Overview
- Q4 revenue rose 21% to $272.8 million, beating estimates, with same‑store sales up 0.5% on pricing and mix as traffic dipped 1.4% and digital orders accounted for 38.9% of sales.
- Full‑year revenue reached about $1.17 billion, marking the company’s first billion‑dollar year, alongside improved restaurant‑level profitability and higher adjusted EBITDA.
- Management guided Q1 revenue to $305–$310 million with 6%–8% comparable growth and about 24.5% restaurant‑level margin.
- For 2026, the company projected roughly 7% comparable sales growth and a faster pace of new openings, emphasizing traffic momentum and benefits from digital scale and loyalty.
- Shares traded near $80 after the report, extending recent gains as investors reacted to the stronger results and upgraded outlook.