Dine Brands(DIN)

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Wyndham Expands Top-Rated Rewards Program with Member-Only Access to the Hottest Festivals, Concerts and Events
Prnewswire· 2025-05-20 17:30
Launching in phases, the offerings will not only give Wyndham Rewards members new dining perks nationwide, but member-only access to coveted festivals, concerts and events, including the sold-out Vans Warped Tour in both Long Beach, Calif. and Washington, D.C.; Country Jam in Grand Junction, Col.; and Beyond Wonderland in Chicago. "Day-in and day-out, our focus is making Wyndham Rewards the absolute best hotel rewards program. Whether it's unlocking access to world-class events, delivering standout experien ...
Dine Brands: Turning Tables? Not Yet, But Closer In 2 Years
Seeking Alpha· 2025-05-20 01:19
Group 1 - The article suggests that Dine Brands (NYSE: DIN) has reached a potential bottom around the $20 mark after a six-month search for a buying opportunity [1] - The author has a strong background in restaurant stocks, with expertise in Business Administration, Accounting, and an MBA in Forensic Accounting [2] - The company focuses on analyzing various segments of the restaurant industry, including QSR, fast casual, casual dining, fine dining, and family dining, using advanced analytical models [2] Group 2 - The analysis aims to provide detailed insights and actionable strategies to help investors make informed decisions in the restaurant sector [2] - The author has previously contributed to discussions on monetary policy, financial education, and financial modeling, indicating a commitment to making financial topics accessible [2]
Dine Brands: A Wonderful Restaurant Operator Priced To Perfection
Seeking Alpha· 2025-05-09 12:50
Buffett-style rational value picks | Top 95th percentile of financial bloggers according to TipRanks.Six years of long-horizon investment portfolio management and consulting. I do not provide or publish investment advice on Seeking Alpha. My articles are opinion pieces only and are not soliciting any content or security. Opinions expressed in my articles are purely my own. My opinions may change at any time and without notice. Please conduct your own research and analysis before purchasing a security or mak ...
Dine Brands (DIN) Reports Q1 Earnings: What Key Metrics Have to Say
ZACKS· 2025-05-07 15:30
Dine Brands (DIN) reported $214.78 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 4.1%. EPS of $1.03 for the same period compares to $1.33 a year ago.The reported revenue represents a surprise of -0.24% over the Zacks Consensus Estimate of $215.29 million. With the consensus EPS estimate being $1.18, the EPS surprise was -12.71%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determin ...
Dine Brands(DIN) - 2025 Q1 - Earnings Call Transcript
2025-05-07 14:00
Financial Data and Key Metrics Changes - In Q1 2025, EBITDA decreased to $54.7 million from $60.8 million in the same quarter last year [13] - Revenues increased by 4% to $214.8 million compared to $206.2 million in Q1 2024 [28] - Adjusted free cash flow was $14.6 million, down from $29.7 million in the prior year [30] - Adjusted diluted EPS for Q1 2025 was $1.03, compared to $1.33 in Q1 2024 [29] Business Line Data and Key Metrics Changes - Applebee's reported a 2.2% decline in comp sales, while IHOP posted a negative 2.7% in comp sales [13][32] - Off-premise comp sales at Applebee's increased by 3.7%, driven by promotions [13] - IHOP's house faves value menu contributed to traffic growth, outperforming the family dining segment [18] Market Data and Key Metrics Changes - The value mix at Applebee's increased from 28% to 34%, while IHOP's value mix rose from 16% to 19% [9] - Approximately 13% of IHOP's and 10% of Applebee's annual market basket is sourced internationally [11] Company Strategy and Development Direction - The company is focused on three key priorities: elevating guest experience, enhancing menu and value programs, and better communicating brand value [7] - The dual brand concept is being expanded, with plans for 13 additional dual brands and 10 conversions this year [21][23] - The company is committed to remodeling Applebee's restaurants and has introduced an early adopter incentive for franchisees [31][75] Management's Comments on Operating Environment and Future Outlook - Management noted that consumer confidence has declined, affecting spending, particularly among lower-income guests [8] - Despite challenges, there was positive momentum in sales and traffic in March and April [9][94] - The company maintains its full-year financial guidance, indicating