Revenue

+$27.4 million, +2.5% " "

Revenue increased by recovering U.S. Franchise Advertising revenues—thanks to the return to the standard 6.0% advertising contribution rate and reduced promotional incentives—plus a 4.8% rise in food basket pricing driving higher supply chain revenues, while international franchise royalties grew despite a $3.2 million foreign currency headwind. " "

Operating Cash Flow

Increased from $123.5M to $179.1M "

Operating cash flow benefited from favorable changes in working capital, including the timing of advertising receipts and payments, as well as lower capital expenditures dropping from $20.2M to $14.7M, which together boosted free cash flow significantly. "

Net Income

+$23.8 million, +18.9% " "

Net income saw a sharp increase driven by a $42.7 million favorable remeasurement of the DPC Dash investment, partially offset by a $19.0 million higher income tax provision (reflecting a 4.6 percentage point unfavorable shift in tax impacts) and modest operating performance improvements in the supply chain and international segments. " "

Balance Sheet Metrics

Multiple changes (e.g., Cash: $186.1M → $304.3M) " " "

Balance sheet strength improved with cash and cash equivalents increasing by $118.2M, resulting from strong operating cash flows; restricted cash edged up slightly, accounts receivable decreased by $6.3M, and inventories grew modestly, while dividends payable rose sharply from $2.2M to $61.4M due to a newly declared $1.74 per share dividend—all reflecting the operational and financial adjustments from prior periods. " " " " "