Okay, so let me ask something. Uh uh Kevin, why is uh Tik Tok every time you look somebody doing triple dipper stuff. How's that happen.What is it. What what is it an algorithm. What occurs.Well, the first algorithm is we have the best marketing team in the entire world. These guys just got honored by Adage for the the literally the brand of the year and not just restaurants, every industry. So, we've got a really well equipped marketing team. You know, we've refortified our marketing budgets.Three years ag ...

Core Insights - Brinker International has significantly increased its marketing budget from $32 million three years ago to $137 million in the most recent fiscal year, which has positively impacted business performance [1] - The company reported strong earnings and revenue, with Chili's same-store sales rising by 23.7%, leading to an increase in the full-year forecast [1] - Social media influencers have played a crucial role in driving traffic to Chili's, with a mix of paid endorsements and organic customer posts contributing to the brand's visibility [2] Marketing Strategy - The refortification of marketing budgets has allowed the company to effectively promote its restaurant brands [1] - The use of social media influencers has been beneficial, providing them with creative freedom in advertising [2] Product Offering - The standardization of Chili's $10.99 value meal across various U.S. markets has been well-received by customers, eliminating the need for coupons or apps [3] Cost Management - The company is leveraging growth to address rising labor and goods costs, emphasizing that cost-cutting alone is insufficient to maintain margins in the current inflationary environment [4] - Investments in improving locations, food quality, and labor are starting to yield positive results, allowing the company to enhance margins [4]

Core Insights - Brinker International reported a significant increase in comparable sales for Chili's, with a year-over-year rise of 23.7% for the quarter ending June 25, while Maggiano's experienced a slight decline of 0.4% [2] - The growth in traffic at Chili's is attributed to effective advertising and operational improvements as part of a three-year turnaround plan [3] Marketing Strategies - A notable marketing initiative was the "Fast Food Financing" pop-up experience in New York City, which highlighted the value of Chili's meals compared to fast food [4][5] - The marketing efforts have successfully created nationwide buzz and reinforced Chili's position as a value leader in the restaurant sector [5] Operational Improvements - Recent operational enhancements at Chili's include the installation of new kitchen equipment for better cooking efficiency and a streamlined menu to simplify the ordering process [5] - Future plans for 2026 involve a significant simplification of the iPad application used for order taking, aimed at improving user experience and operational efficiency [6] Management and Leadership Changes - Brinker International is making leadership changes at Maggiano's, with plans to implement successful strategies from Chili's turnaround [7] - The company emphasizes the importance of listening to restaurant teams for ideas to accelerate Maggiano's recovery [8]

Economic Outlook - Pre-market futures are up following all-time closing highs from the S&P 500 and Nasdaq, driven by optimism around potential rate cuts by the Federal Open Market Committee (FOMC) [1] - U.S. Treasury Secretary suggested a 50 basis points cut in the Fed funds rate, which would lower rates to 3.75-4.00%, a level last seen in December 2022 [2][1] - July Inflation Rate reported at +2.7%, alleviating concerns about tariffs re-igniting inflation [2] Inflation and Price Trends - Current inflation is below +2.0%, with sub-3.0% inflation expected to be absorbed by the economy without significant disturbance [3] - Concerns arise about potential inflation increases if interest rates decrease while tariffs rise, with projections of 2-3 rate cuts leading to a Fed funds rate of 3.50-3.75% amid rising inflation [4] - Recent CPI report showed food prices steady, gasoline down -9.5%, and used cars and trucks up +4.8%, indicating a core CPI at a 5-month high [4] Producer Price Index (PPI) Expectations - Upcoming PPI report for July is projected to show +0.2% on headline and +0.3% on core, indicating potential tariff effects before retailers adjust prices [5] Company Earnings - Brinker International (EAT) reported fiscal Q4 earnings of $2.49 per share, exceeding expectations and showing significant growth from $1.61 per share year-over-year [6] - Revenues of $1.46 billion surpassed estimates by +2%, with a +16% growth in restaurant traffic [7] - Maggiano's Little Italy franchise saw a slight decline of -0.4%, but Chili's experienced exceptional growth of +24% year-over-year [7] Market Expectations - Cisco Systems (CSCO) is expected to report earnings after the closing bell, with shares up +20% year-to-date and projected earnings growth of +11.5% year-over-year [8]

