Nathan's Famous, Inc. (NATH)

In the past six months, Nathan's Famous, Inc. reported a first-quarter dividend of US$0.50, payable on September 5, 2025. First-quarter 2026 earnings were released on August 9, showing an EPS of US$2.18. Total revenues for the first quarter of fiscal 2026 increased to $46.99 million, though net income decreased to $8.93 million. Earlier, Nathan's Famous reported strong second-quarter fiscal 2025 results, with revenues increasing to $41.1 million and net income rising to $6.03 million. For the fiscal year 2025, Nathan's Famous reported increased revenues of $148.2 million and net income rose to $24 million. In February 2025, it was reported that Nathan's Famous was considering a sale.

Demand for Nathan's Famous products exhibits seasonality, with a peak around the Fourth of July due to the Hot Dog Eating Contest and increased outdoor activities. Higher consumption occurs during warmer weather and holiday periods, with increased demand during the operating seasons of stadiums and amusement parks.

Nathan's Famous, Inc. operates in the Consumer Discretionary sector and Restaurants industry, with business segments including Branded Product Program, Product Licensing, and Restaurant Operations. The company's major products include all-beef hot dogs, crinkle-cut french fries, sausages, and other related items, which are distributed through retail channels and supplied to the foodservice industry. They also provide Arthur Treacher's branded fish fillets.

Nathan's Famous operates in the United States and internationally. As of March 27, 2022, the restaurant system included four company-owned units in the New York City metropolitan area and 239 franchised units across 18 states and 12 foreign countries. The company's products are distributed in all 50 U.S. states, the District of Columbia, Puerto Rico, the U.S. Virgin Islands, Guam, and 20 foreign countries.

Nathan's Famous maintains a strong brand reputation due to its history and association with its iconic hot dogs. The annual Fourth of July International Hot Dog Eating Contest amplifies brand awareness. A minor event included a complaint about the prominence of Nathan's Famous advertisements during a TV broadcast.

Institutional investors hold 66.54% of Nathan's Famous, Inc. stock, while insiders hold 30.70%. Howard Lorber, the executive chairman, owns nearly a quarter of the company's shares.