Brinker beats Q1 revenue estimates on strong sales, traffic at Chili's

Brinker International

29/10/2025 10:54

Overview

Brinker fiscal Q1 revenue grows 18.5% yr/yr, beating analyst expectations

Adjusted EPS for fiscal Q1 beats consensus, reflecting strong operational performance

Chili's comparable sales up 21.4%, while Maggianos' sales decline

Company repurchased $92 mln of common stock in fiscal Q1

Outlook

Brinker reiterates fiscal 2026 revenue guidance of $5.60 bln to $5.70 bln

Non-GAAP EPS for fiscal 2026 expected between $9.90 and $10.50

Capital expenditures for fiscal 2026 projected at $270 mln to $290 mln

Result Drivers

CHILIS PERFORMANCE - Strong sales and traffic growth at Chilis driven by menu enhancements, advertising, and improved operations

MAGGIANOS CHALLENGES - Traffic declines at Maggianos, with initiatives in place to improve business as part of 'Back to Maggianos' strategy

MARGIN IMPROVEMENT - Higher sales leveraged to improve margins and reinvest in the business

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 REVENUE
Beat
$1.34 bln
$1.33 bln (17 Analysts)
Q1 Adjusted EPS
Beat
$1.93
$1.77 (19 Analysts)
Q1 EPS
$2.17
Q1 LIKE-FOR-LIKE GROWTH
18.80%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 10 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the restaurants & bars peer group is "buy"

Wall Street's median 12-month price target for Brinker International Inc is $164.00, about 24.2% above its October 28 closing price of $124.26

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 18 three months ago

Press Release: ID:nPn4QbwDma

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)