Chili's achieved significant year-over-year sales growth with nearly 25% increase in same-store sales and 16% rise in traffic, with restaurant margins expanding by 260 basis points to 17.8%. With 19 consecutive quarters of same-store sales growth, Chili's turnaround is sustaining over the long-term, positioning Brinker as a dominant casual dining operator.
Cyborg Score Rationale
2025 revenue was $5.38 billion with earnings of $383.10 million, representing increases of 21.95% and 146.68% respectively. Brinker has a Buy consensus rating from 16 analysts, with multiple price target increases and strong operational fundamentals supporting sustained growth.
Top Insights
Chili's achieved 19 consecutive quarters of same-store sales growth with 8.6% comps in Q2 FY26, driven by customer acquisition and menu innovation
FY2026 revenue guidance raised to $5.76B–$5.83B with EPS guidance of $10.45–$10.85, reflecting continued confidence in execution
Restaurant margins expanded 260 basis points to 17.8% through sales leverage and disciplined cost management
Strong institutional support with multiple recent analyst price target increases from Goldman Sachs, Morgan Stanley, and Wells Fargo
Named Competitors
Olive Garden — Full-service casual dining with Italian-American focus