confidence in its strategic initiatives [35] Other Important Information - The company is actively monitoring global trade tensions and their potential impact on costs, with a small portion of market basket sourced internationally [10] - The company has implemented cost-saving initiatives resulting in over $14 million of annualized savings across both systems [34] Q&A Session Summary Question: Context on Applebee's performance in April - Management noted modest improvement in January, pressure in February, but a significant improvement in March that continued into April, driven by promotions and off-premise sales [41][42] Question: IHOP's same-store sales guidance - Management confirmed confidence in IHOP's guidance due to traffic momentum and successful marketing initiatives [50][56] Question: Value proposition at both brands - Management emphasized the importance of evolving the value proposition based on consumer feedback and market conditions [59][63] Question: Applebee's remodel package details - The remodel package is expected to cost between $200,000 to $300,000 per franchisee, with incentives provided for early adopters [72][75] Question: Average check growth expectations - Applebee's check increased slightly, while IHOP's check dropped due to a shift in product mix [77] Question: Operational simplification examples - Management highlighted improvements in ordering speed through technology and operational flow enhancements [81][84] Question: Future direction for Club Applebee's - The company plans to enhance Club Applebee's with more personalized marketing and exclusive offers for members [87][92]
Dine Brands (DIN) Misses Q1 Earnings and Revenue Estimates
ZACKS· 2025-05-07 13:10
Dine Brands (DIN) came out with quarterly earnings of $1.03 per share, missing the Zacks Consensus Estimate of $1.18 per share. This compares to earnings of $1.33 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -12.71%. A quarter ago, it was expected that this parent company of Applebee's and IHOP restaurants would post earnings of $1.35 per share when it actually produced earnings of $0.87, delivering a surprise of -35.56%.Ov ...
Dine Brands(DIN) - 2025 Q1 - Quarterly Report
2025-05-07 11:34
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-15283 Dine Brands Global, Inc. (Exact name of registrant as specified in its charter) Delaware 95-3038279 (State or other jurisdiction of incorp ...
Dine Brands(DIN) - 2025 Q1 - Quarterly Results
2025-05-07 11:15
Exhibit 99.1 Dine Brands Global, Inc. and Subsidiaries Consolidated Statements of Comprehensive Income (In thousands, except per share amounts) (Unaudited) News Release Investor Contact Matt Lee Sr. Vice President, Finance and Investor Relations Dine Brands Global, Inc. IR@dinebrands.com Media Contact Susan Nelson Sr. Vice President, Global Communications Dine Brands Global, Inc. Mediainquiries@dinebrands.com Dine Brands Global, Inc. Reports First Quarter 2025 Results PASADENA, Calif., May 7, 2025 – Dine Br ...
Dine Brands: Cluckin' Around At Rock Bottom
Seeking Alpha· 2025-03-18 03:49
Core Insights - The article emphasizes the expertise of the company in analyzing restaurant stocks across various segments in the U.S. market, including QSR, fast casual, casual dining, fine dining, and family dining [1] Group 1: Company Overview - The company is led by a founder with a strong background in Business Administration and Accounting, holding an MBA in Forensic Accounting and Controllership [1] - The company utilizes advanced analytical models and specialized valuation techniques to provide detailed insights and actionable strategies for investors [1] Group 2: Industry Engagement - The company actively participates in academic and journalistic initiatives, contributing to institutions that promote individual and economic freedom [1] - Previous contributions include writing columns on topics such as monetary policy, financial education, and financial modeling, aimed at making these subjects accessible to a broader audience [1]
Applebee's owner Dine Brands to lean on value, marketing to reverse sales declines
CNBC· 2025-03-06 17:49
Dine Brands hopes to boost sales this year with a wider swath of value meals and buzzier advertising after a rough 2024 for Applebee's and IHOP."We had a soft year in 2024, which disappoints us, but we're focused on improving that in 2025," Dine Brands CEO John Peyton told CNBC. "We've got to have compelling messages and compelling promotions and compelling reasons to drive traffic into the restaurants."Dine on Wednesday reported fourth-quarter U.S. same-store sales dropped 4.7% at Applebee's and 2.8% at IH ...