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what it is
Good Times runs two restaurant brands: Bad Daddy’s burger bars and Good Times drive-thru burger and frozen custard spots.
how it gets paid
Last year Good Times Rest made $142M in revenue. Bad Daddy's other states was the main engine at $38.7M, or 27% of sales.
what just happened
The quarter said one thing clearly: $0.02 EPS leaves no room for mistakes.
At a glance
C balance sheet — red flag territory — real financial stress
25/100 earnings predictability — expect surprises
11.6x trailing p/e — the market's not buying it — or you found a deal
1.6% return on capital — nothing to write home about
$0.10 fy2025 eps est
xvary composite: 25/100 — weak
What they do
Good Times runs two restaurant brands: Bad Daddy’s burger bars and Good Times drive-thru burger and frozen custard spots.
The moat is thin. That is the point. You are not buying a national habit like McDonald’s. You are buying 52 locations across two niche brands, with 38 under Bad Daddy’s and 14 under Good Times. If customers stop choosing your lane or your barstool, there is no giant platform to save you.
How they make money
$142M
annual revenue
Bad Daddy's North Carolina
$38.2M
Bad Daddy's Colorado
$24.2M
Bad Daddy's other states
$38.7M
Good Times drive-thru restaurants
$38.2M
Licensing and other
$2.7M
The products that matter
casual dining burgers
Bad Daddy's Burger Bar
$85M · 60% of revenue
This is the larger concept at an estimated $85M in fiscal 2025. If it stumbles, there is no other segment large enough to hide it.
main revenue driver
drive-thru burger chain
Good Times Burgers & Frozen Custard
$57M · 40% of revenue
This concept contributed an estimated $57M in fiscal 2025. It is smaller than Bad Daddy's, but it still carries too much weight for weak traffic to go unnoticed.
second brand, real exposure
Key numbers
74%
debt load
Debt as a share of capital → how much of the business is financed by borrowing → so what: 74% is a lot for a restaurant chain earning only a 3.2% operating margin.
3.2%
operating margin
Operating margin → profit left after running the restaurants and headquarters → so what: GTIM keeps just $3.20 from every $100 of sales before interest and taxes.
11.6x
earnings multiple
P/E → years of current earnings you are paying for → so what: 11.6x looks cheap until you remember trailing EPS is only $0.10 and predictability is weak.
1.6%
return on capital
Return on capital → profit earned on the money tied up in the business → so what: 1.6% says the asset base is working very hard to earn very little.
Financial health
C
strength
- balance sheet grade C — very weak — significant financial distress
- risk rank 5 — safer than 5% of stocks
- price stability 25 / 100
- long-term debt $36M (74% of capital)
C — balance sheet grade and long-term debt are flagged. this stock carries more risk than average.
Total return vs. market
Return history isn't available for GTIM right now.
source: institutional data · return history unavailable
What just happened
missed estimates
The quarter said one thing clearly: $0.02 EPS leaves no room for mistakes.
Latest reported quarterly revenue was $108M and EPS was $0.02, based on the company earnings report for fiscal Q1 2026. That tiny per-share profit sits next to a trailing operating margin of just 3.2%.
$108M
revenue
$0.02
eps
3.2%
operating margin
the number that mattered
$0.02 EPS matters because a business with $36M of long-term debt does not get many low-profit quarters before the balance sheet becomes the whole story.
source: company earnings report, 2026
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What could go wrong
the #1 risk is debt pressure at a $13M equity value.
med
debt and dilution
$36M in long-term debt against a $13M market cap tells you the balance sheet has more weight than the equity story right now.
If operations weaken again, new equity or tougher financing terms can hit shareholders before any turnaround shows up.
med
sales erosion at both brands
Quarterly revenue fell 10% from a year ago, and the annual segment figures were down 8% at Bad Daddy's and 12% at Good Times.
When both concepts are shrinking, there is no stronger segment to carry the rest of the company.
med
thin margin cushion
Operating margin is 3.2%. That is a small buffer in a business exposed to food, labor, and occupancy costs.
A modest cost increase can wipe out a disproportionate share of profit when margins start this low.
med
brand concentration
Bad Daddy's generates about $85M and Good Times about $57M. That split sounds diversified until you realize the whole company is only $142M in revenue.
A stumble at either concept can move the consolidated story fast because each brand still matters to the whole result.
$36M of debt, a 3.2% operating margin, and a 10% quarterly sales drop add up to a company where the balance-sheet risk is easy to see and the turnaround proof is still thin.
source: institutional data · regulatory filings · risk analysis
Pay attention to
earnings
next quarterly update
The next report needs more than positive EPS. You want revenue to stop falling from a year ago.
balance sheet
debt versus equity value
$36M in long-term debt against a $13M market cap is the contrast to keep in your head. If debt stays heavy, the stock stays fragile.
trend
brand-level sales stabilization
Bad Daddy's was down 8% and Good Times was down 12% in the annual segment view. You need at least one of those lines to stop sliding.
risk
margin cushion
A 3.2% operating margin leaves very little slack. If cost pressures show up before traffic improves, the income statement feels it fast.
Analyst rankings
earnings predictability
25 / 100
in human-speak, you should expect uneven quarters and messy comparisons.
balance sheet grade
C
This is not a fortress balance sheet. Financing risk belongs in the thesis.
risk rank
5
That puts GTIM near the riskier end of the dataset, which fits the debt load and weak price stability.
source: institutional data
Institutional activity
institutional ownership data for GTIM is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$1
current price
n/a
target midpoint · n/a from current
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