The One Group Hospitality, Inc. · NASDAQ:STKS
The One Group Hospitality — Investor Presentation (September 2025)
17 slides from The One Group Hospitality's investor presentation, Sep 9, 2025
Slide 1: Investor Presentation September 2025
Investor Presentation September 2025
Slide 2: Forward-Looking Statements
Forward-Looking Statements Forward-Looking Statements This presentation includes “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995, including with respect to restaurant openings, run-rate adjustments,
Slide 3: The Core
The Core Vision: The Undisputed Global Leader In VIBE Dining. Creating Great Guest Memories by Operating the BEST Restaurant In Every Market That We Operate in by Mission: Delivering Exceptional and Unforgettable Guest Experiences to Every Guest, Every Time. STRATEGY PILLARS Operations Marketing Cul
Slide 4: Leader in VIBE Dining
Leader in VIBE Dining Experiential Entertaining VIBE DINING – Unforgettable, Energetic, Fun and Entertaining Created by the Flawless Execution of the Seven Fundamentals! 4
Slide 5: Business Overview
Business Overview A Portfolio of Iconic Brands Experiential and Entertaining VIBE DINING Restaurants Largest, most recognizable Artfully blends the modern Bar-centric grill concept and only national Turn-key food and steakhouse and a chic featuring American Creative sushi and teppanyaki brand with b
Slide 6: Proven & Scalable International Platform with Compelling Whitespace
Proven & Scalable International Platform with Compelling Whitespace 158 Total Venues Across 31 States and 11 Countries United Kingdom Italy Canada Panama El Salvador Brazil Aruba UAE Qatar Mexico Puerto Rico (1) STK (29) Kona Grill (23) F&B Venues (6) Benihana (85) RA Sushi (15) (1) Comprised of 70
Slide 7: Strong Same Store Sales Track Record
Strong Same Store Sales Track Record Portfolio’s strong, iconic brands and vibrant guest dining experiences have enabled industry leading performance post Covid. 2024 vs 2018 (58% of SSS) Grill Concepts +4.3% STK +63.0% Benihana +62.8% (25% of SSS) YTD Q2, 2025 = +3.5% Positive Transactions (17% of
Slide 8: Early on our Growth Trajectory
Early on our Growth Trajectory Long-term Potential Unit Growth 400 ~19% of Total Addressable Market 200 8
Slide 9: Strong New Store Economic Models
Strong New Store Economic Models STK – Projected New Unit Economics Benihana – Projected New Unit Economics Revenue $8.0mm Revenue $6.5mm EBITDA $1.9mm EBITDA $1.4mm Cash Investment $3.8mm(1) Cash Investment $3.5mm(1) ROI 50% ROI 40% (1) Excludes preopening expenses and net of tenant improvement (1)
Slide 10: Benihana Look and Feel 2025 and Beyond
Benihana Look and Feel 2025 and Beyond 10
Slide 11: Returning Focus to Asset Light Development
Returning Focus to Asset Light Development STK Managed & Licensed Benihana Franchise & Licensed All Brands Non-traditional Opportunity for 200 STKs globally, Owns Benihana trademarks and Benihana currently in 3 sporting venues across large and mid-sized markets franchise development rights in
Slide 12: 2025 Key Initiative: Leverage Loyalty Program to Drive Guest Frequency
2025 Key Initiative: Leverage Loyalty Program to Drive Guest Frequency Cultivate sustained loyalty success by growing a best-in-class program that fuels sustained business growth. Objectives • Maximize size of membership in program by converting members of other TOG marketing programs • 6.3mm+ membe
Slide 13: 2025 Key Initiative: Improve All Brand Websites to Drive Incremental Traffic
2025 Key Initiative: Improve All Brand Websites to Drive Incremental Traffic NEW NEW NEW PREVIOUS PREVIOUS PREVIOUS 13
Slide 14: Path to Five Billion in System-Wide Revenues
Long-Term Growth Targets • 3-5 annual STK unit growth • 3-5 annual Benihana / RA unit growth • 1-3 new F&B Hospitality managed deal • Opportunistic Kona Grill & RA Sushi development Path to Five • Same store sales growth of 3% - 5% Billion • Focus on capital light in System- • Disciplined G&A manage
Slide 15: The ONE Group Highlights
The ONE Group Highlights Well Positioned for Fast Growing Restaurant Significant Growth in a Company Transforming Restaurant Sector Acquisitions can Further Strong Management Team Enhance our Brand Portfolio and Infrastructure to Support and Unit Pipeline Growth Strong Economics Drives Flexibility S
Slide 16: Profitability Analysis - Trailing Four Quarters
Profitability Analysis - Trailing Four Quarters $ in millions * For reconciliation of adjusted EBITDA, please see the Company’s 8-K filed and the non-GAAP reconciliation section of this presentation 16 Source: Company’s 8-K filings
Slide 17: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation Adjusted EBITDA $ in millions * For reconciliation of adjusted EBITDA, please see the Company’s 8-K filed and the non-GAAP reconciliation section of this presentation 17 Source: Company’s 8-K filings
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