Applebee's owner Dine Brands to lean on value, marketing to reverse sales declines
Dine Brands is trying to boost sales in 2025 after reporting its fourth straight quarter of domestic same-store sales declines for Applebee's and IHOP. Applebee's promotions failed to cut through the noise as the restaurant industry at large advertised value meals to attract low-income consumers, and sales spiked at rival Chili's.
Dine Brands (DIN) Reports Q4 Earnings: What Key Metrics Have to Say (Revised)
Although the revenue and EPS for Dine Brands (DIN) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Dine Brands Global, Inc. (DIN) Q4 2024 Earnings Call Transcript
Dine Brands Global, Inc. (NYSE:DIN ) Q4 2024 Results Conference Call March 5, 2025 9:00 AM ET Company Participants Matt Lee - Senior Vice President, Finance and Investor Relations John Peyton - Chief Executive Officer Vance Chang - Chief Financial Officer Lawrence Kim - President, IHOP Conference Call Participants Eric Gonzalez - KeyBanc Dennis Geiger - UBS Pratik Patel - Barclays Nick Setyan - Wedbush Brian Vaccaro - Raymond James Jake Bartlett - Truist Securities Todd Brooks - The Benchmark Company Brian Mullan - Piper Sandler Operator Good day, and thank you for standing by. Welcome to the Dine Brands Fourth Quarter and Fiscal 2024 Earnings Conference Call.
Dine Brands (DIN) Reports Q4 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Dine Brands (DIN) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Dine Brands (DIN) Q4 Earnings Miss Estimates
Dine Brands (DIN) came out with quarterly earnings of $0.87 per share, missing the Zacks Consensus Estimate of $1.35 per share. This compares to earnings of $1.40 per share a year ago.
Will Dine Brands (DIN) Beat Estimates Again in Its Next Earnings Report?
Dine Brands (DIN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Dine Brands Lacks Clear Catalysts, Analyst Downgrades Stock And Cuts Price Forecast By 40%
Wedbush analyst Nick Setyan downgraded the shares of Dine Brands Global Inc DIN from Outperform to Neutral and lowered the price forecast from $47.00 to $28.00.
Ahead of Dine Brands (DIN) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Dine Brands (DIN), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2024.
Applebee's ‘underwhelming' $9.99 meal deal draws downgrade for Dine Brands
Analyst cuts Dine Brands to neutral after the “Really Big Meal Deal” offers value but doesn't improve same-store sales at Applebee's.
Dine Brands: Huge Fundamental Upside If Business Returns To Growth
Dine Brands: Huge Fundamental Upside If Business Returns To Growth
Dine Brands: I'm A Buyer At 4.5x Free Cash Flow And A 7% Dividend Yield
Dine Brands shares are down 40%, but at $29, they appear overly discounted, trading at franchisee multiples instead of franchisor multiples. Applebee's struggles with declining sales and closures, while IHOP shows stability; new management could rejuvenate Applebee's, similar to Chili's turnaround. A concentrated franchisee base, particularly Flynn, might be interested in acquiring Dine Brands, offering significant upside potential and a 7% dividend.
Dine Brands: In The Low $30-Ish, A Compelling Entry Point For Q4 (Rating Upgrade)
Applebee's recent Really Big Meal Deal has improved foot traffic, signaling potential recovery and offering a value play at current discounted share prices. Despite six consecutive quarters of declining same-store sales, the promotion's success suggests an inflection point, with easier comparisons and positive tailwinds ahead. Dine Brands' stock shows a potential upside of 67%, supported by quantitative models and a return to its 5-year average P/E ratio.
