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Analyst
Chris Carril
Period: Reporting periods mapped to calendar 2026 Q1 – 2026 Q3 (3 quarters).
- Questions
- 12on tracked calls
- Challenge rate
- 0%none of 12 questions
- Companies
- 5questioned at least once
- Reporting periods
- 3with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right. See how we grade analysts on earnings-call questions.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 12 of 12 questions from 5 companies
DRIDarden Restaurants4 questions · 3 reporting periods · 0 of 4 challenging
Calendar 2026 Q3
Could you provide any additional detail on the cadence of Olive Garden sales through the first quarter
Show response
Raj gave the intra-quarter cadence and said positive traffic accelerated into September, though he declined exact figures. Substantively answered.
Calendar 2026 Q2
On the commodity basket guidance of 3%, can you expand on that and touch on specific drivers, specifically beef?
Show response
Raj detailed beef cadence: mid-to-high single digit Q1, slight Q2 deflation, low single digits for full FY27; chicken contracts flat.
Calendar 2026 Q1
How should we think about marketing expense now in 4Q
Show response
Raj confirmed 10bp increase expectation for full year. RFP for media generated north of 10bp in cost saves, allowing increased activity even with flat dollar spend.
How much of a benefit to the comp in the quarter was from the strong Valentine's Day
Show response
Rick confirmed Valentine's Day was tens of basis points, not the primary driver. Strong private dining, Ruth's Chris prix fixe menu resonating with lapsed guests returning.
DPZDomino's3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q3
Can you maybe expand a bit more on the competitive environment?
Show response
Jordan cited a roughly 23 share of QSR pizza and said aggregators show pizza competing more with broader QSR occasions.
Calendar 2026 Q2
Maybe areas or geographies that were perhaps a drag in the Q2, where there might be opportunities for improvement
Show response
Reddy clarified the World Cup started after the June 14th quarter end and is a full-year guidance item, but declined geographic detail beyond macro and the DPE drag.
Calendar 2026 Q1
Can you expand a bit more on the margin outlook for both the supply chain business and your company-owned stores
Show response
Sandeep confirmed positive supply chain margin outlook unchanged, procurement productivity team driving value. Company stores less material (only 5 markets post-Maryland refranchising, removed as KPI). Q1 had food basket pressure, insurance pressure, and discrete issues. Overall company operating margins expected to expand in 2026.
CAVACAVA Group, Inc.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q3
what's implied here in your guidance with respect to the restaurant level margin for the back half of the year
Show response
Carril asked about back-half restaurant-level margin; Tolivar flagged normal Q3-to-Q4 seasonality near 300 bps and some fuel surcharges.
Calendar 2026 Q1
Can you maybe comment on what you're seeing from new restaurant performance in existing markets versus new markets?
Show response
Direct: strength across existing-growth, emerging and greenfield markets, so no significant change to real estate/development strategy.
MCDMcDonald's Corporation2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q3
Can you comment on how per-store operating cash flows are now shaping up for the year
Show response
CEO said franchisee cash flow is right around the $500,000 level with a quarter to go, and stressed cautious pricing amid 2027 food and paper inflation.
Calendar 2026 Q1
Can you expand a bit more on how you're thinking about balancing the messaging around McValue in light of the current backdrop
Show response
CEO acknowledged the need for balance between value messaging and premium initiatives but declined to share marketing calendar details for competitive reasons, saying the U.S. team has a good balance in place.
CMGChipotle Mexican Grill1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
can you provide maybe an update on how you're thinking about the margin outlook beyond the current quarter?
Show response
Adam said the price/inflation gap, widest in the first half, eases in the second half, with Q3 inflation near 3% and pricing mid-2%, matching from Q4.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| DRI Darden Restaurants | 4 | 0%none of 4 questions |
| DPZ Domino's | 3 | 0%none of 3 questions |
| CAVA CAVA Group, Inc. | 2 | —Rate withheld: fewer than 3 questions |
| MCD McDonald's Corporation | 2 | —Rate withheld: fewer than 3 questions |
| CMG Chipotle Mexican Grill | 1 | —Rate withheld: fewer than 3 questions |
- DRIDarden Restaurants · 4 questions0%none of 4 questions
- DPZDomino's · 3 questions0%none of 3 questions
- CAVACAVA Group, Inc. · 2 questions—rate withheld: under 3 questions
- MCDMcDonald's Corporation · 2 questions—rate withheld: under 3 questions
- CMGChipotle Mexican Grill · 1 question—rate withheld: under 3 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2026 Q1 | 5 | 0%none of 5 questions | 4 |
| 2026 Q2 | 3 | 0%none of 3 questions | 3 |
| 2026 Q3 | 4 | 0%none of 4 questions | 4 |
- 2026 Q15 questions · challenge rate 0% (none of 5 questions) · 4 companies
- 2026 Q23 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2026 Q34 questions · challenge rate 0% (none of 4 questions) · 4 companies
Topics
Topics tagged on this analyst’s questions.
- Margin5
- Demand3
- Cost Pressure3
- Competitive Dynamics3
- Guidance Reliability2
- Pricing2
- Geographic Expansion2
- Revenue Growth1
- Macroeconomic1
- Product Launch1