Earnings summaries and quarterly performance for Dine Brands Global.
Executive leadership at Dine Brands Global.
Board of directors at Dine Brands Global.
Research analysts who have asked questions during Dine Brands Global earnings calls.
Brian Vaccaro
Raymond James Financial, Inc.
5 questions for DIN
Also covers: BLMN, CAKE, CAVA +7 more
NS
Nick Setyan
Wedbush Securities
4 questions for DIN
Also covers: BJRI, BROS, CAVA +4 more
TB
Todd Brooks
The Benchmark Company
4 questions for DIN
Also covers: BJRI, CAVA, CBRL +18 more
Brian Mullan
Piper Sandler
3 questions for DIN
Also covers: BJRI, BLMN, BROS +20 more
DG
Dennis Geiger
UBS
3 questions for DIN
Also covers: BLMN, BROS, CAKE +18 more
Eric Gonzalez
KeyBanc Capital Markets
3 questions for DIN
Also covers: CAVA, DENN, DRI +7 more
JB
Jeffrey Bernstein
Barclays
3 questions for DIN
Also covers: BJRI, BLMN, BROS +23 more
JB
Jake Bartlett
Truist Securities
2 questions for DIN
Also covers: CAVA, CBRL, DENN +12 more
PO
Paul Ong
UBS
2 questions for DIN
PP
Pratik Patel
Barclays
2 questions for DIN
Also covers: BJRI, EAT, FWRG +1 more
Allison Arfstrom
Piper Sandler
1 question for DIN
Also covers: ARDX, DENN, KRUS +1 more
AA
Alyson Akers
Piper Sandler
1 question for DIN
Larson Rice
Truist Securities, Inc.
1 question for DIN
Also covers: CBRL, LOCO
Recent press releases and 8-K filings for DIN.
Dine Brands Global Discusses 2026 Outlook, Dual-Brand Growth, and Capital Allocation
DIN
Guidance Update
New Projects/Investments
Share Buyback
- Dine Brands Global projects 0%-2% same-store sales growth for both IHOP and Applebee's in 2026, anticipating flattish traffic and low single-digit menu price increases.
- The company is rapidly expanding dual-brand Applebee's and IHOP locations, aiming for 80 in the US by year-end 2026, up from 35-36 currently. These conversions offer franchisees 1.5-2.5 times revenue increases and a 3-year payback on a $1 million investment.
- Off-premise sales constitute a significant portion of revenue, at 20% for IHOP and 22%-23% for Applebee's, with Applebee's off-premise sales growing 6.5% this year.
- In 2025, the company returned $90 million to shareholders, including $60 million in buybacks and $30 million in dividends. CapEx guidance for 2026 is $25 million-$35 million, primarily for remodeling and dual-brand construction.
4 days ago
Dine Brands Global Discusses 2026 Outlook, Dual Brand Expansion, and Strategic Initiatives
DIN
Guidance Update
New Projects/Investments
Share Buyback
- Dine Brands Global anticipates 0%-2% positive same-store sales growth for both IHOP and Applebee's in 2026, supported by consistent value offerings such as IHOP's $6 everyday platform and Applebee's 2 for $25 menu.
- The company is rapidly expanding its dual brand concept, aiming for 80 US locations by the end of 2026 from the current 35-36, with franchisees seeing a three-year payback on a $1 million conversion cost and revenue increases of 1.5-2.5 times.
- Marketing efforts are shifting, with IHOP increasing working media by 15% and Applebee's allocating more of its 2026 budget to digital and social channels than television.
- Off-premise sales are a significant focus, representing 20% of IHOP's business and 22%-23% of Applebee's sales, with continued emphasis on accuracy, speed, and strategic promotions.
- The company returned $90 million to shareholders in 2025 through buybacks and dividends, and projects 2026 CapEx in the $25 million-$35 million range, while targeting G&A at 2.5% of system sales.
4 days ago
Dine Brands Global Discusses Growth Strategies, Financial Performance, and Outlook
DIN
New Projects/Investments
Share Buyback
Dividends
- Dual Brand Development is a key growth driver, with 35-36 locations open in the US and a target of 80 by the end of 2026. Franchisees are experiencing strong financial returns, including 1.5-2.5 times revenue increase and a 3-year payback on a $1 million conversion cost. The long-term potential is for 900 additional dual-brand restaurants.
