Good Times Restaurants (NasdaqCM:GTIM) Q1 2026 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsKeri August - Chief Accounting OfficerKevin Holden - Founder and CEORyan Zink - CEOOperatorHello, everyone. Thank you for joining us, and welcome to the Good Times Restaurants Incorporated Q1 2026 earnings call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press star one on your telephone keypad. To withdraw your question, p ...

Good Times Restaurants (NasdaqCM:GTIM) Q1 2026 Earnings call February 05, 2026 05:00 PM ET Speaker2Hello, everyone. Thank you for joining us, and welcome to the Good Times Restaurants Incorporated Q1 2026 earnings call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press star one on your telephone keypad. To withdraw your question, press star one again. I will now hand the call over to Keri August, Chief Accounting Officer. Please go ...

公司业绩 - 第二季度营收125亿美元 略低于预期的1255亿美元 [1] - 每股收益87美分 超出预期83美分4美分 [1] - 毛利率同比提升160个基点 营业利润率大幅增长324个基点至3603% [2] 经营策略 - 下半年将受益于原材料成本通胀缓解 预计利润率进一步恢复 [3] - 收入增长将来自产品组合优化和销量提升 而非价格驱动 [3] - 计划推出蔗糖版本产品替代高果糖玉米糖浆配方 [5] 股票表现 - 当前股价6967美元 接近52周区间6062-7438美元中位 [1][8] - 12个月平均目标价7713美元 潜在涨幅1071% [4][10] - 2025年累计上涨约11% 但4月以来处于盘整状态 [7] 行业环境 - 面临美国监管压力 可能涉及FDA标签合规和FTC营销审查 [6][13] - 国际收入占比高 本地化供应链有效规避关税影响 [11] - 消费者受通胀压力 多数地区单位销量出现下滑 [2] 分析师观点 - 18位分析师给予买入评级 目标价区间70-86美元 [4] - 股息收益率293% 接近必需消费品板块平均水平 [10] - 未被列入顶级分析师推荐的五支优选股名单 [12]