Board Change • May 20
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Independent Director Joanne Podell was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Duyuru • May 02
Nathan’S Famous Inc. Launches New 100% Grass-Fed Beef Franks Nathan’s Famous, Inc. had launched its new Nathan’s Famous 100% Grass-Fed Beef Franks. Ushering in a new chapter for an American classic, the offering pairs the brand’s legendary secret recipe and signature snap with premium, 100% grass-fed beef, delivering a craveable, feel-good option designed for how consumers eat. Rooted in over a century of secret-recipe mastery, this new product delivers the signature snap and bold spices fans crave, now powered by 100% grass-fed beef. It’s a thoughtful evolution for the modern pantry, designed for those who want to feel as good about their ingredients as they do about their first bite. Nathan’s Famous 100% Grass-Fed Beef Franks are available at major retailers nationwide, including Walmart and Sam’s Club, bringing premium flavor and everyday versatility to shelves just in time for summer gatherings. Duyuru • Feb 06
Nathan's Famous, Inc. announces Quarterly dividend, payable on February 27, 2026 Nathan's Famous, Inc. announced Quarterly dividend of USD 0.5000 per share payable on February 27, 2026, ex-date on February 17, 2026 and record date on February 17, 2026. Duyuru • Jan 21
Smithfield Foods, Inc. (NasdaqGS:SFD) entered into an Agreement and Plan of Merger to acquire Nathan's Famous, Inc. (NasdaqGS:NATH) from a group of shareholders for approximately $420 million. Smithfield Foods, Inc. (NasdaqGS:SFD) entered into an Agreement and Plan of Merger to acquire Nathan's Famous, Inc. (NasdaqGS:NATH) from a group of shareholders for approximately $420 million on January 20, 2026. Smithfield Foods will acquire all of Nathan’s Famous’ issued and outstanding shares for $102.00 per share in cash, which represents an enterprise value of approximately $450 million. The transaction is not subject to a financing contingency and will be funded by cash on hand. After the Merger, Nathan’s will cease to be publicly traded. In case of termination of transaction, Smithfield Foods, Inc. will pay a termination fee of $7.41 million and Nathan's Famous, Inc. will pay a termination fee of $10.58 million.
The transaction represents a valuation of approximately 12.4x Nathan’s Famous’s LTM adjusted EBITDA and a multiple of approximately 10x post-synergies.
The transaction is subject to satisfaction of certain conditions set forth in the merger agreement, including obtaining approval by Smithfield Foods' board, Smithfield Foods' shareholders, Nathan’s Famous’ board, holders of a majority of the outstanding Nathan’s Famous common stock, expiration or termination of the applicable waiting period under the Hart-Scott Rodino Antitrust Improvements Act of 1976, as amended, approval from the Committee on Foreign Investment in the United States (CFIUS), and other customary closing conditions. The deal has been approved by the board of Smithfield Foods, Inc. and Nathan's Famous, Inc., and shareholders of Smithfield Foods, Inc. The closing of the transaction is expected to occur in the first half of 2026. Smithfield Foods expects to achieve an increase in annual cost synergies by the second anniversary of the deal closing.
