NASDAQ$BLMN

Bloomin Brands Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Bloomin' Brands reported a good finish to 2023, with Q4 diluted EPS of $0.45 and adjusted diluted EPS of $0.75. The company announced a $350 million share repurchase authorization and provided full year 2024 financial outlook.

Bloomin' Brands reported a 9.1% increase in total revenues to $1,194.2 million for Q4 2023, driven by the 53rd week, foreign currency translation, and net impact of restaurant openings and closures. Diluted EPS was $0.45, and adjusted diluted EPS was $0.75. The company's Board of Directors approved a new $350 million share repurchase authorization.

  • Total revenues increased by 9.1% to $1,194.2 million compared to Q4 2022.
  • Q4 2023 diluted EPS was $0.45, while adjusted diluted EPS was $0.75.
  • The Board of Directors declared a quarterly cash dividend of $0.24 per share.
  • A new $350.0 million share repurchase program was approved.

Headline financials

Total Revenue

$1.19B

Previous: $1.1B+9.1%
EPS (adj)

$0.75

Previous: $0.68+10.3%
U.S. Comparable Sales Growth

-0.2%

Previous: 1.4%-114.3%
U.S. Traffic Growth

-3.1%

Previous: -7.3%+57.5%
U.S. Avg Check Growth

2.9%

Previous: 8.7%-66.7%
Capital Expenditures

$97.2M

Previous: $82.4M+17.9%
Net Income

$45.6M

Previous: $60.1M-24.3%
Operating Income

$56.8M

Previous: $84.1M-32.4%
Gross Profit

$160M

Previous: $191M-16.1%
Stock-Based Comp

-$542K

Previous: $4.7M-111.5%

Revenue & EPS history

Bloomin' Brands · Revenue · Quarterly

$1.19B

Q4 2023+9.1%vs Q4 2022
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

Fiscal 2024 U.S. comparable restaurant sales are expected to be flat to +2%. GAAP diluted earnings per share are projected to be $2.27 to $2.46, and adjusted diluted earnings per share are expected to be $2.51 to $2.66. Commodity inflation is anticipated to be 3% to 4%, and capital expenditures are estimated at $270M to $290M. The number of new system-wide restaurants is planned to be 40 to 45.

Tailwinds

  • U.S. comparable restaurant sales are expected to be flat to +2%.
  • Adjusted diluted earnings per share are expected to be $2.51 to $2.66.
  • Effective income tax rate is projected to be 14% to 16%.
  • 40 to 45 new system-wide restaurants are planned to open.
  • Share repurchase program of $350 million

Headwinds

  • Fiscal 2024 adjusted diluted earnings per share will exclude the Brazil tax legislation benefit.
  • Fiscal 2024 adjusted diluted earnings per share will exclude the 53rd week that were included in the 2023 financial results.
  • The first three weeks of Q1 2024 were negatively impacted by weather.
  • Q1 2024 will be lapping the Brazil tax legislation benefit.
  • Commodity inflation is expected to be 3% to 4%.

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 2023

Historical avgQ4 2023

+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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