NYSE$DIN

Dine Brands Global Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Dine Brands experienced a decline in revenue due to negative comparable same-restaurant sales growth at Applebee's and IHOP, offset by an increase in the number of effective franchise restaurants and proprietary product sales at IHOP.

Dine Brands Global, Inc. reported a decrease in total revenues for Q3 2024, primarily due to negative comparable same-restaurant sales growth at Applebee’s and IHOP. Despite the revenue decline, the company's adjusted EBITDA increased slightly, and GAAP net income available to common stockholders also increased.

  • Total revenues for the third quarter of 2024 were $195.0 million, compared to $202.6 million for the third quarter of 2023.
  • Applebee’s domestic comparable same-restaurant sales decreased by 5.9% for the third quarter of 2024.
  • IHOP’s domestic comparable same-restaurant sales decreased by 2.1% for the third quarter of 2024.
  • Adjusted earnings per diluted share was $1.44 for the third quarter of 2024, compared to $1.46 for the third quarter of 2023.

Headline financials

Total Revenue

$195M

Previous: $203M-3.7%
EPS

$1.24

Previous: $1.46-15.1%
Capital Expenditures

-$10.3M

Previous: -$32M+67.8%
Free Cash Flow

$8.76M

Previous: -$13.5M+164.9%
Net Income

$19.1M

Previous: $18.5M+3.1%
Operating Income

$44.1M

Previous: $43.8M+0.8%
Gross Profit

$93.3M

Previous: $97.3M-4.1%
Cash & Equivalents

$170M

Previous: $98.2M+72.8%
Total Assets

$1.7B

Previous: $1.66B+2.4%
Stock-Based Comp

$3.82M

Previous: $2.86M+33.5%

Revenue & EPS history

Dine Brands · Revenue · Quarterly

$195M

Q3 2024-3.7%vs Q3 2023
Beat estimate in 5 of 14 quarters(36%)
ActualEstimate

Forward guidance

Dine Brands updated its financial performance guidance for 2024.

Tailwinds

  • 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 for Applebee’s franchisees is between 25 and 35 net fewer restaurants.
  • 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.

Headwinds

  • G&A expenses are expected to range between approximately $195 million and $200 million (versus between $200 million and $205 million previously).
  • This total includes non-cash stock-based compensation expense and depreciation of approximately $35 million.
  • 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 for Applebee’s franchisees is between 25 and 35 net fewer restaurants.

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 Q3 2024

Historical avgQ3 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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