Red Robin Q4 revenue beats expectations despite decline

Red Robin Gourmet Burgers

25/02/2026 21:22

Overview

Restaurant chain's fiscal Q4 revenue beat analyst expectations despite a decline yr/yr

Company's adjusted EBITDA for fiscal Q4 beat estimates, reflecting strategic improvements

Outlook

Red Robin expects 2026 comparable restaurant revenue growth of 0.5% to 1.5%

Company forecasts 2026 adjusted EBITDA between $70 mln and $73 mln

Red Robin plans 2026 capital expenditures of $25 mln to $30 mln

Result Drivers

PRICE-VALUE STRATEGY - Red Robin's focus on improving its price-value equation contributed to a significant increase in adjusted EBITDA

MARKETING INITIATIVES - Micro-targeted marketing and the Big Yummm value platform drove traffic performance, outperforming the industry in December

Company press release: ID:nPn62zggma

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$269 mln
$264.27 mln (4 Analysts)
Q4 Adjusted EPS
Beat
-$0.41
-$0.58 (3 Analysts)
Q4 EPS
-$0.56
Q4 Net Income
-$10.1 mln
Q4 Adjusted EBITDA
Beat
$11.80 mln
$8.11 mln (3 Analysts)
Q4 Income From Operations
-$4 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "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 Red Robin Gourmet Burgers Inc is $11.00, about 195.7% above its February 24 closing price of $3.72

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)