文章核心观点 - 餐厅公司Brinker International(旗下拥有Chili's和Maggiano's Little Italy)在2024财年第四季度的财务业绩虽然不错,但仍未达到华尔街的预期[2] - 尽管Brinker第四季度的客流量增长近6%,加上价格上涨导致同店销售增长13.5%,但全年调整后每股收益4.10美元低于分析师预期[3][4] - 公司2025财年调整后每股收益预期最高4.75美元,也低于预期[4] 公司表现 - 第四季度客流量增长近6%,同店销售增长13.5%,全年收入达44亿美元,同比增长近7%[3] - 全年调整后每股收益4.10美元,低于预期[4] - 2025财年调整后每股收益预期最高4.75美元,低于预期[4] 股价表现 - 进入第四季度财报公布前,Brinker股价已经同比上涨约60%,远超标普500指数[6] - 尽管业绩不错,但由于此前涨幅较大,股价在公布财报后下跌约13%[2][5] - 目前Brinker股价约为13倍前瞻性调整后利润,估值合理[8] - 如果公司能继续刺激更强劲的餐厅客流量,股价未来或有进一步上涨空间[8]

Brinker International Today EAT Brinker International $61.50 -8.90 (-12.64%) 52-Week Range $28.23 ▼ $76.02 P/E Ratio 18.25 Price Target $57.34 Add to Watchlist Brinker International's NYSE: EAT stock price fell 15% following its Q4 release, which presented an appetizing dip for investors to snack on. Weaker-than-expected earnings and softer-than-expected guidance caused the dip, but that is the worst news to be found. The remaining details prove the company's strategy is working. Brinker International is gr ...

Key Takeaways Brinker International shares sank in intraday trading Wednesday after it missed fourth-quarter earnings estimates and its full-year guidance fell short as expenses rose. The parent of Chili's and Maggiano's reported operating costs and expenses were up 11.7% year-overyear. Brinker posted better-than-expected revenue and same-store sales. Brinker International (EAT) shares sank in intraday trading Wednesday after rising costs took a bite out of the the restaurant chain operator's profit and ear ...

Brinker International, Inc. (EAT) reported mixed fourth-quarter fiscal 2024 results, with earnings missing the Zacks Consensus Estimate but revenues beating the same. However, the top and the bottom lines increased on a year-over-year basis. Following the mixed results, the stock declined 12% in the pre-market trading session on Aug 14. Earnings & Revenue Discussion In the quarter under review, Brinker reported adjusted earnings per share (EPS) of $1.61, missing the Zacks Consensus Estimate of $1.65. The co ...

Brinker International (EAT) reported $1.21 billion in revenue for the quarter ended June 2024, representing a year-over-year increase of 12.3%. EPS of $1.61 for the same period compares to $1.39 a year ago. The reported revenue represents a surprise of +4.33% over the Zacks Consensus Estimate of $1.16 billion. With the consensus EPS estimate being $1.65, the EPS surprise was -2.42%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wa ...

Brinker International (EAT) came out with quarterly earnings of $1.61 per share, missing the Zacks Consensus Estimate of $1.65 per share. This compares to earnings of $1.39 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -2.42%. A quarter ago, it was expected that this operator of restaurant chains Chili's Grill & Bar and Maggiano's Little Italy would post earnings of $1.15 per share when it actually produced earnings of $1.2 ...

