Episode Details

First Watchs Q1 2026 earnings report shows a strong performance, with revenue and adjusted EBITDA beating expectations. The companys core menu rollout and digital ad campaigns drove customer checks higher, leading to a 2.8% increase in same-store sales. Management attributes this growth to menu enhancements, despite challenges in the breakfast sector. Analysts questioned the impact of gas prices and marketing strategies, but CEO Chris Tomasso addressed these concerns. The company maintains its full-year EBITDA guidance and plans to focus on digital campaigns, menu innovations, and new market expansions. Despite a slight stock price drop, investors should keep an eye on First Watchs next moves.

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