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FAT Brands (FAT) investor relations material
FAT Brands 28th Annual ICR Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company origins and growth strategy
Initial acquisition of Fatburger in 2003 led to a scalable franchise model leveraging shared back office resources.
Expansion accelerated post-2017 IPO, with acquisitions during COVID capitalizing on market opportunities.
Portfolio now includes 18 brands across QSR, fast casual, casual dining, and manufacturing.
Synergies achieved through centralized operations, legal, and purchasing.
Consumer trends and franchisee confidence
Consumers remain cautious but show signs of optimism, with recent sales improvements.
Franchisees continue to invest, with over 213 incremental units sold in 2025, reflecting confidence in unit economics.
High-growth brands include Fatburger, Johnny Rockets, Round Table Pizza, Fazoli's, Great American Cookies, Marble Slab, and Twin Peaks.
Co-branding, non-traditional locations, and manufacturing
Co-branded locations deliver 10%-20% higher revenues and lower entry costs for franchisees.
Recent initiatives include integrating Fatburger into 40 Round Table Pizza locations.
Non-traditional venues like universities and theme parks offer growth, though with longer sales cycles.
Manufacturing business, acquired in 2021, operates at 45% capacity, generates $15M EBITDA, and is expanding through partnerships like Chuck E. Cheese.
- TimeTickerHeadlineOpen
- 6 FebJ
Strong growth, digital innovation, and margin expansion drive robust multi-year financial outlook. - 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway.
Next FAT Brands earnings date
Next FAT Brands earnings date
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