Goldman Sachs & Co. LLC acted as financial advisor for Smithfield Foods, Inc. Richard Warren and Charles Brewer of Hunton Andrews Kurth LLP acted as legal advisor for Smithfield Foods, Inc. Jefferies LLC acted as financial advisor for Nathan's Famous, Inc. Wayne Wald, Palash Pandya and James Macpherson of Akerman LLP acted as legal advisor for Nathan's Famous, Inc. Jefferies LLC acted as fairness opinion provider for Nathan's Famous, Inc. Equiniti Trust Company, LLC acted as paying agent for Smithfield Foods, Inc. Duyuru • Aug 08
Nathan's Famous, Inc. Declares Second Quarterly Cash Dividend, Payable on September 5, 2025 Effective August 8, 2025, the Board of Directors of Nathan's Famous, Inc. declared its second quarterly cash dividend of $0.50 per share payable on September 5, 2025 to shareholders of record at the close of business on August 25, 2025. Duyuru • Jul 28
Nathan's Famous, Inc., Annual General Meeting, Sep 09, 2025 Nathan's Famous, Inc., Annual General Meeting, Sep 09, 2025. Location: one jericho plaza, second floor wing a, jericho, new york United States Duyuru • Jun 10
Nathan's Famous, Inc. Declares First Quarterly Cash Dividend for Fiscal 2026, Payable on July 1, 2025 Effective June 10, 2025, the Board of Directors Nathan's Famous, Inc.'s declared its first quarterly cash dividend for fiscal 2026 of $0.50 per share, which is payable on July 1, 2025 to shareholders of record at the close of business on June 23, 2025. Duyuru • May 01
Nathan's Famous®? Launches New Hot & Spicy Beef Frank Nathan's Famous®? is bringing the heat to hot dog lovers nationwide with its new Hot & Spicy Beef Franks. Crafted with premium beef and a unique blend of bold spices, the new franks are designed for those who like their classics with a kick. The Hot & Spicy Beef Franks offer the same juicy bite and signature Nathan's Famous flavor consumers crave, now elevated with a bold kick of spicy pepper flavor. Each 8-count pack features 100% beef bun-length franks with no by-products, corn syrup, artificial flavors or colorings. Ideal for summer grilling, backyard get-togethers or adding a fiery twist to go-to game day dishes, these hot dogs aim to satisfy both spice lovers and flavor enthusiasts. Nathan's Famous Hot & Spicy Beef Franks are now available at major retailers nationwide. Whether you're a longtime fan or trying Nathan's for the first time, this new product brings the perfect balance of heat and heritage to the table. Duyuru • Feb 06
Nathan's Famous, Inc. Declares Quarterly Cash Dividend, Payable on February 28, 2025 Effective February 6, 2025, the Board of Directors of Nathan's Famous, Inc. declared its quarterly cash dividend of $0.50 per share, payable on February 28, 2025 to shareholders of record at the close of business on February 18, 2025. Recent Insider Transactions • Nov 17
Independent Director recently sold €114k worth of stock On the 14th of November, Brian Genson sold around 1k shares on-market at roughly €81.52 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €331k more than they bought in the last 12 months. Declared Dividend • Nov 12
Second quarter dividend of US$0.50 announced Shareholders will receive a dividend of US$0.50. Ex-date: 25th November 2024 Payment date: 6th December 2024 Dividend yield will be 2.3%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 12% per year over the past 6 years and payments have been stable during that time. Earnings per share has grown by 1.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Nov 09
Second quarter 2025 earnings released: EPS: US$1.48 (vs US$1.40 in 2Q 2024) Second quarter 2025 results: EPS: US$1.48 (up from US$1.40 in 2Q 2024). Revenue: US$41.1m (up 6.1% from 2Q 2024). Net income: US$6.03m (up 5.6% from 2Q 2024). Profit margin: 15% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 14% per year. Declared Dividend • Aug 12
First quarter dividend of US$0.50 announced Shareholders will receive a dividend of US$0.50. Ex-date: 26th August 2024 Payment date: 6th September 2024 Dividend yield will be 2.9%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 12% per year over the past 6 years and payments have been stable during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend. Reported Earnings • Aug 09
