TickerTalks
Browse all tickers →
TickerTalks›$RRGB
RRRRGB

Red Robin Gourmet Burgers, Inc.

$RRGB·$129M·Restaurants·Consumer Cyclical
$7.02-0.1%YTD+71.6%1Y+11.6%
Mentions · last 7 days
2026-07-10: 6 posts2026-07-11: 7 posts2026-07-12: 9 posts2026-07-13: 12 posts2026-07-14: 11 posts2026-07-15: 15 posts2026-07-16: 18 posts78+25%
Price updated 12h ago·X counts updated 12h ago
RRRRGB
$RRGBRed Robin Gourmet Burgers, Inc.
$7.02-0.14%78 posts+25%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $RRGB, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Red Robin up 72% YTD on operational turnaround — casual-dining refranchising strategy paying off.

Red Robin Gourmet Burgers is a casual-dining burger-and-fries chain operating primarily in the US and Canada — the specific turnaround under new leadership is executing a refranchising strategy plus operational refresh. The stock is up 72% YTD on continued execution proof-points.

  • Revenue was down 4% YoY last quarter with a 1% operating margin — the top line is stabilizing but positive operating margin is the specific turnaround proof-point; the fundamental case is genuinely improving.
  • Trades at 0.07x TTM sales with negative TTM P/E on cyclical losses — deep-value multiples that only make sense if the turnaround delivers; the $129M market cap is well below historical trading levels.
  • The June 15 announcement of two additional refranchising agreements plus continued franchise-transformation execution captures the specific strategic-pivot cadence.
  • Zero insider transactions in the last 60 days at 79th percentile of 52-week range — clean absence of distributing signal even after the significant recent run.
  • Position vs 200-day MA +53% — the tape has fully confirmed the turnaround narrative; the setup rewards continued execution.

August 12 Q2 earnings is where the refranchising-and-turnaround story either extends or contracts: revenue stabilizing plus specific refranchising-agreement momentum is what continues the run; a modest print or a fresh operational concern is where the +72% YTD gives back. Real casual-dining turnaround with real refranchising execution — the setup rewards continued franchisee-momentum and operational-execution proof-points.

Agrees with X sentimentThe bullish X take on RRGB at $7.15 after buying at $3.60 with 100% gains in 2 months is analytically fair on the turnaround setup. The 'cash flow and franchise transformation' framing captures the specific operational shift; the SA 'Transformation Looks Irresistible' upgrade supports the case.

What to watch: Aug 12 Q2 earnings — need revenue stabilizing and specific refranchising-agreement momentum. A modest print or fresh operational concern is where +72% YTD gives back.

On the calendar: 2026-08-12 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-03

Red Robin (RRGB) stock at $7.15, up 100% in 2 months after community bought at $3.60. Cash flow and franchise transformation underway. The tone is aggressive long positioning into the restaurant turnaround.

Read the AI verdict + X sentiment for $RRGB

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Operates and franchises casual-dining burger restaurants in the US and Canada, targeting families with full-service sit-down dining.

Industry overviewAI analysisGenerated by AI from underlying data

Where Restaurants sits in its cycle right now — and what that implies for $RRGB.

Restaurants · Consumer Cyclical

No material change from last week — Food input cost inflation is the margin headwind across the sector; Cracker Barrel's turnaround narrative and CAVA's Mediterranean expansion are the two..

What this means for $RRGB

Direct beneficiary — Operates and franchises casual-dining burger restaurants in the US and Canada, targeting families with full-service sit-down dining; the business model is a direct conduit for the food input cost inflation and pricing power margin management.

Industry benchmark

17-name peer basket
+4.2%YTD
-16.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-3.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-0.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-0.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-1.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
27.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
20.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-4.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 19, 2026$0.13$0.21-38.1%
Q4 2025Feb 25, 2026$-0.41$-0.28-46.4%
Q3 2025Nov 10, 2025$-0.70$-0.78+10.3%
Q2 2025Aug 13, 2025$0.26$-0.25+204.0%
Next earningsWed, Aug 12·consensus EPS $0.28

