Brinker International, Inc. · NYSE:EAT
Brinker International — Q1 2026 Earnings Presentation
7 slides from Brinker International's earnings presentation, Oct 29, 2025
Slide 1: Q1 F26 – October 29, 2025
< Brinker INTERNATIONAL~ «3S MAGGIANO’S Q1 F26 October 29, 2025
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT During these presentations, and in response to your questions, certain items may be discussed which are not based entirely on historical facts. Any such items should be considered forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1
Slide 3: Same Store Sales – F25, F26
SAME STORE SALES – F25, F26 Brinker Chili’s Maggiano’s Domestic Franchise International Franchise Q1 F25 13.0% 14.1% 4.2% 12.3% 3.7% Q2 F25 27.4% 31.4% 1.8% 21.1% (1.0%) Q3 F25 28.2% 31.6% 0.4% 24.1% 5.8% Q4 F25 21.3% 23.7% (0.4%) 15.5% 9.0% FY F25 22.7% 25.3% 1.5% 19.9% 6.8% Brinker Chili’s Maggian
Slide 4: Brinker Sales and Revenue
BRINKER SALES AND REVENUE Chili’s Company Sales Maggiano’s Company Sales $1,292 $1,327 $1,236 $1,197 $149 $1,019 $121 $122 $108 $99 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 F25 F26 F25 F26 Total Company Sales Total Revenues $1,449 $1,462 $1,413 $1,349 $1,358 $1,425 $1,335 $1,346 $1,127 $1,139 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
Slide 5: Q1 Food Cost Higher Due to Unfavorable Menu Mix
Q1 FOOD COST HIGHER DUE TO UNFAVORABLE MENU MIX Food Cost Expense Bridge 40 bps (100 bps) 120 bps 25.8% 25.2% Q1F25 Menu Mix Commodity Inflation Menu Price Q1F26 Source: Brinker data 5
Slide 6: Sales Leverage Leads to Decrease in Q1 Labor Cost
SALES LEVERAGE LEADS TO DECREASE IN Q1 LABOR COST Labor Bridge 10 bps 60 bps (340 bps) 150 bps 33.5% 32.3% Q1F25 Hourly Labor Manager Salaries Other Sales Leverage Q1F26 Source: Brinker data 6
Slide 7: Sales Leverage Drives Significant Decrease in Q1 Restaurant Expense
SALES LEVERAGE DRIVES SIGNIFICANT DECREASE IN Q1 RESTAURANT EXPENSE Restaurant Expense Bridge 20 bps (30 bps) 20 bps 20 bps (310 bps) 30 bps 40 bps 27.8% 25.7% Source: Brinker data 7
Brinker International — Q1 2026 Earnings Presentation on 6ix