Twin Hospitality Group Inc. Class A (TWNP)

The share price experienced a drastic decline of 95.13% from January 30, 2025, to January 7, 2026. FAT Brands Inc. intends to liquidate its stake in TWNP to address a $1.2 billion debt burden, which is expected to create downward selling pressure on TWNP's stock. In December 2025, Andy Wiederhorn was appointed as CEO and Roger Gondek as Twin Peaks President. The company reported its Third Quarter 2025 financial results on November 5, 2025, showing a revenue decline of 1.6% to $82.3 million and a widened net loss of $24.5 million, although Adjusted EBITDA improved. Additionally, Twin Hospitality Group announced its intent to acquire eight franchised Twin Peaks locations in Florida on November 17, 2025. The company also announced its Second Quarter 2025 financial results on July 30, 2025. TWNP has been noted as noncompliant with Nasdaq requirements and technical indicators suggest the stock is currently oversold.

The demand seasonality for Twin Hospitality Group, Inc.'s products and services is not explicitly detailed. Demand is typically influenced by factors such as holidays, major sporting events, and local weather conditions, which can introduce seasonal fluctuations in sales and customer traffic.

Twin Hospitality Group, Inc. (TWNP) operates and franchises specialty casual dining restaurants in the United States and internationally under the Twin Peaks and Smokey Bones brands. Twin Peaks is an "ultimate sports lodge" known for scratch-made food, 29-degree draft beer, innovative cocktails, and sports viewing. Smokey Bones is a full-service, meat-centric restaurant specializing in ribs and slow-smoked meats with a full bar. The company was incorporated in 2024, is headquartered in Dallas, Texas, and is a subsidiary of FAT Brands Inc.

Twin Hospitality Group has over 172 restaurants, with Twin Peaks having approximately 115 locations across 27 states and Mexico, and Smokey Bones operating 45 locations across 15 states. The company has announced expansion plans, including new Twin Peaks lodges in Omaha and Connecticut, and intends to acquire eight franchised Twin Peaks restaurants in Florida. The company's international expansion strategy for Twin Peaks includes its existing seven restaurants in Mexico and potential future growth in other markets across Europe, Asia, Central and South America, Canada, Africa, and Australia.

Twin Hospitality Group has actively pursued brand expansion for Twin Peaks through new locations and franchise agreements, and the acquisition of existing franchised restaurants. Twin Peaks is recognized as an "award-winning restaurant and sports bar brand" and the "ultimate sports lodge". Smokey Bones maintains a reputation for serving premium quality meats. However, the company's reputation could be indirectly affected by the legal issues surrounding its parent company, FAT Brands, and its chair, Andy Wiederhorn, and the financial challenges faced by Twin Hospitality Group, including growing losses and declining same-store sales.

Twin Hospitality Group is predominantly owned by insiders, holding approximately 90.40% to 95.09% of the stock. Institutional shareholders own a smaller portion, ranging from less than 0.01% to 0.28%, while retail investors hold about 4.68% to 9.33%. FAT Brands Inc. is the largest single shareholder, owning 51.78 million shares, which accounts for 90.32% of the company. Institutional ownership saw a slight downtrend, decreasing from 0.4% in June 2025 to 0.3% in September 2025.