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Dine Brands (DIN)
NYSE:DIN
Earnings Data
Report Date
May 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.04Last Year’s EPS
1.03Same Quarter Last Year
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed meaningful operational progress — product innovation, digital engagement, positive traffic trends (especially at IHOP), accelerated development and dual-brand momentum — that underpin management's optimism for 2026. However, material near-term financial headwinds (lower full-year adjusted EBITDA vs prior year, a large decline in adjusted free cash flow, higher CapEx and company-restaurant investments impacting EBITDA and cash) temper the outlook. Guidance for 2026 (Applebee's and IHOP comp range 0%–2% and EBITDA $220M–$230M) reflects modest improvement and a return toward stability. Overall, the narrative emphasized strategic progress and a path to recovery but highlighted notable financial pressures and investment-driven cash impacts.Company Guidance
Q4 Adjusted EBITDA Improvement
Adjusted EBITDA for Q4 increased to $59.8M from $50.1M (up ~19.4% YoY), driven in part by national advertising timing benefits.
Applebee's Returned to Positive Full-Year Same-Restaurant Sales
Applebee's full-year comp sales improved to +1.3% (vs -4.2% in prior year); Q4 comp sales were -0.4% with check growth of ~3%.
IHOP Traffic Recovery and Q4 Sales
IHOP full-year comps improved to -1.5% (vs -2.0% prior year) and delivered Q4 comp sales of +0.3%, driven by positive traffic and marketing; average check comp improved ~150 bps from Q3 to Q4.
Off-Premise and Delivery Growth
Off-premise comp sales increased +6.5% for the full year (and +6.2% in Q4); delivery grew ~10.5% for the year, supporting sales and convenience trends.
Successful Menu Innovation and Product Momentum
Applebee's launches were standout: the Grilled Cheese cheeseburger and Ultimate Trio were top sellers (Ultimate Trio ~11.5% of transactions); the O-M-Cheese Burger became the highest-selling 2-for burger of all time and drove January momentum.
Strong Digital & Social Media Engagement
Applebee's increased posting cadence by 84% and saw a 107% lift in engagement in the back half vs the front half of the year; IHOP reported overall engagement up over 300% YoY.
Dual Brand & Development Acceleration
Opened 32 U.S. dual-brand restaurants (and 32 international dual brand restaurants ended the year, +14 YoY); duals outperform single-brand locations (~1.5x–2.5x higher revenue) and the company expects at least +50 incremental dual brand openings in 2026 (targeting ~80 domestic duals by year-end).
Unit Growth and Openings
Total gross new openings accelerated to 80 restaurants in 2025 vs 68 in 2024; development is a key growth lever into 2026.
Remodel Program Progress
Completed 103 Applebee's remodels (exceeding initial goal) with early results showing mid-single-digit sales lifts when combined with marketing; targeting ~100+ remodels in 2026.
Shareholder Returns and Buybacks
Returned $92M of capital to shareholders in 2025 (buybacks & dividends); repurchased $31M in Q4 and ~2.4M shares for the year (~15% of shares outstanding), with continued buybacks planned while management sees valuation discount.
System Scale and Franchise Economics
Dine system sales approx. $7.8B in 2025. Average weekly franchise sales: Applebee's $54.3K (23% off-premise) and IHOP $38.7K (21% off-premise), underscoring scale and off-premise contribution.
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 |
|---|---|---|---|
Feb 25, 2026 | $30.64 | $30.69 | +0.16% |
Nov 05, 2025 | $24.46 | $25.32 | +3.50% |
Aug 06, 2025 | $21.23 | $19.87 | -6.42% |
May 07, 2025 | $19.07 | $19.46 | +2.06% |
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 May 06, 2026, Before Open (Confirmed).
What is Dine Brands (DIN) earnings time?
Dine Brands (DIN) earnings time is at May 06, 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 (Q1) is 1.04.