Dine Brands Global (NYSE:DIN) Q3 2025 Earnings Call November 05, 2025 11:00 AM ET Speaker1Good day, and thank you for standing by. Welcome to Dine Brands' Third Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press Star 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your ...

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Dine Brands (DIN) came out with quarterly earnings of $0.73 per share, missing the Zacks Consensus Estimate of $0.82 per share. This compares to earnings of $1.44 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -10.98%. A quarter ago, it was expected that this parent company of Applebee's and IHOP restaurants would post earnings of $1.49 per share when it actually produced earnings of $1.17, delivering a surprise of -21.48%.Ov ...

The parent company of Applebee's Neighborhood Grill + Bar and IHOP said its third-quarter profit fell despite higher sales, as expenses increased. ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-15283 Dine Brands Global, Inc. (Exact name of registrant as specified in its charter) Delaware 95-3038279 (State or other jurisdiction of in ...

Exhibit 99.1 Investor Contact Matt Lee Sr. Vice President, Finance and Investor Relations Dine Brands Global, Inc. Media Contact "In the third quarter, Dine Brands sustained positive sales and traffic trends, driven by our everyday value platforms, innovative new menu offerings, and high-impact marketing that continues to resonate with guests," said John Peyton, Chief Executive Officer of Dine Brands. "Our strategy and the long-term growth opportunity for our brands, including our dual brand concept, contin ...

PASADENA, Calif.--(BUSINESS WIRE)--Dine Brands Global, Inc. (NYSE: DIN) (the "Company†or "Dine Brands†), the parent company of Applebee's Neighborhood Grill + Bar®, IHOP® and Fuzzy's Taco Shop® restaurants, today announced financial results for the third quarter of fiscal year 2025. "In the third quarter, Dine Brands sustained positive sales and traffic trends, driven by our everyday value platforms, innovative new menu offerings, and high-impact marketing that continues to resonate with guest. ...

KINGWOOD, Texas--(BUSINESS WIRE)--Fuzzy's Taco Shop is bringing more tacos and good vibes to the Houston area with the grand opening of its second Fuzzy's Tacos and Margs location in Kingwood on Thursday, November 6, 2025. Located at 4360 Kingwood Dr., Kingwood, TX, 77339, the new restaurant continues the evolution of the brand's dine-in experience, featuring tableside service, crave-worthy menu innovations, and a focus on high-quality food and beverages served with the brand's great vibes and. ...

公司治理与激励错位 - 公司管理层、股东和运营商之间存在严重的激励错位，导致价值被破坏 [3][4] - 自2021年以来，公司股东总回报下降超过60%，而首席执行官薪酬约为3000万美元 [2][4] - 董事会面临三个席位空缺，当前董事会被指未能有效监督，导致价值和管理侵蚀 [2][11][18] 特许经营商关系恶化 - 特许经营商成本急剧上升，同店销售停滞，公司支持有限，经营商感到不被支持 [4][6] - 特许经营商反映，为支付品牌费用而削减加班，公司收取奖金甚至早于菜单重新设计 [7] - 特许经营商是资本投入者并承担当地风险，其信心是品牌健康状况的真实衡量标准 [6] 财务状况与资本配置 - 公司收入多年持平，尽管菜单价格上涨，杠杆率仍高，投资系统空间小 [8] - 资本被用于股票回购和高管薪酬，而非创新或门店改造，这是金融工程而非运营改善 [8][9] - 公司拥有两个全国性餐饮品牌，具有稳定的特许权使用费和忠诚客户群 [10] 潜在价值与改革机遇 - 分析认为，若公司治理和执行改善，股权价值可能在未来两到三年内翻倍或更好 [10] - 市场目前对公司股票定价如同其必然衰退，但这并非定局，公司是一个被错误定价的资产 [10][13] - 改革计划包括使高管薪酬与特许经营商盈利挂钩、改善门店技术、简化资产负债表和优化营销 [20] 行业比较与改革路径 - 公司情况与通用电气和波音在转折点前的模式类似，均是对强势品牌和宝贵资产的管理不善 [9][13] - 真正的阿尔法收益存在于低效率和不作为相遇之处，公司当前正是这种低效率的体现 [19] - 改革的基本要素包括薪酬与业绩挂钩、重建特许经营商信心、恢复资本配置可信度 [14][20]

投资机会与风险 - 投资者有机会同时获得更高收益率和资本增值潜力 [1] - 高收益投资品种通常伴随额外风险需要考虑 [1] - 部分高收益品种的基本面和增长前景已出现恶化 [1]