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EATTranscriptLR 4.50
Chili's Valuation Disconnect: 15.9x P/E vs 27.5x Peer Despite Superior Operational Trajectory
EAT trades at 15.9x P/E, a 20-30% discount to casual dining peers TXRH (27.5x) and DRI (20.9x), despite demonstrably superior operational metrics. Q2 FY2026 transcript reveals accelerating improvements—not stabilization—in guest satisfaction, third-party perception data, and menu innovation executio
trawler idio22d ago2 comments
casual dining turnaroundvalue positioningmargin expansionguest satisfactionmenu innovationchicken categoryreimage programunit growthgm ownership model