- Both IHOP and Applebee's are focusing on value-oriented offerings and menu innovation to address consumer behavior and drive traffic. Applebee's has an eight-quarter pipeline of new entrees and appetizers.
- Off-premise sales represent a significant portion of business (IHOP ~20%, Applebee's 22%-23%) and are growing, with strategies to optimize promotions and direct business to proprietary channels.
- Dine Brands returned $90 million to shareholders in 2025, comprising $60 million in buybacks and $30 million in dividends. The company's CapEx guidance is $25 million-$35 million, primarily for remodeling and dual-brand construction.
4 days ago
Dine Brands Global Discusses 2025 Performance, Growth Strategies, and 2026 Outlook
DIN
Revenue Acceleration/Inflection
New Projects/Investments
- Both IHOP and Applebee's demonstrated strong performance in 2025, with IHOP achieving positive traffic every month and absolute traffic growth in Q4, and Applebee's recording positive comparable sales for the year.
- Off-premise sales have significantly increased to 22-23% of total sales from 6-8% pre-pandemic, representing largely incremental business. Applebee's marketing spend in 2025 saw 52% allocated to digital and social channels, leading to 100-200% increases in engagement and reach scores and faster growth among younger demographics.
- The dual-branded Applebee's and IHOP concept is a key growth driver, with 32 locations open in the U.S. and plans for 50 more in 2026. These locations show revenue growth of 1.5x to 2.5x and incremental margin flow-through of 4x to 5x, with 900 potential opportunities identified.
- For 2026, IHOP anticipates low single-digit commodity inflation driven by coffee, while Applebee's expects mid-single-digit inflation primarily due to beef. Both brands are focusing on menu innovation and value propositions, with IHOP seeing check growth in Q4 2025 and Q1 2026.
Mar 2, 2026, 7:15 PM
Dine Brands Global Highlights 2025 Performance, Dual Brand Growth, and Digital Strategy
DIN
Revenue Acceleration/Inflection
New Projects/Investments
Product Launch
- Dine Brands Global reported strong performance in 2025, with IHOP beating its comp set in traffic every month and achieving absolute traffic growth in Q4 2025, while Applebee's recorded positive comp sales for the year. This was driven by a focus on value messaging, such as Applebee's 2 for $25 menu and IHOP's Everyday Value offerings.
- The company is aggressively expanding its dual brand strategy, combining Applebee's and IHOP under one roof, with 32 U.S. locations currently open and plans to open 50 more in 2026. This initiative offers significant financial benefits, with existing restaurants adding a second brand seeing revenue growth of 1.5 to 2.5 times and a return on investment within 3 years or less for a $1 million renovation cost.
- Dine Brands has shifted its marketing focus, with Applebee's 2025 spend being 52% digital and other channels (exceeding TV for the first time). This, combined with dedicated social media teams, has led to 100%-200% increases in engagement and reach scores and is attracting younger guests. Additionally, off-premise sales now account for 22%-23% of total sales for both brands, up from 6%-8% pre-pandemic.
Mar 2, 2026, 7:15 PM
Dine Brands Global Discusses 2025 Performance, Growth Strategies, and 2026 Outlook
DIN
Revenue Acceleration/Inflection
New Projects/Investments
Product Launch
- Dine Brands Global (DIN) reported improved performance in 2025, with IHOP achieving absolute traffic growth in Q4 and Applebee's posting positive comp sales for the year, driven by value offerings like 2 for $25 and Everyday Value.
- Off-premise sales have significantly increased to 22-23% of total sales from 6-8% pre-pandemic, largely from incremental guests. Menu innovation, such as Applebee's O-M Cheeseburger, has been successful in driving traffic, particularly among younger demographics through social media.
- The dual brand strategy, combining Applebee's and IHOP, is expanding rapidly with 32 U.S. locations open and 50 more planned for 2026. This strategy leads to 1.5 to 2.5 times revenue growth and a 3-year or less payback period on the $1 million renovation investment, with guests frequently ordering from both menus.
