Bloomin' Brands, Inc. (BLMN) Q4 2025 Earnings Call Transcript
Bloomin' Brands, Inc. faces intense competition and margin pressure in casual dining, with EPS expected to decline again in 2026. BLMN's Q4 revenues rose slightly to $975.2M, but margins fell to 11.5%, and adjusted EPS declined to $1.14 for fiscal 2025. 2026 guidance is weak, with projected EPS of $0.75–$0.90, well below consensus, despite modest positive U.S. comps.
The headline numbers for Bloomin' Brands (BLMN) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Bloomin' Brands (BLMN) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.25 per share. This compares to earnings of $0.38 per share a year ago.
Bloomin' Brands said its turnaround efforts are starting to pay off, after its Outback Steakhouse chain reported its first quarter of positive traffic in four years.
Bloomin' Brands (BLMN) 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.
Restaurant chains like Starbucks, Wendy's and Denny's announced that they were closing locations this year to help their businesses. U.S. restaurant traffic fell every month this year except for July, according to Black Box Intelligence data.
Bloomin' Brands upgraded to buy as Outback Steakhouse traffic stabilizes and execution improves, supporting a bullish recovery thesis. BLMN's Aussie 3-Course menu and Ziosk rollout drive organic demand, operational efficiency, and higher guest satisfaction, enhancing margin potential. The 2028 roadmap targets $75M in service, steak quality, and digital marketing investments, aiming to boost guest experience and marketing ROI.
The holiday season is a time when many people indulge in food and drink—and for some, that includes a night out at a premium steakhouse. But steak dinners will cost more this year.
Last week, I noted how December is typically a great time to buy stocks. Holiday shopping and corporate “use it or lose it” budgets mean that retailers and enterprise software firms alike see their highest sales during this period.
Bloomin' Brands (BLMN) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of a loss of $0.12. This compares to earnings of $0.21 per share a year ago.
Bloomin' Brands (BLMN) 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.