New Risk • Aug 05
New major risk - Dividend sustainability The dividend is not well covered by earnings and cash flows. Payout ratio: 141% Cash payout ratio: 151% Dividend yield: 2.1% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 141% Cash payout ratio: 151% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Duyuru • Jul 15
Dine Brands Global, Inc. to Report Q2, 2026 Results on Aug 05, 2026 Dine Brands Global, Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 05, 2026 Upcoming Dividend • Jun 17
Upcoming dividend of US$0.19 per share Eligible shareholders must have bought the stock before 24 June 2026. Payment date: 10 July 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.9%). Valuation Update With 7 Day Price Move • Jun 12
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €29.48, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 6x in the Hospitality industry in Germany. Total loss to shareholders of 37% over the past three years. Duyuru • Jun 03
Dine Brands Global, Inc. Announces Appointment of Lawrence Y. Kim to Chief Commercial Officer, Effective June 1, 2026 Dine Brands Global, Inc. appointed Lawrence Y. Kim, President, IHOP Business Unit, to the additional position of Chief Commercial Officer of the Corporation, effective as of June 1, 2026. Lawrence Y. Kim served as President, IHOP Business Unit prior to this appointment. Declared Dividend • May 21
First quarter dividend of US$0.19 announced Shareholders will receive a dividend of US$0.19. Ex-date: 24th June 2026 Payment date: 10th July 2026 Dividend yield will be 3.7%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is not covered by earnings (124% earnings payout ratio). However, it is well covered by cash flows (27% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 38% to bring the payout ratio under control. EPS is expected to grow by 56% over the next year, which is sufficient to bring the dividend into a sustainable range. Duyuru • May 15
Dine Brands Global, Inc. announces Quarterly dividend, payable on July 10, 2026 Dine Brands Global, Inc. announced Quarterly dividend of USD 0.1900 per share payable on July 10, 2026, ex-date on June 24, 2026 and record date on June 24, 2026. Duyuru • May 14
Dine Brands Global, Inc. (NYSE:DIN) announces an Equity Buyback for $100 million worth of its shares. Dine Brands Global, Inc. (NYSE:DIN) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its common stock. Duyuru • Apr 15
Dine Brands Global, Inc. to Report Q1, 2026 Results on May 06, 2026 Dine Brands Global, Inc. announced that they will report Q1, 2026 results Pre-Market on May 06, 2026 Duyuru • Mar 19
Dine Brands Global, Inc., Annual General Meeting, May 14, 2026 Dine Brands Global, Inc., Annual General Meeting, May 14, 2026. Location: the inn at 500 capitol, 500 south capitol boulevard, boise, idaho 83702, United States Duyuru • Feb 20
Dine Brands Global, Inc. Announces First Quarter 2026 Cash Dividend, Payable on April 10, 2026 Dine Brands Global, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.19 per share of common stock. The dividend will be payable on April 10, 2026 to the Company’s stockholders of record at the close of business on March 18, 2026. Duyuru • Nov 06
Dine Brands Global, Inc. announces Quarterly dividend, payable on January 07, 2026 Dine Brands Global, Inc. announced Quarterly dividend of USD 0.1900 per share payable on January 07, 2026, ex-date on December 23, 2025 and record date on December 23, 2025. Duyuru • Oct 15
Dine Brands Global, Inc. to Report Q3, 2025 Results on Nov 05, 2025 Dine Brands Global, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 05, 2025 Duyuru • Sep 18
Dine Brands Global, Inc. Announces Executive Changes, Effective November 6, 2025 On September 15, 2025, Allison Hall, Senior Vice President, Chief Accounting Officer, of Dine Brands Global, Inc., notified the Corporation of her retirement, effective January 2, 2026. Effective November 6, 2025, Ms. Hall will step down from her role as Senior Vice President, Chief Accounting Officer. Ms. Hall will remain with the Corporation as Chief Accounting Officer Emeritus from November 6, 2025 until January 2, 2026 to assist in the transition of the role. Joseph F. Camperlingo, age 51, will join the Corporation on September 29, 2025 as Senior Vice President, Chief Accounting Officer Designee and will assume the role of Senior Vice President, Chief Accounting Officer, effective November 6, 2025. Since 2018, Mr. Camperlingo has served as Vice President, Transaction Support & Policy at The Walt Disney Company, a diversified worldwide entertainment company. Duyuru • Sep 04
