Chili's Strength Fuels Growth for Brinker International
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 02 2026
0mins
Should l Buy EAT?
Source: seekingalpha
- Strong Sales Trends: KeyBanc analysts project that Chili's same-store sales will grow by 6% in Q4 2026, surpassing the consensus estimate of 5.8%, indicating robust sales momentum that is expected to drive overall performance growth for Brinker International despite severe winter weather interruptions.
- Earnings Estimates Raised: The analyst has increased Brinker International's fiscal 2026 EPS estimate from $10.65 to $10.72, slightly above the consensus of $10.71, while also raising revenue estimates from $5.81 billion to $5.82 billion, reflecting an improvement in the company's profitability amid ongoing growth.
- Valuation Upgrade: Following Chili's strong performance and margin expansion, KeyBanc upgraded Brinker International's rating from Sector Weight to Overweight, setting a price target of $177, which represents a 23% upside from Wednesday's closing price, indicating market optimism regarding its future growth potential.
- New Product Launch: Chili's is set to launch a new chicken sandwich platform in April, along with menu upgrades and innovations, supported by ongoing marketing efforts, which are expected to further drive sales growth and enhance the company's competitive position in the fast-food market.
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Analyst Views on EAT
Wall Street analysts forecast EAT stock price to rise
18 Analyst Rating
13 Buy
5 Hold
0 Sell
Moderate Buy
Current: 158.140
Low
155.00
Averages
188.00
High
210.00
Current: 158.140
Low
155.00
Averages
188.00
High
210.00
About EAT
Brinker International, Inc. is a casual dining restaurant company. The Company owns, operates or franchises the Chili’s Grill & Bar (Chili’s) and Maggiano’s Little Italy (Maggiano’s) restaurant brands. It includes approximately 1,600 restaurants across 31 countries and two United States territories, serving flavors, handcrafted drinks, and hospitality. Its segments include Chili’s and Maggiano’s. The Chili’s segment is principally located in the United States and operates within the full-service casual dining segment of the industry. The Maggiano’s segment offers carry-out and delivery options with delivery service which makes restaurants more accessible to guests. It also offers banquet rooms to host large special events, particularly during the holiday season. Its 3 for Me platform, offers non-alcoholic drink, appetizer and entrees for guests. Its To-Go menu is available through Chili’s mobile application, chilis.com, and delivery partners.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Brinker International Shares Rise as Oil Prices Drop
- Stock Price Surge: Brinker International's shares rose 4.1% following Iran's announcement to reopen the Strait of Hormuz, indicating a positive market reaction to falling oil prices, although it does not fundamentally alter perceptions of the business.
- Cost Pressure Relief: The decline in oil prices directly reduces delivery and supply chain logistics costs for the restaurant industry, which is expected to boost consumers' discretionary income and encourage higher foot traffic in casual and fine dining establishments.
- Market Volatility: Over the past year, Brinker International's stock has experienced 17 moves greater than 5%, highlighting its high volatility, with today's increase reflecting the market's significance placed on the current news.
- Long-term Investment Returns: Despite a 4.7% rise since the beginning of the year, Brinker International's stock is still trading 13.8% below its 52-week high, indicating investment potential, as shareholders who invested $1,000 five years ago now see their investment worth $2,260.
See More
Brinker International Schedules Q3 2026 Earnings Call on April 29
- Earnings Call Announcement: Brinker International has scheduled its earnings conference call for April 29, 2026, at 9 a.m. Eastern Time to review its Q3 fiscal 2026 earnings, which will be released before market opening, aiming to provide investors with the latest business updates.
- Investor Relations Access: The live audio webcast of the conference call will be accessible through Brinker's investor relations website, and a replay will be available for two weeks post-event, ensuring all investors can access key information and participate in discussions.
- Company Scale and Influence: Brinker International operates, owns, or franchises over 1,600 restaurants across 29 countries and two U.S. territories, committed to delivering bold flavors, handcrafted drinks, and genuine hospitality, showcasing its leadership in the casual dining sector.
- Industry Recognition and Achievements: In 2025, Brinker was named the top workplace in the Dallas-Fort Worth area by both the Dallas Business Journal and The Dallas Morning News, with CEO Kevin Hochman receiving the 2025 IFMA Gold Plate Award and being recognized as one of Barron's Top 25 CEOs globally, further solidifying the company's industry reputation.
See More
Brinker International Schedules Q3 FY2026 Earnings Call
- Earnings Call Scheduled: Brinker International has set its earnings conference call for April 29, 2026, at 9 a.m. ET to review its Q3 FY2026 earnings, which will be announced before market open, thereby providing investors with timely financial insights and business updates.
