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    Larson Rice • Truist Securities, Inc.

    Larson Rice's questions to Dine Brands Global Inc (DIN) leadership

    Larson Rice's questions to Dine Brands Global Inc (DIN) leadership • Q1 2025

    Question

    Larson Rice, on behalf of Jake Bartlett, asked about the drivers behind the implied acceleration in IHOP's same-store sales guidance for the remainder of the year and the source of management's confidence.

    Answer

    CFO Vance Chang cited traffic momentum from the House Faves menu carrying into Q2. IHOP President Lawrence Kim detailed a four-point strategy: focusing on core breakfast, amplifying value, simplifying operations, and culture-driven marketing. CEO John Peyton highlighted that IHOP's comp traffic beat its benchmark and absolute traffic grew in March and April for the first time in years, validating the strategy.

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    Larson Rice's questions to Cracker Barrel Old Country Store Inc (CBRL) leadership

    Larson Rice's questions to Cracker Barrel Old Country Store Inc (CBRL) leadership • Q2 2025

    Question

    Larson Rice, on for Jake Bartlett, asked about the financial offsets that allowed the company to absorb $4 million in incremental egg costs while maintaining its overall commodity guidance.

    Answer

    CFO Craig Pommells explained that the cost was absorbed through a combination of factors. This included deferring some other projected spending and the fact that the full-year guidance was raised by less than the total outperformance from the strong Q2, effectively creating a buffer for such unforeseen expenses.

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