Dine Brands Global, Inc. Announces Third Quarter 2025 Cash Dividend, Payable on October 8, 2025 Dine Brands Global, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.51 per share of common stock. The dividend will be payable on October 8, 2025, to the Company’s stockholders of record at the close of business on September 19, 2025. Duyuru • Jul 16
Dine Brands Global, Inc. to Report Q2, 2025 Results on Aug 06, 2025 Dine Brands Global, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 06, 2025 Duyuru • May 15
Dine Brands Global, Inc. Announces Second Quarter 2025 Cash Dividend, Payable on July 9, 2025 Dine Brands Global, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.51 per share of common stock. The dividend will be payable on July 9, 2025, to the Company’s stockholders of record at the close of business on June 20, 2025. Duyuru • Apr 16
Dine Brands Global, Inc. to Report Q1, 2025 Results on May 07, 2025 Dine Brands Global, Inc. announced that they will report Q1, 2025 results Pre-Market on May 07, 2025 Duyuru • Mar 31
Dine Brands Global, Inc., Annual General Meeting, May 14, 2025 Dine Brands Global, Inc., Annual General Meeting, May 14, 2025. Location: boulders resort & spa, 34631 north tom darlington drive, scottsdale, arizona 85262, United States Duyuru • Feb 21
Dine Brands Global, Inc. Declares Cash Dividend for the First Quarter 2025, Payable on April 4, 2025 Dine Brands Global, Inc. announced that its Board of Directors declared a quarterly cash dividend for the first quarter 2025 of $0.51 per share of common stock. The dividend will be payable on April 4, 2025, to the Company’s stockholders of record at the close of business on March 17, 2025. Duyuru • Feb 12
Dine Brands Global, Inc. to Report Q4, 2024 Results on Mar 05, 2025 Dine Brands Global, Inc. announced that they will report Q4, 2024 results Pre-Market on Mar 05, 2025 Duyuru • Feb 06
Dine Brands Global, Inc. Announces Executive Changes for Applebee Dine Brands Global, Inc., the parent company of Applebee’s Neighborhood Grill & Bar®, Fuzzy’s Taco Shop®, and IHOP®, announced that Tony Moralejo will step down as Applebee’s President, effective March 4, 2025, and will serve as an advisor to the company through June 4, 2025. John Peyton, CEO, Dine Brands, will assume the role of Interim Applebee’s President while continuing in his current capacity. Peyton, a seasoned brand executive, joined Dine Brands in January 2021 as CEO and brings a proven track record in operations, development, and franchisee relations. Before joining Dine Brands, he served as President and CEO of Realogy Franchise Group, following a 17-year tenure as a senior executive at Starwood Hotels and Resorts Worldwide, Inc. A recognized leader in global branding, he has extensive experience in managing large, complex organizations, driving growth at scale, and fostering innovation while maintaining operational flexibility. Duyuru • Nov 22
Dine Brands Global, Inc. Announces Cash Dividend for the Fourth Quarter of 2024, Payable on January 7, 2025 Dine Brands Global, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.51 per share of common stock. The dividend will be payable on January 7, 2025, to the Company’s stockholders of record at the close of business on December 20, 2024. Reported Earnings • Nov 08
Third quarter 2024 earnings released: EPS: US$1.24 (vs US$1.19 in 3Q 2023) Third quarter 2024 results: EPS: US$1.24 (up from US$1.19 in 3Q 2023). Revenue: US$195.0m (down 3.7% from 3Q 2023). Net income: US$18.5m (up 2.5% from 3Q 2023). Profit margin: 9.5% (in line with 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 9.6% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings. Duyuru • Oct 16
Dine Brands Global, Inc. to Report Q3, 2024 Results on Nov 06, 2024 Dine Brands Global, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 06, 2024 Declared Dividend • Sep 09
