NYSE$DIN

Dine Brands Global Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Dine Brands' Q2 2024 performance reflected a decrease in total revenues due to negative comparable same-restaurant sales growth at Applebee’s and IHOP, offset by increases in franchise restaurants and IHOP's proprietary product sales. The company revised its financial guidance for the remainder of the fiscal year to reflect current macro conditions.

Dine Brands Global, Inc. reported a decrease in total revenues for Q2 2024, primarily due to negative comparable same-restaurant sales growth at Applebee’s and IHOP. Despite these challenges, the company remains confident in its strategies around profitable promotions, menu innovation, and development to manage short-term difficulties and position for long-term growth. The company is revising its financial guidance for the remainder of the fiscal year to reflect the current macro conditions.

  • Total revenues for the second quarter of 2024 were $206.3 million, compared to $208.4 million for the second quarter of 2023.
  • GAAP net income available to common stockholders was $22.5 million, or earnings per diluted share of $1.50, for the second quarter of 2024, compared to $17.8 million, or earnings per diluted share of $1.16 for the second quarter of 2023.
  • Adjusted net income available to common stockholders was $25.6 million, or adjusted earnings per diluted share of $1.71, for the second quarter of 2024, compared to $27.8 million, or adjusted earnings per diluted share of $1.82, for the second quarter of 2023.
  • Consolidated adjusted EBITDA for the second quarter of 2024 was $67.0 million, compared to $67.3 million for the second quarter of 2023.

Headline financials

Total Revenue

$206M

Previous: $208M-1.0%
EPS (adj)

$1.71

Previous: $1.82-6.0%
Capital Expenditures

-$6.78M

Previous: -$22.8M+70.3%
Free Cash Flow

$16.4M

Previous: -$4.54M+461.4%
Net Income

$23.2M

Previous: $18.2M+27.0%
Operating Income

$48.8M

Previous: $47.4M+2.8%
Gross Profit

$99.3M

Previous: $97.3M+2.0%
Cash & Equivalents

$154M

Previous: $98M+56.7%
Total Assets

$1.69B

Previous: $1.67B+1.6%
Stock-Based Comp

$3.83M

Previous: $3.59M+6.8%

Revenue & EPS history

Dine Brands · Revenue · Quarterly

$206M

Q2 2024-1%vs Q2 2023
Beat estimate in 5 of 14 quarters(36%)
ActualEstimate

Forward guidance

Dine Brands revised its fiscal year 2024 guidance, reducing expectations for Applebee’s and IHOP domestic system-wide comparable same-restaurant sales performance, IHOP's domestic development activity, and consolidated adjusted EBITDA. G&A expenses guidance was narrowed, and gross capital expenditures were reduced.

Headwinds

  • Applebee’s domestic system-wide comparable same-restaurant sales performance is expected to range between negative 4% and negative 2%.
  • IHOP’s domestic system-wide comparable same-restaurant sales performance is expected to range between negative 2% and 0%.
  • Domestic development activity by IHOP franchisees and area licensees is expected to be between 0 and 10 net new openings.
  • Consolidated adjusted EBITDA is expected to range between approximately $245 million and $255 million.
  • Gross capital expenditures are expected to range between approximately $14 million and $16 million.

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

+1.4%

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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