Q4 2025 Brinker International Inc Earnings Call Transcript
Key Points
- Chili's same-store sales increased by 24%, outperforming the casual dining industry by 1,890 basis points.
- Chili's has achieved 17 consecutive quarters of positive same-store sales growth.
- Restaurant operating margins at Chili's expanded from 11.9% in fiscal '22 to 17.6% in fiscal '25.
- Brinker International Inc (EAT) reported total revenue growth of 21.9%, surpassing $5 billion in revenues for the first time.
- The company has significantly reduced its debt, paying down over $570 million in the past three years, resulting in a strong 1.7% lease adjusted leverage ratio.
- Maggiano's reported a slight decline in comp sales for the quarter, at negative 0.4%.
- Food and beverage costs were unfavorable by 60 basis points year over year due to unfavorable menu mix and commodity inflation.
- The company anticipates only moderate gains in same-store sales in subsequent quarters due to high comparison bases from the previous year.
- There is concern about food inflation impacting restaurant margins.
- The company is still in the early stages of its store reimage plans, with uncertainty around the timeline and scope of required investments.
Good day and welcome to the Brinker International's Q4 F 25 earnings call.
(Operator Instructions)
It is now my pleasure to turn the floor over to your host, Kim Sanders, Vice President of Investor Relations. Ma'am, the floor is yours.
Thank you, Holly, and good morning, everyone and thank you for joining us on today's call.
Here with me today are Kevin Hochman, President and Chief Executive Officer and President of Chili's; and Mika Ware, Chief Financial Officer.
Results for our fourth quarter were released earlier this morning and are available on our website at brinker.com. As usual, Kevin and Mika will first make prepared comments related to our strategic initiatives and operating performance. Then we will open the call for your questions. Before beginning our comments, I would like to remind everyone of our Safe Harbor regarding forward-looking statements. During our call, management may discuss certain items which are not
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