acquiring franchises and opening new restaurants, aiming for 10% net year-over-year growth and a long-term goal of 2,200 locations. Hurricanes in key operating areas significantly impacted Q4 traffic, but recovery is expected as headwinds subside, with a focus on improving on-premise sales. Despite high-growth potential, First Watch's valuation appears inflated; a more appropriate price target is $16, leading to a 'Hold' rating amid current macroeconomic pressures. Read the full article on Seeking AlphaAnalyseartikel • Nov 12
Market Participants Recognise First Watch Restaurant Group, Inc.'s (NASDAQ:FWRG) Earnings Pushing Shares 53% Higher
First Watch Restaurant Group, Inc. ( NASDAQ:FWRG ) shareholders would be excited to see that the share price has had a...Analyseartikel • Oct 18
Investors Will Want First Watch Restaurant Group's (NASDAQ:FWRG) Growth In ROCE To Persist
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Nieuw narratief • Sep 16
Tech-Driven Efficiency And Expansion Fuel Restaurant Chain's Robust Growth Outlook
Implementation of technology and analytics is poised to enhance operational efficiency and improve customer engagement, impacting revenue growth positively.Seeking Alpha • Sep 14
First Watch Restaurant: A Non-Traditional Recipe For Dealing With Traffic
Summary First Watch's strategy of avoiding value promotions in a price-sensitive market is risky, potentially leading to negative comparable sales in Q3 and Q4. The company’s focus on menu innovations and premium pricing has helped maintain resilience, but hasn't fully offset declining traffic and average check growth. Recent acquisitions and debt levels are manageable, but continued high capital expenditures and economic risks could increase financial risk in the medium term. Despite strong growth and operational improvements, First Watch's current stock price appears overvalued, leading to a 'Hold' recommendation with a target price of $13.50 to $14.50. Read the full article on Seeking AlphaAnalyseartikel • Sep 04
Why We're Not Concerned About First Watch Restaurant Group, Inc.'s (NASDAQ:FWRG) Share Price
With a price-to-earnings (or "P/E") ratio of 39.2x First Watch Restaurant Group, Inc. ( NASDAQ:FWRG ) may be sending...Analyseartikel • Aug 09
Is It Too Late To Consider Buying First Watch Restaurant Group, Inc. (NASDAQ:FWRG)?
First Watch Restaurant Group, Inc. ( NASDAQ:FWRG ), is not the largest company out there, but it saw a decent share...Seeking Alpha • Jul 03
First Watch Restaurant: The Price For Maintaining Pricing
Summary Some restaurants refuse to enter promotional environments, maintaining profitability through differentiation strategies and menu rotations. First Watch, a daytime concept restaurant, faces a drop in traffic due to not entering promotional environments, focusing on perceived value and menu items to attract guests. Valuation of First Watch using multiples and DCF models suggests a target price lower than the current stock price, recommending a "Hold" for the company. Read the full article on Seeking AlphaAnalyseartikel • Jul 02
First Watch Restaurant Group (NASDAQ:FWRG) Shareholders Will Want The ROCE Trajectory To Continue
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 29 2026 | n/a | n/a | US$18m |
| Dec 28 2025 | US$12m | US$933k | US$19m |
| Sep 28 2025 | n/a | n/a | US$5m |
| Jun 29 2025 | n/a | n/a | US$4m |
| Mar 30 2025 | n/a | n/a | US$11m |
| Dec 29 2024 | US$5m | US$906k | US$19m |
| Sep 29 2024 | n/a | n/a | US$21m |
| Jun 30 2024 | n/a | n/a | US$24m |
| Mar 31 2024 | n/a | n/a | US$23m |
| Dec 31 2023 | US$5m | US$892k | US$25m |
| Sep 24 2023 | n/a | n/a | US$22m |
| Jun 25 2023 | n/a | n/a | US$17m |
| Mar 26 2023 | n/a | n/a | US$12m |
| Dec 25 2022 | US$3m | US$625k | US$7m |
| Sep 25 2022 | n/a | n/a | US$3m |
| Jun 26 2022 | n/a | n/a | US$3m |
| Mar 27 2022 | n/a | n/a | US$5m |
| Dec 26 2021 | US$1m | US$468k | -US$2m |
| Sep 26 2021 | n/a | n/a | -US$5m |
| Jun 27 2021 | n/a | n/a | -US$16m |
| Mar 28 2021 | n/a | n/a | -US$36m |
| Dec 27 2020 | US$665k | US$439k | -US$50m |
Compensatie versus markt: De totale vergoeding ($USD 11.52M ) Chris } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 3.69M ).
Compensatie versus inkomsten: De vergoeding van Chris is het afgelopen jaar met meer dan 20% gestegen.
CEO
Chris Tomasso (55 yo)
8.8yrs
Tenure
US$11,523,150
Compensatie
Mr. Christopher A. Tomasso, also known as Chris, is the President of First Watch Restaurant Group, Inc since August 2017 and serves as its Chief Executive Officer since December 2019. He has been a Directo...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Director | 8.8yrs | US$11.52m | 0.28% $ 2.0m | |
| Chief Legal Officer | 6.5yrs | US$3.46m | 0.043% $ 306.2k | |
| Chief People Officer | 4.8yrs | US$3.13m | 0.093% $ 664.7k | |
| Executive VP & Chief Development Officer | 9.6yrs | US$3.21m | 0.099% $ 703.6k | |
| CFO & Principal Accounting Officer | no data | geen gegevens | 0.010% $ 73.8k | |
| Chief Information Officer | 1.8yrs | geen gegevens | geen gegevens | |
| Vice President of Investor Relations | no data | geen gegevens | geen gegevens | |
| Senior Vice President of Culinary Strategy of First Watch Restaurants Inc | 5yrs | geen gegevens | geen gegevens | |
| Senior Vice President of Supply Chain of First Watch Restaurants | 5yrs | geen gegevens | geen gegevens | |
| Chief Brand Officer | 7.2yrs | geen gegevens | 0.027% $ 191.0k | |
| Senior Vice President of Legal | 2.4yrs | geen gegevens | geen gegevens | |
| Senior Vice President of Accounting & Financial Reporting | no data | geen gegevens | geen gegevens |
5.0yrs
Gemiddelde duur
53yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van FWRG is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Director | 6.5yrs | US$11.52m | 0.28% $ 2.0m | |
| Independent Director | 1.6yrs | US$239.99k | 0.013% $ 94.3k | |
| Independent Director | 6.5yrs | US$230.99k | 0.093% $ 665.9k | |
| Independent Chairman | 6.5yrs | US$378.49k | 0.67% $ 4.7m | |
| Independent Director | 2.9yrs | US$241.99k | 0.017% $ 121.4k | |
| Independent Director | 2.5yrs | US$234.99k | 0.017% $ 120.9k | |
| Independent Director | 1.8yrs | US$249.99k | 0.038% $ 267.4k | |
| Independent Director | 4yrs | US$244.99k | 0.030% $ 210.6k | |
| Director | less than a year | geen gegevens | geen gegevens |
2.9yrs
Gemiddelde duur
61.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van FWRG wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 2.9 jaar), wat duidt op een nieuw bestuur.
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/23 23:30 |
| Aandelenkoers aan het einde van de dag | 2026/06/23 00:00 |
| Inkomsten | 2026/03/29 |
| Jaarlijkse inkomsten | 2025/12/28 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
First Watch Restaurant Group, Inc. wordt gevolgd door 13 analisten. 10 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Jeffrey Bernstein | Barclays |
| Todd Brooks | Benchmark Company |
| Sara Senatore | BofA Global Research |