RRGBMEDIUM SIGNALFINANCIAL10-K

Red Robin showed meaningful improvement in operating performance with substantially reduced net losses, though cash position weakened and capital expenditures increased significantly.

The company's financial trajectory appears to be stabilizing with losses narrowing considerably year-over-year, suggesting operational improvements are taking hold. However, the declining cash position combined with higher capital spending indicates management is investing heavily in the business while working with tighter liquidity constraints.

Comparing 2026-02-25 vs 2025-02-26View on EDGAR →
FINANCIAL ANALYSIS

Red Robin demonstrated notable financial improvement with net losses substantially reduced from the prior year, though this came alongside a 45.6% increase in interest expense reflecting higher borrowing costs. The company increased capital expenditures by 36% to $60.0M while total debt declined modestly to $170.2M, but cash reserves fell 35% to $19.9M. The overall picture suggests operational progress amid tighter cash management, with total assets declining 12.1% and stockholders' equity remaining deeply negative at -$106.3M.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
+70%
-$77.5M-$23.3M

Net income grew 70% — bottom-line growth signals improving overall business health.

Interest Expense
P&L
+45.6%
$14.2M$20.6M

Interest expense surged 45.6% — significant debt increase or rising rates materially impacting earnings.

Capital Expenditure
Cash Flow
+36%
$44.1M$60.0M

Capital expenditure jumped 36% — major investment cycle underway; assess returns on deployment.

Cash & Equivalents
Balance Sheet
-35%
$30.7M$19.9M

Cash declined 35% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Stockholders Equity
Balance Sheet
-26.2%
-$84.3M-$106.3M

Equity decreased 26.2% — buybacks or losses reducing book value, monitor solvency ratios.

Total Assets
Balance Sheet
-12.1%
$641.3M$563.5M

Total assets contracted 12.1% — asset sales, write-downs, or balance sheet optimization underway.

Current Assets
Balance Sheet
-10.6%
$99.4M$88.9M

Current assets declined 10.6% — monitor working capital adequacy and short-term liquidity.

Total Debt
Balance Sheet
-10.2%
$189.5M$170.2M

Debt reduced 10.2% — deleveraging strengthens balance sheet and reduces financial risk.

LANGUAGE CHANGES
NEW — 2026-02-25
PRIOR — 2025-02-26
ADDED
Management's Discussion and Analysis of Financial Condition and Results of Operations 23 ITEM 7A.
Forward-looking statements include statements regarding our expectations, beliefs, intentions, plans, objectives, goals, strategies, future events or performance, and underlying assumptions and other statements that are not historical facts.
Business Overview Red Robin Gourmet Burgers, Inc., a Delaware corporation, is the parent company for Red Robin International, Inc., a Nevada corporation, that, together with its subsidiaries, primarily operates, franchises, and develops casual dining restaurants in North America famous for serving more than 20 craveable, high-quality burgers with Bottomless Steak Fries and sides in a fun environment welcoming to guests of all ages.
In 2002, we completed our initial public offering, listing on The Nasdaq Global Select Market.
As of the end of our fiscal year on December 28, 2025, there were 475 Red Robin locations in North America.
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REMOVED
rrgb-20241229 0001171759 2024 FY FALSE 17,467,493 94.1 P2D P5Y http://fasb.org/us-gaap/2024#OtherNonrecurringIncomeExpense http://fasb.org/us-gaap/2024#OtherAssetsNoncurrent http://fasb.org/us-gaap/2024#OtherAssetsNoncurrent http://fasb.org/us-gaap/2024#AccruedLiabilitiesCurrent http://fasb.org/us-gaap/2024#AccruedLiabilitiesCurrent http://fasb.org/us-gaap/2024#OtherLiabilitiesNoncurrent http://fasb.org/us-gaap/2024#OtherLiabilitiesNoncurrent P3Y P3Y 18.
Management's Discussion and Analysis of Financial Condition and Results of Operations 24 ITEM 7A.
Business Overview Red Robin Gourmet Burgers, Inc., together with its subsidiaries, primarily operates, franchises, and develops casual dining restaurants in North America famous for serving more than 20 craveable, high-quality burgers with Bottomless Steak Fries and sides in a fun environment welcoming to Guests of all ages.
In 2001, we formed Red Robin Gourmet Burgers, Inc., a Delaware corporation, and consummated a reorganization of the company.
has owned, either directly or indirectly, all of the outstanding capital stock or membership interests, respectively, of Red Robin International, Inc.
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