Consumer Cyclical Earnings Report — 2026-09-24 to 2026-11-08

25 most recent Consumer Cyclical earnings

1. Nov 6, 2026, 5:14 PM ET·GEF·Consumer Cyclical

   Greif — Fiscal 2026 Earnings Summary

   GREIF INC

   Fiscal 2026 net income rose to $261.5 million ($4.54/share) from $31.6 million, while adjusted EBITDA increased 11.7% to $625.7 million; Q4 2026 net loss narrowed to $6.5 million and adjusted EBITDA fell 3.1% to $163.0 million, impacted by timing accruals and elevated resin costs. Management issued conservative Fiscal 2027 low-end guidance of $645 million for adjusted EBITDA and $290 million for adjusted free cash flow, citing a multi-year industrial contraction with no identified demand inflection. Strategic initiatives include a $150 million cumulative cost optimization target by fiscal 2027 (exceeding the $100 million goal early), the announced exit of the Coated Recycled Board business via the Sweetwater mill closure, and a $1.8 billion Containerboard Business divestiture. Capital allocation and balance sheet strength were highlighted with total debt declining $106.2 million to $1.096 billion, a leverage ratio of 1.2x, $225.2 million in share repurchases for the full year, and a declared quarterly dividend of $0.62 per Class A share.

2. Nov 6, 2026, 8:00 AM ET·DCH·Consumer Cyclical

   Dauch Corporation — Third Quarter 2026 Earnings Summary

   DAUCH CORP

   Q3 2026 sales surged to $2.91 billion from $1.51 billion in the prior year period, driven by the consolidation of the Dowlais Group acquisition, though the company reported a net loss of $(45.3) million compared to $9.2 million net income previously. Adjusted EBITDA rose to $358.5 million (12.3% of sales) from $195.7 million, while full-year 2026 sales guidance was raised to $10.8–$10.875 billion; however, Adjusted EBITDA guidance was lowered to $1.35–$1.375 billion and Adjusted free cash flow guidance reduced to $270–$310 million. Nine-month 2026 net sales reached $8.24 billion and Adjusted EBITDA totaled $1.06 billion, with strong operating cash flow of $150.1 million and adjusted free cash flow of $126.7 million for the quarter. Synergy benefits included in the updated guidance are estimated at $70–$75 million with a projected run rate exceeding $100 million by year one, alongside total restructuring and synergy implementation cash payments of $220–$250 million for 2026. The company maintains a global footprint of 175 locations across 24 countries, serving major OEMs including GM, Stellantis, and Ford, while navigating risks related to EV transitions, tariffs, and integration of the Dowlais business.

3. Nov 6, 2026, 7:40 AM ET·UAA·Consumer Cyclical

   Under Armour — Second Quarter Fiscal 2027 Earnings Summary

   UNDER ARMOUR INC

   Total revenue declined 7% year-over-year to $1.2 billion, with gross margin contracting 30 basis points to 47.0% and operating income reported at $15 million. Fiscal 2027 revenue guidance remains a mid-single-digit decline, while gross margin outlook was revised down to a 170–220 basis point increase due to fuel/freight costs and inventory actions. Full-year operating income guidance was raised to $99–$119 million, though diluted EPS guidance shifted to a loss of $0.02 to earnings of $0.02. Inventory levels rose 4% to $1.1 billion, and the company reported $11 million in restructuring charges as the Fiscal 2025 plan approaches substantial completion by December 2026.

4. Nov 6, 2026, 7:38 AM ET·MSGR·Consumer Cyclical

   MSG Rangers Corp. — Fiscal 2027 First Quarter Earnings Summary

   MSG RANGERS CORP

   Revenue increased 3% year-over-year to $14.1 million, driven by a $1.2 million rise in league distributions, while operating loss widened to $23.6 million from $12.8 million and net loss grew to $16.9 million from $10.8 million. Significant expense increases included $5.8 million in SG&A (driven by $3.6 million in spin-off transaction costs) and $5.2 million in direct operating expenses, resulting in a $71.2 million net cash outflow from operating activities. This marks the first standalone reporting period following the October 26, 2026 spin-off from MSG Knickerbockers Corp., with financials presented as carve-out statements excluding certain standalone expenses. Balance sheet activity showed total assets rising to $601.9 million and deferred revenue increasing to $139.4 million (current), while cash and cash equivalents declined to $51,000 and debt remained constant at $16.5 million.

