“General and administrative 40.5 36.7 (3.8) Other (gains) and charges 0.1 11.8 11.7 As a percentage of Company sales: • Chili’s Food and beverage costs were unfavorable 0.3%, due to 0.8% of unfavorable commodity costs primarily driven by higher meat and seafoo…”10-Q · Apr 29, 2026 ↗
Brinker International, Inc.
EAT
Market read
Brinker International, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
- Higher meat and seafood costs reduced food-cost performance as a percentage of sales during the latest full year.
- The diluted share count declined as Brinker increased share repurchase activity, supporting per-share earnings while using financing cash.
Invalidation: The isolated read changes if EAT's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- Higher meat and seafood costs reduced food-cost performance as a percentage of sales during the latest full year.
- The diluted share count declined as Brinker increased share repurchase activity, supporting per-share earnings while using financing cash.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +7.9% year over year.
- Operating margin changed +1.2 percentage points in the latest annual period.
- Net margin changed +1.3 percentage points in the latest annual period.
No qualifying adverse evidence was identified; that is not proof there is no downside.
- P/E is 37% below the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 46% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
215.22Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“24 Table of Contents Cash Flows from Financing Activities Thirteen Week Periods Ended Favorable (Unfavorable) Variance September 24, 2025 September 25, 2024 Net cash used in financing activities $ (48.2) $ (54.7) $ 6.5 Net cash used in financing activities de…”10-Q · Oct 29, 2025 ↗
“Operating Environment During the recent years, our operating results were impacted by geopolitical and other macroeconomic events, leading to higher than usual inflation on wages and food and beverage costs.”10-K · Aug 15, 2025 ↗
“The following is a summary of the change in Total revenues: Total Revenues Chili’s Maggiano’s Total Revenues Fiscal year ended June 26, 2024 $ 3,919.3 $ 495.8 $ 4,415.1 Change from: Comparable restaurant sales (1) 958.3 7.0 965.3 Restaurant openings 36.3 — 36…”10-K · Aug 15, 2025 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 1.7× · EV/sales 1.6×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for EAT. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for EAT. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind EAT
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
DASHDoorDash, Inc.partnerApr 29, 2026 ▾
“Our To-Go menu is available through the Chili’s mobile app, chilis.com, our delivery partners DoorDash, Uber Eats and Grubhub, Google Food Ordering or by calling the restaurant directly.”
UBERUber Technologies, Inc.partnerApr 29, 2026 ▾
“Our To-Go menu is available through the Chili’s mobile app, chilis.com, our delivery partners DoorDash, Uber Eats and Grubhub, Google Food Ordering or by calling the restaurant directly.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
EAT is currently a Leader in the organic co-movement group Restaurants. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for EAT; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.