Red Robin Gourmet Burgers, Inc., along with its affiliated entities, is involved in the development, operation, and franchising of casual and full-service ...
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Est. EPS $0.23 · Revenue $356.54M · 2 analysts
Est. EPS $-0.18 · Revenue $1.17B · 1 analysts
Est. EPS $0.13 · Revenue $265.69M · 2 analysts
Est. EPS $-0.29 · Revenue $250.05M · 1 analysts
EPS $0.07 · Revenue $392.35M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.2B | -3.1% | -26.6% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-23.3M | +70.0% | +117.7% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +68.0% | -0.5% | +523.6% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +0.2% | +105.4% | +55.0% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -1.9% | +69.0% | +124.1% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $6.2M | +132.8% | +917.5% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +0.5% | +133.8% | +1286.3% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | -484.3% | +30.3% | +1.8% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.45x | -14.6% | +53.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $563.5M | -12.1% | -2.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -1.31 vs -0.78 | -67.4% | 0.02 vs -0.10 | +120.7% |
| Revenue Surprise | $1.2B vs $1.2B | +0.4% | $277.6M vs $258.0M | +7.6% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 5, 2026 | Kappitt Michael | director | RRGB | A | 13,295 | — |
| Jul 24, 2026 | Kappitt Michael | — | — | — | 0 | — |
| Jun 1, 2026 | McLaughlin John Charles | officer: Chief Transformation Officer | Common Stock | — | 0 | — |
| Jun 1, 2026 | McLaughlin John Charles | officer: Chief Transformation Officer | Phantom Restricted Stock Unit | — | 26,493 | — |
| May 15, 2026 | Graff Mark E | officer: Chief Financial Officer | Common Stock | A | 79,155 | — |
Operator: Good afternoon. Welcome to the Red Robin Gourmet Burgers Incorporated Second Quarter 2026 Earnings Call. This conference call is being recorded. During management's presentation and in response to your questions, they will be making forward-looking statements about the company's business. Outlook and expectations. These forward-looking statements and all other statements that are not historical facts reflect management's beliefs and predictions as of today. And therefore, are subject to risks and uncertainties as described in the company's SEC filings. Management will also discuss non-GAAP financial measures as part of today's conference call. These non-GAAP measures are not prepared in accordance with generally accepted accounting principles, but are intended to illustrate alternative measures of the company's operating performance that may be useful. Reconciliations of the non-GAAP financial measures to the most directly comparable GAAP measures can be found in the earnings release. The company has posted its second quarter 2026 earnings release on its website at ir.redrobin.com. On today's call, are David A. Pace, President and Chief Executive Officer and Mark E. Graff, chief financial officer. Now I would like to turn the call over to David A. Pace. David A. Pace: Good afternoon, everyone. Thank you for your interest in Red Robin. I am pleased to report that our momentum continued in the second quarter, significant progress across the business as we execute against our priorities under the First Choice plan. We have taken deliberate steps over the past year to strengthen the guest experience, improve hospitality and execution, and invest in traffic-driving platforms that we believe can increase frequency over time. We are seeing those actions translate into increased guest engagement elevated satisfaction scores, and improved restaurant level profitability. We also took major steps this quarter towards strengthening our balance sheet. We announced 3 refranchising agreements that will collectively generate approximately $96 million in gross proceeds upon closing. Our partners are seasoned multi concept operators who bring meaningful operating capabilities and resources and who share our hospitality first mindset, and core values. The proceeds received from these transactions which we expect to receive during the third quarter, will provide us with greater financial flexibility to refinance our existing debt and support our long term strategic priorities. This represents a step forward for our company and I appreciate the significant efforts expended by everyone on our team to drive this to a successful outcome. Taken together, the results in the quarter give us greater confidence and reinforces that the quarter. Comparable restaurant revenue grew 1.3% in the quarter, with traffic effectively flat at down 20 basis points. This traffic result outperformed the industry by 40 basis points as measured by Black Box and for the second …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
David A. Pace | President, Chief Executive Officer & Director | USD 1,739,189 | Male | 1959 | Active |
Jesse Griffith | Chief Operations Officer | USD 745,583 | Male | — | Active |
Humera Kassem | Chief People Officer | USD 231,629 | Female | 1976 | Active |
Mark E. Graff | CFO & Principal Accounting Officer | — | Male | 1980 | Active |
Deena DePhilips | Senior VP & Chief Technology Officer | — | Female | — | Active |
Partnership supports The Faris Foundation's mission to create brighter days and better treatments for children during Childhood Cancer Awareness Month KEY POINTS Red Robin partners with The Faris Foundation for the month of September during Childhood Cancer Awareness Month in 2026. From Sept.
RRGB's 116-store refranchising could cut debt and expand franchise revenues, but G&A resizing and franchise execution may shape its earnings profile.
Red Robin's 23.7% weekly surge puts its turnaround to the test as traffic steadies, margins improve and higher marketing costs weigh on EBITDA.
RRGB's deep sales discount and improving restaurant margins bolster its value case, but weak earnings, debt costs and refinancing risk remain key hurdles.
Red Robin Gourmet Burgers, Inc. (RRGB) Q2 2026 Earnings Call Transcript