First quarter 2025 earnings released: EPS: US$2.27 (vs US$1.81 in 1Q 2024) First quarter 2025 results: EPS: US$2.27 (up from US$1.81 in 1Q 2024). Revenue: US$44.8m (up 6.6% from 1Q 2024). Net income: US$9.28m (up 26% from 1Q 2024). Profit margin: 21% (up from 18% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Duyuru • Aug 08
Nathan's Famous, Inc. Declares Second Quarterly Cash Dividend for Fiscal 2025, Payable on September 6, 2024 Effective August 8, 2024, Nathan's Famous, Inc. declared its second quarterly cash dividend of $0.50 per share payable on September 6, 2024 to shareholders of record at the close of business on August 26, 2024. Duyuru • Jul 29
Nathan's Famous, Inc., Annual General Meeting, Sep 10, 2024 Nathan's Famous, Inc., Annual General Meeting, Sep 10, 2024. Location: one jericho plaza, second floor wing a, new york 11753, jericho United States Buy Or Sell Opportunity • Jul 01
Now 19% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.4% to €62.00. The fair value is estimated to be €76.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 20%. Buy Or Sell Opportunity • Jun 19
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 1.6% to €62.00. The fair value is estimated to be €78.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 20%. Upcoming Dividend • Jun 19
Upcoming dividend of US$0.50 per share Eligible shareholders must have bought the stock before 24 June 2024. Payment date: 02 July 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.7%). Declared Dividend • Jun 17
Fourth quarter dividend of US$0.50 announced Shareholders will receive a dividend of US$0.50. Ex-date: 24th June 2024 Payment date: 2nd July 2024 Dividend yield will be 3.0%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 12% per year over the past 6 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 54% to shift the payout ratio to a potentially unsustainable range, which is more than the 1.3% EPS decline seen over the last 5 years. Reported Earnings • Jun 13
Full year 2024 earnings released: EPS: US$4.81 (vs US$4.80 in FY 2023) Full year 2024 results: EPS: US$4.81. Revenue: US$138.6m (up 6.0% from FY 2023). Net income: US$19.6m (flat on FY 2023). Profit margin: 14% (in line with FY 2023). Duyuru • Jun 13
Nathan's Famous, Inc. Declares First Quarterly Cash Dividend for Fiscal 2025, Payable on July 2, 2024 Effective June 12, 2024, the Board of Directors of Nathan's Famous, Inc. declared its first quarterly cash dividend for fiscal 2025 of $0.50 per share, which is payable on July 2, 2024 to shareholders of record at the close of business on June 24, 2024. Buy Or Sell Opportunity • May 25
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 4.7% to €60.50. The fair value is estimated to be €76.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 21%. Buy Or Sell Opportunity • May 03
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 5.4% to €61.00. The fair value is estimated to be €77.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 21%. Buy Or Sell Opportunity • Mar 18
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 4.6% to €62.00. The fair value is estimated to be €77.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 21%. Recent Insider Transactions • Feb 25
Independent Director recently sold €91k worth of stock On the 22nd of February, Brian Genson sold around 1k shares on-market at roughly €63.08 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €126k. Insiders have been net sellers, collectively disposing of €351k more than they bought in the last 12 months. Buy Or Sell Opportunity • Feb 23
Now 20% undervalued Over the last 90 days, the stock has risen 2.5% to €62.00. The fair value is estimated to be €77.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 21%. Buy Or Sell Opportunity • Feb 21
Now 21% undervalued Over the last 90 days, the stock has risen 2.5% to €62.00. The fair value is estimated to be €78.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 21%. Upcoming Dividend • Feb 09
Upcoming dividend of US$0.50 per share at 3.0% yield Eligible shareholders must have bought the stock before 16 February 2024. Payment date: 01 March 2024. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (2.7%). Declared Dividend • Feb 05
Third quarter dividend of US$0.50 announced Shareholders will receive a dividend of US$0.50. Ex-date: 16th February 2024 Payment date: 1st March 2024 Dividend yield will be 2.9%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 12% per year over the past 6 years and payments have been stable during that time. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend. Reported Earnings • Feb 02
