NASDAQ$BLMN

Bloomin Brands Inc · Q4 2019 earnings

Q4 2019 earnings · · Investor relations

Briefing

Bloomin' Brands reported a strong Q4 2019 with diluted EPS of $0.32 and adjusted diluted EPS of $0.32. Comparable restaurant sales increased in the U.S. and Brazil. The company provided a 2020 financial outlook and doubled its annual dividend.

Bloomin' Brands announced strong Q4 2019 results, with diluted EPS and adjusted diluted EPS both at $0.32. The company saw comparable restaurant sales growth in both the U.S. and Brazil. Looking ahead, Bloomin' Brands provided a 2020 financial outlook and announced a doubling of its annual dividend from $0.40 to $0.80.

  • Comparable restaurant sales increased 2.7% at U.S. Outback Steakhouse.
  • Comparable restaurant sales increased 4.9% for Outback Steakhouse in Brazil.
  • Opened seven new restaurants, including five international locations.
  • Company is exploring strategic alternatives to maximize shareholder value and implementing transformational initiatives to enhance performance.

Headline financials

Total Revenue

$1.02B

Previous: $1.01B+0.9%
EPS (adj)

$0.32

Previous: $0.30+6.7%
U.S. Comparable Sales Growth

1.9%

No prior period
U.S. Traffic Growth

0.9%

No prior period
U.S. Avg Check Growth

1.0%

No prior period
Capital Expenditures

$44.4M

Previous: $61.9M-28.2%
Free Cash Flow

$92.2M

Previous: $70.9M+30.0%
Net Income

$29.3M

Previous: $10.9M+168.5%
Operating Income

$43.2M

Previous: $21.4M+101.6%
Gross Profit

$161M

Previous: $163M-1.2%
Cash & Equivalents

$67.1M

Previous: $71.8M-6.5%
Total Assets

$3.59B

Previous: $2.46B+45.8%
Stock-Based Comp

$5.9M

Previous: $7.74M-23.8%

Revenue & EPS history

Bloomin' Brands · Revenue · Quarterly

$1.02B

Q4 2019+0.9%vs Q4 2018
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

Bloomin' Brands · $1.02B total across 2 segments · Q4 2019

  • Restaurant sales
    $1.01B
  • Franchise and other
    $16.3M

Forward guidance

The company provided its expectations for the fiscal year 2020, including GAAP diluted earnings per share of $1.63 to $1.68 and adjusted diluted earnings per share of $1.85 to $1.90.

Tailwinds

  • GAAP diluted earnings per share is expected to be $1.63 to $1.68.
  • Adjusted diluted earnings per share is expected to be $1.85 to $1.90.
  • GAAP operating income margin is expected to be 4.9% to 5.0%.
  • Adjusted operating income margin is expected to be 5.5% to 5.6%.
  • Combined U.S. comparable restaurant sales are expected to grow by 1.0% to 1.5%.

Headwinds

  • Commodity inflation is expected to be approximately 2%.
  • Capital expenditures are projected to be $175M - $190M.
  • The number of new system-wide restaurants is expected to be approximately 25.
  • GAAP effective income tax rate is expected to be 9% to 10%.
  • Adjusted effective income tax rate is expected to be 11% to 12%.

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 Q4 2019

Historical avgQ4 2019

+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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