- For 2026, Applebee's anticipates mid-single-digit commodity inflation due to beef, while IHOP expects low single-digit inflation driven by coffee. Applebee's is also undergoing an enterprise-wide conversion to the Toast point-of-sale system.
Mar 2, 2026, 7:15 PM
Dine Brands Global Reports Q4 and Full Year 2025 Financial Results
DIN
Earnings
Guidance Update
Share Buyback
- Dine Brands Global reported Q4 2025 consolidated total revenues of $217.6 million and Adjusted EBITDA of $59.8 million, with full year 2025 total revenues reaching $879.3 million and Adjusted EBITDA at $219.8 million.
- Adjusted Diluted EPS was $1.46 for Q4 2025 and $4.45 for the full year 2025.
- Applebee's comparable sales were -0.4% in Q4 2025 and +1.3% for the full year 2025, while IHOP posted +0.3% in Q4 2025 and -1.5% for the full year 2025.
- The company returned $92 million to shareholders in 2025 through buybacks and dividends, including $31 million in share repurchases during Q4 2025 and approximately 2.4 million shares (15% of shares) for the full year.
- Strategic initiatives include opening 32 dual brand restaurants in 2025 with plans for at least 50 incremental openings in 2026, and completing 103 Applebee's remodels in 2025 with a goal of another 100+ in 2026.
Feb 25, 2026, 4:00 PM
Dine Brands Global Reports Q4 and Full Year 2025 Financial Results with Strategic Growth Initiatives
DIN
Earnings
Share Buyback
New Projects/Investments
- Dine Brands Global reported Q4 2025 Adjusted EBITDA of $59.8 million and full-year 2025 Adjusted EBITDA of $219.8 million.
- Applebee's full-year 2025 comparable sales increased by 1.3%, while IHOP's comparable sales decreased by 1.5%. In Q4 2025, Applebee's comparable sales were -0.4%, and IHOP's were +0.3%.
- The company repurchased $31 million of shares in Q4 2025 and approximately 2.4 million shares, or 15% of shares outstanding, for the full year 2025.
- Dine Brands opened 80 new restaurants globally in 2025 and expects at least an incremental 50 dual-brand openings in 2026, aiming for nearly 80 domestic dual-brand restaurants by the end of 2026, with these locations delivering 1.5 to 2.5 times higher revenue.
- For 2026, the company anticipates commodity costs to be mid-single digits for Applebee's and low single digits for IHOP, and expects improved cash flow.
Feb 25, 2026, 4:00 PM
Dine Brands Global Reports Q4 and Full-Year 2025 Results, Provides 2026 Guidance
DIN
Earnings
Guidance Update
New Projects/Investments
- Dine Brands Global reported Q4 2025 consolidated total revenues of $217.6 million and Adjusted Diluted EPS of $1.46, with full-year 2025 total revenues reaching $879.3 million.
- The company is expanding its dual-brand restaurant concept, with 32 locations opened and 9 under construction as of Q4 2025, expecting at least 50 incremental openings in 2026. These locations deliver approximately 1.5 to 2.5 times higher revenue than single-brand locations.
- For 2026, Dine Brands Global forecasts Adjusted EBITDA in the range of $220 million to $230 million and expects domestic system-wide comparable sales for both Applebee's and IHOP to range between 0% and 2%.
- In 2025, the company returned $92 million of capital to shareholders through buybacks and dividends, repurchasing approximately 2.4 million shares (15% of shares) for the full year.
Feb 25, 2026, 4:00 PM
Dine Brands Posts Q4 Earnings Beat
DIN
Earnings
Guidance Update
Share Buyback
- Dine Brands reported adjusted Q4 EPS of $1.46, exceeding estimates, though revenue of $217.6 million missed consensus.
- The company posted a GAAP Q4 loss of approximately $12.2 million due to a non-cash asset impairment, and free cash flow was $61.5 million, impacted by higher CapEx and commodity inflation.
- While same-store sales were mixed, off-premise and delivery channels demonstrated meaningful growth.
- Dine Brands returned about $92 million to shareholders through buybacks in 2025 and projects flat to 2% same-store sales growth for 2026.
Feb 25, 2026, 12:26 PM
Quarterly earnings call transcripts for Dine Brands Global.
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