Third quarter 2024 earnings released: EPS: US$0.64 (vs US$0.80 in 3Q 2023) Third quarter 2024 results: EPS: US$0.64 (down from US$0.80 in 3Q 2023). Revenue: US$28.9m (up 11% from 3Q 2023). Net income: US$2.61m (down 20% from 3Q 2023). Profit margin: 9.0% (down from 13% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Dec 08
Independent Director recently sold €126k worth of stock On the 6th of December, Brian Genson sold around 2k shares on-market at roughly €62.77 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €259k more than they bought in the last 12 months. Upcoming Dividend • Nov 10
Upcoming dividend of US$0.50 per share at 3.1% yield Eligible shareholders must have bought the stock before 17 November 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (2.8%). Duyuru • Nov 03
Nathan's Famous, Inc. Quarterly Cash Dividend, Payable on December 1, 2023 Effective November 2, 2023, Nathan's Famous, Inc. declared its quarterly cash dividend of $0.50 per share payable on December 1, 2023 to shareholders of record at the close of business on November 20, 2023. Reported Earnings • Nov 03
Second quarter 2024 earnings released: EPS: US$1.40 (vs US$1.46 in 2Q 2023) Second quarter 2024 results: EPS: US$1.40 (down from US$1.46 in 2Q 2023). Revenue: US$38.7m (up 3.3% from 2Q 2023). Net income: US$5.71m (down 4.1% from 2Q 2023). Profit margin: 15% (down from 16% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Duyuru • Sep 19
Nathan’S Famous Introduces New Menu Item, the New York Chopped Cheese Hero Nathan’s Famous Introduces New Menu Item, the New York Chopped Cheese Hero Nathan’s Famous, the American tradition serving New York favorites for more than 100 years, introduced its newest menu item, the New York Chopped Cheese Hero. Nathan’s Famous is providing its own spin on the New York’s newest trending sandwich. Made with ½ pound black angus beef, American cheese, creamy burger sauce, lettuce and tomato, all served on an artisan baguette, the Chopped Cheese Hero is available at select Nathan’s Famous locations. Recent Insider Transactions • Sep 01
Independent Director recently sold €134k worth of stock On the 30th of August, Brian Genson sold around 2k shares on-market at roughly €66.78 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €261k more than they bought in the last 12 months. Upcoming Dividend • Aug 11
Upcoming dividend of US$0.50 per share at 2.6% yield Eligible shareholders must have bought the stock before 18 August 2023. Payment date: 01 September 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.3%). Duyuru • Aug 04
Nathan's Famous, Inc. Declares Quarterly Cash Dividend of $0.50 Per Share Payable on September 1, 2023 Nathan's Famous, Inc. Board of Directors declared its quarterly cash dividend of $0.50 per share payable on September 1, 2023 to shareholders of record at the close of business on August 21, 2023. Reported Earnings • Aug 03
First quarter 2024 earnings released: EPS: US$1.81 (vs US$1.74 in 1Q 2023) First quarter 2024 results: EPS: US$1.81 (up from US$1.74 in 1Q 2023). Revenue: US$42.0m (up 5.7% from 1Q 2023). Net income: US$7.39m (up 3.5% from 1Q 2023). Profit margin: 18% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 20% per year. Duyuru • Jul 24
Nathan's Famous, Inc., Annual General Meeting, Sep 12, 2023 Nathan's Famous, Inc., Annual General Meeting, Sep 12, 2023, at 10:00 US Eastern Standard Time. Location: at One Jericho Plaza, Second Floor Wing A Jericho New York United States Agenda: To consider the election of ten directors to the Board of Directors; to consider the compensation of the Company's Named Executive Officers; to consider the frequency of the advisory stockholder vote on the compensation of the Company's Named Executive Officers; and to consider the ratification of the appointment of Marcum LLP as the independent registered public accounting firm of the Company for fiscal 2024. Duyuru • Jul 07
