Core Insights - Denny's Corporation reported a total operating revenue of $117.7 million for Q2 2025, an increase from $115.9 million in the same quarter last year, primarily driven by additional Keke's company equivalent units [4][9] - The company experienced a decline in franchise and license revenue to $59.3 million from $61.6 million, attributed to fewer Denny's franchise equivalent units and softer same-restaurant sales [5][9] - Adjusted net income for the quarter was $4.8 million, or $0.09 per diluted share, compared to $6.99 million, or $0.13 per diluted share, in the prior year quarter [10][35] Financial Performance - Company restaurant sales increased to $58.4 million from $54.3 million year-over-year, mainly due to additional Keke's equivalent units [5][9] - Adjusted franchise operating margin was $30.0 million, representing 50.7% of franchise and license revenue, slightly down from 50.0% in the prior year [6][9] - Adjusted company restaurant operating margin was $6.7 million, or 11.5% of company restaurant sales, down from 12.7% in the prior year, impacted by increased product costs and marketing investments [7][9] Operational Highlights - Denny's opened three franchised restaurants and completed 14 remodels, while Keke's opened eight new cafes and refranchised three company cafes [9][19] - The company ended the quarter with total debt outstanding of $278.6 million, including $268.6 million under its credit facility [11][28] - Capital expenditures for the quarter amounted to $7.3 million, focusing on new cafe development and restaurant remodels [12][28] Business Outlook - The company anticipates domestic system-wide same-restaurant sales to range between (2.0%) and 1.0% for the full year 2025 [16] - Expected consolidated restaurant openings are between 25 to 40, with closures projected between 70 and 90 [16] - Total general and administrative expenses are forecasted to be between $80 million and $85 million for the year [16]

Group 1 - Denny's has faced significant market challenges, similar to other major players in the family dining sector [1] - The company has responded by launching a BOGO (Buy One Get One) promotion at the end of the last quarter [1]

Core Insights - Denny's has launched new summer merchandise on DinerDrip.com, including collectible mugs priced under $10, aimed at enhancing customer engagement and brand loyalty [1][2] - The restaurant is promoting a summer menu with "4 Slams for Under $10," featuring meals starting at $6.99, appealing to budget-conscious consumers [2] Group 1: Merchandise Launch - Denny's has introduced nostalgic summer-themed merchandise, including four collectible 16-oz stainless steel mugs, each priced under $10 [1] - The mugs feature iconic Denny's colors and phrases, designed for both on-the-go use and in-restaurant enjoyment [1] - Surprise giveaways are being promoted on Denny's Instagram to further engage fans [1] Group 2: Summer Menu Promotion - Denny's is offering a summer deal of "4 Slams for Under $10," with options starting at $6.99, ensuring affordability for customers [2] - The menu includes seasonal flavors and various Slam options, available all day, every day, enhancing customer value [2] Group 3: Company Overview - Denny's is a family dining restaurant brand based in Spartanburg, SC, with over 70 years of history, focusing on providing craveable meals at meaningful value [4] - As of March 26, 2025, Denny's operates 1,491 restaurants globally, with 1,430 being franchised and licensed [5]

Core Points - Denny's has expanded its partnership with Cookies for Kids' Cancer, aiming to raise funds for pediatric cancer research, having previously raised nearly $1.5 million over 16 years [1][6] - The new initiative includes the sale of a limited-edition "Let's Strikeout Kids' Cancer" T-shirt, with all proceeds benefiting the nonprofit organization [1] - Denny's will donate a portion of proceeds from Kids' menu items sold until Spring 2026 to support pediatric cancer research [1] - Customers can also contribute by rounding up their checks to support fundraising efforts until August 26, 2025 [1] Company Overview - Denny's is a family dining restaurant brand based in Spartanburg, South Carolina, with over 70 years of history [3] - The brand operates 1,491 restaurants globally, with 1,430 being franchised and licensed [4] - Denny's commitment to community support includes various initiatives such as the Mobile Relief Diner and partnerships with organizations like No Kid Hungry and Cookies for Kids' Cancer [3] Nonprofit Overview - Cookies for Kids' Cancer is a recognized nonprofit organization focused on funding research for pediatric cancer treatments, which is the leading disease killer of children in the U.S. [6][7] - The organization has granted over $23 million to support more than 140 research projects, contributing to 60 new treatment options [7]

Company Overview - Denny's Corporation is one of America's largest full-service restaurant chains, operating a total of 1,557 restaurants as of March 26, 2025, with 1,475 being franchised and licensed, and 82 being company-operated [3][4] - The Denny's brand includes 1,491 global restaurants, with 1,430 franchised and licensed, and 61 company-operated [4] - The Keke's brand consists of 66 restaurants, with 45 franchised and 21 company-operated [4] Upcoming Financial Results - Denny's Corporation will announce its financial and operating results for the second quarter ended June 25, 2025, on August 4, 2025, after market close [1] - A conference call will be held on the same day at 4:30 p.m. Eastern Time to discuss these results and answer questions [1][2]