- Company Scale and Impact: Brinker operates, owns, or franchises over 1,600 restaurants across 29 countries and two U.S. territories, leveraging its Chili's and Maggiano's brands to deliver unique dining experiences, thereby solidifying its leadership in the casual dining sector.
- Industry Recognition and Awards: In 2025, Brinker was named the top workplace in the Dallas-Fort Worth area by both the Dallas Business Journal and The Dallas Morning News, while CEO Kevin Hochman received the 2025 IFMA Gold Plate Award and was recognized as one of Barron's Top 25 CEOs globally, reflecting the company's outstanding performance in the industry.
- Brand Honors: Chili's received multiple accolades in 2025, including placements on Fast Company's
See More
Chili's Challenges Fast Food Standards with New Chicken Sandwiches
- Chicken Sandwich Innovation: Chili's introduces the Big Crispy and Spicy Big Crispy chicken sandwiches as part of the 3 For Me meal priced at $10.99, offering a value experience that surpasses fast food, which is expected to attract more consumers to its comprehensive dining experience.
- Competitive Market Advantage: The average Big Crispy chicken sandwich is 80% larger than McDonald's McCrispy, and by providing larger portions and higher quality products, Chili's not only enhances its brand image but also sets a new value standard in the fiercely competitive fast food market.
- Immersive Experience Event: Chili's will host the Big Crispy Food Court pop-up event in New York City, inviting consumers to serve as jurors and experience its newly launched chicken sandwiches, further enhancing interaction between the brand and consumers and boosting brand loyalty.
- Comprehensive Marketing Promotion: Chili's encourages consumers to share their views on fast food via social media, offering a chance to win gift cards, thereby increasing brand exposure and attracting more customers, further solidifying its leadership position in the casual dining industry.
See More
Chili's Launches Value Chicken Sandwiches to Challenge Fast Food
- Industry-Leading Value: Chili's introduces the Big Crispy and Spicy Big Crispy chicken sandwiches as part of the 3 For Me menu at just $10.99, offering an entrée, fries, unlimited chips, and drinks, significantly enhancing the dining experience and challenging fast food's value promises.
- Market Research Backing: A study by Chili's reveals that the average Big Crispy filet is 82% larger than McDonald's McCrispy, which not only meets consumer expectations for value but also distinguishes Chili's in a competitive landscape by providing larger portion sizes.
- Immersive Experience: Chili's will host the
See More
Brinker International Shares Surge on Iranian Conflict Reprieve
- Stock Price Surge: Brinker International's shares jumped 5.2% in the afternoon session, reflecting a positive market reaction to the temporary reprieve in the Iranian conflict, with investors anticipating improved prospects for the restaurant industry.
- Logistics Cost Reduction: As oil prices decline, the expected reduction in food logistics costs for the restaurant sector alleviates cost-of-living pressures on consumers, potentially leading to increased dining out frequency and boosting casual dining sales.
- Supply Chain Stabilization: The ceasefire helps stabilize the supply chain for various commodities threatened by the closure of the Strait of Hormuz, while lower energy costs also reduce indirect expenses for restaurant operations, such as heating and electricity.
- Market Volatility: Brinker International's stock has experienced 18 moves greater than 5% over the past year, and while today's increase is seen as significant, the market's perception of the company's fundamentals remains unchanged.
See More
Brinker International Shares Rise as Oil Prices Drop
- Stock Price Surge: Brinker International's shares rose 4.1% following Iran's announcement to reopen the Strait of Hormuz, indicating a positive market reaction to falling oil prices, although it does not fundamentally alter perceptions of the business.
- Cost Pressure Relief: The decline in oil prices directly reduces delivery and supply chain logistics costs for the restaurant industry, which is expected to boost consumers' discretionary income and encourage higher foot traffic in casual and fine dining establishments.
- Market Volatility: Over the past year, Brinker International's stock has experienced 17 moves greater than 5%, highlighting its high volatility, with today's increase reflecting the market's significance placed on the current news.
- Long-term Investment Returns: Despite a 4.7% rise since the beginning of the year, Brinker International's stock is still trading 13.8% below its 52-week high, indicating investment potential, as shareholders who invested $1,000 five years ago now see their investment worth $2,260.
See More
Brinker International Schedules Q3 2026 Earnings Call on April 29
- Earnings Call Announcement: Brinker International has scheduled its earnings conference call for April 29, 2026, at 9 a.m. Eastern Time to review its Q3 fiscal 2026 earnings, which will be released before market opening, aiming to provide investors with the latest business updates.