财务业绩 - 公司销售额为11.965亿美元，同比增长12.4%[3] - 公司营业利润率增至6.1%，餐厅营业利润率(非GAAP)增至15.2%[3] - 每股摊薄净收益为1.61美元(非GAAP)，同比增长15.8%[10] - 公司总收入为14.15亿美元，同比增长6.9%[39] - 公司营业利润为7310万美元，同比增长50.6%[40] - 公司净利润为5730万美元，同比增长55.9%[40] - 公司每股基本收益为1.28美元，每股摊薄收益为1.24美元[41] - 公司第四季度和全年的非GAAP净利润分别为74.4百万美元和187.5百万美元[59] - 公司第四季度和全年的餐厅营业利润率(非GAAP)分别为15.2%和13.3%[64][66] - 公司2023财年第四季度净利润为54.2亿美元[70] - 2023财年全年调整后EBITDA为345.6亿美元[70] - 2024财年预计调整后EBITDA将达到443.6亿美元[70] 餐厅运营 - 芝士客餐厅可比餐厅销售增长14.8%，主要由于菜单价格上涨和客流量增加[3,24] - 芝士客餐厅客流量增加5.9%，其中约2.3%受到虚拟品牌战略调整的负面影响[3] - 玛吉诺餐厅销售额增长主要由于菜单价格上涨和菜品组合改善,但客流量有所下降[27] - 公司餐厅数量为1,614家，其中公司自营餐厅1,171家，特许经营餐厅443家[49] - 公司在2024财年第四季度新开9家公司自营餐厅和20家特许经营餐厅[49] - 第四季度公司自营餐厅的可比销售增长为13.5%，其中Chili's品牌增长14.8%，Maggiano's品牌增长2.5%[50] - 全年公司自营餐厅的可比销售增长为7.0%，其中Chili's品牌增长7.4%，Maggiano's品牌增长3.5%[52] - 第四季度公司自营餐厅的营业利润率为6.1%，Chili's品牌为9.8%，Maggiano's品牌为10.8%[63] - 全年公司自营餐厅的营业利润率为5.2%，Chili's品牌为8.4%，Maggiano's品牌为11.6%[65] - 公司餐厅营业利润率是一个有用的指标,可以评估餐厅层面的运营效率和业绩[67][68] 财务指标 - 预计2025财年总收入将达45.5亿美元至46.2亿美元之间[15] - 预计2025财年每股摊薄净收益(非GAAP)将达4.35美元至4.75美元之间[15] - 芝士客餐厅加盟商销售额为2.301亿美元，同比增长1.4%[26] - 公司所得税税率(非GAAP)为9.0%[30] - 公司食品和饮料成本为2.98亿美元，占总收入的24.7%[40] - 公司餐厅人工成本为3.93亿美元，占总收入的32.5%[40] - 公司总资产为25.93亿美元，较上年同期增加4.3%[45] - 公司总负债为24.54亿美元，较上年同期增加5.1%[45] - 公司调整后的EBITDA是用于衡量经营业绩的一个指标[69] - 公司剔除特殊项目的影响后,第四季度和全年的每股收益分别为1.61美元和4.10美元[59] - 2023财年第四季度利息费用为14.5亿美元[70] - 2023财年第四季度其他收益和费用为12.9亿美元[70] - 2023财年第四季度所得税费用为-9.4亿美元[70] - 2023财年第四季度折旧和摊销费用为42.3亿美元[70] 投资者关系 - 投资者可以通过investor.relations@brinker.com联系公司投资者关系部门[71] - 媒体可以通过media.requests@brinker.com联系公司媒体关系部门[72]

DALLAS, Aug. 14, 2024 /PRNewswire/ -- Brinker International, Inc. (NYSE: EAT) today announced financial results for the fourth quarter ended June 26, 2024, and provided financial guidance for fiscal 2025. Fourth Quarter Fiscal 2024 Financial Highlights Company sales were $1,196.5 million in the fourth quarter of fiscal 2024 compared to $1,064.8 million in the fourth quarter of fiscal 2023. Comparable restaurant sales increased 13.5%, with an increase in comparable restaurant sales of 14.8% for Chili's and 2 ...

文章核心观点 - 两家零售餐饮股Brinker International(EAT)和Texas Roadhouse(TXRH)在增长方面表现突出 [1][2] - Brinker International的增长归功于其智利餐厅的客流量驱动举措和运营表现改善 [3][4] - Texas Roadhouse的增长得益于其体育酒吧品牌Bubba's 33的表现,该品牌是美国增长最快的体育酒吧之一 [6][7] Brinker International - 智利餐厅的低成本餐品吸引了消费者,在最近一个财季的销售额和客流量均超过行业平均水平 [4] - Brinker International预计第四季度销售额将同比增长7%至116亿美元,利润将同比增长19%至每股1.65美元 [5] - Brinker International连续7个季度超预期,最近4个季度的平均利润超预期幅度达213.35% [5] Texas Roadhouse - Texas Roadhouse第二季度的销售额和利润均超预期,其中Bubba's 33品牌的周销售额达12.3万美元 [7][8] - Texas Roadhouse今年的每股收益预计将增长40%至6.34美元,明年将再增长9% [13] - Texas Roadhouse最近60天内的未来两年每股收益预测均上调超过4% [13]

Wall Street analysts forecast that Brinker International (EAT) will report quarterly earnings of $1.65 per share in its upcoming release, pointing to a year-over-year increase of 18.7%. It is anticipated that revenues will amount to $1.16 billion, exhibiting an increase of 7.7% compared to the year-ago quarter. Over the last 30 days, there has been an upward revision of 6.3% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsid ...