$EAT Brinker International Tape Reports
Per Ticker.id: $EAT Brinker International Tape Reports — 9 podcast mentions across 4 podcasts (30 days), latest 2026-08-13 23:57 UTC.
All right, well, a lot of moving parts. Sahil, you are there to track all of it in South Carolina. Thank you so much, we appreciate it. And if it's Friday, we've reached the end of the road on our drive to Decision Day. Our own John Allen and crew have made their way to Omaha and Nebraska's 2nd Congressional District, the so-called blue dot in the deep red state, with Democrat Denise Powell facing Republican Brinker Harding in a race to replace the retiring Republican Congressman Don Bacon. Omaha is the last stop in Jon's 5-state, 6-day, 8-district tour along I-80 that introduced us to voters in the competitive districts that may very well determine control of the House in November. John Allen joins me now. Jon, you have been tireless on this tour. It's your final stop. We have loved every stop along the way. Take us to Nebraska with you. What is at stake for Democrats in Nebraska's two, again, what we call the blue dot?
Kristen Welker — Meet the Press · Meet the Press NOW — August 21 · 2026-08-21Yeah, I'm here in Omaha, which is most of the 2nd District. What's at stake for Democrats here is what should be one of the easier races for them to win if they're going to take control of the House. I say that because, as you point out, it's called the Blue Dot. Kamala Harris won this district by about 4 points in the last presidential election, uh, but it is represented by a Republican incumbent, Don Bacon, who won by about 2 points. Bacon is retiring, and as you mentioned, uh, Powell the Democrat, Brinker, uh, the Republican, both have their supporters here. We've talked to both sides here. But if Democrats are going to win the House, this is perhaps the lowest of hanging fruit for them. And if they can't win this seat, it may be a bad election night.
John Allen — Meet the Press · Meet the Press NOW — August 21 · 2026-08-21Oh, look, Solstice Materials. I happen to like Solstice Advanced Materials. Here's the problem. It's making an acquisition, and the acquisition is putting a lot of pressure on the stock. I don't expect it to go up any time soon. Sure, the data center boom won't last forever, but right now there's still plenty of money to be made. Just stay disciplined and remember, ring the register on the way up if you don't— if you're really worried about some sort of morass at the end of the line. Well, I'm about to tell you, the parent company of Chili's and Maggiano's just served up some latest earnings. I'm going to sit down with the CEO of Brinker International, symbol EAT, find out if there's more heat ahead. Then Cisco is getting slammed after hours. Well, could that sell-off be a gift?
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/13/26 · 2026-08-13Yes, Jim Martin, we got this incredible quarter from EAT. Yes, that's Brinker International, the parent company of Chili's Grill and Bar. I'm at Gianno's Little Italy, and that's it. The stock up more than 11%. I gave back some of the gains today, but still, the darn thing is up. Get this, 66% year to date. Deservedly so. Brick Pour, solid set of numbers, comparable restaurant sales, Chili's up 5.6%. But we're going to hear about what that's over. More importantly, management issued a very strong forecast for fiscal year 2027. That's the 12-month period that ends next June. What makes me so confident? What makes them so confident? Simple. This is one of the rare restaurant companies that's been relentless about keeping prices low for you. I've said over and over again that this is what will separate the winners from the losers in the industry. If you can offer people a great deal like Chili's does, you'll be able to take share in this environment, which is why they're planning to get more aggressive about adding new locations. So let's check in with Kevin Hockney. He's the president and CEO of Brinker International to get a better sense of the quarter and where his company's headed. Mr. Hockney, welcome back to ManBuddy.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/13/26 · 2026-08-13Personally, I enjoy being here, especially after such a great quarter and a great fiscal year for Brinker International.
Speaker D — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/13/26 · 2026-08-13Yeah. And I learned a ton from him. Think about what he's doing at throughput and making Starbucks the third place. That's exactly what we're doing at Brinker right now and at Chili's. Like, people want to get together. They don't want to spend a lot of money doing it. And Chili's These can be a great place for them to do that. And us, now that we have so much traffic coming in, our new thing is about how do we continue to reduce cycle time, get throughput through the box. And we're doing an amazing job. We keep getting— ticket times are now at an all-time low. Guest experience is at an all-time high. And we're going to continue to win as long as we continue to do those things.
Speaker D — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/13/26 · 2026-08-13Well, we've had more than a triple since you've been on. I think it's Not only that, though, I like mine. I got a real good one off the 10. That's my jersey one. You'll see me there. I always wear a suit there. They always laugh about that. That's Kevin Hopkins, president and CEO of Brinker International.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/13/26 · 2026-08-13We got a shock today and it was a positive one. When the Consumer Price Index came out this morning, we saw some key food categories actually going down. Prices for meat, poultry, fish, eggs decreased 0.7% over the last month. Pork down 1.5%. Fruits, veggies, dairy decreased 0.1%. Lettuce plummeted 16.4%. But again, that's the cyclospora outbreak. Oh, you know what, though? Doesn't it feel like it's It's been ages since any food has fallen in price. There's just one problem. Try finding a national restaurant chain that cut its prices because of these declines. As Kevin Hurican, the CEO of Sysco, explained to us last night, it just doesn't work like that with the big chains. You ought to know, he runs the world's largest supplier of food to restaurants. Local restaurants, the opposite of the big national chains, are cutting prices as their costs come down. And that's a major reason why local mom-and-pop eateries have been taking market share for 6 months. Remarkable stretch. One that I think is even— it isn't even noticed by the national chains. They don't change their menu or their prices because food gets cheaper. They want to raise prices when things went higher. That seems unfair to me. How about you? Maybe that's why the numbers for many chains that didn't roll back or keep prices low are distinctly suboptimal, while others which held the line on food to help you are beginning to show a lot of profits, exceptional profits, as customers seeking value flocked to them. The stocks of the companies that held the lighter cup price are now naturally going higher, too. It's a relatively easy way to figure out which restaurant stocks are worth owning. For example, among all chains is Brinker. That's the king. The parent of Chili's reported a stupendous great quarter today and its stock shot up more than 10%. Why? Simple. They have a host of really good meals for $10.99. Including crispy chicken sandwich or really good big burger, fries, unlimited chips and salsa with a drink. By the way, the chips and salsa and the drink are bottomless. People love that. I love that. It's a better deal you get from McDonald's for one of their Big Mac combos.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/12/26 · 2026-08-12