Second quarter dividend of US$0.51 announced Shareholders will receive a dividend of US$0.51. Ex-date: 20th September 2024 Payment date: 8th October 2024 Dividend yield will be 7.1%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 7.3% over the next year. However, it would need to fall by 62% to increase the payout ratio to a potentially unsustainable range. Duyuru • Sep 05
Dine Brands Global, Inc. Announces Dividend for the Third Quarter of 2024, Payable on October 8, 2024 Dine Brands Global, Inc. announced that its Board of Directors declared a cash dividend of $0.51 per share of common stock for the third quarter of 2024. The dividend will be payable on October 8, 2024, to the Company’s stockholders of record at the close of business on September 20, 2024. Reported Earnings • Aug 08
Second quarter 2024 earnings released: EPS: US$1.50 (vs US$1.16 in 2Q 2023) Second quarter 2024 results: EPS: US$1.50 (up from US$1.16 in 2Q 2023). Revenue: US$206.3m (down 1.0% from 2Q 2023). Net income: US$22.5m (up 26% from 2Q 2023). Profit margin: 11% (up from 8.5% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 9.9% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Jul 18
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €33.40, the stock trades at a forward P/E ratio of 7x. Average trailing P/E is 27x in the Hospitality industry in Germany. Total loss to shareholders of 45% over the past three years. Duyuru • Jul 17
Dine Brands Global, Inc. to Report Q2, 2024 Results on Aug 07, 2024 Dine Brands Global, Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 07, 2024 Upcoming Dividend • Jun 13
Upcoming dividend of US$0.51 per share Eligible shareholders must have bought the stock before 20 June 2024. Payment date: 05 July 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.6%). Declared Dividend • May 16
First quarter dividend of US$0.51 announced Shareholders will receive a dividend of US$0.51. Ex-date: 20th June 2024 Payment date: 5th July 2024 Dividend yield will be 4.7%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to remain steady over the next year, which should provide adequate earnings cover for the dividend. Duyuru • May 15
Dine Brands Global, Inc. Announces Second Quarter Cash Dividend of 2024, Payable on July 5, 2024 Dine Brands Global, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.51 per share of common stock. The dividend will be payable on July 5, 2024, to the Company’s stockholders of record at the close of business on June 20, 2024. New Risk • May 09
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.5x net interest cover). Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Reported Earnings • May 08
First quarter 2024 earnings released: EPS: US$1.13 (vs US$1.75 in 1Q 2023) First quarter 2024 results: EPS: US$1.13 (down from US$1.75 in 1Q 2023). Revenue: US$206.2m (down 3.5% from 1Q 2023). Net income: US$17.0m (down 37% from 1Q 2023). Profit margin: 8.2% (down from 13% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings. Duyuru • Apr 19
Dine Brands Global, Inc. to Report Q1, 2024 Results on May 08, 2024 Dine Brands Global, Inc. announced that they will report Q1, 2024 results at 9:30 AM, US Eastern Standard Time on May 08, 2024 Duyuru • Mar 30
Dine Brands Global, Inc., Annual General Meeting, May 14, 2024 Dine Brands Global, Inc., Annual General Meeting, May 14, 2024, at 08:00 Pacific Standard Time. Location: 10 West Walnut Street, 5 Floor Pasadena California United States Agenda: To elect the ten directors; to ratify the appointment of Ernst & Young LLP as independent auditor for 2024; to approve the compensation of named executive officers; to consider a stockholder proposal regarding climate change policies and climate change risk disclosures; and to consider a stockholder proposal regarding group-housed pork. Upcoming Dividend • Mar 12
Upcoming dividend of US$0.51 per share Eligible shareholders must have bought the stock before 19 March 2024. Payment date: 05 April 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (3.1%). Reported Earnings • Feb 29
