
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the sit-down dining industry, including Dine Brands (NYSE: DIN) and its peers.
Sit-down restaurants offer a complete dining experience with table service. These establishments span various cuisines and are renowned for their warm hospitality and welcoming ambiance, making them perfect for family gatherings, special occasions, or simply unwinding. Their extensive menus range from appetizers to indulgent desserts and wines and cocktails. This space is extremely fragmented and competition includes everything from publicly-traded companies owning multiple chains to single-location mom-and-pop restaurants.
The 11 sit-down dining stocks we track reported a satisfactory Q4. As a group, revenues were in line with analysts’ consensus estimates.
Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 8% since the latest earnings results.
Dine Brands (NYSE: DIN)
Operating a franchise model, Dine Brands (NYSE: DIN) is a casual restaurant chain that owns the Applebee’s and IHOP banners.
Dine Brands reported revenues of $217.6 million, up 6.3% year on year. This print fell short of analysts’ expectations by 3.8%. Overall, it was a mixed quarter for the company with an impressive beat of analysts’ EBITDA estimates but a significant miss of analysts’ revenue estimates.
“In 2025 our brands’ performance improved as we made meaningful progress against our strategic priorities by strengthening the fundamentals of the business and positioning our brands for long-term growth,” said John Peyton, Chief Executive Officer of Dine Brands.

Dine Brands delivered the weakest performance against analyst estimates of the whole group. Unsurprisingly, the stock is down 7.9% since reporting and currently trades at $28.23.
Is now the time to buy Dine Brands? Access our full analysis of the earnings results here, it’s free.
Best Q4: Red Robin (NASDAQ: RRGB)
Known for its bottomless steak fries, Red Robin (NASDAQ: RRGB) is a chain of casual restaurants specializing in burgers and general American fare.
Red Robin reported revenues of $269 million, down 5.7% year on year, outperforming analysts’ expectations by 1.8%. The business had an exceptional quarter with an impressive beat of analysts’ EBITDA estimates and full-year EBITDA guidance beating analysts’ expectations.

Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 7.3% since reporting. It currently trades at $3.37.
Is now the time to buy Red Robin? Access our full analysis of the earnings results here, it’s free.
Weakest Q4: Texas Roadhouse (NASDAQ: TXRH)
With locations often featuring Western-inspired decor, Texas Roadhouse (NASDAQ: TXRH) is an American restaurant chain specializing in Southern-style cuisine and steaks.
Texas Roadhouse reported revenues of $1.48 billion, up 3.1% year on year, falling short of analysts’ expectations by 0.8%. It was a softer quarter as it posted a significant miss of analysts’ EBITDA estimates and a significant miss of analysts’ EPS estimates.
As expected, the stock is down 6.7% since the results and currently trades at $170.25.
Read our full analysis of Texas Roadhouse’s results here.
BJ's (NASDAQ: BJRI)
Founded in 1978 in California, BJ’s Restaurants (NASDAQ: BJRI) is a chain of restaurants whose menu features classic American dishes, often with a twist.
BJ's reported revenues of $355.4 million, up 3.2% year on year. This result topped analysts’ expectations by 0.6%. Aside from that, it was a mixed quarter as it also logged full-year EBITDA guidance topping analysts’ expectations but a miss of analysts’ EBITDA estimates.
The stock is down 18.2% since reporting and currently trades at $33.42.
Read our full, actionable report on BJ's here, it’s free.
Brinker International (NYSE: EAT)
Founded by Norman Brinker in Dallas, Brinker International (NYSE: EAT) is a casual restaurant chain that operates the Chili’s, Maggiano’s Little Italy, and It’s Just Wings banners.
Brinker International reported revenues of $1.45 billion, up 6.9% year on year. This number beat analysts’ expectations by 2.9%. Overall, it was a very strong quarter as it also recorded a solid beat of analysts’ same-store sales estimates and an impressive beat of analysts’ revenue estimates.
Brinker International achieved the biggest analyst estimates beat but had the weakest full-year guidance update among its peers. The stock is down 8.4% since reporting and currently trades at $144.03.
Read our full, actionable report on Brinker International here, it’s free.
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