| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q4'26 | June 25, 2026 | 9/12 | 1 high, 4 medium, 3 low flags | 5 | 1 | Call sheet → |
| Q3'26 | 2026-03-19 | 11/12 | 1 medium, 6 low flags | 5 | 0 | Call sheet → |
| Q2'26 | December 18, 2025 | 10/12 | 2 medium, 4 low flags | 4 | 0 | Call sheet → |
| Q4'25 | 2025-06-20 | 10/12 | 2 medium, 5 low flags | 5 | 0 | Call sheet → |
| Q3'25 | 2025-03-20 | 10/12 | 2 medium, 6 low flags | 5 | 0 | Call sheet → |
| Q2'25 | December 19, 2024 | 10/12 | 3 medium, 3 low flags | 4 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q4'26 | Missed | Fine dining would see improvement from private dining focus Fine dining SSS decelerated from 2.1% to 1.9% despite the focus |
| Q4'26 | Delivered | Bahama Breeze strategic review would be completed 14 closures, 14 conversions announced and underway |
| Q4'26 | Delivered | International partners in Spain, India, Canada would open within 12 months Spain and India already open, Canada opening next week |
| Q4'26 | Delivered | Marketing expense within 10 basis points of last year as percent of sales Maintained discipline on marketing spend relative to sales |
| Q4'26 | Exceeded | Would open 70 new restaurants in FY26 Opened 71 restaurants, one above revised plan of 70 |
| Q4'26 | Delivered | Olive Garden lighter portions would resonate without operational complexity Rolled out fully with strong value scores, though creating larger-than-expected mix headwind |
| Q3'26 | Delivered | All other aspects of our guidance remain unchanged, including adjusted diluted net earnings per share between $10.60 and $10.70 Raised to $10.57-$10.67, essentially maintained range while adding 53rd week detail |
| Q3'26 | Pending | We feel like we have more power than anybody else to price to cover inflation Will test this claim as they move from 40bps below inflation to in-line |
| Q3'26 | Pending | We expect pricing to catch up to inflation as we get into the fourth quarter Maintained this guidance, expecting mid-3% pricing to match mid-3% inflation in Q4 |
| Q3'26 | Exceeded | We now expect 65 to 70 new restaurant openings Raised to approximately 70 openings, hitting high end of range |
| Q3'26 | Delivered | Olive Garden plans to complete the rollout system-wide in January Completed lighter portion menu rollout in January as committed |
| Q3'26 | Delivered | Specifically for the third quarter, we expect earnings per share growth in the mid-single digits Delivered exactly 5.4% growth, right in mid-single digit range |
| Q3'26 | Delivered | We expect earnings per share growth in the third and fourth quarters to sequentially improve Q3 EPS growth accelerated to 5.4% from 2.5% in Q2, as promised |
| Q2'26 | Exceeded | Unit development pipeline strength would show in accelerated openings Not only opened 17 restaurants but got 40 additional operating weeks vs plan |
| Q2'26 | Delivered | Third brand would embrace Uber Direct in Q3 Confirmed Yard House rolling out first-party delivery in Q3 as promised |
| Q2'26 | Pending | Lighter portions would drive frequency increases Early signs of frequency improvement but still in early stages, no quantified metrics provided |
| Q2'26 | Pending | Pricing gap to inflation would narrow through the year Gap actually widened to 130bps in Q2, now promise third quarter gap to cut in half |
| Q2'26 | Delivered | Beef prices would eventually see demand destruction in retail November retail beef demand down 14%, first clear signal of demand pullback |
| Q2'26 | Delivered | Expected lowest year-over-year EPS growth in second quarter from Q1 call EPS growth was indeed only 2.5%, much lower than Q1's 12.6% |
| Q4'25 | Pending | Between Olive Garden and LongHorn, probably 40 to 45 openings for next year Confirmed in FY26 guidance as primary contributors to 60-65 total openings |
| Q4'25 | Delivered | Q4 commodities inflation about 3% vs low-2s in first three quarters Commodity inflation came in at 1.5% in Q4, better than 3% expectation |
| Q4'25 | Delivered | Annual same-restaurant sales at top of initial guidance range Finished at 2% growth, confirming top of range performance |
| Q4'25 | Exceeded | Fourth quarter same restaurant sales above 3% Delivered 4.6% same-store sales vs 'above 3%' guidance |
| Q4'25 | Delivered | Chuy's will convert to our human resources platform in phases beginning in June, followed by point of sale transition in late summer HR platform conversion completed Monday of earnings week, POS transition on track for late summer |
| Q4'25 | Delivered | Targeting the end of this fiscal year for a more expansive awareness-building campaign for Uber Direct, including TV advertising Launched campaign with '1 million free deliveries' TV advertising, partially funded by Uber |
| Q3'25 | Pending | Total inflation approximately 2.5% for fiscal 2025 Q4 stepping up to 3% inflation but may still hit full-year target |
| Q3'25 | Delivered | Two fan favorite menu items returning in January with compelling price Launched Steak Gorgonzola Alfredo and Stuffed Chicken Marsala as promised |
| Q3'25 | Delivered | Same restaurant sales approximately 1.5% for full year Maintained guidance while raising Q4 expectations to above 3% |
| Q3'25 | Delivered | Chuy's integration timeline longer than Ruth's Chris due to POS rollout On track with HR platform conversion starting Monday, supply chain in June |
| Q3'25 | Delivered | Never Ending Pasta Bowl would drive traffic with higher protein add-ons Achieved record buy-up rates and refill rates during promotion |
| Q3'25 | Exceeded | Uber Direct rollout completion by end of Q3 Completed rollout by end of February, ahead of March quarter-end target |
| Q2'25 | Pending | Continue unit growth toward higher end of framework Guidance increased to 50-55 units but still below high end of 3% framework target |
| Q2'25 | Delivered | Fine dining sequential improvement expected Fine dining did show sequential improvement from Q1 though still negative overall |
| Q2'25 | Delivered | Maintain pricing discipline below competitors and inflation Q2 pricing south of 3% system-wide, maintained strategy of pricing below industry |
| Q2'25 | Pending | Focus on speed of service improvements across all brands Mentioned gradual improvement but still characterized as 'long-term' with no specific metrics provided |
| Q2'25 | Delivered | Olive Garden Never Ending Pasta Bowl extended run to drive traffic recovery Extended to 12 weeks from 8 weeks with record refill rates and protein add-ons |
| Q2'25 | Delivered | Chuy's acquisition to close mid-October assuming shareholder approval Closed October 11 as promised with financing secured |
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