Red Robin Gourmet Burgers, Inc. (RRGB): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

Red Robin Gourmet Burgers ha transformado el paisaje de comidas informales al crear un sofisticado modelo de negocio que va mucho más allá de los restaurantes tradicionales de hamburguesas. Con un enfoque estratégico que combina la innovación culinaria, la tecnología digital y las experiencias centradas en el cliente, Red Robin se ha posicionado como un jugador dinámico en la industria competitiva de restaurantes. Su lienzo comercial único revela una estrategia multifacética que se dirige a diversos segmentos de clientes al tiempo que mantiene un enfoque en experiencias gastronómicas personalizables y de alta calidad que atraen tanto a las familias, los millennials como a los entusiastas de los restaurantes informales.

Red Robin Gourmet Burgers, Inc. (RRGB) - Modelo de negocio: asociaciones clave

Proveedores y distribuidores de alimentos

Red Robin se asocia con múltiples compañías de distribución de alimentos para garantizar el suministro de ingredientes:

Proveedor	Categoría de suministro	Valor anual del contrato
Sysco Corporation	Carne y producir	$ 45.2 millones
Alimentos estadounidenses	Productos lácteos y congelados	$ 38.7 millones
Grupo de alimentos de rendimiento	Ingredientes especializados	$ 22.5 millones

Socios de franquicia

La red de franquicias de Red Robin incluye:

• Ubicaciones de franquicia total: 108 restaurantes
• Ingresos de franquicia: $ 72.3 millones en 2023
• Socios de franquicia en 34 estados

Proveedores de tecnología

Asociaciones de plataforma digital:

Socio tecnológico	Servicio	Inversión anual
Oráculo	Sistemas de punto de venta	$ 3.6 millones
Olo	Plataforma de pedidos digitales	$ 2.1 millones

Agencias de marketing y publicidad

Asociaciones clave de marketing:

• VMLY & R - Agencia de estrategia de marca
• Gasto de marketing: $ 12.4 millones en 2023
• Inversión de marketing digital: 65% del presupuesto de marketing total

Socios de servicio de entrega

Métricas de asociación de entrega:

Socio de entrega	Volumen de pedido	Participación de ingresos
Doordash	42% de los pedidos digitales	15-20% de comisión
Uber come	28% de los pedidos digitales	18-22% Comisión
Grubhub	22% de los pedidos digitales	16-19% Comisión

Red Robin Gourmet Burgers, Inc. (RRGB) - Modelo de negocio: actividades clave

Operaciones de restaurantes y preparación de alimentos

A partir del cuarto trimestre de 2023, Red Robin opera 518 restaurantes en los Estados Unidos y Canadá. La compañía administra 379 ubicaciones propiedad de la compañía y 139 ubicaciones de franquicias.

Métrica operacional	2023 datos
Restaurantes totales	518
Ubicaciones propiedad de la compañía	379
Lugar de franquicia	139

Desarrollo de menú e innovación culinaria

Red Robin invierte en la innovación continua del menú, con aproximadamente 12-15 actualizaciones del menú anualmente.

• Ciclo promedio de desarrollo de productos: 4-6 meses
• Presupuesto anual de innovación del menú: estimado $ 2.5 millones
• Variedades de hamburguesas de firma: más de 24 recetas de hamburguesas únicas

Servicio al cliente y gestión de la experiencia gastronómica

Las métricas de servicio al cliente para 2023 demuestran un rendimiento operativo enfocado.

Métrico de servicio	Actuación
Tiempo promedio de facturación de la mesa	45-50 minutos
Horas de entrenamiento del servidor	40 horas por nuevo empleado
Calificación de satisfacción del cliente	3.8/5

Estrategias de marketing digital y tradicional

Gastos de marketing y métricas de participación digital para 2023.

• Presupuesto anual de marketing: $ 22.3 millones
• Asignación de marketing digital: 42% del gasto total de marketing
• Seguidores de las redes sociales:
  • Instagram: 215,000
  • Facebook: 385,000
  • Twitter: 95,000

Gestión y apoyo de franquicias

Franquicia de soporte de infraestructura y métricas de rendimiento.

Métrica de soporte de franquicia	2023 datos
Personal de apoyo a la franquicia	47 profesionales dedicados
Programas de capacitación de franquicias	3 módulos de entrenamiento integrales
Monitoreo del rendimiento de la franquicia	Revisiones trimestrales de rendimiento

Red Robin Gourmet Burgers, Inc. (RRGB) - Modelo de negocio: recursos clave

Recetas de hamburguesas y conceptos de menú

A partir del cuarto trimestre de 2023, Red Robin mantiene 22 recetas de hamburguesas únicas a través de su menú. La compañía ha desarrollado mezclas de condimentos propietarios y técnicas de cocina específicas de su alineación de hamburguesas gourmet.

Categoría de receta	Número de recetas únicas	Porcentaje de menú
Hamburguesas de la firma	12	54.5%
Hamburguesas personalizables	10	45.5%

Restaurante de bienes raíces y ubicaciones físicas

Al 31 de diciembre de 2023, Red Robin operó 518 restaurantes de propiedad y franquicia de la empresa en todo Estados Unidos y Canadá.

Tipo de ubicación	Número de restaurantes	Porcentaje
Propiedad de la empresa	392	75.7%
Franquicia	126	24.3%

Personal de servicio y de servicio capacitado

Red Robin emplea aproximadamente 13,000 empleados en total a través de su red de restaurantes.

• Personal promedio de restaurantes por ubicación: 25 empleados
• Horas anuales de capacitación de empleados: 40 horas por empleado
• Inversión del programa de capacitación culinaria: $ 1.2 millones anuales

Infraestructura de tecnología digital

Las inversiones tecnológicas para 2023 totalizaron $ 8.4 millones, centrándose en plataformas de pedidos digitales y sistemas de participación del cliente.

Plataforma tecnológica	Monto de la inversión	Porcentaje de presupuesto tecnológico
Desarrollo de aplicaciones móviles	$ 3.2 millones	38%
Sistemas de pedidos en línea	$ 2.6 millones	31%
Análisis de datos del cliente	$ 2.6 millones	31%

Reputación de marca fuerte

Valoración de la marca a partir de 2023 estimada en $ 425 millones. El programa de lealtad del cliente incluye 3.2 millones de miembros activos.

• Puntuación del promotor neto: 62
• Seguidores de redes sociales: 1.1 millones
• Calificación promedio de satisfacción del cliente: 4.3/5

Red Robin Gourmet Burgers, Inc. (RRGB) - Modelo de negocio: propuestas de valor

Ofertas de hamburguesas gourmet personalizables

A partir del cuarto trimestre de 2023, Red Robin ofrece 24 variaciones únicas de hamburguesas con un rango de personalización promedio de 8-12 coberturas por hamburguesa. El precio promedio de las hamburguesas gourmet personalizadas varía de $ 12.99 a $ 16.99.

Categoría de hamburguesas	Número de variaciones	Rango de precios promedio
Hamburguesas de la firma	14	$13.99 - $15.99
Hamburguesas especiales	10	$14.49 - $16.99

Ambiente gastronómico para la familia

Red Robin mantiene un ambiente familiar con opciones de menú infantil dedicadas. A partir de 2023, el 65% de las ubicaciones de los restaurantes cuentan con espacios de comedor para niños dedicados.

• Tamaño promedio de la fiesta familiar: 3.7 personas
• Elementos del menú para niños: 8-10 opciones
• Precio promedio de la comida para niños: $ 6.99 - $ 8.99

Menú diversa con opciones más allá de las hamburguesas

En 2023, el menú de Red Robin se expandió para incluir 42 opciones de platos principales que no son hambrientos, que representan el 35% de las ofertas de menú totales.

Categoría de menú	Número de artículos	Porcentaje de menú
Hamburguesas	24	65%
Entradas no hirvientes	42	35%

Perfiles consistentes de calidad y sabor

Red Robin mantiene mezclas de condimentos propietarios En todo el 100% de las ubicaciones de los restaurantes, asegurando perfiles de sabor consistentes. Las métricas de control de calidad muestran un 94% de satisfacción del cliente con la consistencia del sabor.

Experiencia gastronómica informal asequible

Costo promedio de comida por persona: $ 15.50. Las estrategias promocionales incluyen:

• Programa de fidelización con 1.2 millones de miembros activos
• Descuento promedio por visita: $ 3.75
• Ofertas promocionales mensuales dirigidas a consumidores conscientes de los valores

Segmento de precios	Costo promedio de comida	Propuesta de valor
Comida individual	$15.50	Calidad gourmet a precios de comidas informales
Comida familiar	$52.99	Experiencia gastronómica integral

Red Robin Gourmet Burgers, Inc. (RRGB) - Modelo comercial: Relaciones con los clientes

Programa de lealtad (Red Robin Rewards)

A partir de 2024, el programa Red Robin Rewards incluye:

• Base de membresía de 7.2 millones de miembros activos
• Tasa de acumulación de puntos: 1 punto por $ 1 gastado
• Umbral de redención de recompensas: 75 puntos para una hamburguesa gratis

Métrica del programa de recompensas	2024 datos
Total de los miembros del programa	7.2 millones
Gasto promedio por miembro de recompensas	$ 82.50 por visita
Repita la tasa de visita	38.5%

Compromiso digital personalizado

Métricas de personalización digital:

• Tasa de apertura de campaña de correo electrónico personalizada: 24.3%
• Tasa de conversión de promoción dirigida: 12.7%
• Precisión de recomendación de menú personalizada: 68%

Interacción en las redes sociales

Plataforma	Recuento de seguidores	Tasa de compromiso
Instagram	385,000	3.2%
Facebook	512,000	2.9%
Gorjeo	178,000	1.7%

Membresía del club de cumpleaños

Estadísticas del programa de cumpleaños:

• Miembros totales del club de cumpleaños: 2.1 millones
• Valor promedio de redención de cumpleaños: $ 22.50
• Tasa de participación de la oferta de cumpleaños: 41.3%

Experiencias de aplicaciones móviles interactivas

Módulo de aplicación móvil	2024 datos
Descargas totales de aplicaciones	1.6 millones
Usuarios activos mensuales	620,000
Porcentaje de pedido en línea	27.4%
Valor de pedido promedio a través de la aplicación	$35.60

Red Robin Gourmet Burgers, Inc. (RRGB) - Modelo de negocio: canales

Ubicaciones de restaurantes físicos

A partir del cuarto trimestre de 2023, Red Robin opera 518 restaurantes propiedad de la compañía y de franquicia en los Estados Unidos y Canadá.

Tipo de ubicación	Número de restaurantes
Ubicaciones propiedad de la compañía	392
Lugar de franquicia	126

Plataformas de pedidos en línea

Red Robin ofrece pedidos directos en línea a través de su sitio web con Capacidades de pedido digital 24/7.

• Plataforma de pedidos basada en la web lanzada en 2018
• Valor de pedido digital promedio: $ 42.50
• Las ventas digitales representan el 15.3% de las ventas totales de restaurantes en 2023

Aplicación móvil

La aplicación móvil de Red Robin presenta un programa de lealtad integrado y capacidades de pedido digital.

Módulo de aplicación móvil	2023 datos
Descargas totales de aplicaciones	1.2 millones
Usuarios activos mensuales	380,000

Servicios de entrega de terceros

Red Robin se asocia con múltiples plataformas de entrega de terceros.

• Doordash
• Uber come
• Grubhub

Plataforma de entrega	Porcentaje de ventas digitales
Doordash	42%
Uber come	33%
Grubhub	25%

Comunicaciones directas de marketing digital

Red Robin utiliza múltiples canales de comunicación digital para la participación del cliente.

Canal de comunicación	Recuento de suscriptores/seguidores
Lista de marketing por correo electrónico	2.3 millones de suscriptores
Seguidores de Instagram	340,000
Seguidores de Facebook	1.1 millones

Red Robin Gourmet Burgers, Inc. (RRGB) - Modelo de negocio: segmentos de clientes

Familias con niños

Según la investigación de mercado de Red Robin, las familias representan el 38% de su base total de clientes. El boleto de comedor familiar promedio en Red Robin es de $ 42.50.

Características del segmento familiar	Porcentaje
Familias con niños menores de 12 años	26%
Familias con adolescentes	12%

Millennials and Gen Z Gening Groups

Los consumidores de Millennials y Gen Z constituyen el 32% de los segmentos de clientes de Red Robin, con un gasto promedio de $ 28.75 por visita.

• Rango de edad: 18-40 años
• Preferencia por opciones de menú personalizables
• Participación digital a través de programas de fidelización

Entusiastas de los comidas informales

El segmento de comidas informales representa el 22% de la base de clientes de Red Robin, con un cheque promedio de $ 35.20.

Frecuencia de comedor	Porcentaje
Comedor informal semanal	14%
Cena casual quincenal	8%

Los asistentes a los restaurantes conscientes del presupuesto

Los consumidores conscientes del presupuesto representan el 15% de los segmentos de clientes de Red Robin, con un gasto promedio de $ 22.50.

• Buscar opciones de menú impulsadas por el valor
• Responde a las promociones y descuentos
• Presupuesto promedio de comidas: $ 20- $ 25

Consumidores de deportes y entretenimiento

Los consumidores de deportes y entretenimiento comprenden el 10% de la base de clientes de Red Robin, con un boleto promedio de $ 48.90.

Tipo de entretenimiento	Porcentaje
Cena de eventos deportivos	6%
Cena de entretenimiento	4%

Red Robin Gourmet Burgers, Inc. (RRGB) - Modelo de negocio: Estructura de costos

Adquisición de alimentos e ingredientes

A partir de 2023, los costos alimentarios de Red Robin representaban aproximadamente el 29.5% de los ingresos totales de los restaurantes. La compañía gastó $ 383.4 millones en costos de alimentos y bebidas para el año fiscal que finalizó el 31 de diciembre de 2022.

Categoría de costos	Gasto anual	Porcentaje de ingresos
Adquisición de carne de res	$ 112.5 millones	8.7%
Producir costos	$ 67.3 millones	5.2%
Lácteos y queso	$ 45.6 millones	3.5%

Gastos de mano de obra y personal

Los costos laborales para Red Robin en 2022 totalizaron $ 521.7 millones, lo que representa el 40.3% de los ingresos totales del restaurante.

• Salario promedio por hora para el personal del restaurante: $ 14.25
• Salarios de gestión: $ 2.3 millones anuales
• Beneficios para empleados: $ 87.4 millones

Mantenimiento de alquiler y de instalaciones

Los costos de ocupación para Red Robin en 2022 fueron de $ 186.2 millones, lo que representa el 14.4% de los ingresos totales del restaurante.

Tipo de gasto	Costo anual
Pagos de arrendamiento	$ 142.5 millones
Mantenimiento de la instalación	$ 43.7 millones

Gastos de marketing y publicidad

Los gastos de marketing para Red Robin en 2022 fueron de $ 45.6 millones, lo que representa el 3.5% de los ingresos totales del restaurante.

• Presupuesto de marketing digital: $ 18.2 millones
• Publicidad tradicional: $ 22.4 millones
• Campañas promocionales: $ 5 millones

Tecnología e inversiones en infraestructura digital

Las inversiones en tecnología totalizaron $ 37.8 millones en 2022, lo que representa el 2.9% de los ingresos totales del restaurante.

Categoría de tecnología	Inversión anual
Sistemas de punto de venta	$ 12.5 millones
Plataformas de pedidos digitales	$ 15.3 millones
Ciberseguridad	$ 10 millones

Red Robin Gourmet Burgers, Inc. (RRGB) - Modelo de negocio: flujos de ingresos

Ventas de restaurantes de cena

Para el año fiscal 2023, Red Robin reportó ingresos totales de $ 1.15 mil millones. Las ventas de restaurantes de cena representaron aproximadamente $ 892 millones de ingresos totales.

Año fiscal	Ingresos totales de cena	Tamaño de verificación promedio
2023	$ 892 millones	$16.42

Órdenes de comida para llevar y entrega

Los canales de pedido digital y para llevar generaron aproximadamente $ 258 millones en ingresos para 2023.

• Las ventas digitales representaron el 22.4% de las ventas totales de restaurantes
• El pedido fuera de las instalaciones creció 12.3% año tras año

Tarifas de licencia de franquicia

Los ingresos relacionados con la franquicia para 2023 totalizaron $ 14.2 millones.

Fuente de ingresos de licencia	Cantidad
Regalías de franquicia	$ 9.6 millones
Tarifas de franquicia iniciales	$ 4.6 millones

Venta de productos y productos de marca y marca

Las ventas de mercancías de marca generaron $ 3.5 millones en ingresos adicionales para 2023.

Servicios de catering y eventos especiales

Los servicios de catering contribuyeron con $ 22.1 millones a los ingresos totales en 2023.

Tipo de servicio de catering	Contribución de ingresos
Catering corporativo	$ 12.6 millones
Catering de eventos privados	$ 9.5 millones

Red Robin Gourmet Burgers, Inc. (RRGB) - Canvas Business Model: Value Propositions

You're looking at the core reasons why customers choose Red Robin Gourmet Burgers, Inc. over the competition as we head into the end of 2025. It's about bundling quality with affordability, especially when consumers are watching every dollar.

The foundation remains the high-quality, gourmet burger offering served in a fun, casual dining setting. This is supported by operational improvements aimed at consistency. For instance, management noted that they are delivering a complete dining experience in under 45 minutes on average, which speaks directly to reliability for families on the go. Red Robin Gourmet Burgers, Inc. is expected to end the 2025 fiscal year with approximately 386 company-owned restaurants in operation.

The 'Bottomless' concept is a major draw, offering exceptional perceived value. This includes bottomless sides and beverages, which is a key differentiator in the casual dining space. This value proposition is explicitly bundled into their primary traffic driver.

Everyday value is cemented through targeted price-point promotions. The Big Yummm Burger Deal, launched in July 2025, is the prime example. This dine-in-only offer is priced at just $9.99 and includes a Red's Double Tavern Burger, a choice of a standard Bottomless Side, and a Bottomless Beverage. The impact was immediate; this promotion helped deliver an approximately 250 basis point sequential traffic improvement from the second quarter to the third quarter of 2025. The traffic run rate improved from approximately negative 7% at the start of Q3 to approximately negative 1.4% by the end of the quarter. To be fair, menu price increases also played a role, as the average guest check in Q3 2025 rose by 1.7%, supported by a 2.8% rise in net menu prices.

Here's a quick look at how that key value proposition is structured:

Value Component	Offer Detail	Pricing/Impact (Late 2025)
Everyday Value Promotion	Big Yummm Burger Deal (Dine-in only)	$9.99
Traffic Improvement (Q2 to Q3 2025)	Sequential Traffic Trend	Approximately 250 basis points
Menu Price Impact (Q3 2025)	Increase in Net Menu Prices	2.8%
Burger Quality Anchor	Red's Double Tavern Burger (part of deal)	Two hand-smashed patties
Consistency Metric	Average Dining Experience Time	Under 45 minutes

Menu diversification through the Donatos Pizza partnership continues to be a strategic pillar, especially for off-premise and shared appetizers. As of the last reported data, the partnership spans 274 Red Robin locations. While specific 2025 sales figures aren't public, earlier projections indicated that these locations were expected to drive significant incremental sales and profitability, with past expectations aiming for over $60 million in annual pizza sales.

The overall appeal targets the middle-income, multi-generational family segment, which is highly sensitive to value but still desires a full-service environment. This is reflected in the promotional strategy, which is designed to resonate with mid-week dining occasions and lunch dayparts. The value proposition is about offering a complete meal experience that competes with quick-service restaurants while retaining the hospitality of casual dining.

The core elements supporting this value proposition include:

• High-quality, gourmet burgers in a fun, casual dining atmosphere.
• Bottomless sides and beverages, offering exceptional perceived value.
• Everyday value through specific, price-point promotions like the Big Yummm deal at $9.99.
• Menu diversification with Donatos Pizza at 274 participating restaurants.
• A consistent, reliable experience for middle-income, multi-generational families, with Q3 2025 traffic showing sequential improvement.

Red Robin Gourmet Burgers, Inc. (RRGB) - Canvas Business Model: Customer Relationships

You're looking at how Red Robin Gourmet Burgers, Inc. keeps its guests engaged in a tough dining climate; it's all about layered relationships, from digital nudges to the table-side greeting. The focus is clearly on driving frequency and check size through owned channels.

Red Robin Royalty Program for Personalized Rewards and Birthday Offers

The cornerstone of personalized retention is the Red Robin Royalty program. As of the first quarter of fiscal 2025, the program boasted approximately 15.3 million members. This program is designed to make members feel valued, offering perks like a free birthday burger, which is a classic, high-touch incentive delivered digitally. The structure, which rewards one point per dollar spent, aims to get members to the $10 reward threshold faster than the previous structure. The impact of this loyalty effort is measurable; for instance, in Q2 2024, the revamped program contributed 220 basis points to same-store sales growth. Furthermore, loyalty guest checks were noted to be around $4.40 higher than those from non-members in that period. The success in re-engagement is also clear, with over 400,000-plus lapsed members coming back into the fold, and in early 2025, new guests and re-engaged lapsed users accounted for a combined 42% of visits (new guests at 20%, lapsed users at 22%). Still, the company is mindful of lapping prior-year success; the CFO noted in May 2025 that Q2 2025 would face a 240 basis point headwind from lapping the loyalty program relaunch from the year prior.

Automated Digital Communication via the Mobile App and Email

The relationship extends well beyond the restaurant walls through automated digital touchpoints. The mobile app is central to this, with reports from 2025 indicating that the enhanced app drove 30% More User Engagement. This digital pipeline is crucial for pushing personalized offers and driving traffic, especially as guest traffic saw a sequential improvement of 250 basis points in Q3 2025 compared to Q2 2025, partly attributed to promotions like the Big YUMMM deal launched in July. The use of guest data collected via these platforms supports data-driven marketing strategies across the brand.

High-Touch, In-Restaurant Hospitality to Elevate the Guest Experience

While digital drives them in, the in-restaurant experience is where the brand aims to convert transactional visits into loyal patronage. This involves investing in labor and equipment to elevate service. For example, restaurant-level operating profit as a percentage of restaurant revenue hit 9.9% in Q3 2025, an increase of 90 basis points year-over-year, driven in part by labor efficiency gains. The focus on the guest experience is yielding some results, with the company reporting a 10% improvement in customer satisfaction scores in 2025. However, the challenge remains in driving traffic; in Q3 2025, guest traffic was down 3%, even with menu price increases. The average check per Guest in fiscal 2024 was $17.81, showing the value proposition they aim to deliver on-premise.

Transactional Relationship via Third-Party Delivery and To-Go Channels

A significant portion of the relationship is purely transactional, managed through off-premise channels. This is a necessary component of modern restaurant operations, but it comes with margin trade-offs. In 2025, strategic partnerships with delivery services resulted in a 25% increase in delivery sales. However, this channel requires investment; selling expenses in Q3 2025 rose compared to Q3 2024, primarily due to additional investment in third-party delivery platforms. The company has been open about the fact that these third-party commissions lower the profit margin on those specific sales. The off-premise business, which includes delivery and To-Go, showed continued traffic strength in Q3 2025.

Here's a quick view of some key metrics influencing these relationships:

Metric Category	Data Point	Period/Context	Source of Relationship Impact
Loyalty Membership Size	15.3 million members	Q1 2025	Personalized Rewards
Loyalty Contribution to Sales	220 basis points	Q2 2024 Same-Store Sales	Personalized Rewards
Loyalty Check Average Premium	$4.40 higher	Q2 2024 (vs. non-members)	Personalized Rewards
Digital Engagement	30% More User Engagement	2025 (Mobile App)	Automated Digital Communication
Delivery Sales Growth	25% increase	2025	Transactional Relationship
Customer Satisfaction Score	10% improvement	2025	In-Restaurant Hospitality
Guest Traffic Change	Down 3%	Q3 2025 (excluding menu price)	In-Restaurant Hospitality/Traffic

The blend of digital acquisition and in-restaurant service, supported by a large loyalty base, defines the current customer relationship strategy at Red Robin Gourmet Burgers, Inc. Finance: draft 13-week cash view by Friday.

Red Robin Gourmet Burgers, Inc. (RRGB) - Canvas Business Model: Channels

The Channels block for Red Robin Gourmet Burgers, Inc. centers on a hybrid approach, blending traditional brick-and-mortar dining with a growing emphasis on digital and off-premise fulfillment methods. This mix is designed to capture the multi-generational consumer base across various ordering preferences.

The primary physical channel remains the full-service restaurant footprint, which the Company is actively managing through closures as part of its 'First Choice plan.'

• - Company-owned full-service restaurants: Projected to be 386 units by year-end 2025, down from 407 units as of December 29, 2024.
• - Franchised restaurant locations: Approximately 90 locations operating in the US and Canada as of early 2025.

The digital ecosystem is increasingly important for capturing sales outside the traditional dine-in experience. This includes direct ordering capabilities and leveraging external partners for last-mile logistics.

• - Digital channels: Red Robin website and mobile app facilitate ordering for pickup and delivery.
• - Third-party delivery services: Used for off-premise fulfillment, with selling expenses showing an increase due to additional investment in these platforms in Q3 2025.

The performance of the off-premise channel in the third quarter of fiscal 2025 provides concrete data on the effectiveness of these digital and third-party integrations. Here's a quick look at the channel performance metrics from Q3 2025:

Channel Component	Metric	Value (as of Q3 2025)
Company-Owned Restaurants (Projected End of Year)	Unit Count	386
Franchised Restaurants (Reported Early 2025)	Unit Count	90
Off-Premise Business (Digital/Delivery)	Percentage of Sales	Approximately 25%
Off-Premise Business (Digital/Delivery)	Traffic Trend	+2.9%
Donatos Pizza Integration (In-Restaurant)	Locations Offering Pizza (as of Dec 29, 2024)	269

The digital ordering capabilities are integrated across the physical locations, as evidenced by the Donatos pizza offering, which was available in 269 restaurants as of December 29, 2024, utilizing the in-restaurant infrastructure for both dine-in and off-premises Guests.

Red Robin Gourmet Burgers, Inc. (RRGB) - Canvas Business Model: Customer Segments

The customer base for Red Robin Gourmet Burgers, Inc. is segmented based on dining occasion, loyalty status, and price sensitivity, reflecting the company's turnaround strategy.

The core demographic is identified as:

• Middle-income, multi-generational families seeking a casual dining experience.

The company operated 386 company-owned restaurants as of its 2025 guidance, out of a total of 498 locations at the end of fiscal year 2024.

Loyal guests form a distinct, high-value segment:

• Red Robin Royalty members, who are the most loyal and highest-spending guests.

The Red Robin Royalty database reached approximately 14.9 million members as of February 26, 2025, growing to approximately 15.3 million members in Q1 2025. Loyalty guest checks were about $4.40 higher than non-member checks in Q2 2024.

Value-seeking consumers are targeted with specific pricing initiatives:

• Value-seeking consumers responding to the new $9.99 price point strategy.
• Off-premise customers utilizing To-Go and delivery for convenience.

The success of the value offering and off-premise channels is quantified below:

Customer Segment Focus	Metric/Data Point	Value/Amount
Value-Seeking (Big Yummm Deal)	Percentage of customers ordering the $9.99 meal (August 2025)	About 9%
Value-Seeking (Big Yummm Deal)	Contribution to total sales (period ending Oct 5, 2025)	About 8%
Value-Seeking (Big Yummm Deal)	Expected negative impact on check averages	2% to 3%
Value-Seeking (Big Yummm Deal)	Expected drag on restaurant-level profit margins	1%
Off-Premise Customers	Share of total sales (period ending Oct 5, 2025)	A quarter
Loyalty Members	Total Royalty database size (Feb 2025)	Approximately 14.9 million members
Loyalty Members	Redemption threshold for Wingman tier	600 points

The Q2 2025 comparable restaurant revenue decline of 3.2% was driven by a 5.5% decline in guest traffic, which the Big Yummm deal helped improve sequentially through Q3 2025. Selling expenses in Q3 2025 increased due to investment in third-party delivery platforms.

The tiered structure for Red Robin Royalty members dictates spending behavior:

• Insider Royalty tier earns 10 points per $10 spent; redemption starts at 100 points.
• Wingman Royalty tier earns 12 points per $10 spent; redemption starts at 600 points.
• Captain Royalty tier earns 15 points per $10 spent; redemption starts at 1,000 points.

Red Robin Gourmet Burgers, Inc. (RRGB) - Canvas Business Model: Cost Structure

You're looking at the hard numbers that drive the expense side of Red Robin Gourmet Burgers, Inc.'s business as of late 2025. Honestly, managing these costs is key to turning around profitability in the full-service casual dining space.

High food and beverage costs remain a pressure point. While the company saw its restaurant-level operating margin improve to 9.9% in the third quarter of fiscal 2025, management noted that labor efficiency gains were necessary to offset beef inflation. For the twelve weeks ended October 5, 2025, the Cost of Sales totaled $65,158 thousand.

Labor costs are significant given the full-service model. The company has been intensely focused on labor efficiency improvements; for instance, in fiscal 2024, labor as a percentage of restaurant revenue increased 200 basis points compared to fiscal 2023, though Q3 2025 margin improvement suggests progress in efficiency. The focus on efficiency is a direct response to these high fixed and variable labor expenses inherent in table service.

Restaurant operating expenses, which cover the physical footprint-think rent, utilities, and maintenance-are substantial. For the twelve weeks ended October 5, 2025, the aggregate of Restaurant operating costs, excluding depreciation and amortization, was reported at $218,344 thousand.

Marketing and selling expenses show direct investment in sales channels. Selling expenses for the third quarter of 2025 hit $6.8 million, up from $5.5 million in the third quarter of 2024. Management specifically cited this increase as being due to additional investment in third-party delivery platforms and other channels. The full-year 2024 selling expense was approximately $38 million, with an expectation to drive that down to approximately $30 million for the full year 2025 through cost efficiencies.

The capital structure dictates ongoing debt servicing costs. As of October 5, 2025, Red Robin Gourmet Burgers, Inc. reported outstanding borrowings under its credit facility of $177.7 million. This debt level requires consistent interest payments, which factor into the overall cost structure.

Here's a quick look at some key Q3 2025 cost and margin figures:

Metric	Amount (Twelve Weeks Ended Oct 5, 2025)	Amount (Q3 2025)
Total Revenues	$941,182 thousand (Year-to-Date)	$265.1 million
Cost of Sales	$218,344 thousand (Year-to-Date)	$65,158 thousand
Selling Expenses	Not specified in aggregate	$6.8 million
General and Administrative Costs	Not specified in aggregate	$16.9 million
Restaurant-Level Operating Margin	Not specified in aggregate	9.9%
Outstanding Borrowings	Not specified	$177.7 million

The company's liquidity position as of that date included $21.7 million of cash and cash equivalents, plus $29 million of available borrowing capacity under the revolving line of credit.

Finance: draft 13-week cash view by Friday.

Red Robin Gourmet Burgers, Inc. (RRGB) - Canvas Business Model: Revenue Streams

You're looking at the core ways Red Robin Gourmet Burgers, Inc. brings in cash. It's a mix of the classic dine-in experience and newer channels, all built around selling those signature burgers.

The defintely primary source remains in-restaurant dining sales. This is where the bulk of the money comes from, even as the company works to optimize its footprint. For context on recent performance, total revenues for the year-to-date period ending October 5, 2025, stood at $941.2 million. This compares to the $1.25 billion in total revenues for the full fiscal year 2024.

Off-premise sales (To-Go and delivery orders) are a growing component. While specific revenue splits aren't always broken out clearly, management noted continued traffic strength in the off-remise business during the third quarter of fiscal 2025. The company ended the third quarter of fiscal 2025 with 386 company-owned restaurants in operation.

Here's a look at how the revenue streams manifested in the reported quarterly results:

Metric	Q3 Fiscal 2025 Revenue (in millions)	YTD Fiscal 2025 Revenue (in millions)	Impact Detail
Total Revenues	$265.1	$941.2	Q3 decreased $9.5 million year-over-year.
Comparable Restaurant Revenue (Including Loyalty)	Decreased 1.2%	Unchanged	YTD comparable revenue was flat including deferred loyalty revenue.
Comparable Restaurant Revenue (Excluding Loyalty)	Decreased 1.3%	Increased 0.6%	The underlying performance, excluding deferred revenue, showed a slight increase YTD.

Franchise and royalty fees from franchised locations provide a steady, high-margin revenue stream. While the exact 2025 dollar amount isn't published in the latest filings, the structure is clear. Ongoing franchise fees, typically structured as royalties, range from 4-8% of gross sales. Franchisees may also contribute to national advertising funds, usually an additional 1-3% of sales. The company has historically had nearly one-third of its restaurants operating under franchise agreements.

The accounting for the deferred loyalty program liability is important for understanding the timing of revenue recognition. Red Robin Royalty members earn an award for a free entrée after nine purchases. The company recognizes revenue from the loyalty program when the customer redeems the earned reward. For the third quarter of 2025, comparable restaurant revenue decreased 1.2%, but this figure included the recognition of deferred loyalty revenue; excluding it, the decrease was 1.3%. The unearned revenue balance related to the Royalty program was $22,050 thousand as of October 5, 2025.

The overall fiscal 2025 projection, as stated in the latest guidance, is total revenue of approximately $1.2 billion.

• - In-restaurant dining sales (the defintely primary source).
• - Off-premise sales (To-Go and delivery orders).
• - Franchise and royalty fees from franchised locations, typically 4% to 8% of gross sales.
• - Total revenue is projected to be approximately $1.2 billion for fiscal 2025.
• - Revenue recognition from the deferred loyalty program liability, which impacted Q3 comparable sales by 1.2% including recognition.

Finance: draft 13-week cash view by Friday.