Nathan's Famous, Inc. Appoints Joanne Podell as Independent Member of the Board On July 6, 2023, the board of directors of Nathan's Famous, Inc. appointed Joanne Podell as an independent member of the Board effective July 6, 2023. Ms. Podell has served as the Executive Vice Chairman for Retail Services at Cushman & Wakefield since December 2016. Prior to that, Ms. Podell held the position of Vice Chairman from 2002 to 2016. Prior to Ms. Podell's tenure at Cushman & Wakefield, she was an associate at Newmark Group, Inc. from 1995 to 1999 and then served as Vice President from 1999 to 2002. Ms. Podell does not have any other relationships with the Company that would be required to be reported pursuant to Item 404(a) of Regulation S-K. With broad experience in real estate matters, Ms. Podell brings substantial real estate expertise to the Company's Board. Buying Opportunity • Jun 23
Now 20% undervalued Over the last 90 days, the stock is up 11%. The fair value is estimated to be €91.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 17%. Duyuru • Jun 09
Nathan's Famous, Inc. Declares First Quarterly Cash Dividend for Fiscal 2024, Payable on June 28, 2023 Nathan's Famous, Inc. announced that effective June 8, 2023, the Board of Directors declared its first quarterly cash dividend for fiscal 2024 of $0.50 per share, which is payable on June 28, 2023 to shareholders of record at the close of business on June 20, 2023. Reported Earnings • Jun 08
Full year 2023 earnings released: EPS: US$4.80 (vs US$3.30 in FY 2022) Full year 2023 results: EPS: US$4.80 (up from US$3.30 in FY 2022). Revenue: US$130.8m (up 14% from FY 2022). Net income: US$19.6m (up 44% from FY 2022). Profit margin: 15% (up from 12% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Buying Opportunity • May 07
Now 24% undervalued after recent price drop Over the last 90 days, the stock is down 5.1%. The fair value is estimated to be €84.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 13%. Buying Opportunity • Apr 11
Now 23% undervalued Over the last 90 days, the stock is up 3.9%. The fair value is estimated to be €86.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 13%. Buying Opportunity • Mar 08
Now 22% undervalued Over the last 90 days, the stock is up 10%. The fair value is estimated to be €89.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 13%. Buying Opportunity • Feb 16
Now 21% undervalued Over the last 90 days, the stock is up 16%. The fair value is estimated to be €88.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 13%. Upcoming Dividend • Feb 10
Upcoming dividend of US$0.50 per share at 2.6% yield Eligible shareholders must have bought the stock before 17 February 2023. Payment date: 03 March 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.0%). Reported Earnings • Feb 05
Third quarter 2023 earnings released: EPS: US$0.80 (vs US$0.52 in 3Q 2022) Third quarter 2023 results: EPS: US$0.80 (up from US$0.52 in 3Q 2022). Revenue: US$26.2m (flat on 3Q 2022). Net income: US$3.26m (up 53% from 3Q 2022). Profit margin: 13% (up from 8.2% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Dec 02
Independent Director recently sold €127k worth of stock On the 30th of November, Brian Genson sold around 2k shares on-market at roughly €63.63 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Board Change • Nov 16
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. No experienced directors. 8 highly experienced directors. Independent Director Andrew Levine was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Nov 11
Upcoming dividend of US$0.45 per share Eligible shareholders must have bought the stock before 18 November 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.9%). Reported Earnings • Nov 04
Second quarter 2023 earnings released: EPS: US$1.46 (vs US$0.86 in 2Q 2022) Second quarter 2023 results: EPS: US$1.46 (up from US$0.86 in 2Q 2022). Revenue: US$37.5m (up 14% from 2Q 2022). Net income: US$5.96m (up 68% from 2Q 2022). Profit margin: 16% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 1% per year. Duyuru • Nov 04
Nathan's Famous, Inc. Declares Quarterly Cash Dividend, Payable on December 2, 2022 Nathan's Famous, Inc. announced that effective November 3, 2022, the Board of Directors declared its quarterly cash dividend of $0.45 per share payable on December 2, 2022 to shareholders of record at the close of business on November 21, 2022. Reported Earnings • Aug 06
First quarter 2023 earnings released: EPS: US$1.74 (vs US$1.40 in 1Q 2022) First quarter 2023 results: EPS: US$1.74 (up from US$1.40 in 1Q 2022). Revenue: US$39.7m (up 27% from 1Q 2022). Net income: US$7.14m (up 24% from 1Q 2022). Profit margin: 18% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Duyuru • Aug 06
