The earnings call highlighted positive revenue growth and successful loyalty and international expansion. However, it also noted declines in comp sales, adjusted EBITDA, and free cash flow, along with increased commodity costs, indicating challenges in maintaining profitability. Overall, the sentiment is mixed with both positive developments and notable financial challenges.
Company Guidance
During the Dine Brands First Quarter 2025 Earnings Conference Call, management provided detailed guidance and updates on key metrics. Applebee's saw a significant increase in the value mix to 34%, up from 28% in Q4, while IHOP's value mix rose from 16% to 19% due to the broader rollout of House Faves. Despite a challenging consumer environment, Applebee's and IHOP experienced improvements in sales, traffic, and development pipeline, with March and April showing positive momentum. Applebee's comp sales declined by 2.2%, while IHOP's comp sales decreased by 2.7%. Adjusted free cash flow was $14.6 million, a decrease of $15.1 million from the previous year. Consolidated total revenues increased by 4.1% to $214.8 million, driven by a $21.3 million rise in company restaurant sales. Adjusted EBITDA for Q1 decreased to $54.7 million from $60.8 million in Q1 2024. Additionally, IHOP's Q1 traffic beat the family dining segment, with a 4.3% increase, and their House Faves menu was a key traffic driver. The company maintained its full-year financial guidance and emphasized its commitment to investing in brand initiatives and returning capital to shareholders.
Revenue Growth
Revenues were up 4% to $214.8 million in Q1 2025 compared to the same quarter last year.
Off-Premise Sales Growth
Applebee's saw off-premise comp sales increase by 3.7% compared to last year, driven by campaigns like America's Favorite Boneless Wings.
Loyalty Program Expansion
Applebee's Club Applebee's loyalty program saw an increase of 175,000 new signups, totaling over 8.5 million members.
International Expansion
Plans to open 13 additional dual brands and complete 10 dual conversions this year, with new openings in Costa Rica and Mexico.
Positive IHOP Traffic
IHOP beat the family dining segment on traffic for the quarter, with absolute traffic growth in March continuing into April.
Dine Brands Global (DIN) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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 07, 2025
$19.97
$20.38
+2.05%
Mar 05, 2025
$22.99
$23.77
+3.39%
Nov 06, 2024
$30.00
$34.66
+15.53%
Aug 07, 2024
$30.22
$28.83
-4.60%
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 Global Inc (DIN) report earnings?
Dine Brands Global Inc (DIN) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Dine Brands Global Inc (DIN) earnings time?
Dine Brands Global Inc (DIN) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.