Red Robin Gourmet Burgers (NasdaqGS:RRGB) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsChris Meyer - Interim CFODave Pace - President and CEOConference Call ParticipantsJeremy Hamblin - Senior Research AnalystMark Smith - Senior Research AnalystTodd Brooks - Equity Research AnalystOperatorAfternoon, everyone, and welcome to the Red Robin Gourmet Burgers, Inc. fourth quarter 2025 earnings call. This conference is being recorded. During management's presentation and in response to y ...

Red Robin Gourmet Burgers (NasdaqGS:RRGB) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsChris Meyer - Interim CFODave Pace - President and CEOConference Call ParticipantsJeremy Hamblin - Senior Research AnalystMark Smith - Senior Research AnalystTodd Brooks - Equity Research AnalystOperatorAfternoon, everyone, and welcome to the Red Robin Gourmet Burgers, Inc. fourth quarter 2025 earnings call. This conference is being recorded. During management's presentation and in response to y ...

Red Robin Gourmet Burgers (NasdaqGS:RRGB) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Speaker4Afternoon, everyone, and welcome to the Red Robin Gourmet Burgers, Inc. fourth quarter 2025 earnings call. This conference 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 ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________________________________________________________________________________________________________ FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 28, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 0 ...

Exhibit 99.1 Red Robin Gourmet Burgers, Inc. Reports Results for the Fiscal Fourth Quarter and Fiscal Year Ended December 28, 2025 Englewood, CO – February 25, 2026 – Red Robin Gourmet Burgers, Inc. (NASDAQ: RRGB) ("Red Robin" or the "Company"), a full-service restaurant chain serving an innovative selection of high-quality gourmet burgers in a family-friendly atmosphere, today reported financial results for the fiscal fourth quarter and year ended December 28, 2025. Chief Executive Officer Comments Dave Pa ...

therefore not related to the ongoing operations of its restaurants. Restaurant level operating profit is not a measurement determined in accordance with GAAP and should not be considered in isolation, or as an alternative, to income (loss) from operations as an indicator of financial performance. Restaurant level operating profit as presented may not be comparable to other similarly titled measures of other companies in the Company's industry.The following table reconciles income (loss) from operations to r ...

Core Viewpoint - Red Robin Gourmet Burgers, Inc. is set to release its financial results for the fiscal fourth quarter and full year 2025 on February 25, 2026, after market close, followed by a conference call to discuss these results [1] Company Overview - Red Robin Gourmet Burgers, Inc. operates as a casual dining restaurant chain founded in 1969, offering a variety of gourmet burgers and other menu items in a family-friendly atmosphere [1] - The company operates through its wholly-owned subsidiary, Red Robin International, Inc., and has nearly 500 locations across the United States and Canada, including franchise agreements [1] Financial Results Announcement - The financial results will be discussed in a conference call scheduled for 4:30 p.m. ET on the same day, with access available via phone or online [1] - A replay of the conference call will be available approximately two hours after its conclusion and can be accessed until March 11, 2026 [1] Additional Offerings - Red Robin provides online ordering for to-go, delivery, and catering services, enhancing customer convenience [1] - The company has recently introduced a new value menu called Big YUMMM® Deals, starting at $9.99, aimed at providing more affordable dining options in 2026 [1]

Core Insights - Red Robin Gourmet Burgers, Inc. is launching the Big YUMMM Deals value menu on January 26, 2026, offering affordable dining options starting at $9.99 [1][4] - The new menu includes a variety of budget-friendly meals made with quality ingredients, featuring items like the Classic Crispy Chicken Sandwich and Cowboy Ranch Double Burger [2][4] - In addition to the food offerings, Red Robin is introducing all-day drink specials, including $5 Coors Light pints and $8 House Margaritas [3] Menu Offerings - The Big YUMMM Deals menu features over six meal options, each accompanied by a choice of standard bottomless side and a bottomless beverage [1][2] - New additions to the chicken sandwich lineup include the Buzz Ranch Crispy Chicken Sandwich and Bacon Club Crispy Chicken Sandwich, both served on a brioche bun [4] - Three new protein-packed signature salmon entrées are also being introduced, including Grilled, Teriyaki, and ancho-marinated Santa Fe, served with steamed broccoli and a bottomless side [5] Company Background - Red Robin Gourmet Burgers, Inc. is a casual dining restaurant chain founded in 1969, operating under the trade name Red Robin Gourmet Burgers and Brews [7] - The company aims to create memorable dining experiences centered around burgers and a playful atmosphere, serving a variety of food options including salads, appetizers, and desserts [8]

