Although the revenue and EPS for Dine Brands (DIN) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Dine Brands (DIN) came out with quarterly earnings of $0.73 per share, missing the Zacks Consensus Estimate of $0.82 per share. This compares to earnings of $1.44 per share a year ago.
Dine Brands (DIN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Investors can have their higher yields and capital appreciation potential, too. But, of course, there are always added risks to consider, and when it comes to the hard-hit higher-yielders out there, the fundamentals and growth narrative have taken a turn for the worse.
Dine Brands remains a Buy, with a $35 price target, despite EPS misses and guidance cuts due to strong cash flow and a 9%+ dividend yield. Same-store sales are improving at Applebee's, driven by value platforms, while IHOP is nearing flat traffic; regional performance is mixed but stabilizing. Dual-branded units offer franchisees rapid payback and strong IRRs, supporting future expansion and royalty growth as closures subside.
Dine Brands is showing qualitative improvements in traffic, ticket size, and customer sentiment, signaling a potential turning point despite lackluster Q2 earnings. The company's brands—IHOP, Applebee's, and Fuzzy's—are being rejuvenated through menu innovation, marketing, and a focus on core competencies. Valuation remains highly attractive, with shares trading at a significant discount; my DCF suggests up to 67% undervaluation versus intrinsic value.
Dine Brands Global, Inc. (NYSE:DIN ) Q2 2025 Earnings Call August 6, 2025 9:00 AM ET Company Participants John W. Peyton - CEO, Applebee's President & Director Lawrence Y.
While the top- and bottom-line numbers for Dine Brands (DIN) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Dine Brands (DIN) came out with quarterly earnings of $1.17 per share, missing the Zacks Consensus Estimate of $1.49 per share. This compares to earnings of $1.71 per share a year ago.
Dine Brands (DIN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Applebee's and IHOP are showing early signs of a turnaround, with sequential improvements in traffic and same-store sales in Q2 FY 2025. Menu innovation and a renewed focus on value platforms, like the $9.99 Really Big Meal Deal, are driving better customer engagement and traffic growth. Applebee's outperformed market traffic in key states and nationwide, marking a sharp reversal from persistent declines over the past two years.
Dine Brands' heavy debt load remains a primary concern, matched against its strong franchise model with high gross margins compared to peers. Total revenue has declined 12% since 2022, highlighting growth challenges. Per share sales metrics are down 4%. 21% free cash flow and 8% dividend yields are noteworthy, with restaurant industry-leading rates.