Dine Brands (DIN)
NYSE:DIN
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Earnings Data
Report Date
Aug 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.27Last Year’s EPS
1.17Same Quarter Last Year
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call reflected a balanced tone: clear operational and brand-level wins (revenue growth, brand comp outperformance, strong marketing results, dual-brand momentum, and maintained guidance) alongside near-term financial pressures (EBITDA decline, negative free cash flow, higher CapEx, commodity inflation, and some franchisee-specific disruptions). Management emphasized strategic investments and confidence in the long-term upside while acknowledging short-term headwinds and turnaround costs.Company Guidance
Consolidated Revenue Growth
Total revenues increased 4.8% year-over-year to $225.2 million in Q1 2026 (vs. $214.8M prior year), driven primarily by company-owned restaurant acquisitions.
Same-Restaurant Sales Outperformance
All three brands delivered flat-to-positive comp sales and outperformed the Black Box benchmark: Applebee's comps +1.9%, IHOP comps flat (0%), and Fuzzy's posted positive comps for the first time in three years.
Off-Premise Momentum
Off-premise comp sales grew: Applebee's ~+3.5% and IHOP +2.6%. Off-premise represented ~23.9% of Applebee's sales and ~21.5% of IHOP sales, with digital/delivery contributing meaningfully to visibility and sales.
Marketing & Menu Success (Applebee's OM Cheeseburger)
OM Cheeseburger drove major engagement (reported ~9 billion impressions; reached ~96M people; ~80x typical organic reviews), became the highest-ordered burger on the 2 for $25 platform, and produced Applebee's highest single-day sales volume ever.
IHOP Engagement & Operational Improvements
IHOP saw strong cultural marketing results (National Pancake Day engagement +316% YoY), improved speed (table turns ~6% faster vs Q4), fewer guest complaints YoY, and sustained off-premise growth and catering (~16% improvement in catering comp sales early).
Dual Brand Traction and Unit Economics
Dual-brand concept gaining traction: 43 dual brands open with 13 under construction and ~80 targeted domestically by year-end. Many duals generate ~1.5–2.5x sales versus stand-alone, guests ordering from both brands on 62% of dine-in tickets, and cross-brand purchasers spend ~24% more on average.
Development & Remodel Progress
Opened 24 new restaurants in Q1 (vs. 10 year-ago), completed 11 Applebee's remodels this quarter, and company-owned conversions/remodels advancing (20 remodels and 4 dual conversions since takeover), supporting system refresh and growth pipeline.
Shareholder Returns and EPS
Returned material capital to shareholders: management highlighted ~$20–24M returned in Q1 (Vance reported $22M share repurchases in Q1, ~5% of shares outstanding; $52M total repurchased across Q4 and Q1). Adjusted diluted EPS increased to $1.07 from $1.03 (+~3.9%).
Guidance Maintained and Strategic Confidence
Management maintained full-year financial guidance and reiterated confidence in value-led strategy, dual-brand expansion, remodel programs, and operational investments to navigate near-term headwinds.
DIN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DIN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $28.15 | $27.16 | -3.52% |
Feb 25, 2026 | $30.44 | $30.49 | +0.16% |
Nov 05, 2025 | $24.30 | $25.15 | +3.49% |
Aug 06, 2025 | $21.09 | $19.74 | -6.42% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Dine Brands (DIN) report earnings?
Dine Brands (DIN) is schdueled to report earning on Aug 12, 2026, Before Open (Confirmed).
What is Dine Brands (DIN) earnings time?
Dine Brands (DIN) earnings time is at Aug 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DIN EPS forecast?
DIN EPS forecast for the fiscal quarter 2026 (Q2) is 1.27.