Nathan's Famous, Inc. Declares Quarterly Cash Dividend, Payable on September 2, 2022 Nathan's Famous, Inc. announced that effective August 5, 2022, the Board of Directors declared its quarterly cash dividend of $0.45 per share payable on September 2, 2022 to shareholders of record at the close of business on August 22, 2022. Duyuru • Jul 23
Nathan's Famous, Inc., Annual General Meeting, Sep 13, 2022 Nathan's Famous, Inc., Annual General Meeting, Sep 13, 2022, at 11:00 Eastern Daylight. Location: One Jericho Plaza, Second Floor - Wing A, Jericho, New York 11753 Jericho New York United States Agenda: To consider the election of nine directors to the Board of Directors; to ratification of the appointment of Marcum LLP as the independent registered public accounting firm of the Company for fiscal 2023; and to consider any other matters. Reported Earnings • Jun 11
Full year 2022 earnings released: EPS: US$3.30 (vs US$2.69 in FY 2021) Full year 2022 results: EPS: US$3.30 (up from US$2.69 in FY 2021). Revenue: US$114.9m (up 52% from FY 2021). Net income: US$13.6m (up 23% from FY 2021). Profit margin: 12% (down from 15% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Duyuru • Jun 11
Nathan's Famous Declares Quarterly Cash Dividend Payable on June 24, 2022 Effective June 10, 2022, the Board of Directors of Nathan's Famous, Inc. declared its first quarterly cash dividend for fiscal 2023 of $0.45 per share, which is payable on June 24, 2022 to shareholders of record at the close of business on June 20, 2022. Duyuru • May 04
Nathan's Famous Launches New Spicy Asian Barbecue and Slaw Menu Items Nathan's Famous announced the launch of its newest limited time only menu items, Spicy Asian Barbecue and Slaw with Kogi Sticky Spicy Wing Sauce. The menu items, now available through June 25, include the Spicy Asian BBQ Chicken Sandwich, Spicy Asian BBQ Slaw-Topped Hot Dog, Spicy Asian BBQ Chicken Tenders, Spicy Asian BBQ Chicken Wings, and Spicy Asian BBQ Chicken Fries & Slaw. Nathan's Famous released the sandwich, tenders, wings, loaded fries and topped hot dog to 15 locations in the Northeast and Florida. The new menu items are available for in-store pick-up and online ordering, depending upon the location, through June 25. The chicken sandwich features a crispy chicken breast coated in Kogi Sticky Spicy Wing Sauce, topped with house-made Spicy Asian BBQ slaw, green onions, and sesame seeds on a toasted, buttered, Turano roll. The topped hot dog features a classic Nathan's Famous hot dog topped with house-made Spicy Asian BBQ Slaw, garnished with Kogi sticky, spicy wing sauce, julienne-sliced green onions, and sesame seeds. The chicken tenders and wings are tossed in Kogi Sticky Spicy Wing Sauce, garnished with julienne-sliced green onions and sesame seeds, and served with a side of Spicy Asian BBQ slaw. Board Change • Apr 27
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. No experienced directors. 8 highly experienced directors. Independent Director Andrew Levine was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Duyuru • Feb 05
Nathan's Famous, Inc. Declares Quarterly Cash Dividend, Payable on March 4, 2022 Effective February 4, 2022, the Board of Directors of Nathan's Famous, Inc. increased the quarterly cash dividend by 29% and declared a quarterly cash dividend of $0.45 per share payable on March 4, 2022 to shareholders of record at the close of business on February 21, 2022. Board Change • Dec 06
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. No experienced directors. 8 highly experienced directors. Independent Director Andrew Levine was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 06
Second quarter 2022 earnings released: EPS US$0.86 (vs US$0.89 in 2Q 2021) The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: US$32.9m (up 51% from 2Q 2021). Net income: US$3.55m (down 3.0% from 2Q 2021). Profit margin: 11% (down from 17% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 7% per year. Duyuru • Sep 19
Nathan's Famous, Inc. Launches New Bacon Cheddar Cheesy Burger in Celebration of National Cheeseburger Day Nathan's Famous, Inc. announced the launch of its newest menu item, the Bacon Cheddar Cheesy Burger, just in time for National Cheeseburger Day on September 18. The burger features fresh Angus beef, Applewood smoked bacon, and Nathan’s hot, real cheddar cheese sauce. Reported Earnings • Aug 08
