Earnings summaries and quarterly performance for RED ROBIN GOURMET BURGERS.
Executive leadership at RED ROBIN GOURMET BURGERS.
Board of directors at RED ROBIN GOURMET BURGERS.
Research analysts who have asked questions during RED ROBIN GOURMET BURGERS earnings calls.
Todd Brooks
The Benchmark Company
7 questions for RRGB
Jeremy Hamblin
Craig-Hallum Capital Group LLC
5 questions for RRGB
Mark Smith
Lake Street Capital Markets, LLC
5 questions for RRGB
Alexander Slagle
Jefferies
4 questions for RRGB
Andrew Paul Wolf
CL King & Associates
2 questions for RRGB
Alex Stern
Lake Street Capital Markets
1 question for RRGB
Will Forsberg
Craig-Hallum Capital Group LLC
1 question for RRGB
Recent press releases and 8-K filings for RRGB.
- Red Robin Gourmet Burgers reported Q4 2025 total revenues of $269 million and comparable sales down 3.3% (excluding deferred loyalty revenue). For the full year 2025, adjusted EBITDA grew 53% to $69.7 million.
- The company provided 2026 guidance, expecting comparable restaurant revenues between 0.5% and 1.5%, a restaurant-level operating profit margin of approximately 13%, and adjusted EBITDA between $70 million and $73 million.
- Strategic initiatives led to significant cost savings, including a $4 million reduction in G&A expenses (excluding stock-based compensation) in 2025, with a similar reduction anticipated in 2026, and labor efficiency initiatives contributing 180 basis points to restaurant-level margin in Q4 2025.
- Red Robin terminated its at-the-market (ATM) equity offering program, with no shares issued, and continues to progress on tactical refranchising and debt refinancing to strengthen its balance sheet.
- Red Robin Gourmet Burgers, Inc. (RRGB) reported Q4 2025 total revenues of $269 million and comparable sales down 3.3% (excluding deferred loyalty revenue). Adjusted EBITDA for the quarter was $11.8 million.
- For the full year 2025, the company achieved $69.7 million in adjusted EBITDA, representing 53% growth over 2024 , and restaurant-level operating profit (RLOP) margin grew by 190 basis points.
- The company provided 2026 guidance, expecting comparable restaurant revenues between 0.5% and 1.5% , restaurant-level operating profit margin of approximately 13% , and adjusted EBITDA between $70 million and $73 million.
- Strategic initiatives, including the "First Choice plan," labor efficiency, and micro-targeted marketing, contributed to improved performance, with G&A expenses reduced by over $4 million in 2025 (excluding stock-based compensation) and a similar reduction expected in 2026.
- The company is making progress on tactical refranchising and debt refinancing, and has terminated its at-the-market (ATM) equity offering program due to improved financial performance.
- Red Robin Gourmet Burgers, Inc. reported Q4 2025 total revenues of $269 million and comparable sales down 3.3%, excluding deferred loyalty revenue. For the full year 2025, comparable sales were down 0.3%, with a 3.5% increase in average check offset by a 3.8% decrease in traffic.
- The company's adjusted EBITDA for Q4 2025 was $11.8 million. Full-year 2025 adjusted EBITDA reached $69.7 million, marking a 53% growth over 2024, and restaurant-level operating profit (ARLOP) margin grew by 190 basis points.
- For 2026, Red Robin provided guidance including comparable restaurant revenues between 0.5% and 1.5%, restaurant-level operating profit margin of approximately 13%, and adjusted EBITDA between $70 million and $73 million. A 3.2% menu price increase was implemented at the end of January 2026, expected to be the full-year pricing impact.
- The company reduced general and administrative (G&A) expenses by over $4 million in 2025 (excluding stock-based compensation) and anticipates a similar reduction in 2026, targeting a range of $65 million-$67 million. Red Robin is also progressing with tactical refranchising to strengthen its balance sheet and has terminated its at-the-market (ATM) equity offering program.
- Red Robin Gourmet Burgers, Inc. reported a net loss of $(10.1) million for Q4 2025 and $(23.3) million for the full fiscal year 2025, showing improvement from the prior year. Adjusted EBITDA for FY 2025 increased by 53% to $69.7 million compared to FY 2024.
- For fiscal year 2025, comparable restaurant revenue (excluding deferred loyalty revenue) decreased by (0.3)%, primarily due to a (3.8)% decrease in guest traffic, partially offset by a 4.2% benefit from net menu pricing. The Restaurant Level Operating Profit Margin improved by 190 basis points to 12.7% for the full year.
- CEO Dave Pace highlighted the positive impact of the "First Choice strategic plan" launched in mid-2025, which led to improved business performance and traffic outperformance against the casual dining industry in December 2025. For fiscal 2026, the company anticipates Comparable Restaurant Revenue growth of 0.5% to 1.5% and Adjusted EBITDA between $70 million and $73 million.
