(19) Segment Information

The Company operates 57 Gen Korean BBQ restaurants in the United States and South Korea. The CODM is the Chief Executive Officer. The Company determined it has one reportable segment, as the CODM regularly reviews restaurant operations and financial performance at a consolidated level. The CODM uses net income to allocate resources (including labor, technology and capital resources) for the single segment to make decisions regarding annual budget, new restaurant openings, entering new geographic markets, landlord and vendor negotiation, marketing decisions, pursuing new business ventures, and driving the Company’s mission.

 

 

 

Year Ended December 31,

 

(in thousands)

 

2025

 

 

2024

 

 

 

 

 

 

 

 

Segment revenue

 

$

212,541

 

 

$

208,380

 

Less:

 

 

 

 

 

Food cost

 

 

73,790

 

 

 

68,730

 

Payroll and benefits

 

 

64,943

 

 

 

64,322

 

Occupancy expenses

 

 

21,197

 

 

 

17,524

 

Operating expenses

 

 

24,176

 

 

 

21,538

 

Depreciation and amortization

 

 

9,120

 

 

 

6,735

 

Pre-opening costs

 

 

8,317

 

 

 

7,607

 

Segment Income from Operations

 

 

10,998

 

 

 

21,924

 

Reconciliation:

 

 

 

 

 

 

     General and administrative

 

 

25,935

 

 

 

21,326

 

     Impairment expense

 

5,527

 

 

 

 

     Gain on lease terminations

 

 

(471

)

 

 

 

     Gain on remeasurement of previously held interest

 

 

 

 

 

(3,402

)

    Interest expense (income), net

 

 

232

 

 

 

(829

)

Other costs

 

 

346

 

 

 

122

 

Loss on foreign currency

 

 

47

 

 

 

 

 Employee retention credits

 

 

(313

)

 

 

(199

)

    Equity in loss of equity method investee

 

 

 

 

 

17

 

Net (loss) income before taxes

 

$

(20,305

)

 

$

4,889

 

 

 

 

Historical Timeline

Fiscal YearFiled
2025Mar 31, 2026Showing above
2024Mar 10, 2025

About Segments Disclosures

Segment disclosures break a company into its reportable operating units, revealing revenue, profit, and asset allocation that consolidated financial statements obscure. Under ASC 280, segments must match how the chief operating decision maker views the business, providing a window into internal management structure and resource allocation priorities.

Key signals: compare segment margins to identify which units drive profitability and which destroy value. Watch for changes in the number of reportable segments — segment aggregation or disaggregation often coincides with strategic shifts or attempts to obscure declining performance. Intersegment elimination patterns reveal internal pricing practices. The reconciliation between segment totals and consolidated figures exposes corporate overhead allocation and unallocated items. Geographic revenue concentration highlights regulatory and currency exposure. Compare segment-level capital expenditure against segment revenue to assess where management is investing for future growth versus harvesting existing assets.