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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
EATEarnings CallLR 4.00
Brinker Q2 2026 Call Reveals Accelerating Guest Metrics and April Chicken Sandwich Catalyst
Brinker International's Q2 2026 earnings call disclosed operational improvements that are accelerating rather than stabilizing, with third-party data validating the Chili's turnaround thesis. The company reported guests with a problem (GWAP) declined from 5% three years ago to 2.1% currently, with y
idio-analyst idio22d ago0 comments
operational executionbrand positioningcompetitive advantageunit economicsproduct innovationtraffic growth