Education
About Us
Working with TipRanks
Follow Us
Red Robin Gourmet (RRGB)
NASDAQ:RRGB
Earnings Data
Report Date
May 27, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0Last Year’s EPS
0.19Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed clear operational and financial progress—material adjusted EBITDA growth (53%), margin expansion, labor efficiencies, targeted marketing gains, menu enhancements and cost reductions—combined with constructive 2026 guidance. However, challenges remain: comparable sales and traffic declines, commodity/beef inflation, weather-driven disruption, elevated selling expense to fuel marketing, and modest cash balances. On balance, the positive improvements in profitability, efficiency and strategic execution outweigh the near-term top-line and external headwinds.Company Guidance
Strong Adjusted EBITDA and Profitability Gains
Full-year adjusted EBITDA of $69.7 million, representing 53% growth versus 2024; fourth-quarter adjusted EBITDA of $11.8 million, which was ahead of expectations.
Restaurant-Level Margin and Labor Efficiency Improvements
RLOP margin grew by 190 basis points for the year; labor-efficiency initiatives contributed approximately 180 basis points to restaurant-level margin and total labor costs were reduced by ~250 basis points in 2025 while maintaining guest satisfaction.
Effective Pricing and New Menu Strategy
Minimal net pricing in 2025 (net pricing contributed ~1.6% in Q4). New menu launched Jan 26 with a 3.2% menu price increase (expected to carry through 2026) and an expanded Big Yummm platform (6 meal options, $9.99–$16.99). Early results show average check increases and healthy guest engagement.
Traffic Momentum from Value Offer and Targeted Marketing
December outpaced the Black Box casual dining traffic index; Big Yummm $9.99 delivered 10% guest mix in dine-in in Q4. Company has implemented data-driven, micro-targeted marketing (about two-thirds complete), improving message relevancy and marketing efficiency.
G&A and Cost Savings Progress
General & administrative expenses reduced by over $4 million in 2025 excluding stock-based compensation. 2026 G&A guidance is ~$65–67 million (versus $71 million in 2025 excluding stock comp), indicating continued structural savings.
Improved Liquidity and Capital-Structure Actions
Ended Q4 with $19.9 million cash, $9.6 million restricted cash, and $37 million availability on revolver. ATM program terminated (no shares issued) and tactical refranchising discussions progressing to reduce debt and strengthen the balance sheet.
Operational Investments and Workforce Improvements
Completed 20 light-touch restaurant refreshes in 2025; 2026 capex guidance $25–30 million. Rolling out new server handhelds and upgraded Ziosk devices; launched enterprise ChatGPT with restaurant-level GPT tools. Hourly turnover is at its lowest level since 2017 and engagement scores are improving.
2026 Financial Guidance
Provided 2026 guidance: comparable restaurant revenues +0.5% to +1.5% (ex-deferred loyalty), restaurant-level operating margin ~13%, adjusted EBITDA $70–73 million, and capex $25–30 million, signaling expected continued progress.
RRGB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RRGB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $3.63 | $4.83 | +33.06% |
Nov 10, 2025 | $4.70 | $4.40 | -6.38% |
Aug 13, 2025 | $6.00 | $6.08 | +1.33% |
May 29, 2025 | $3.13 | $5.10 | +62.94% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Red Robin Gourmet (RRGB) report earnings?
Red Robin Gourmet (RRGB) is schdueled to report earning on May 27, 2026, After Close (Confirmed).
What is Red Robin Gourmet (RRGB) earnings time?
Red Robin Gourmet (RRGB) earnings time is at May 27, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RRGB EPS forecast?
RRGB EPS forecast for the fiscal quarter 2026 (Q1) is 0.