5. Nov 6, 2026, 6:50 AM ET·DKNG·Consumer Cyclical

   DraftKings — Third Quarter 2026 Earnings Summary

   DRAFTKINGS INC

   Total revenue rose 16% year-over-year to $1,329.1 million for the quarter, driven by a 31.5% increase in Sports Revenue and a 21.9% rise in Sports Consumer Volume, though GAAP net loss widened to $468.7 million and Adjusted EBITDA loss deepened to $316.9 million. Management updated Fiscal 2026 revenue guidance to $6.35–$6.55 billion and Adjusted EBITDA to $175–$275 million, while introducing Fiscal 2027 guidance of $7.35–$7.75 billion in revenue and $800 million–$1.0 billion in Adjusted EBITDA. The company is aggressively investing in its new Predictions segment, with FY2026 investment expected between $650–$700 million and FY2027 investment between $250–$350 million, despite the segment generating immaterial revenue in 2026. Capital return activities included $300.4 million in convertible note repurchases and $154.2 million in treasury stock purchases during the first nine months of 2026, while cash and cash equivalents declined to $1,100.9 million. Strategic expansion continues with mobile sports betting live in 27 states, D.C., and Puerto Rico, alongside iGaming operations in five states and Canadian provinces, positioning the firm as the only U.S.-based vertically integrated operator.

6. Nov 6, 2026, 6:31 AM ET·BLMN·Consumer Cyclical

   Bloomin' Brands — Q3 2026 Earnings Summary

   BLOOMIN' BRANDS INC

   Q3 2026 total revenues rose 1.7% year-over-year to $944.3 million, while diluted loss per share improved to $(0.02) from $(0.54) in the prior year period. Fiscal 2026 diluted EPS guidance was raised to $1.06–$1.11 and adjusted diluted EPS guidance increased to $0.97–$1.02, though U.S. comparable restaurant sales guidance was lowered to 1%–1.5%. Restaurant-level operating margin expanded to 10.6% from 9.2% year-over-year, driven by pricing, gift card breakage, and productivity initiatives, partially offset by inflationary cost pressures. Total debt decreased to $767.972 million and cash equivalents increased to $90.736 million as of September 27, 2026, while system-wide restaurant count grew to 1,452 locations. The company reaffirmed all full-year guidance except for the sales outlook and noted progress on the Outback Turnaround, with five consecutive quarters of guest score improvement.

7. Nov 5, 2026, 5:00 PM ET·INSE·Consumer Cyclical

   Inspired Entertainment, Inc. — Third Quarter 2026 Earnings Summary

   INSPIRED ENTERTAINMENT INC

   Q3 revenue fell 29% YoY to $61.4 million due to the divestiture of the UK Holiday Parks business, though like-for-like revenue grew 4% (approx. 9% excluding higher UK taxes); net loss narrowed to $0.1 million from $1.9 million YoY, while Adjusted EBITDA margin reached a record 46%. Full-year 2026 Adjusted EBITDA guidance was lowered to $109–$112 million (from $112–$118 million) to reflect the suspension of regulated online gaming in Brazil, which accounts for ~5% of revenue, and management expects FCF conversion to fall slightly below the 20% target. Strategic momentum continues with Interactive revenue up 3% YoY driven by U.S. growth and new launches in Alberta and Massachusetts, alongside significant new contracts including 200+ Velos ETG terminals for Genting and a bespoke Price Is Right® game for BetMGM. Management maintains confidence in a higher-margin digital transformation and outlined a disciplined 2027 capital allocation strategy prioritizing debt reduction and share repurchases, despite upcoming UK Machine Games Duty increases to 25% in April 2027.

