First Watch Restaurant Group Tidigare resultatutveckling
Tidigare kriterier kontrolleras 4/6
First Watch Restaurant Group har ökat intäkterna med en genomsnittlig årlig takt på 45.8%, medan Hospitality -branschen såg intäkterna växer på 29.5% årligen. Intäkterna har varit växande med en genomsnittlig takt på 18.4% per år. First Watch Restaurant Group s avkastning på eget kapital är 2.8% och den har en nettomarginal på 1.4%.
Viktig information
45.78%
Tillväxttakt i vinsten
48.63%
Tillväxttakt för EPS
| Hospitality Tillväxt i branschen | 19.52% |
| Intäkternas tillväxttakt | 18.43% |
| Avkastning på eget kapital | 2.80% |
| Nettomarginal | 1.38% |
| Senaste uppdateringen av resultatet | 29 Mar 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Seeking Alpha • Jun 23
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
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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?Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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?Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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 AlphaAnalysartikel • 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...Analysartikel • 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 AlphaAnalysartikel • 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 AlphaAnalysartikel • 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...Analysartikel • 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...
Ny berättelse • 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 AlphaAnalysartikel • 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...Analysartikel • 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...Fördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur First Watch Restaurant Group tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 29 Mar 26 | 1,271 | 18 | 150 | 0 |
| 28 Dec 25 | 1,223 | 19 | 139 | 0 |
| 28 Sep 25 | 1,169 | 5 | 138 | 0 |
| 29 Jun 25 | 1,105 | 4 | 131 | 0 |
| 30 Mar 25 | 1,056 | 11 | 124 | 0 |
| 29 Dec 24 | 1,016 | 19 | 121 | 0 |
| 29 Sep 24 | 997 | 21 | 119 | 0 |
| 30 Jun 24 | 965 | 24 | 116 | 0 |
| 31 Mar 24 | 923 | 23 | 114 | 0 |
| 31 Dec 23 | 892 | 25 | 109 | 0 |
| 24 Sep 23 | 833 | 22 | 100 | 0 |
| 25 Jun 23 | 800 | 17 | 96 | 0 |
| 26 Mar 23 | 768 | 12 | 94 | 0 |
| 25 Dec 22 | 730 | 7 | 88 | 0 |
| 25 Sep 22 | 707 | 3 | 88 | 0 |
| 26 Jun 22 | 678 | 3 | 82 | 0 |
| 27 Mar 22 | 647 | 5 | 75 | 0 |
| 26 Dec 21 | 601 | -2 | 68 | 0 |
| 26 Sep 21 | 548 | -5 | 63 | 0 |
| 27 Jun 21 | 490 | -16 | 57 | 0 |
| 28 Mar 21 | 403 | -36 | 51 | 0 |
| 27 Dec 20 | 342 | -50 | 50 | 0 |
| 29 Dec 19 | 436 | -45 | 61 | 0 |
| 30 Dec 18 | 350 | -12 | 38 | 0 |
Kvalitetsintäkter: FWRG har en stor engång förlust av $5.7M {1 månader till 29th March, 2026 1 månader) 29th March, 2026.
Växande vinstmarginal: FWRG s nuvarande netto vinstmarginaler (1.4%) är högre än förra året (1%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: FWRG har blivit lönsamt under de senaste 5 åren och ökat intäkterna med 45.8% per år.
Accelererande tillväxt: FWRG s intäktstillväxt under det senaste året ( 60.2% ) överstiger sitt 5-åriga genomsnitt ( 45.8% per år).
Resultat vs industri: FWRG vinsttillväxt under det senaste året ( 60.2% ) översteg Hospitality branschen 19.9%.
Avkastning på eget kapital
Hög ROE: FWRG s avkastning på eget kapital ( 2.8% ) anses vara låg.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/29 21:08 |
| Aktiekurs vid dagens slut | 2026/06/29 00:00 |
| Intäkter | 2026/03/29 |
| Årlig intjäning | 2025/12/28 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
First Watch Restaurant Group, Inc. bevakas av 13 analytiker. 10 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Jeffrey Bernstein | Barclays |
| Todd Brooks | Benchmark Company |
| Sara Senatore | BofA Global Research |