First quarter 2022 earnings released: EPS US$1.40 (vs US$0.97 in 1Q 2021) The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2022 results: Revenue: US$31.3m (up 77% from 1Q 2021). Net income: US$5.76m (up 44% from 1Q 2021). Profit margin: 18% (down from 23% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings. Reported Earnings • Jun 13
Full year 2021 earnings released: EPS US$2.69 (vs US$3.19 in FY 2020) The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2021 results: Revenue: US$75.8m (down 27% from FY 2020). Net income: US$11.1m (down 18% from FY 2020). Profit margin: 15% (up from 13% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Duyuru • Jun 09
Nathan’s Famous Launches Natural Casing Footlong Hot Dog Nathan’s Famous, Inc. announced the creation of its first footlong* hot dog, because there’s never too much of a good thing. The footlong hot dog features all the makings of a Nathan’s Famous hot dog – the natural casing and the Nathan’s Famous secret spice recipe – with just more to love. The Nathan’s Famous footlong hot dog launched exclusively on Nathan’s online store in April. Fans from the around the country can choose from three footlong hot dog kits, the Footlong Chili Cheese Lovers kit featuring 24 footlong hot dogs with buns, chili and cheddar cheese sauce and French fries, and the Footlong Hot Dog Meal Kit which includes footlong hot dogs and buns, Sauerkraut and French fries, available in quantities of 12 or 24. The brand is now rolling out the new dog in participating stores nationwide this week. Valuation Update With 7 Day Price Move • May 17
Investor sentiment deteriorated over the past week After last week's 17% share price decline to US$55.00, the stock trades at a trailing P/E ratio of 22x. Average trailing P/E is 41x in the Hospitality industry in Germany. Total loss to shareholders of 9.3% over the past three years. Duyuru • Apr 27
Nathan’s Famous, Inc. Partners with Meatless Farm to Launch First Gourmet Plant-Based Hot Dog Nathan’s Famous, Inc. announced its partnership with Meatless Farm to bring consumers the industry’s first gourmet, plant-based hot dog. The partnership brings to market Nathan’s 100+ year old secret recipe, a favorite of consumers all over the world, crafted with clean and simple plant-based ingredients. Starting in April, the Nathan’s Famous Plant-Based Hot Dog by Meatless Farm will be available exclusively on the Nathan’s online retail portal on Shopify, and then rolled out in select locations in May 2021. The launch of the Nathan’s Famous by Meatless Farm plant-based hot dog will take place exclusively on the Nathan’s online retail portal on Shopify in April delivered anywhere in the U.S. The kit will feature 6 plant-based hot dogs, 6 buns and a bottle of Nathan’s Famous deli mustard for $44.99. Additionally, fans in the tri-state area and Florida can enjoy the new plant-based hot dog beginning in May, with plans to expand to additional restaurants in the coming year. The Nathan’s Famous by Meatless Farm plant-based hot dog is rich in pea protein, low in saturated fat, low in sodium, soy free, gluten free and made with the world-famous Nathan’s secret spice recipe. Valuation Update With 7 Day Price Move • Mar 31
Investor sentiment improved over the past week After last week's 18% share price gain to US$66.00, the stock trades at a trailing P/E ratio of 22.7x. Average trailing P/E is 54x in the Hospitality industry in Germany. Total returns to shareholders of 21% over the past three years. Valuation Update With 7 Day Price Move • Mar 10
Investor sentiment improved over the past week After last week's 15% share price gain to US$57.00, the stock is trading at a trailing P/E ratio of 23.2x, up from the previous P/E ratio of 20.1x. This compares to an average P/E of 56x in the Hospitality industry in Germany. Total returns to shareholders over the past three years are 19%. Is New 90 Day High Low • Mar 09
New 90-day high: €55.00 The company is up 12% from its price of €49.00 on 09 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 1.0% over the same period. Duyuru • Feb 24
