Red Robin Q4 Sales Decline 5.7% to $269M, EPS Beats by 30%
Red Robin reported Q4 CY2025 revenue of $269M, down 5.7% year-on-year but 1.8% above analyst expectations, driven by an adjusted EPS loss of $0.41 per share beating consensus by 30.2%. Adjusted EBITDA reached $11.79M versus $8.78M estimated and fiscal 2026 EBITDA guidance of $71.5M topped forecasts.
1. Q4 CY2025 Financial Highlights
Red Robin posted Q4 CY2025 revenue of $269 million, a 5.7% year-on-year decline yet 1.8% above estimates. Adjusted EPS was a loss of $0.41 per share, outperforming consensus by 30.2%, while adjusted EBITDA rose to $11.79 million versus $8.78 million expected.
2. Guidance and Outlook
The company provided fiscal 2026 adjusted EBITDA guidance of $71.5 million at midpoint, exceeding the $69.04 million analyst forecast. Operating margin held at –1.5% and same-store sales fell 3.1% year-on-year, slightly steeper than last year’s 3.4% decline.
3. Market Reaction
Shares surged 28.4% to $4.64 following the report, reflecting investor enthusiasm over the EBITDA beat and raised guidance despite revenue and traffic headwinds. The jump underscores market sensitivity to margin improvements in a challenging casual-dining environment.