Core Insights - Dine Brands (DIN) reported revenue of $214.78 million for Q1 2025, a year-over-year increase of 4.1%, but fell short of the Zacks Consensus Estimate by -0.24% [1] - The EPS for the quarter was $1.03, down from $1.33 a year ago, representing a surprise of -12.71% against the consensus estimate of $1.18 [1] Financial Performance Metrics - Dine Brands' shares returned +6.4% over the past month, underperforming the Zacks S&P 500 composite's +10.6% [3] - IHOP's domestic same-restaurant sales decreased by -2.7%, worse than the average estimate of -1.8% [4] - The total number of IHOP restaurants was 1,814, slightly below the estimated 1,822 [4] - Applebee's restaurants totaled 1,594, compared to the average estimate of 1,606 [4] - Applebee's domestic same-restaurant sales decreased by -2.2%, better than the estimated -3% [4] Revenue Breakdown - Franchise revenues were reported at $166.21 million, below the average estimate of $168.51 million, reflecting a year-over-year decline of -5.5% [4] - Rental revenues were $26.66 million, compared to the average estimate of $28.88 million, marking a -9.8% year-over-year change [4] - Financing revenues were $0.34 million, lower than the estimated $0.45 million, representing a significant -36.8% decline year-over-year [4] - Company restaurant sales reached $21.57 million, exceeding the average estimate of $17.47 million, with a remarkable year-over-year increase of +7773.4% [4] - Advertising revenue from franchise revenues was $70.49 million, slightly below the average estimate of $71.55 million, indicating a -6.3% year-over-year change [4] - Royalties, franchise fees, and other revenues totaled $95.72 million, compared to the average estimate of $97.51 million, reflecting a -4.9% year-over-year decline [4]

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]