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RRRRGB

Red Robin Gourmet Burgers, Inc.

$RRGB·$152M·Restaurants·Consumer Cyclical
$9.31-1.2%YTD+96.3%1Y+43.2%
Mentions · last 7 days
2026-08-19: 3 posts2026-08-20: 0 posts2026-08-21: 0 posts2026-08-22: 0 posts2026-08-23: 0 posts12-14%
Price updated 4h ago·X counts updated 5d ago
RRRRGB
$RRGBRed Robin Gourmet Burgers, Inc.
$9.31-1.17%12 posts-14%
AI analysisFundamentalsVoices on X
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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 2026-08-27

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

Red Robin at $7.15 up 100% in 2 months — 116-Store Refranchising reshaping earnings mix, jumped 23.7% in one week, YTD +96%.

Red Robin Gourmet Burgers is a very-small-cap restaurant franchise — specifically the specific casual-dining-burger franchise with a specific US regional-mall-and-suburban-focused footprint, now in the specific 116-store refranchising turnaround phase.

The setup right now:

  • The specific business-model-transformation catalyst: 'Red Robin's 116-Store Refranchising Could Reshape Its Earnings Mix' — the specific 116-store-refranchising is exactly the specific structural-earnings-mix-transformation catalyst that anchors the specific turnaround thesis.
  • The specific tape-catalyst signal: 'RRGB Jumps 23.7% in One Week: Can Its Turnaround Momentum Continue?' — the specific 23.7%-in-a-week tape action is exactly the specific momentum-tape catalyst continuation setup.
  • Q2 fundamentals reflect the transition: revenue $378M (-3.6% YoY) with EPS -$0.12 and 20% gross margin — the specific revenue-decline plus low-loss is exactly the specific transition-year setup where the specific 116-store-refranchising is the specific structural fix.
  • The specific analyst-framing anchor: 'Should Investors Buy Red Robin as Low Valuation Meets Execution Risk?' — the specific 'low-valuation-meets-execution-risk' analyst-framing captures exactly the specific bull-bear tension.
  • The specific brand-partnership signal: Red Robin Partners with The Faris Foundation to Make Mealtime Matter This September — the specific brand-goodwill-partnership adds specific specific consumer-facing brand-refresh signal.

The bull path is the Nov 9 Q3 print confirming specific 116-store-refranchising execution plus specific commentary on cash-flow-and-franchise-transformation, at which point the specific YTD +96% extends toward reflecting the specific structural-transformation-plus-turnaround-momentum combination; the bear read is a specific 116-store-refranchising execution friction or specific same-store-sales-deterioration, in which case the specific +96% YTD gives back gains hard.

Agrees with X sentimentX is bullish — 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 — matching the specific accelerating turnaround setup.

What to watch: The Nov 9 Q3 print — 116-store refranchising execution detail, cash-flow trajectory, same-store-sales trend, gross-margin trajectory vs 20%, and any specific franchise-transformation commentary. Continued refranchising execution + cash-flow inflection extends +96% YTD; refranchising friction or SSS deterioration gives back gains hard.

On the calendar: 2026-11-09 — Q3 2026 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
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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

Neutral — Operates and franchises casual-dining burger restaurants in the US and Canada, targeting families with full-service sit-down dining; limited read-through from restaurants macro dynamics to this specific revenue mix.

Industry benchmark

21-name peer basket
+17.8%YTD
+6.6%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
Q2 2026Aug 12, 2026$0.12$0.00+3503.6%
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%
Next earningsMon, Nov 9·consensus EPS $-0.36

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.0.9×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.82%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.+20.0%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.+91.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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 16Sarah A. MussetterCHIEF LEGAL OFFICER4.0K sh$13KSellMar 16Jesse GriffithChief Operations Officer1.4K sh$5K
+ 14 other (12 awards · 2 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

3New insider — initial holdingsJul 313
AI summary

Red Robin Gourmet Burgers, Inc. (RRGB) filed a Form 3 for a newly appointed insider as of July 31, 2026. The reporting person holds no securities at the time of filing (no beneficial ownership). Filed via attorney-in-fact Carrie Etherton. This is a routine initial insider ownership disclosure for a new executive or director.

8-K/AOfficer or director change (amended)Jul 248-K/A — Item 5.02: Officer or director change
AI summary

Red Robin Gourmet Burgers, Inc. (Delaware; Englewood, CO) filed Amendment No. 1 (Form 8-K/A) on July 24, 2026 to correct or supplement its original 8-K (event date July 17, 2026) reporting a departure or appointment of a director or officer under Item 5.02. This is a corrective amendment to an existing leadership change disclosure; the nature of the correction is in the attached exhibit.

8-KOfficer or director changeJul 238-K — Item 5.02: Officer or director change
AI summary

Red Robin Gourmet Burgers, Inc. filed an 8-K on July 17, 2026 under Item 5.02, disclosing a departure or appointment of a director or officer. The body excerpt contains only the standard cover page. This is the original leadership change filing that was subsequently amended on July 24, 2026 (Job 40); the executive's identity and role are in the attached exhibit.

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.

+ 11 other (2 10-Qs · 2 earnings 8-Ks · 2 8-Ks · 2 proxys) in window

Recent news

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

Red Robin Partners with The Faris Foundation to Make Mealtime Matter This Septemberprnewswire.com·4d agoRed Robin's 116-Store Refranchising Could Reshape Its Earnings Mixzacks.com·8d agoRRGB Jumps 23.7% in One Week: Can Its Turnaround Momentum Continue?zacks.com·8d agoShould Investors Buy Red Robin as Low Valuation Meets Execution Risk?zacks.com·8d agoRed Robin Gourmet Burgers, Inc. (RRGB) Q2 2026 Earnings Call Transcriptseekingalpha.com·16d ago

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Voices on X · last 7 days

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

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