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Dec 28, 2025
Red Robin Q4 2025 Earnings Report
Red Robin Gourmet Burgers, Inc. reported financial results for the fiscal fourth quarter ended December 28, 2025.
Key Takeaways
Red Robin saw steady improvement in business performance following the launch of its 'First Choice' strategic plan, outperforming the casual dining industry in traffic by December. Despite a decrease in total revenue and a net loss for the quarter, the company significantly improved its full-year Adjusted EBITDA and entered 2026 with a more disciplined, guest-driven roadmap.
Outperformed the casual dining industry in guest traffic in December for the first time since Q3 2024.
Full-year Adjusted EBITDA increased 53% year-over-year to $69.7 million due to efficiency initiatives.
Restaurant level operating profit margin for the full year improved by 190 basis points to 12.7%.
The company intentionally limited pricing actions in 2025 to improve the price-value equation for guests.
Revenue by Segment
Forward Guidance
Red Robin expects modest comparable revenue growth and continued margin expansion in fiscal 2026.
Positive Outlook
- Comparable Restaurant Revenue growth expected between 0.5% to 1.5%.
- Restaurant level operating profit targeted at approximately 13.0%.
- Adjusted EBITDA projected between $70 million and $73 million.
- Entering 2026 with greater focus and financial flexibility.
- Clear roadmap for sustainable performance under the First Choice plan.
Challenges Ahead
- Capital expenditures expected to be between $25 million and $30 million.
- Uncertainty regarding the global and domestic economic environment.
- Potential for continued labor cost and commodity pricing increases.
- Risk that 2026 performance may not be consistent with early-year trends.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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