8. Nov 5, 2026, 4:24 PM ET·CLAR·Consumer Cyclical

   Clarus Corporation — Third Quarter 2026 Earnings Summary

   CLARUS CORP

   Consolidated sales rose 2.7% to $71.2 million, while gross margin expanded to 41.0% from 35.1% year-over-year, driven by an $0.6 million IEEPA tariff refund and higher volumes; net income reversed to $3.3 million from a $1.6 million loss, and adjusted EBITDA surged to $6.8 million from $1.8 million. Full-year 2026 sales guidance was raised to $251–$255 million (from $245–$255 million) and adjusted EBITDA guidance increased to $15–$17 million (from $12–$13 million), with full-year free cash flow now projected to be break even. The company is conducting a comprehensive strategic review of alternatives, including a potential sale of all or part of the business, with Jefferies LLC assisting; no deadline or assurance of a transaction exists. Segment performance showed a 12.4% sales increase in the Outdoor segment to $54.7 million, offset by a 20.2% decline in the Adventure segment to $16.5 million due to Australian wholesale headwinds, though both segments achieved gross margins north of 40%. The balance sheet remains debt-free with $20.8 million in cash and cash equivalents, while capital expenditures remained flat at $1.2 million for the quarter and are forecast to total $6–$7 million for the full year.

9. Nov 5, 2026, 4:23 PM ET·BARK·Consumer Cyclical

   BARK — Fiscal Second Quarter 2027 Earnings Summary

   BARK INC

   Net revenue of $87.6 million exceeded guidance and fell 18.1% year-over-year from $107.0 million, while net loss narrowed to $3.8 million from $10.7 million and Adjusted EBITDA improved to $2.0 million from a $1.4 million loss. The company reaffirmed full-year fiscal 2027 guidance for net revenue ($325.0–$340.0 million) and Adjusted EBITDA ($7.0–$10.0 million), with Q3 revenue guidance set at $88.0–$92.0 million. Management announced a preliminary agreement to sell BARK Air's assets and license the brand effective January 1, 2027, to redirect capital toward Commerce, supply chain, and new product lines like Licksters. Strategic shifts included a planned pullback in DTC marketing spend, resulting in a smaller subscriber base but improved retention (94%) and gross margin expansion to 58.9%, alongside $2.0 million in share repurchases.

10. Nov 5, 2026, 4:23 PM ET·NXH·Consumer Cyclical

    Neighborhood Intelligence — Third Quarter 2026 Earnings Summary

    NEIGHBORHOOD INTELLIGENCE INC

    Q3 2026 net revenue surged 98% year-over-year to $509 million, driven by $229 million from acquired businesses (Kirkland's, The Container Store) and $23 million from core online growth, while net loss widened to $26 million from $5 million prior year due to $20 million in special acquisition and restructuring items. 2027 guidance projects consolidated revenue of $2.0–$2.1 billion and gross margins of 33–34%, with management targeting mid-single-digit organic growth and enterprise-wide positive cash flow inflection in the second half of 2027 despite a depressed housing market. Strategic integration is accelerating with the addition of Bed Bath & Beyond, Overstock, and other acquired brands, alongside $50 million in annualized SG&A savings already realized and an additional $40 million identified, though long-term debt remains at $212.8 million. Core e-commerce revenue grew 9% year-over-year, led by 75% growth at Overstock.com, while active customers and orders increased 117% and 217% respectively, supported by ongoing restocking of Elfa Systems and expansion of Home Services.

11. Nov 5, 2026, 4:19 PM ET·PLBY·Consumer Cyclical

    Playboy, Inc. — Third Quarter 2026 Earnings Summary

    PLAYBOY INC

    Total revenue rose 9.4% year-over-year to $31.7 million, while net income surged 305% to $1.9 million ($0.02 per share) and adjusted EBITDA increased 95% to $7.9 million, marking seven consecutive quarters of positive adjusted EBITDA. Direct-to-consumer revenue grew 12.1% to $18.4 million with gross margin expanding 140 basis points to 62.2%, while licensing revenue increased 5.3% to $12.6 million, driven by $15.0 million in new Chinese contract value. The Company executed strategic capital returns, repurchasing 4.8 million shares for $5.0 million in the quarter and completing a subsequent $5.0 million share purchase post-quarter-end, while signing an agreement to acquire the Freehand Hotel property in Miami Beach for a private members club. Management highlighted an asset-light model with strong operating leverage, noting the Miami Beach acquisition as a foundational hospitality investment expected to recoup its $5.0 million cost through future membership sales.