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$378.3M-3.6%12.3%1.5%$-0.12$268K
Q4 FY25$269.0M-5.7%30.6%-1.5%$-0.56$5.3M
Q3 FY25$265.1M-3.5%29.9%-4.6%$-1.03$-10.1M
Q2 FY25$283.7M-5.5%11.7%3.5%$0.22$3.4M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.2B$1.1B – $1.2B-$0.32-$0.32 – -$0.323
FY27$1.1B$1.1B – $1.1B$0.11$0.11 – $0.113
FY28$1.5B$1.5B – $1.5B$0.00$0.00 – $0.001

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.79%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+30.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+53.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 15.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.385-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellApr 6Jesse GriffithChief Operations Officer1.0K sh$3KSellMar 23Sarah A. MussetterCHIEF LEGAL OFFICER2.9K sh$9KSellMar 23Jesse GriffithChief Operations Officer839 sh$3KSellMar 16Jesse GriffithChief Operations Officer1.4K sh$5KSellMar 16Sarah A. MussetterCHIEF LEGAL OFFICER4.0K sh$13K
+ 17 other (13 awards · 4 inkinds) in window

See when $RRGB insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJun 158-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Red Robin Gourmet Burgers, Inc. (RRGB) entered into a material definitive agreement (Item 1.01) and made a Reg FD disclosure (Item 7.01) in an 8-K filed June 15, 2026. Body unavailable — excerpt cuts off before the specific agreement terms are disclosed.

3New insider — initial holdingsJun 53
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of RRGB securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at RRGB.

8-KMaterial agreementMay 288-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

RRGB (RRGB) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $23.5 million. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

8-KShareholder voteMay 158-K — Item 5.07: Shareholder vote
AI summary

Red Robin Gourmet Burgers, Inc. (RRGB) filed an 8-K on May 14, 2026 disclosing annual shareholder meeting vote results (Item 5.07), separate from its May 19 earnings 8-K. Red Robin is an Englewood, Colorado-based casual dining restaurant chain listed on Nasdaq. Annual meeting results are routine governance disclosures.

3New insider — initial holdingsMay 133
AI summary

Mark E. Graff, Chief Financial Officer of Red Robin Gourmet Burgers, Inc. (RRGB), filed an initial Form 3 on May 4, 2026, with no securities listed in the beneficial ownership tables. This is a routine initial insider ownership filing required upon Graff's appointment as CFO of Red Robin, the Englewood, Colorado-based casual dining chain.

8-KOfficer or director changeMay 18-K — Item 5.02: Officer or director change
AI summary

Red Robin Gourmet Burgers Inc. (RRGB) filed an 8-K under Item 5.02 on or around April 27 reporting a departure or appointment of a named executive officer or director. The casual dining restaurant chain disclosed the identity and role of the affected individual, effective date, and any transition compensation or new hire terms. Leadership changes at RRGB may reflect ongoing operational and strategic transformation efforts. Full details are provided in the filing.

8-KOfficer or director changeApr 308-K — Item 5.02: Officer or director change
AI summary

Red Robin Gourmet Burgers Inc. (RRGB) filed an 8-K under Item 5.02 on or around April 29, a second recent executive change filing for the casual dining chain. This disclosure covers a different departure, appointment, or compensation update from the April 27 filing, suggesting multiple leadership transitions occurring in close succession. The affected individual's role, effective date, and transition terms are disclosed. Full details are provided in the filing.

SC 13D/AActivist amendmentFeb 18SC 13D/A
+ 11 other (2 earnings 8-Ks · 2 13Gs · 2 proxys · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Domino's Pizza vs. Red Robin Gourmet Burgers: Which Consumer Stock Is a Better Buy in 2026?fool.com·18d agoRed Robin (RRGB) Up 38.7% Since Last Earnings Report: Can It Continue?zacks.com·29d agoRed Robin Gourmet Burgers' Transformation Looks Irresistible (Upgrade)seekingalpha.com·30d agoRED ROBIN GOURMET BURGERS, INC. ANNOUNCES TWO ADDITIONAL REFRANCHISING AGREEMENTSprnewswire.com·32d agoRED ROBIN GOURMET BURGERS, INC. ANNOUNCES REFRANCHISING AGREEMENT TO SUPPORT "FIRST CHOICE PLAN"prnewswire.com·50d ago

In themes

Explore the broader themes this ticker is being talked about under.

Trending on X

More in Restaurants

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$WEN$SBUX$MCD$CMG$DPZ$YUM$DRI$CAKE
Voices on X · last 7 days

No standout posts about $RRGB on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport