Looking back on sit-down dining stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Texas Roadhouse (NASDAQ: TXRH) and its peers.

Sit-down restaurants offer a complete dining experience with table service. These establishments span various cuisines and are renowned for their warm hospitality and welcoming ambiance, making them perfect for family gatherings, special occasions, or simply unwinding. Their extensive menus range from appetizers to indulgent desserts and wines and cocktails. This space is extremely fragmented and competition includes everything from publicly-traded companies owning multiple chains to single-location mom-and-pop restaurants.

The 9 sit-down dining stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 0.9%.

Thankfully, share prices of the companies have been resilient as they are up 6.9% on average since the latest earnings results.

Texas Roadhouse (NASDAQ: TXRH)

With locations often featuring Western-inspired decor, Texas Roadhouse (NASDAQ: TXRH) is an American restaurant chain specializing in Southern-style cuisine and steaks.

Texas Roadhouse reported revenues of $1.63 billion, up 12.8% year on year. This print was in line with analysts’ expectations, and overall, it was a satisfactory quarter for the company with a solid beat of analysts’ EBITDA estimates but revenue in line with analysts’ estimates.

Jerry Morgan, Chief Executive Officer of Texas Roadhouse, Inc., commented, “We kicked off 2026 with terrific momentum, thanks to the hard work and discipline of all our operators. Our strong traffic trends continue to fuel sales growth, and it’s clear that our commitment to delivering a legendary experience is appreciated by our guests.”

Interestingly, the stock is up 15.6% since reporting and currently trades at $182.52.

Is now the time to buy Texas Roadhouse? Access our full analysis of the earnings results here, it’s free.

Best Q1: Kura Sushi (NASDAQ: KRUS)

Known for its conveyor belt that transports dishes to diners, Kura Sushi (NASDAQ: KRUS) is a chain of sushi restaurants serving traditional Japanese fare with a touch of modernity and technology.

Kura Sushi reported revenues of $80.02 million, up 23.3% year on year, outperforming analysts’ expectations by 2.5%. The business had a stunning quarter with a beat of analysts’ EPS and EBITDA estimates.

Kura Sushi delivered the biggest analyst estimates beat, fastest revenue growth, and highest full-year guidance raise among its peers. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 23.3% since reporting. It currently trades at $55.98.

Is now the time to buy Kura Sushi? Access our full analysis of the earnings results here, it’s free.

Slowest Q1: Brinker International (NYSE: EAT)

Founded by Norman Brinker in Dallas, Brinker International (NYSE: EAT) is a casual restaurant chain that operates the Chili’s, Maggiano’s Little Italy, and It’s Just Wings banners.

Brinker International reported revenues of $1.47 billion, up 3.2% year on year, in line with analysts’ expectations. It was a mixed quarter as it posted a narrow beat of analysts’ EBITDA estimates and full-year revenue guidance meeting analysts’ expectations.

Brinker International delivered the weakest performance against analyst estimates and weakest full-year guidance update in the group. Interestingly, the stock is up 8.2% since the results and currently trades at $139.74.

Read our full analysis of Brinker International’s results here.

BJ's (NASDAQ: BJRI)

Founded in 1978 in California, BJ’s Restaurants (NASDAQ: BJRI) is a chain of restaurants whose menu features classic American dishes, often with a twist.

BJ's reported revenues of $358.1 million, up 2.9% year on year. This result met analysts’ expectations. Zooming out, it was a mixed quarter as it also produced same-store sales in line with analysts’ estimates but a significant miss of analysts’ EPS estimates.

The stock is up 17.5% since reporting and currently trades at $45.00.

Read our full, actionable report on BJ's here, it’s free.

Bloomin' Brands (NASDAQ: BLMN)

Owner of the iconic Australian-themed Outback Steakhouse, Bloomin’ Brands (NASDAQ: BLMN) is a leading American restaurant company that owns and operates a portfolio of popular restaurant brands.

Bloomin' Brands reported revenues of $1.06 billion, flat year on year. This number beat analysts’ expectations by 1.6%. It was an exceptional quarter with EPS guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ EBITDA estimates.

Bloomin' Brands had the slowest revenue growth among its peers. The stock is up 37.6% since reporting and currently trades at $7.93.

Read our full, actionable report on Bloomin' Brands here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Hidden Gem Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.