Financial Data and Key Metrics Changes - In Q4, Chili's same store sales increased by 24%, outperforming the casual dining industry by 189 basis points, with a two-year comp of 39% [6][7] - Total revenue for the year grew by 21.9%, surpassing $5 billion for the first time, with adjusted EPS growth of 117.1% [38][39] - Restaurant operating margin improved from 11.9% in fiscal 2022 to 17.6% in fiscal 2025 [8][14] Business Line Data and Key Metrics Changes - Chili's reported top line sales growth with comps at 23.7%, driven by positive traffic of 16.3%, mix of 4.7%, and price of 2.7% [39] - Maggiano's reported comp sales for the quarter of negative 0.4% [40] Market Data and Key Metrics Changes - Chili's average annual volumes increased from $3.6 million to over $4.5 million [38][14] - The company has seen a significant increase in marketing investment from $32 million in fiscal 2022 to $137 million in fiscal 2025 [17] Company Strategy and Development Direction - The company is focused on a turnaround strategy that emphasizes food, service, and atmosphere, with a streamlined menu and improved operational efficiency [13][19] - Plans for fiscal 2026 include a full year of the ribs upgrade, new frozen margarita offerings, and a major relaunch of the chicken sandwich platform [20][21] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in sustaining growth momentum, with expectations for continued positive same store sales and traffic [46][47] - The company plans to ramp up reimaging programs for both Chili's and Maggiano's, aiming for a 10% annual refresh rate [24][90] Other Important Information - The company has paid down over $570 million of outstanding debt in the past three years, achieving a lease adjusted leverage ratio of 1.7 [18][44] - A new Vice President of Restaurant Development has been appointed to lead reimaging and new restaurant openings [25] Q&A Session Summary Question: Comments on restaurant margins and Maggiano's turnaround - Management clarified that margin expansion is expected to be in the range of 30 to 40 basis points, with some inflation in the cost of sales [51][52] - The turnaround for Maggiano's will focus on enhancing the guest experience based on core customer preferences [54][56] Question: Update on growth targets and marketing investment - Management indicated that while growth targets remain relevant, there may be updates as new unit growth ramps up [60][62] - Marketing investment is set at about 3% of total revenues, with plans for incremental increases [66][68] Question: Expectations for same store sales components in FY 2026 - Price increases are expected to be closer to 3% in FY 2026, with mix planned to be flat and positive traffic anticipated [75][78] - The company is focused on maintaining industry-leading value while managing pricing strategies [74][76] Question: Insights on new customer dynamics - The company is experiencing growth across all income levels, with frequency of visits remaining stable among new customers [83][84] Question: Details on STORE reimage plans - The company plans to reimage four restaurants initially, with evaluations to inform future investments and sales lift expectations [89][90]

Financial Data and Key Metrics Changes - In Q4, Chili's same store sales increased by 24%, outperforming the casual dining industry by 189 basis points, following a 15% increase in the same quarter last year, resulting in a two-year comp of 39% [5][36] - Total revenue for the year grew by 21.9%, surpassing $5 billion for the first time, with adjusted EPS growth of 117.1% [36][41] - Restaurant operating margin improved from 11.9% in fiscal 2022 to 17.6% in fiscal 2025 [6][13] Business Line Data and Key Metrics Changes - Chili's reported top line sales growth with comps at 23.7%, driven by positive traffic of 16.3%, positive mix of 4.7%, and price increase of 2.7% [37] - Maggiano's reported comp sales for the quarter of negative 0.4%, indicating challenges in that segment [38] Market Data and Key Metrics Changes - Chili's has consistently outperformed the casual dining industry for seven consecutive quarters in terms of traffic [6] - The average annual volume (AUV) at Chili's increased from $3.6 million to over $4.5 million [36][41] Company Strategy and Development Direction - The company is focused on a turnaround strategy that emphasizes food, service, and atmosphere, with a streamlined menu and improved operational efficiency [12][18] - Plans for fiscal 2026 include continued investment in marketing, menu management, and a barbell pricing strategy to maintain value while offering premium options [42][43] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in sustaining growth, with expectations for continued positive same store sales and traffic above industry averages [36][44] - The company plans to ramp up reimaging programs for both Chili's and Maggiano's, aiming for a 10% annual refresh rate of restaurants [22][88] Other Important Information - The company has significantly improved its balance sheet, repaying over $570 million in debt over the past three years, resulting in a lease adjusted leverage ratio of 1.7 [16][41] - A new Vice President of Restaurant Development has been appointed to lead reimaging and new restaurant openings [23] Q&A Session Summary Question: Insights on restaurant margins and Maggiano's turnaround - Management clarified that margin expansion is expected to be around 30 to 40 basis points, with some inflation in the cost of sales line [50][51] - The turnaround for Maggiano's will focus on core guest preferences, emphasizing food quality and service [53] Question: Future growth targets and marketing investments - Management indicated that while the current growth targets remain relevant, there may be updates as new unit growth ramps up [59][61] - Marketing investments will continue to be around 3% of total revenues, with plans for new value messaging [66][68] Question: Expectations for same store sales components - Pricing is expected to be closer to 3% in fiscal 2026, with flat mix and positive traffic anticipated [75][81] - The company is seeing growth across all income levels, maintaining frequency among new guests [82][83] Question: STORE Reimage plans - The company plans to reimage four restaurants initially, with evaluations to inform future investments and expected sales lifts [87][89]

August 13, 2025 Q4 F25 $1,002 $1,064 $1,109 $1,197 $1,127 $1,346 $1,413 $1,449 Q1 Q2 Q3 Q4 Total Company Sales F24 F25 $1,013 $1,074 $1,120 $1,208 $1,139 $1,358 $1,425 $1,462 Q1 Q2 Q3 Q4 Total Revenues F24 F25 * Chili's, Maggiano's, and Company sales restated to include F23 accounting change. Q4 FOOD COST HIGHER DUE TO UNFAVORABLE MENU MIX SAFE HARBOR STATEMENT During these presentations, and in response to your questions, certain items may be discussed which are not based entirely on historical facts. Any ...

What's Next for Brinker International? While Brinker International has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a stron ...

Exhibit 99.1 BRINKER INTERNATIONAL REPORTS FOURTH QUARTER OF FISCAL 2025 RESULTS AND PROVIDES FISCAL 2026 GUIDANCE DALLAS (August 13, 2025) – Brinker International, Inc. (NYSE: EAT) today announced its financial results for the fourth quarter ended June 25, 2025 and provided financial guidance for fiscal 2026. Fourth Quarter Fiscal 2025 Financial Highlights "Chili's delivered another strong quarter with sales +24% driven by traffic of +16%," said Kevin Hochman, President & CEO of Brinker International, "We ...

Brinker International Inc. fourth-quarter earnings beat expectations with the Chili’s owner expecting that momentum to carry through in the next fiscal year, issuing an outlook eclipsing analyst predictions https://t.co/sJkMfaAKl0 ...