12. Nov 5, 2026, 4:18 PM ET·MAT·Consumer Cyclical

    Mattel — Third Quarter 2026 Earnings Summary

    MATTEL INC

    Net sales increased 4% year-over-year to $1,807 million, while net income rose 85% to $354 million and diluted EPS reached $1.23, driven largely by $88 million in tariff refunds that boosted gross margin by 480 basis points to 54.8%. Full-year 2026 guidance remains unchanged, projecting net sales growth of 1% to 4% in constant currency, adjusted operating income between $500 million and $570 million, and adjusted EPS between $1.05 and $1.20, excluding tariff refund benefits. Strategic and capital allocation activity included the acquisition of Mattel163, which contributed to a 12% rise in the "Other" segment, alongside $308 million in share repurchases and a new President and COO appointment. Segment performance was mixed, with Hot Wheels up 7% and Dolls up 4%, while Barbie and Fisher-Price declined 9% and 14% respectively, resulting in a leverage ratio increase to 2.7x and net debt rising to $1,793.6 million.

13. Nov 5, 2026, 4:18 PM ET·CALY·Consumer Cyclical

    Callaway Golf Company — Third Quarter 2026 Earnings Summary

    CALLAWAY GOLF CO

    Q3 2026 net sales declined 5.6% year-over-year to $436.9 million, yet GAAP income from continuing operations turned profitable at $48.1 million versus a $4.1 million loss in the prior year, while full-year net sales and Adjusted EBITDA guidance were raised to $2.065–$2.078 billion and $272–$280 million, respectively. Gross margins expanded significantly with Q3 GAAP margins reaching 51.9% (up 1,210 bps) and Non-GAAP margins at 45.0% (up 520 bps), driven by price increases, cost reductions, and the rationalization of lower-margin business. The company executed major capital allocation moves, including paying off over $1.4 billion in debt in the first half of 2026, repurchasing $135 million of common shares year-to-date, and recognizing a $15.4 million gain from the sale of its Full Swing investment. Full-year 2026 revenue growth and EBITDA improvement are anticipated, though Q4 2026 results are forecasted to decline year-over-year to a loss of $45–$53 million due to strategic launch timing shifts, reduced dividend income, and foreign exchange headwinds in Asia.

14. Nov 5, 2026, 4:18 PM ET·FOXF·Consumer Cyclical

    Fox Factory Holding Corp. — Third Quarter Fiscal 2026 Earnings Summary

    FOX FACTORY HOLDING CORP

    Net sales declined 10.1% year-over-year to $338.4 million for the quarter, while adjusted net income and adjusted EBITDA rose to $22.7 million and $50.4 million respectively, the latter including $12 million in tariff refunds. The company completed the divestiture of Marucci Sports, utilizing proceeds to reduce total debt by $276.1 million year-to-date and improve net leverage to approximately 2.4x. Full-year fiscal 2026 guidance projects net sales of $1.35–$1.38 billion and adjusted EBITDA of $143–$148 million (excluding tariff refunds), with Q4 sales expected between $287 million and $313 million. Powered Vehicles Group sales grew 4.1% driven by powersports demand, whereas Aftermarket and Specialty Sports groups declined due to macroeconomic headwinds, channel destocking, and the Marucci exit. Management is executing a Phase 2 profit optimization initiative targeting $50 million in annual gross savings and has simplified the portfolio to focus on core high-performance products.

