NYSE$DIN

Dine Brands Global Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Dine Brands' financial performance reflected resilience amidst market volatility, with IHOP achieving its ninth consecutive quarter of positive comparable restaurant sales while Applebee's experienced a slight decline.

Dine Brands Global, Inc. reported its second quarter 2023 results, demonstrating resilience with IHOP posting positive comparable restaurant sales while Applebee's saw a slight decline. The company is focused on investing in its brands, driving growth, and maximizing returns through disciplined value creation and focus on guest demand.

  • IHOP's year-over-year domestic comparable same-restaurant sales increased 2.1%.
  • Applebee’s year-over-year comparable same-restaurant sales declined 1.0%.
  • Net income for the second quarter of 2023 was $18.2 million.
  • Adjusted earnings per diluted share was $1.82 for the second quarter of 2023.

Headline financials

Total Revenue

$208M

Previous: $238M-12.4%
EPS (adj)

$1.82

Previous: $1.65+10.3%
Capital Expenditures

-$22.8M

Previous: -$12.7M-78.7%
Free Cash Flow

-$4.54M

Previous: $11.2M-140.5%
Net Income

$18.2M

Previous: $24M-23.8%
Operating Income

$47.4M

Previous: $46.8M+1.3%
Gross Profit

$97.3M

Previous: $95.7M+1.7%
Cash & Equivalents

$98M

Previous: $264M-62.8%
Total Assets

$1.67B

Previous: $1.88B-11.4%
Stock-Based Comp

$3.59M

Previous: $3.99M-9.9%

Revenue & EPS history

Dine Brands · Revenue · Quarterly

$208M

Q2 2023-12.4%vs Q2 2022
Beat estimate in 5 of 14 quarters(36%)
ActualEstimate

Forward guidance

Dine Brands provided its fiscal year 2023 guidance.

Tailwinds

  • Domestic development activity by IHOP franchisees and area licensees is expected to be between 45 and 60 net new openings.
  • Consolidated adjusted EBITDA is expected to be in the range of between approximately $243 million and $255 million.
  • G&A expenses are expected to range between approximately $200 million and $210 million, including non-cash stock-based compensation expense and depreciation of approximately $30 million.
  • Gross capital expenditures are expected to range between $33 million and $38 million.

Headwinds

  • Our new domestic development activity target for Applebee’s franchisees is between 25 and 35 net fewer restaurants (versus 10 to 20 net fewer restaurants previously).

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 2023

Historical avgQ2 2023

+1.4%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+0.9%

Avg return

30 days after

51%

33 / 65 earnings

Positive

+22.6%

Q4 2017

Best reaction

-12.8%

Q4 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.5%+3.2%+3.9%
Q4 2025-0.2%-1.2%-17.8%
Q3 2025+3.7%+3.7%+35.7%
Q1 2025+2.2%+21.2%+24.0%
Q4 2024+3.4%+14.5%-10.1%
Q3 2024+13.1%+7.9%+4.0%
Q2 2024-6.8%-7.1%-3.6%
Q1 2024-1.2%+0.8%-13.4%
Q4 2023+5.1%+3.9%+0.7%
Q3 2023-9.4%-8.6%-6.3%
Q2 2023-2.6%-1.2%-6.8%
Q1 2023+2.8%-0.3%+0.2%
Q4 2022-2.9%-3.8%-11.8%
Q3 2022+2.4%+5.0%+3.7%
Q2 2022+4.5%+3.8%-2.5%
Q1 2022-4.0%-6.3%+0.7%
Q4 2021-7.6%-19.2%-3.5%
Q3 2021+12.3%+4.8%-10.0%
Q2 2021+1.9%-2.1%+6.4%
Q1 2021+1.0%+0.7%-5.9%
Q4 2020-0.5%+3.5%+12.2%
Q3 2020-4.6%-11.6%+13.2%
Q2 2020+10.6%+5.7%+49.5%
Q1 2020+18.6%+4.4%+21.3%
Q4 2019-8.9%-15.8%-69.4%
Q3 2019+0.1%+4.6%+13.4%
Q2 2019-2.8%-6.2%-18.4%
Q1 2019-0.5%+1.1%+6.5%
Q4 2018+12.8%+9.8%-3.0%
Q3 2018+7.6%+14.7%+12.0%
Q2 2018+5.0%+3.6%+17.4%
Q1 2018-5.8%-4.9%-21.3%
Q4 2017+22.6%+26.2%+22.5%
Q3 2017+8.5%+5.0%+17.5%
Q2 2017+6.5%+6.0%+2.1%
Q1 2017-6.2%-7.1%-15.5%
Q4 2016-12.8%-10.2%-20.1%
Q3 2016-2.6%-2.1%+9.5%
Q2 2016-5.8%-6.0%-1.8%
Q1 2016-2.9%
Q4 2015+12.3%
Q3 2015-4.6%
Q2 2015+3.7%
Q1 2015-5.2%
Q4 2014-3.5%
Q3 2014+3.3%
Q2 2014+4.2%
Q1 2014+5.7%
Q4 2013+3.0%
Q3 2013+15.7%
Q2 2013+6.6%
Q1 2013+1.4%
Q4 2012-3.3%
Q3 2012+8.8%
Q2 2012+12.8%
Q1 2011+4.5%
Q1 2012+2.1%
Q4 2009-4.6%
Q1 2010-4.6%
Q4 2011-4.6%
Q3 2010-4.6%
Q3 2011-4.6%
Q2 2011-3.0%
Q2 2010-3.0%
Q4 2010-3.0%

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