Added to YB: 2024-07-02
Pitch date: 2024-07-01
STKS [neutral]
The ONE Group Hospitality, Inc.
-55.71%
current return
Author Info
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Company Info
The ONE Group Hospitality, Inc., a restaurant company, owns, develops, operates, manages, licenses, and franchises restaurants and lounges worldwide.
Market Cap
$86.9M
Pitch Price
$4.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.84
P/E
-2.49
EV/Sales
1.27
Sector
Hotels, Restaurants and Leisure
Category
turnaround
Idea Overviews - Tickers and Thoughts - The ONE Group Hospitality, Inc.
STKS: Restaurant group with 5 brands. Recent Benihana acquisition doubled size but added $500M debt at 14% APR. 2024 EBITDA guidance $95-100M. -$30M cash burn. Bull case: 5% margin improvement, debt refinancing, rate cuts could lead to $20M FCF by 2025. Risky bet on synergies & growth. Wait for more info on Benihana integration & operational improvements.
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