Brinker International Q2 Earnings: Strong Growth Amid Industry Challenges

Brinker International, a casual restaurant chain that operates Chili's, Maggiano's Little Italy, and It's Just Wings, reported Q2 revenues of $1.46 billion, up 21% YoY, beating analysts' expectations by 1.6%. The company's same-store sales estimates and full-year EPS guidance also beat analysts' expectations. Kura Sushi, a chain of sushi restaurants, reported revenues of $73.97 million, up 17.3% YoY, outperforming analysts' expectations by 2.5%.

In the second quarter of 2025, Brinker International (NYSE:EAT) and Kura Sushi (NASDAQ:KRUS) both delivered impressive earnings reports, showcasing robust growth and outperforming analyst expectations. These results come amidst a mixed performance from the broader sit-down dining industry, where revenues exceeded analyst consensus by 1% but share prices have collectively declined by 3.1% since the latest earnings results [1].

Brinker International

Brinker International, a casual restaurant chain operating Chili's, Maggiano's Little Italy, and It's Just Wings, reported Q2 revenues of $1.46 billion, marking a 21% year-over-year (YoY) increase. This performance exceeded analysts' expectations by 1.6%. The company's strong quarter was highlighted by a solid beat of analysts' same-store sales estimates and full-year EPS guidance, which also surpassed expectations [1].

Kevin Hochman, President & CEO of Brinker International, commented on the results, noting that Chili's delivered another strong quarter with sales up 24%, driven by a 16% increase in traffic. The stock is currently trading at $159.50, up 2.8% since the earnings report [1].

Kura Sushi

Kura Sushi, known for its conveyor belt sushi experience, reported Q2 revenues of $73.97 million, up 17.3% YoY. This result outperformed analysts' expectations by 2.5%, with the company also delivering a beat of analysts' EPS and EBITDA estimates. Kura Sushi's full-year guidance raise was the highest among its peers, but the stock traded down 10.1% following the earnings report, currently at $78.03 [1].

Market Context

While Brinker International and Kura Sushi reported strong earnings, the broader sit-down dining industry has faced mixed results. The group's revenues beat analysts' consensus by 1%, but share prices have declined by an average of 3.1% since the latest earnings results. The market's reaction to earnings reports from other sit-down dining stocks, such as Bloomin' Brands (NASDAQ:BLMN) and The ONE Group (NASDAQ:STKS), has been more subdued, with stocks down 17.4% and 10.8% respectively [1].

References

[1] https://stockstory.org/us/stocks/nyse/eat/news/earnings/reflecting-on-sit-down-dining-stocks-q2-earnings-brinker-international-nyseeat-2