Core Viewpoint - Red Robin's recent earnings report shows a mixed performance, with revenues declining year-over-year but exceeding estimates, while the stock has underperformed the S&P 500 over the past month [1][2]. Financial Performance - Red Robin reported Q3 2025 revenues of $265.1 million, a decrease of 3.5% from $274.6 million in the previous year, but above the Zacks Consensus Estimate of $263 million [2]. - The company posted an adjusted loss of 70 cents per share, which is better than the expected loss of 78 cents and an improvement from a loss of $1.03 per share in the same quarter last year [3]. - The net loss for the quarter was $18.4 million, slightly better than the $18.9 million loss reported in the previous year [3]. Margins & Profitability - Restaurant-level operating profit increased to $25.8 million from $24.2 million year-over-year, with the operating margin expanding by 90 basis points to 9.9% due to labor efficiency improvements [4]. - Adjusted EBITDA rose 81% year-over-year to $7.6 million, while the adjusted operating loss was $12.1 million, or negative 4.6% of revenues, compared to a loss of $12.9 million last year [4]. Balance Sheet & Liquidity - At the end of the quarter, Red Robin had cash and cash equivalents of $21.7 million and total liquidity of $50.7 million, including credit facility availability [5]. - Long-term debt decreased to $172.4 million from $181.6 million at the end of fiscal 2024 [5]. FY25 Outlook - For fiscal 2025, Red Robin anticipates revenues of approximately $1.2 billion and has reaffirmed a restaurant-level operating margin guidance of at least 12.5% [6]. - Adjusted EBITDA is projected to be at least $65 million, with comparable restaurant sales expected to decline by 4% for the remainder of the year [6]. Estimate Trends - Estimates for Red Robin have trended downward over the past month, indicating a negative shift in expectations [7][9]. VGM Scores - Red Robin has a Growth Score of B, a Momentum Score of D, and a Value Score of A, placing it in the top 20% for value investors, resulting in an aggregate VGM Score of A [8]. Industry Performance - Red Robin is part of the Zacks Retail - Restaurants industry, where Cheesecake Factory has seen a 3.5% gain over the past month, reporting revenues of $907.23 million, a year-over-year increase of 4.8% [10].

Core Insights - Red Robin Gourmet Burgers, Inc. (RRGB) shares have decreased by 37.2% over the past six months, compared to an 11.9% decline in the Zacks Retail - Restaurants industry, primarily due to a challenging consumer environment, ongoing beef inflation, and rising competition in the fast food sector [1] Group 1: Strategic Initiatives - The company is implementing its "First Choice" plan to enhance operational efficiency, improve guest value, and boost restaurant performance, which has led to a 90-basis-point year-over-year increase in restaurant-level operating profit driven by labor productivity [4] - The "Find Money" initiative is expected to yield G&A savings of $3-$4 million in 2025 and a $10 million run-rate benefit in 2026, while targeted restaurant refreshes are being completed across 20 locations, averaging $40,000 per restaurant [4] Group 2: Digital Engagement - Digital initiatives are a key growth driver for Red Robin, focusing on app-based engagement and enhanced technology to support off-premise business expansion, alongside a new data-driven marketing initiative that utilizes advanced microtargeting to engage customers more effectively [5][8] Group 3: Menu Innovation - The launch of the Big Yummm Burger deal has significantly improved guest engagement, resulting in a 250-basis-point sequential traffic increase, and the company is actively developing new menu offerings to further enhance its competitive positioning [2][9] Group 4: Financial Outlook - Red Robin currently holds a Zacks Rank 2 (Buy) and has a favorable VGM Score of A, with the Zacks Consensus Estimate for 2025 loss per share revised to 60 cents from 66 cents over the past 60 days, indicating potential for improved financial performance [3]