Dine Brands (DIN) Reports Q4 Earnings: What Key Metrics Have to Say (Revised)

Core Insights - Dine Brands reported a revenue of $204.77 million for the quarter ended December 2024, reflecting a decrease of 0.7% year-over-year, with an EPS of $0.87 compared to $1.40 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate by 1.75%, while the EPS fell short by 35.56% compared to the consensus estimate [1] Financial Performance Metrics - Dine Brands' stock has declined by 21.2% over the past month, contrasting with a 4.1% decline in the Zacks S&P 500 composite [3] - The company holds a Zacks Rank of 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Restaurant Performance - Total number of IHOP restaurants was 1,824, exceeding the average estimate of 1,812 by five analysts [4] - Domestic same-restaurant sales for IHOP decreased by 2.8%, worse than the average estimate of -1.3% [4] - Total number of Applebee's restaurants was 1,614, slightly above the average estimate of 1,610 [4] - Domestic same-restaurant sales for Applebee's fell by 4.7%, compared to the average estimate of -3.9% [4] Revenue Breakdown - Franchise revenues amounted to $167.23 million, below the average estimate of $171.65 million, representing a year-over-year decline of 5% [4] - Rental revenues were reported at $28.74 million, slightly below the average estimate of $28.83 million, with a year-over-year change of -2.4% [4] - Financing revenues were $0.38 million, below the average estimate of $0.49 million, showing a significant year-over-year decline of 36.7% [4] - Company restaurant sales reached $8.42 million, significantly higher than the average estimate of $0.29 million, reflecting a year-over-year increase of 2814.2% [4] - Advertising revenue from franchise revenues was $70.87 million, below the average estimate of $72.18 million, with a year-over-year change of -4.7% [4] - Royalties, franchise fees, and other revenues totaled $96.36 million, compared to the average estimate of $99.26 million, indicating a year-over-year decline of 5.1% [4]