15. Nov 5, 2026, 4:17 PM ET·FNKO·Consumer Cyclical

    Funko, Inc. — Third Quarter 2026 Earnings Summary

    FUNKO INC

    Net sales rose 3.0% year-over-year to $258.3 million, driven by a 4.8% increase in Core Collectibles and 11.5% growth in Europe, while Loungefly sales declined 9.8% and U.S. sales fell 2.4%. Profitability improved significantly with gross margin expanding to 45.2% (from 40.2% prior year) and adjusted EBITDA reaching $32.1 million (up from $24.4 million), resulting in net income of $7.5 million versus a $0.9 million loss in the prior year. The company reiterated full-year 2026 guidance for net sales (flat to up 3%), gross margin (46%–47%), and adjusted EBITDA ($100M–$110M), all of which include a $25.4 million Q2 tariff-related benefit. Strategic focus is shifting toward rationalizing Loungefly's SKU count to prioritize high-demand products, while international expansion and new IP integrations (e.g., "A Court of Thorns and Roses") are cited as key growth drivers. Balance sheet strength was maintained with total debt decreasing to $195.9 million from $241.0 million a year ago, though inventories rose to $91.6 million from $83.1 million at year-end 2025.

16. Nov 5, 2026, 4:14 PM ET·KRUS·Consumer Cyclical

    Kura Sushi USA — Fiscal Year 2026 Earnings Summary

    KURA SUSHI USA INC

    Total sales grew 16.1% year-over-year to $328.3 million for fiscal 2026 and 11.9% to $88.9 million in Q4, though comparable restaurant sales declined 0.4% for the full year and 5.7% in Q4 due to negative traffic trends. The company reported a full-year net loss of $4.6 million ($0.38 per share) and an operating loss of $6.6 million, widening from prior year losses, while Adjusted EBITDA increased to $22.2 million for the year and $7.7 million in Q4. Fiscal 2027 guidance projects total sales between $376 million and $381 million, with plans to open 17 new restaurants and target restaurant-level operating profit margins of approximately 19.0%. Tariffs increased cost of goods sold by 180 basis points, but the company offset these pressures through labor leverage (190 basis points) and G&A leverage (90 basis points), resulting in a one-time tariff refund benefit of $0.5 million in Q4. Cash and cash equivalents decreased to $28.4 million as of August 31, 2026, from $47.5 million the prior year, while the company operates 98 locations across 25 U.S. states and Washington DC.

17. Nov 5, 2026, 4:12 PM ET·KRT·Consumer Cyclical

    Karat Packaging — Third Quarter 2026 Earnings Summary

    KARAT PACKAGING INC

    Financial Results: Q3 net sales rose 8.2% YoY to $134.7 million, but net income and Adjusted EBITDA declined significantly to $4.4 million ($0.22/share) and $8.9 million respectively, driven by higher resin, shipping, and operating costs that compressed gross margin to 33.5% and Adjusted EBITDA margin to 6.6%; conversely, nine-month net income and Adjusted EBITDA grew 62.7% and 47.5% YoY, supported by $25.8 million in IEEPA tariff refunds. Guidance & Outlook: The company raised full-year 2026 net sales and Q4 guidance to 9–11% growth, with full-year gross margin expected at 39–41% and Adjusted EBITDA margin at mid-teens, both including the impact of first-half tariff refunds; management plans to implement price increases in the current month and January 2027 to offset cost pressures. Strategic Initiatives: E-commerce sales surged 38% YoY, while the company secured eight new chain accounts with shipments commencing between October 2026 and early 2027, alongside a new Florida distribution center opening in November 2026 and supply chain realignment toward Indonesia, Malaysia, and South America. Capital Allocation: The Board approved a regular quarterly dividend of $0.47 per share payable in late November 2026; stock repurchases totaled $2.0 million in the first nine months of 2026 with $10.0 million remaining available, though no repurchases occurred in Q3.

18. Nov 5, 2026, 4:10 PM ET·CARG·Consumer Cyclical

    CarGurus — Third Quarter 2026 Earnings Summary

    CARGURUS INC

    Q3 2026 revenue reached $258.4 million (up 12% YoY), while GAAP net income rose 2% YoY to $52.8 million; however, GAAP net income for the nine months ended September 30, 2026, declined 6% YoY to $134.2 million due to $19.7 million in operating expense impairments. Non-GAAP Adjusted EBITDA for Q3 2026 increased 9% YoY to $89.7 million, though margins contracted 89 basis points to 35%; full-year 2026 revenue guidance remains $1,011.5 million to $1,016.5 million (11.5%–12.1% growth), with EBITDA guidance of $347.5 million to $355.5 million. The Board authorized a new $250.0 million share repurchase program, while total paying dealers grew 3% YoY to 34,701 and QARSD increased 7% to $6,955. Management highlighted disciplined execution and robust free cash flow ($73.9 million non-GAAP FCF in Q3) as the company expands AI-enabled solutions, including the "StockVantage" inventory tool.