- Investor Relations Access: The live audio webcast of the conference call will be accessible through Brinker's investor relations website, and a replay will be available for two weeks post-event, ensuring all investors can access key information and participate in discussions.
- Company Scale and Influence: Brinker International operates, owns, or franchises over 1,600 restaurants across 29 countries and two U.S. territories, committed to delivering bold flavors, handcrafted drinks, and genuine hospitality, showcasing its leadership in the casual dining sector.
- Industry Recognition and Achievements: In 2025, Brinker was named the top workplace in the Dallas-Fort Worth area by both the Dallas Business Journal and The Dallas Morning News, with CEO Kevin Hochman receiving the 2025 IFMA Gold Plate Award and being recognized as one of Barron's Top 25 CEOs globally, further solidifying the company's industry reputation.
See More
Brinker International Schedules Q3 FY2026 Earnings Call
- Earnings Call Scheduled: Brinker International has set its earnings conference call for April 29, 2026, at 9 a.m. ET to review its Q3 FY2026 earnings, which will be announced before market open, thereby providing investors with timely financial insights and business updates.
- Company Scale and Impact: Brinker operates, owns, or franchises over 1,600 restaurants across 29 countries and two U.S. territories, leveraging its Chili's and Maggiano's brands to deliver unique dining experiences, thereby solidifying its leadership in the casual dining sector.
- Industry Recognition and Awards: In 2025, Brinker was named the top workplace in the Dallas-Fort Worth area by both the Dallas Business Journal and The Dallas Morning News, while CEO Kevin Hochman received the 2025 IFMA Gold Plate Award and was recognized as one of Barron's Top 25 CEOs globally, reflecting the company's outstanding performance in the industry.
- Brand Honors: Chili's received multiple accolades in 2025, including placements on Fast Company's
See More
Chili's Challenges Fast Food Standards with New Chicken Sandwiches
- Chicken Sandwich Innovation: Chili's introduces the Big Crispy and Spicy Big Crispy chicken sandwiches as part of the 3 For Me meal priced at $10.99, offering a value experience that surpasses fast food, which is expected to attract more consumers to its comprehensive dining experience.
- Competitive Market Advantage: The average Big Crispy chicken sandwich is 80% larger than McDonald's McCrispy, and by providing larger portions and higher quality products, Chili's not only enhances its brand image but also sets a new value standard in the fiercely competitive fast food market.
- Immersive Experience Event: Chili's will host the Big Crispy Food Court pop-up event in New York City, inviting consumers to serve as jurors and experience its newly launched chicken sandwiches, further enhancing interaction between the brand and consumers and boosting brand loyalty.
- Comprehensive Marketing Promotion: Chili's encourages consumers to share their views on fast food via social media, offering a chance to win gift cards, thereby increasing brand exposure and attracting more customers, further solidifying its leadership position in the casual dining industry.
See More
Chili's Launches Value Chicken Sandwiches to Challenge Fast Food
- Industry-Leading Value: Chili's introduces the Big Crispy and Spicy Big Crispy chicken sandwiches as part of the 3 For Me menu at just $10.99, offering an entrée, fries, unlimited chips, and drinks, significantly enhancing the dining experience and challenging fast food's value promises.
- Market Research Backing: A study by Chili's reveals that the average Big Crispy filet is 82% larger than McDonald's McCrispy, which not only meets consumer expectations for value but also distinguishes Chili's in a competitive landscape by providing larger portion sizes.
- Immersive Experience: Chili's will host the
See More
Brinker International Shares Surge on Iranian Conflict Reprieve
- Stock Price Surge: Brinker International's shares jumped 5.2% in the afternoon session, reflecting a positive market reaction to the temporary reprieve in the Iranian conflict, with investors anticipating improved prospects for the restaurant industry.
- Logistics Cost Reduction: As oil prices decline, the expected reduction in food logistics costs for the restaurant sector alleviates cost-of-living pressures on consumers, potentially leading to increased dining out frequency and boosting casual dining sales.
- Supply Chain Stabilization: The ceasefire helps stabilize the supply chain for various commodities threatened by the closure of the Strait of Hormuz, while lower energy costs also reduce indirect expenses for restaurant operations, such as heating and electricity.
- Market Volatility: Brinker International's stock has experienced 18 moves greater than 5% over the past year, and while today's increase is seen as significant, the market's perception of the company's fundamentals remains unchanged.
See More
