Compared to Estimates, Dine Brands (DIN) Q4 Earnings: A Look at Key Metrics

Core Insights - Dine Brands reported revenue of $217.6 million for the quarter ended December 2025, reflecting a year-over-year increase of 6.3% but a revenue surprise of -4.48% compared to the Zacks Consensus Estimate of $227.8 million [1] - The company's EPS was $1.46, significantly higher than the $0.87 reported in the same quarter last year, resulting in an EPS surprise of +33.33% against the consensus estimate of $1.10 [1] Financial Performance Metrics - Total number of IHOP restaurants reached 1,824, exceeding the average estimate of 1,807 based on two analysts [4] - Domestic same-restaurant sales for IHOP increased by 0.3%, below the average estimate of 1.3% [4] - Domestic same-restaurant sales for Applebee's decreased by 0.4%, compared to an estimated increase of 1.8% [4] - Franchise revenues from royalties, franchise fees, and other sources totaled $93.6 million, lower than the estimated $98.76 million, representing a year-over-year decline of -2.9% [4] - Advertising revenue from franchise operations was $69.6 million, below the estimated $71.91 million, with a year-over-year change of -1.8% [4] - Rental revenues amounted to $27.1 million, slightly below the estimated $27.88 million, reflecting a -5.7% change year-over-year [4] - Company restaurant sales generated $27.2 million, surpassing the estimated $28.93 million, with a remarkable year-over-year increase of +223% [4] - Total franchise revenues were $163.2 million, compared to the average estimate of $170.68 million, indicating a -2.4% change year-over-year [4] - Gross profit from rental operations was $7.2 million, exceeding the average estimate of $6.84 million [4] - Gross profit from franchise operations was $86.1 million, slightly below the average estimate of $87.09 million [4] Stock Performance - Dine Brands' shares have returned -10% over the past month, contrasting with the Zacks S&P 500 composite's -0.3% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]