Financial Performance & Capital Allocation - Denny's allocated approximately $162 million to share repurchases in Q4 2023[12], and $521 million for the full year[12] - Since late 2010, Denny's has allocated over $700 million towards share repurchases[51] - Denny's has approximately $100 million remaining under existing repurchase authorization[54] - Approximately $50 million in Adjusted Free Cash Flow was generated in the last 12 fiscal years[64] Sales & Restaurant Performance - Denny's domestic system-wide same-restaurant sales increased by 13% in Q4 2023 compared to 2022[12], and 35% for the full year[12] - Denny's Q4 2023 domestic average weekly sales outperformed Q4 2022 by 32%[17] - Denny's domestic footprint includes 1407 restaurants in the US[27], with 42% of the domestic system located in the top 10 US markets[29] - Keke's average unit volume (AUV) is $18 million for franchised restaurants[47] Franchise & International Presence - Denny's has a strong partnership with 208 franchisees[35], operating 1508 franchisee restaurants[35] - Denny's has an international presence of 166 restaurants in 14 countries and US territories, grown by approximately 91% since year end 2010[30]

Financial Highlights - Adjusted EBITDA for Q4 2023 was $115.4 million[6] - Adjusted Free Cash Flow for Q4 2023 was $18.6 million[6] - The company spent $7.4 million on share repurchases, repurchasing 1.8 million shares[6] - Denny's domestic system-wide same-restaurant sales increased by 1.3% versus 2022[6] Sales Performance - Denny's Q4 2023 domestic average weekly sales outperformed Q4 2022 by 3.2%[10] - Off-premise sales are more popular with younger generations and diverse guests[14] - The Burger Den is active in over 1,200 domestic locations, and The Meltdown is in over 1,100 domestic locations[16] Footprint and Franchise - Denny's has a total of 1,407 restaurants in the U S[20] - Denny's international footprint includes 166 restaurants in 14 countries and U S territories, grown by approximately 91% since year end 2010[23] - The company has a strong partnership with 208 franchisees operating 1,508 franchisee restaurants[27]

Core Insights - The article discusses the author's academic and professional background in Machine Learning, Economics, and Finance, highlighting affiliations with prestigious institutions and experience in financial advisory, particularly in banking and mergers & acquisitions [1]. Group 1 - The author holds a PhD in Machine Learning with a focus on Economics and Finance [1]. - The author has academic affiliations with IESE Business School, ESADE Business School, and the Barcelona Supercomputing Center [1]. - The professional experience includes working at Deloitte Financial Advisory, specializing in banking and mergers & acquisitions [1]. Group 2 - The author's interests include machine learning and generative AI applications in finance and economics [1]. - The author is proficient in programming languages such as Python, R, and SQL [1].

Core Insights - Denny's is launching a summer promotion offering 4 popular Slams for under $10 each, emphasizing value for families and individuals [1][2] - The promotion is part of a broader strategy to celebrate Denny's baseball history and cater to customers on-the-go [2] - Denny's is also engaging in charitable efforts by donating a portion of Kids Menu item sales to pediatric cancer research through a partnership with Cookies for Kids' Cancer [3] Promotion Details - The 4 Slams available for under $10 include the Red, White and Berry Everyday Value Slam, Choconana Everyday Value Slam, Super Slam, and Everyday Value Slam [6] - The promotion is available all day, every day for dine-in or to-go, reinforcing Denny's commitment to providing great food at a meaningful value [5] Special Offers - In conjunction with Father's Day, Denny's is offering limited-edition breakfast-themed PJs and a discount on online orders [4] - An online gift card promotion is also available, providing a $5 bonus coupon for every $25 gift card purchased [5] Company Overview - Denny's operates 1,491 restaurants globally, with 1,430 being franchised and licensed, and 61 company-operated [8] - The brand has a long-standing commitment to community support, including initiatives like the Mobile Relief Diner and partnerships with No Kid Hungry and Cookies for Kids' Cancer [7]

Core Insights - Denny's is launching new summer menu items including the Red, White & Berry Pancake Slam, Bacon Ranch Cheeseburger, Cookie Dough Lover's Pie, and Strawberry Sparkler beverage [1][4][5] - The company is extending its Buy One Slam, Get One for $1 promotion until June 8, allowing customers to enjoy two hearty breakfasts at a low cost [2][8] - Denny's is partnering with Cookies for Kids' Cancer, donating a portion of sales from the Kids Menu to support pediatric cancer research [7] Menu Highlights - The NEW Red, White & Berry Pancake Slam features buttermilk blueberry pancakes topped with strawberries, cream cheese icing, and whipped cream, served with eggs, hash browns, and a choice of bacon or sausage [3] - The NEW Bacon Ranch Cheeseburger includes a beef patty, Applewood-smoked bacon, ranch dressing, aged white cheddar, and is served with wavy-cut fries [4] - The NEW Cookie Dough Lover's Pie is a dessert made with chocolate chip cookie dough on a flaky crust, topped with vanilla ice cream and salted caramel [5] - The NEW Strawberry Sparkler is a refreshing drink made with a strawberry-lime blend and lemon-lime Sprite [4] Community Engagement - Denny's is committed to community support through initiatives like the Mobile Relief Diner and the Hungry for Education scholarship program [9] - The partnership with Cookies for Kids' Cancer aims to raise awareness and funds for pediatric cancer research, reflecting the company's dedication to social responsibility [7] Company Overview - Denny's operates 1,491 restaurants globally, with 1,430 being franchised and licensed, and 61 company-operated as of March 26, 2025 [10] - The brand has been in operation for over 70 years, focusing on providing value across various meal times [9]