NASDAQ$BLMN

Bloomin Brands Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported mixed results with comparable sales growth outpacing the industry but falling short of internal expectations. Full-year guidance was updated to reflect current industry trends, with a focus on long-term sustainable growth.

Bloomin' Brands reported Q2 2024 financial results, with diluted EPS at $0.32 and adjusted diluted EPS at $0.51. Total revenues were $1,118.9 million, a decrease of 2.9% compared to Q2 2023. The company updated its full-year 2024 guidance to reflect current industry trends and is focused on sustainable growth.

  • Total revenues decreased primarily due to lower comparable restaurant sales and the net impact of restaurant closures and openings.
  • GAAP operating income margin decreased due to a decrease in restaurant-level operating margin, higher impairment and closure costs, and higher depreciation and amortization expense.
  • Restaurant-level operating margin decreased primarily due to lower restaurant sales, higher labor, operating, and commodity costs, unfavorable product mix, and higher advertising expense.
  • The Board of Directors declared a quarterly cash dividend of $0.24 per share, payable on September 4, 2024.

Headline financials

Total Revenue

$1.12B

Previous: $1.15B-2.9%
EPS

$0.32

Previous: $0.74-56.8%
U.S. Comparable Sales Growth

2.0%

Previous: 0.8%+150.0%
Outback U.S. Comp Sales

1.2%

No prior period
Carrabba's U.S. Comp Sales

3.1%

No prior period
Bonefish U.S. Comp Sales

0.4%

No prior period
Fleming's U.S. Comp Sales

4.5%

No prior period
U.S. Traffic Growth

-0.5%

Previous: -4.2%+88.1%
U.S. Avg Check Growth

2.5%

Previous: 5.0%-50.0%
Capital Expenditures

-$132M

Previous: -$142M+7.5%
Free Cash Flow

-$103M

Previous: -$73.9M-39.6%
Net Income

$28.4M

Previous: $68.3M-58.4%
Operating Income

$46.1M

Previous: $89.4M-48.4%
Gross Profit

$783M

Previous: $801M-2.3%
Cash & Equivalents

$118M

Previous: $88.8M+32.8%
Total Assets

$3.39B

Previous: $3.27B+3.7%
Stock-Based Comp

$483K

Previous: $5.14M-90.6%

Revenue & EPS history

Bloomin' Brands · Revenue · Quarterly

$1.12B

Q2 2024-2.9%vs Q2 2023
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Revenue by segment

Bloomin' Brands · $1.08B total across 2 segments · Q3 2023

  • Restaurant sales
    $1.06B+2.3%
  • Franchise and other
    $15.4M+0.2%

Forward guidance

Bloomin' Brands provided its Q3 2024 outlook, expecting U.S. comparable restaurant sales to be down 2% to flat, GAAP diluted earnings per share of $0.15 to $0.23, and adjusted diluted earnings per share of $0.17 to $0.25.

Headwinds

  • U.S. comparable restaurant sales are expected to be down 2% to flat.
  • GAAP diluted earnings per share are projected to be $0.15 to $0.23.
  • Adjusted diluted earnings per share are expected to be $0.17 to $0.25.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+1.2%

Avg return

Earnings day

+0.1%

Avg return

5 days after

-1.2%

Avg return

30 days after

58%

35 / 60 earnings

Positive

+17.3%

Q3 2014

Best reaction

-19.3%

Q2 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.1%+2.3%-10.5%
Q4 2025-2.9%+7.7%-10.4%
Q3 2025+5.1%-7.1%-2.0%
Q1 2025-8.4%+11.1%-4.4%
Q4 2024-16.8%-29.1%-37.7%
Q3 2024-18.0%-19.2%-23.2%
Q2 2024-7.3%-14.5%-7.4%
Q1 2024-4.3%-7.7%-19.4%
Q4 2023+4.8%+4.1%+2.7%
Q3 2023-1.9%-3.4%+2.1%
Q2 2023-5.4%-6.9%+4.4%
Q1 2023+4.7%+4.4%+5.4%
Q4 2022+10.5%+12.9%+2.4%
Q3 2022+6.5%+2.9%+1.2%
Q2 2022+3.6%+7.5%+8.1%
Q1 2022+4.9%+4.3%-2.0%
Q4 2021+8.6%+6.6%-3.0%
Q3 2021-5.1%-2.3%-17.1%
Q2 2021+1.1%+1.5%+9.8%
Q1 2021+9.7%+7.2%+2.6%
Q4 2020+10.5%+13.7%+26.3%
Q3 2020-14.1%-20.8%-3.7%
Q2 2020+7.5%+10.8%+13.8%
Q1 2020+15.5%-7.2%+38.9%
Q4 2019+7.0%+8.9%-72.6%
Q3 2019+10.6%+9.9%+7.4%
Q2 2019-3.8%-5.1%+1.2%
Q1 2019+4.6%+0.3%-6.4%
Q4 2018+12.2%+10.1%+5.9%
Q3 2018+8.0%+11.1%+10.5%
Q2 2018-1.1%-7.3%-1.1%
Q1 2018+2.7%+4.4%-8.9%
Q4 2017+9.5%+6.5%+8.2%
Q3 2017-2.1%-2.1%+23.9%
Q2 2017-11.7%-16.1%-16.3%
Q1 2017+6.3%+10.6%+3.1%
Q4 2016+5.1%-0.2%+3.9%
Q3 2016+2.2%+1.1%+16.2%
Q2 2016-5.2%-5.3%+1.4%
Q1 2016+9.9%
Q4 2015-9.5%
Q3 2015-2.4%
Q2 2015+0.8%
Q1 2015-7.0%
Q4 2014-0.2%
Q1 2012+2.3%
Q3 2014+17.3%
Q2 2014-19.3%
Q1 2014+0.8%
Q4 2013-1.8%
Q3 2013-4.1%
Q2 2013+6.3%
Q1 2013-3.6%
Q4 2010+2.1%
Q1 2011+2.1%
Q4 2012-5.9%
Q3 2012+10.0%
Q2 2011+7.1%
Q4 2011+7.1%
Q2 2012+6.8%
Q3 2011

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