Full year 2023 earnings released: EPS: US$6.23 (vs US$4.97 in FY 2022) Full year 2023 results: EPS: US$6.23 (up from US$4.97 in FY 2022). Revenue: US$831.1m (down 8.6% from FY 2022). Net income: US$94.9m (up 20% from FY 2022). Profit margin: 11% (up from 8.7% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings. Declared Dividend • Feb 28
Third quarter dividend of US$0.51 announced Shareholders will receive a dividend of US$0.51. Ex-date: 19th March 2024 Payment date: 5th April 2024 Dividend yield will be 4.6%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (42% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 15% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Duyuru • Feb 27
Dine Brands Global, Inc. Declares Quarterly Cash Dividend for First Quarter 2024, Payable on April 5, 2024 Dine Brands Global, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.51 per share of common stock for First Quarter 2024. The dividend will be payable on April 5, 2024, to the Company’s stockholders of record at the close of business on March 20, 2024. Duyuru • Feb 24
Dine Brands Global, Inc. Appoints Matt Ryan as Independent Member of Board of Directors Dine Brands Global, Inc. announced that Matt Ryan will be joining as a new independent member of its Board of Directors. Matt currently serves as Chief Executive Officer of Soli Organic, the market leader in organic controlled environment agriculture. He leads the nation’s large commercial indoor organic grower, redefining how fresh, organic, and sustainably farmed crops are produced. Prior to Soli Organic, Matt served in various leadership roles for high-growth companies in retail, CPG and entertainment, including Starbucks and The Walt Disney Company. He has also held strategic planning roles with several national and international advertising agencies and currently serves on the Board of Directors for Kaiser Permanente Heath Plan and Hospitals. Duyuru • Feb 08
Dine Brands Global, Inc. to Report Q4, 2023 Results on Feb 28, 2024 Dine Brands Global, Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 28, 2024 Duyuru • Jan 19
Dine Brands Global, Inc. Promotes Scott Gladstone to Its New Chief Development Officer Dine Brands Global, Inc. announced the promotion of Scott Gladstone as its New Chief Development Officer. In his new role, Gladstone will continue to serve as Dine Brands’ International President, a role he has served in since January 2023, overseeing Dine’s global portfolio of Applebee’s and IHOP restaurants across 18 international markets. The role of Chief Development Officer is a new position at Dine. It is designed to leverage shared resources and continue to drive Dine’s world-class franchisor capabilities and deliver consistent performance and value creation for shareholders. In this role, Gladstone will be responsible for overseeing franchise development globally, deepening Dine’s development capabilities and enhancing support for new and existing franchisees for each of Dine’s brands. Gladstone joined Dine Brands in 2016 as head of U.S. development for Applebee’s before expanding his role to include Business Analytics and Consumer Insights for the brand. He moved over to Dine Brands in 2019 to head strategy. Prior to joining Dine Brands, Mr. Gladstone was a Project Leader at The Boston Consulting Group, leading strategy and operations projects across a variety of industries and topics. Gladstone received his undergraduate degree from Emory University and his M.B.A. from UCLA Anderson School of Management. Upcoming Dividend • Dec 12
Upcoming dividend of US$0.51 per share at 4.2% yield Eligible shareholders must have bought the stock before 19 December 2023. Payment date: 05 January 2024. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (5.2%). Higher than average of industry peers (2.7%). Duyuru • Dec 05
Dine Brands Global, Inc. Announces Departure of Susan M. Collyns from Board of Directors, Effective March 31, 2024 Dine Brands Global, Inc. announced that Susan M. Collyns (Sue) has made the decision to resign from the board, effective March 31, 2024, due to her newly appointed role as Chief Financial Officer of Fabletics, Inc. Collyns joined Dine’s Board of Directors in August 2019 and has served on the Audit Committee. Duyuru • Nov 30
