The One Group Hospitality, Inc. · NASDAQ:STKS
The One Group Hospitality — Investor Presentation (January 2026)
20 slides from The One Group Hospitality's investor presentation, January 2026
Slide 1: Investor Presentation January 2026
Investor Presentation January 2026 1
Slide 2: Preliminary Sales Results for the Fourth Quarter and Full Year 2025
Preliminary Sales Results for the Fourth Quarter and Full Year 2025 Our expectations with respect to our sales results for the fourth quarter and full year 2025 discussed in this presentation are based upon management estimates for the respective periods. Our expectations are subject to the completi
Slide 3: Leader in VIBE Dining
Leader in VIBE Dining VIBE DINING Unforgettable, Energetic, Fun and Feels Different Entertaining Created Got to do it again by the Flawless Experiential Execution of the Entertaining Seven Fundamentals! 3
Slide 4: 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 5: Business Overview: A Portfolio of Iconic Brands
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 156 Total Venues Across 31 States and 11 Countries United Kingdom Italy Canada Panama El Salvador Brazil Aruba Puerto Rico UAE Qatar Mexico (1) STK (31) Kona Grill (19) F&B Venues (5) Benihana (86) RA Sushi (9) Salt Water Social (1)
Slide 7: Current Headlines
Current Headlines • Achieved positive same-store sales at STK in Q4 2025 (+0.3%) • Improved sequential same-store sales for all brands • Completed first conversion of a RA Sushi to an STK in Scottsdale, Arizona with encouraging results • Made significant progress on improving Grill restaurant’s foot
Slide 8: Current Priorities
Current Priorities • Accelerating same-store sales through operational excellence, innovation, and targeted marketing • Table turns • Seasonal menus • Loyalty • Pursuing capital-efficient growth with disciplined expansion • Franchising Benihana • Licensing STK • Focusing on company-owned restaurants
Slide 9: Early on our Growth Trajectory
Early on our Growth Trajectory Long-term Potential Unit Growth 400 ~20% of Total Addressable Market White Space 200 White Space Actual Actual 9
Slide 10: 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 11: Benihana Look and Feel 2026 and Beyond
Benihana Look and Feel 2026 and Beyond 11
Slide 12: San Mateo – Opened in 2025
San Mateo – Opened in 2025 12
Slide 13: San Jose – Coming in 2026
San Jose – Coming in 2026 13
Slide 14: 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 now in 4 sporting venues across large and mid-sized markets franchise development rights in the U.
Slide 15: 2025 - 2026 Key Initiative: Leverage Loyalty Program to Drive Guest Frequency
2025 - 2026 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 • 8.8mm
Slide 16: 2025-2026 Key Initiative: Improve All Brand Websites to Drive Incremental Traffic
2025-2026 Key Initiative: Improve All Brand Websites to Drive Incremental Traffic NEW NEW NEW NEW PREVIOUS PREVIOUS PREVIOUS PREVIOUS 16
Slide 17: Path to Five Billion in System-Wide Growth Targets
Long-Term Growth Targets • 3-5 annual STK unit growth • 3-5 annual Benihana unit growth • 1-3 new F&B Hospitality managed deal • Opportunistic Grill development Path to Five • Same store sales growth of 3% - 5% Billion • Focus on capital light development in System- • Disciplined G&A management Wide
Slide 18: 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 19: 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. Long Term SSS (58% of SSS) Growth (2025 vs 2017) STK +72% Benihana +69% All brands 2025 sequentially improved! (25% of SSS) (17% of SSS) 1
Slide 20: 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,
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