- Red Robin Gourmet Burgers, Inc. reported total revenues of $269.0 million for the fiscal fourth quarter ended December 28, 2025, and $1,210.2 million for the full fiscal year 2025. The company posted a net loss of $10.1 million for Q4 2025 and $23.3 million for the full fiscal year 2025.
- Adjusted EBITDA for fiscal year 2025 increased by 53% to $69.7 million compared to fiscal year 2024, driven by increases in restaurant level operating profit, effective cost control of corporate expenses, and reduced selling expense.
- The company's "First Choice strategic plan," launched in mid-2025, led to steady improvement in business performance, with December 2025 traffic outperforming the casual dining industry for the first time since Q3 2024.
- For fiscal year 2026, Red Robin projects Comparable Restaurant Revenue growth, excluding deferred loyalty revenue, of 0.5% to 1.5% and Adjusted EBITDA between $70 million and $73 million.
- Red Robin Gourmet Burgers, Inc. has appointed Christopher Meyer as its interim Chief Financial Officer, effective December 1, 2025, replacing Todd Wilson, who departs on December 12, 2025.
- Mr. Meyer will serve as the principal financial and accounting officer under an independent contractor agreement that is effective December 1, 2025, and expires on May 31, 2026.
- As interim CFO, Mr. Meyer will receive compensation at a rate of $20,000 per week and will be reimbursed for reasonable travel expenses.
- Mr. Meyer previously held the position of Executive Vice President, Chief Financial Officer at Bloomin' Brands, Inc. from April 2019 to April 2024.
- Red Robin Gourmet Burgers, Inc. announced an at-the-market equity offering program on November 10, 2025, enabling the company to offer and sell shares of its common stock with an aggregate gross sales price of up to $40 million.
- The company intends to use the net proceeds from this program for working capital, debt repayment, and other general purposes.
- Evercore Group L.L.C. will act as the sales agent, facilitating sales through methods such as "at-the-market offering" transactions on The Nasdaq Global Select Market.
- Red Robin will pay Evercore a commission of up to 3% of the gross sales price from each share sale.
- Red Robin Gourmet Burgers (RRGB) reported Q3 2025 total revenues of $265.1 million and comparable restaurant revenue declined 1.2%, with Adjusted EBITDA reaching $7.6 million, an increase of $3.4 million year-over-year.
- The company achieved sequential traffic improvement in Q3 2025, moving from approximately down 7% at the start of the quarter to approximately negative 1.4% at the end, supported by the Big Yum promotion and 2.9% traffic growth in the off-premise business, which now accounts for approximately 25% of sales. Restaurant-level operating profit improved by 90 basis points year-over-year due to labor efficiency.
- RRGB updated its 2025 guidance, now expecting Adjusted EBITDA of at least $65 million (up from $60-65 million) and restaurant-level operating profits of at least 12.5% (up from 12-13%).
- To strengthen its balance sheet, RRGB secured a six-month extension for its credit agreement to September 2027 at a 50 basis point cost, established an at-the-market (ATM) program to sell up to $40 million in equity, and is pursuing debt refinancing and refranchising efforts.
- The company also announced that its CFO, Todd, plans to move on to another opportunity.
- Red Robin Gourmet Burgers, Inc. (RRGB) has established an "at-the-market equity offering" program (ATM Program).
- The company may offer and sell shares of its common stock with an aggregate gross sales price of up to $40 million.
- The net proceeds from sales under the ATM Program are intended for working capital, debt repayment, and other general purposes.
- The shares will be offered through Evercore Group L.L.C. as the sales agent, with sales potentially occurring at market prices, prices related to prevailing market prices, or negotiated prices.
- For the fiscal third quarter ended October 5, 2025, Red Robin Gourmet Burgers, Inc. reported total revenues of $265.1 million, a decrease of $9.5 million compared to the prior year, and a net loss of $18.4 million, which was a $0.5 million improvement from the previous year's net loss.
- Adjusted EBITDA for Q3 2025 increased 81% to $7.6 million compared to $4.2 million in the fiscal third quarter of 2024.
- For the year-to-date period of fiscal 2025, total revenues were $941.2 million, a decrease of $22.2 million, while Adjusted EBITDA increased 86% to $58.0 million compared to $31.2 million in the prior year.
- The company updated its fiscal 2025 guidance, now expecting Adjusted EBITDA of at least $65 million (up from prior guidance of $60 to $65 million) and restaurant level operating profit of at least 12.5% (up from 12.0% to 13.0%).
- Comparable restaurant revenue decreased 1.2% in Q3 2025, and the company anticipates a decline of approximately 3% in the fourth quarter of fiscal 2025.
Quarterly earnings call transcripts for RED ROBIN GOURMET BURGERS.
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