The One Group Hospitality, Inc. · NASDAQ:STKS
The One Group Hospitality — Investor Presentation (December 2025)
16 slides from The One Group Hospitality's investor presentation, Dec 11, 2025
Slide 1: Investor Presentation December 2025
Investor Presentation December 2025
Slide 2: Leader in VIBE Dining
Leader in VIBE Dining VIBE DINING Unforgettable, Energetic, Fun and Feels Different Entertaining Created Experiential Got to do it again by the Flawless Entertaining Execution of the Seven Fundamentals! 2
Slide 3: The Core: Vision, Mission and Strategy Pillars
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: 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 5: Proven & Scalable International Platform with Compelling Whitespace
Proven & Scalable International Platform with Compelling Whitespace 157 Total Venues Across 31 States and 11 Countries United Kingdom Italy Canada Panama El Salvador Brazil Aruba Puerto Rico UAE Qatar Mexico (1) STK (29) Kona Grill (23) F&B Venues (6) Benihana (85) RA Sushi (14) 5 (1) Comprised of 7
Slide 6: 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 7: Early on our Growth Trajectory
Early on our Growth Trajectory Long-term Potential Unit Growth 400 ~19% of Total Addressable Market 315 200 171 85 29 STK Benihana White-space 7
Slide 8: 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 9: Benihana Look and Feel 2025 and Beyond
Benihana Look and Feel 2025 and Beyond 9
Slide 10: 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 11: 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 • 8.8mm+ membe
Slide 12: 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 NEW PREVIOUS PREVIOUS PREVIOUS PREVIOUS 12
Slide 13: Long-Term Growth Targets: 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 14: The ONE Group Highlights: Strong Economics Drives Flexibility
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 15: 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 28.3% (58% of SSS) Grill Concepts +4.3% 17.9% STK +63.0% 4.6% 4.1% 5.7% 3.4% Benihana +62.8% -2.2% -0.9% 2017 2018 2019 COVID
Slide 16: 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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