Dine Brands Global, Inc. Declares Dividend for the Fourth Quarter 2023, Payable on January 5, 2024 Dine Brands Global, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.51 per share of common stock. The dividend will be payable on January 5, 2024, to the Company’s stockholders of record at the close of business on December 20, 2023. Duyuru • Oct 10
Dine Brands Global, Inc. to Report Q3, 2023 Results on Nov 01, 2023 Dine Brands Global, Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 01, 2023 Upcoming Dividend • Sep 11
Upcoming dividend of US$0.51 per share at 3.9% yield Eligible shareholders must have bought the stock before 18 September 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.5%). Duyuru • Sep 08
Dine Brands Global, Inc. Announces Third Quarter 2023 Dividend, Payable on September 29, 2023 Dine Brands Global, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.51 per share of common stock. The dividend will be payable on September 29, 2023, to the Company’s stockholders of record at the close of business on September 19, 2023. Buying Opportunity • Aug 07
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 11%. The fair value is estimated to be €64.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 1.7% in a year. Earnings is forecast to grow by 13% in the next year. Reported Earnings • Aug 03
Second quarter 2023 earnings released: EPS: US$1.16 (vs US$1.45 in 2Q 2022) Second quarter 2023 results: EPS: US$1.16 (down from US$1.45 in 2Q 2022). Revenue: US$208.4m (down 12% from 2Q 2022). Net income: US$17.8m (down 24% from 2Q 2022). Profit margin: 8.5% (down from 9.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 12% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Duyuru • Jul 12
Dine Brands Global, Inc. to Report Q2, 2023 Results on Aug 03, 2023 Dine Brands Global, Inc. announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Aug 03, 2023 Duyuru • Jun 23
Applebee’S Announces $6 Summertime Sips Applebee’s announced the Neighborhood destination’s new and great $6 Summertime Sips. Guests can make the most of the summer months and enjoy their own tropical paradise for only $6 with a blissful glass of Mucho Cocktails. Sip on the NEW Tropical Mana Margarita, a tropical margarita featuring Dwayne The Rock Johnson’s ultra-premium Teremana Blanco Tequila with triple sec and a blend of pineapple, lime and orange juices topped with a pineapple gummi. Or, cheers to summer with the Blue Bahama Mama – made with Captain Morgan and Malibu Coconut Rums, blue curacao and the company's proprietary blend of passion fruit, pineapple, cherry and lime topped with a pineapple gummi. Applebee’s Mucho Cocktails are made with premium spirits and served in a signature Mucho glass. Plus, for those who prefer to sip back and relax at home, guests can enjoy these $6 Summertime Sips To Go at participating locations. Upcoming Dividend • Jun 09
Upcoming dividend of US$0.51 per share at 3.2% yield Eligible shareholders must have bought the stock before 16 June 2023. Payment date: 07 July 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.2%). Duyuru • May 12
Dine Brands Global, Inc. Announces Second Quarter 2023 Dividend, Payable on July 7, 2023 Dine Brands Global, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.51 per share of common stock. The dividend will be payable on July 7, 2023, to the Company’s stockholders of record at the close of business on June 20, 2023. Reported Earnings • May 03
First quarter 2023 earnings released: EPS: US$1.75 (vs US$1.45 in 1Q 2022) First quarter 2023 results: EPS: US$1.75 (up from US$1.45 in 1Q 2022). Revenue: US$213.8m (down 7.2% from 1Q 2022). Net income: US$26.7m (up 10% from 1Q 2022). Profit margin: 13% (up from 11% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 2 years compared to a 15% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Mar 10
Upcoming dividend of US$0.51 per share at 2.9% yield Eligible shareholders must have bought the stock before 17 March 2023. Payment date: 31 March 2023. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.2%). Reported Earnings • Mar 02