19. Nov 5, 2026, 4:09 PM ET·LOCO·Consumer Cyclical

    El Pollo Loco Holdings, Inc. — Third Quarter 2026 Earnings Summary

    EL POLLO LOCO HOLDINGS INC

    Total revenue rose to $126.3 million from $121.5 million year-over-year, driven by a 5.0% increase in system-wide comparable sales, though net income declined to $6.9 million ($0.23/share) from $7.4 million ($0.25/share) and operating income fell to $10.2 million from $11.5 million. Fiscal 2026 guidance remains reiterated for Adjusted EBITDA ($68M–$70M), store openings (3–4 company, 15–16 franchise), and capital spending ($33M–$35M), with 2027 outlook targeting 25–30 new restaurant openings. The company executed a significant balance sheet improvement with a $28.0 million net debt paydown reducing the outstanding balance to $23.0 million by September 30, 2026, despite a subsequent $4.0 million draw on the credit facility raising borrowings to $27.0 million in November. Strategic expansion continues with 17 new restaurants opened in the period (3 company, 14 franchise), while margin pressure persists due to rising utilities, delivery fees, and G&A expenses, partially offset by a $6.3 million legal settlement and higher menu prices.

20. Nov 5, 2026, 4:08 PM ET·MBC·Consumer Cyclical

    MasterBrand — Third Quarter 2026 Earnings Summary

    MASTERBRAND INC

    Legacy MasterBrand net sales declined 2.5% year-over-year to $681.1 million, while consolidated net sales reached $1,036.8 million; however, gross profit margin contracted to 24.6% from 31.2% and the company reported a net loss of $(9.2) million versus prior-year net income of $18.1 million. Full-year 2026 addressable market is projected to decline in the high-single digits with no demand improvement through year-end, while gross tariff costs are expected to represent 5-6% of net sales, fully offset by year-end. Integration of American Woodmark is ahead of schedule with $11 million in synergies realized and full-year 2026 cost synergies now expected to exceed the previous $15 million target, contributing to an anticipated $100 million in annual run-rate synergies by year three. Fourth quarter 2026 guidance anticipates net sales of $958–$988 million and adjusted EBITDA of $38–$48 million, with full-year free cash flow expected to be breakeven despite a 39-week free cash flow decline to $43.6 million from $65.0 million. No share repurchases were conducted during the quarter as the company prioritized integration investments and balance sheet management, maintaining full compliance with debt covenants despite total debt of $1,230.8 million.

21. Nov 5, 2026, 4:08 PM ET·FIGS·Consumer Cyclical

    FIGS — Third Quarter 2026 Earnings Summary

    FIGS INC

    Net revenues reached $190.7 million, a 25.7% year-over-year increase, while net income rose to $19.3 million ($0.10 diluted EPS) from $8.7 million in the prior year period. The company raised its full-year 2026 outlook to project approximately 23.5% net revenue growth and a 15.8% Adjusted EBITDA margin, with Q4 revenue growth expected at approximately 15%. Adjusted EBITDA margin improved to 16.5% year-over-year, and free cash flow for the nine months ended September 30, 2026, turned positive at $89.8 million compared to a negative $5.1 million previously. Management expanded its share repurchase program, having repurchased $46.6 million of Class A Common Stock in the first nine months of 2026, supported by $330 million in total liquid assets. International revenues surged 51.4% year-over-year to $36.8 million, and active customers grew 14.3% to 3.2 million, marking the fourth consecutive quarter of over 25% net revenue growth.