Nathan's Famous, Inc. Expands NY Cheesesteak Menu, Now Includes Topped Hot Dog and Fries Alongside Popular Hero Sandwich Nathan’s Famous, Inc. announced the expansion of its partnership with New York food purveyor, Pat LaFrieda, with the addition of the NY Cheesesteak topped Hot Dog and NY Cheesesteak Fries. In 2019, the brand launched the NY Cheesesteak by Pat LaFrieda, and due to the popularity of the hero, the brand developed two new menu items to showcase the fan favorite flavor. The Nathan’s Famous NY Cheesesteak hero, NY Cheesesteak Hot Dog and NY Cheesesteak Fries, features Pat LaFrieda’s premium quality black angus ribeye, caramelized onions, LaFrieda’s Butcher Reserve Steak Sauce and American cheese. The hero is served on a Balthazar Baguette. Reported Earnings • Feb 07
Third quarter 2021 earnings released: EPS US$0.33 (vs US$0.29 in 3Q 2020) The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: US$18.0m (down 16% from 3Q 2020). Net income: US$1.36m (up 12% from 3Q 2020). Profit margin: 7.5% (up from 5.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Duyuru • Jan 12
Nathan's Famous, Inc. Expands Through Third Party Delivery to Canada Nathan’s Famous, Inc. announces the expansion of their menu offerings to Victoria, Canada. The menu is available to consumers through Uber Eats, DoorDash and SkipTheDishes third-party delivery only. Nathan’s Famous is offering its classic hot dog and fries as well as its expanded menu featuring premium burgers, hand-dipped chicken favorites and more. This continued expansion through ghost kitchens makes Nathan’s Famous available in 12 countries around the world. The menu will include Nathan’s Famous signature hot dogs and crinkle cut fries, as well as premium Canadian beef burgers, crispy and grilled chicken sandwiches, premium milkshakes and much more. Nathan’s Famous, which just launched a new brand, Wings of New York, has also recently expanded their menu offerings in the Middle East through a partnership with Kitopi as well as Ireland through a partnership with Eddie Rockets. Valuation Update With 7 Day Price Move • Nov 18
Market bids up stock over the past week After last week's 18% share price gain to US$53.50, the stock is trading at a trailing P/E ratio of 22.5x, up from the previous P/E ratio of 19.1x. This compares to an average P/E of 23x in the Hospitality industry in Germany. Total return to shareholders over the past three years is a loss of 13%. Valuation Update With 7 Day Price Move • Nov 14
Market bids up stock over the past week After last week's 16% share price gain to US$49.40, the stock is trading at a trailing P/E ratio of 20.8x, up from the previous P/E ratio of 17.9x. This compares to an average P/E of 22x in the Hospitality industry in Germany. Total return to shareholders over the past three years is a loss of 19%. Is New 90 Day High Low • Nov 11
New 90-day high: €45.40 The company is up 4.0% from its price of €43.60 on 13 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Hospitality industry, which is also up 4.0% over the same period. Duyuru • Nov 10
Nathan’s Famous, Inc. Launches New Chicken Wings and Waffles Virtual Concept, Wings of New York Nathan’s Famous, Inc. announced the launch of its new brand, Wings of New York. Wings of New York is a virtual concept offering New York style wings as well as Harlem-style chicken and waffles. The roll out of this concept will only be available through third-party delivery initially in the New York Tri-State area, with expansion plans across the US in the coming weeks. Wings of New York will offer customers a variety of menu options including wings and tenders a la carte, wings and French fry combos and Harlem-style chicken and waffles. Reported Earnings • Nov 07
Second quarter 2021 earnings released: EPS US$0.89 The company reported a mediocre second quarter result with weaker revenues, although earnings were flat and profit margins were improved. Second quarter 2021 results: Revenue: US$21.8m (down 27% from 2Q 2020). Net income: US$3.66m (flat on 2Q 2020). Profit margin: 17% (up from 12% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. Duyuru • Jul 04
Nathan's Famous, Inc.(NasdaqGS:NATH) dropped from Russell 2000 Growth-Defensive Index Nathan's Famous, Inc.(NasdaqGS:NATH) dropped from Russell 2000 Growth-Defensive Index Duyuru • Jul 03
Nathan's Famous, Inc.(NasdaqGS:NATH) dropped from Russell 2000 Dynamic Index Nathan's Famous, Inc.(NasdaqGS:NATH) dropped from Russell 2000 Dynamic Index