RRGB
Red Robin Gourmet Burgers, Inc.4.0300
-0.1100-2.66%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A details guidance breakdowns
Q&A unpacked 2026 comp guidance with 3.2% pricing baked in from the new menu, expecting a front-half traffic lift lapping Big Yummm but H2 acceleration on pricing tailwinds. Q1 comps sit down 1% quarter-to-date, weather costing 50bps after January positivity. Management eyes 4% commodity inflation yet more labor efficiencies via comps and restaurant-level AI adoption. Refranchising advances steadily; G&A drops to $65-67M ex-SBC, closure headwind shrinks to $1.5M. Answers largely affirm prepared remarks with sharper details. Confident on marketing ramp; watch balance sheet moves.
Key Stats
Market Cap
72.40MP/E (TTM)
-Basic EPS (TTM)
-3.25Dividend Yield
0%Recent Filings
10-K
FY2025 results
Red Robin's FY2025 revenues fell 3.1% to $1.21B, with restaurant sales down 2.8% to $1.19B on 22 closures and flat comparable revenue (down 0.3% excluding loyalty adjustments). Yet restaurant-level margins leaped 190bps to 12.7% as labor plunged 250bps to 36.7% via efficiency gains, driving Adjusted EBITDA up 52.8% to $69.7M. Q4 momentum showed through sustained cost controls despite traffic softness. Debt trimmed to $170M (maturing 2027) with $57M liquidity; no buybacks or dividends. First Choice plan targets traffic via marketing relaunch. Refinancing maturing debt looms large.
8-K
Red Robin's EBITDA jumps 53%
Red Robin reported Q4 and full-year 2025 results on February 25, 2026, with total revenues down to $1.21B from $1.25B, yet Adjusted EBITDA soared 53% to $69.7M on 12.7% restaurant margins—up 190bps—thanks to the First Choice plan's value tweaks and efficiencies. Traffic fell 3.8%, but December beat industry peers. Guides 2026 comps at 0.5-1.5%, EBITDA $70-73M.
8-K
Amends investor cooperation deal
Red Robin amended its cooperation agreement with JCP and Jumana investor parties on February 13, 2026, re-nominating James Pappas and Christopher Martin for board election at the 2026 annual meeting. Post-meeting, Pappas becomes Finance Committee Chair; board shrinks to eight directors through mid-2027 Cooperation Period. Standstills hold, but Jumana gains 1% share option if stock dips below $4.00 for five days. Activist sway tightens.
8-K
Interim CFO appointed
Red Robin appointed Christopher Meyer as interim CFO effective December 1, 2025, replacing Todd Wilson who departs December 12, until successors are named. Meyer, ex-Bloomin' Brands CFO, works via independent contract at $20,000 weekly through May 31, 2026. Brings casual dining finance expertise. No family ties or conflicts disclosed.
8-K
ATM equity program launched
Red Robin Gourmet Burgers inked a distribution agreement with Evercore on November 10, 2025, for an at-the-market equity offering of up to $40 million in common stock. No sales are obligated; proceeds, if any, target working capital, debt repayment, and general corporate uses. Evercore earns up to 3% commission. Termination possible anytime on notice.
IPO
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