22. Nov 5, 2026, 4:08 PM ET·FLL·Consumer Cyclical

    Full House Resorts — Third Quarter 2026 Earnings Summary

    FULL HOUSE RESORTS INC

    Consolidated revenues rose 4.9% year-over-year to $81.8 million, while the net loss widened to $8.6 million ($0.24 per share) from $7.7 million ($0.21 per share) in the prior-year period; Adjusted EBITDA declined slightly to $14.6 million from $14.8 million. American Place Casino set a new property record with 9.8% revenue growth, while Rising Star revenues increased 10.0% and Silver Slipper achieved improved margins; the West segment was negatively impacted by wildfires, and Grand Lodge revenues were offset by ongoing renovations. Management expects the temporary American Place facility to continue growing, with the permanent casino projected to open approximately two years from the report date and Grand Lodge renovations scheduled for completion in late 2027. Liquidity totaled $45.7 million as of September 30, 2026, and the maturity date for the revolving credit facility was extended from August 15, 2027, to November 15, 2027.

23. Nov 5, 2026, 4:07 PM ET·SVV·Consumer Cyclical

    Savers Value Village, Inc. — Third Quarter 2026 Earnings Summary

    SAVERS VALUE VILLAGE INC

    Total company net sales rose 8.5% year-over-year to $463.1 million, while net income swung to a profit of $23.4 million ($0.15/share) from a $14.0 million loss in the prior year period. Fiscal 2026 guidance was adjusted to reflect stronger performance, with comparable store sales growth raised to 3.5%–4.0% and net income guidance increased to $69 million–$75 million. The company repaid $51.9 million of term loan debt and executed a $10.0 million share repurchase outside its authorized program, reducing total debt to $674.4 million. Strategic expansion continued with 9 new store openings (384 total) and the deployment of the ThriftIQ platform to 108 locations, which drove higher unit sell-through and gross profit.

24. Nov 5, 2026, 4:06 PM ET·BJRI·Consumer Cyclical

    BJ's Restaurants, Inc. — Fiscal Third Quarter 2026 Earnings Summary

    BJS RESTAURANTS INC

    Total revenues rose 8.6% year-over-year to $358.6 million, driven by an 8.1% increase in comparable restaurant sales and a 27.9% surge in restaurant-level operating profit to $52.9 million. Fiscal 2026 guidance was upgraded across the board: comparable sales raised to ~4.7%, restaurant-level operating profit to $233–$237 million, and Adjusted EBITDA to $149–$154 million, while capital expenditure guidance was lowered to ~$80 million. The company reduced total debt significantly to $16.0 million from $85.0 million at the end of fiscal 2025, though cash and cash equivalents declined to $12.9 million. Share repurchases totaled approximately $1.0 million for the quarter (17,000 shares), with $84.5 million remaining available under the authorized program, while fiscal 2026 share repurchase guidance remains up to $50 million.

25. Nov 5, 2026, 4:06 PM ET·TXRH·Consumer Cyclical

    Texas Roadhouse, Inc. — Third Quarter 2026 Earnings Summary

    TEXAS ROADHOUSE INC

    Total revenue increased 9.5% to $1.57 billion for the 13 weeks and 11.2% to $4.89 billion for the 39 weeks year-over-year, while diluted EPS rose 8.6% to $1.36 and 5.3% to $5.08 respectively; however, restaurant margin as a percentage of sales declined 24 basis points to 15.8% for the 39-week period due to inflationary pressures. Management updated 2026 guidance to project store week growth of 5.0% to 5.5% and wage inflation of 3.5% to 4.0%, while reiterating expectations for positive comparable sales growth and introducing 2027 outlooks including 5.0% to 6.0% store week growth and $425 million in capital expenditures. Capital allocation for the 39 weeks included $314.4 million in capital expenditures, $71.8 million in franchise acquisitions, $83.1 million in share repurchases, and $147.9 million in dividends, with long-term debt increasing to $50 million as of September 29, 2026. Comparable restaurant sales for company restaurants grew 4.3% (13 weeks) and 5.9% (39 weeks), supported by a 1.0% menu price increase in Q4 and a development pipeline of over 30 company restaurants under construction, despite traffic softening observed late in the quarter.