Full year 2022 earnings released: EPS: US$4.97 (vs US$5.69 in FY 2021) Full year 2022 results: EPS: US$4.97 (down from US$5.69 in FY 2021). Revenue: US$909.4m (up 1.5% from FY 2021). Net income: US$78.9m (down 17% from FY 2021). Profit margin: 8.7% (down from 11% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Hospitality industry in Germany are expected to grow by 17%. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Duyuru • Feb 16
Dine Brands Global, Inc. to Report Q4, 2022 Results on Mar 01, 2023 Dine Brands Global, Inc. announced that they will report Q4, 2022 results Pre-Market on Mar 01, 2023 Duyuru • Jan 05
Dine Brands Global, Inc. Announces Executive Leadership Changes Dine Brands Global, Inc. announced key leadership moves, each effective on January 6, 2023. John Cywinski, Applebee’s President, is leaving the company for a CEO position at another restaurant company. Tony Moralejo, who is currently President, Dine Brands International and Global Development, has been appointed President, Applebee’s U.S. Scott Gladstone, Senior Vice President of Strategy and Innovation, will step into the role of President, International and Corporate Development. Moralejo, a career restaurant veteran who joined Dine Brands in 2020, steps into the Applebee’s leadership role with a proven track record in operations, development and franchisee relations. Prior to Dine, he served as Executive Vice President for International Business and Global Development at Church’s Chicken and its international brand, Texas Chicken. Earlier in his career, Tony worked for more than 18 years for Burger King in various leadership roles. Gladstone, who joined Dine Brands in 2016, currently leads Corporate Strategy and Innovation. Gladstone brings strategic expertise and an eye for innovation to this expanded role. His early career experience includes The Boston Consulting Group where he advised Fortune 100 companies, working across practices and industries. Recent Insider Transactions • Dec 13
Independent Director recently sold €92k worth of stock On the 9th of December, Larry Kay sold around 1k shares on-market at roughly €66.01 per share. This transaction amounted to 7.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €424k more than they bought in the last 12 months. Upcoming Dividend • Dec 12
Upcoming dividend of US$0.51 per share Eligible shareholders must have bought the stock before 19 December 2022. Payment date: 06 January 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.1%). Duyuru • Dec 06
Dine Brands Global, Inc. (NYSE:DIN) agreed to acquire Fuzzy's Taco Opportunities, LLC from Experiential Brands LLC for $80 million. Dine Brands Global, Inc. (NYSE:DIN) agreed to acquire Fuzzy's Taco Opportunities, LLC from Experiential Brands LLC for $80 million on December 5, 2022. The transaction is expected to be immediately accretive to earnings. Net of tax benefits, the purchase price is approximately $70 million. Centerview Partners LLC acted as exclusive financial advisor to Dine Brands Global, Inc. Sidley Austin LLP acted as legal advisor to Dine Brands Global, Inc. Arlington Capital Advisors, LLC acted as financial advisor to Fuzzy's Taco Opportunities, LLC. Cheng Cohen LLC acted as legal advisor to Fuzzy's Taco Opportunities, LLC. Cheng Cohen LLC acted as legal advisor to NRD Holding Company. Duyuru • Dec 03
Dine Brands Global, Inc Declare Quarterly Cash Dividend on Common Stock, Payable on January 6, 2023 Dine Brands Global, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.51 per share of common stock. The dividend will be payable on January 6, 2023, to the Company's stockholders of record at the close of business on December 20, 2022. Reported Earnings • Nov 03
Third quarter 2022 earnings released: EPS: US$1.33 (vs US$1.34 in 3Q 2021) Third quarter 2022 results: EPS: US$1.33 (down from US$1.34 in 3Q 2021). Revenue: US$233.2m (up 2.0% from 3Q 2021). Net income: US$20.4m (down 9.9% from 3Q 2021). Profit margin: 8.7% (down from 9.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 3.7% p.a. on average during the next 3 years, while revenues in the Hospitality industry in Germany are expected to grow by 24%. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Duyuru • Oct 20
Dine Brands Global, Inc. to Report Q3, 2022 Results on Nov 02, 2022 Dine Brands Global, Inc. announced that they will report Q3, 2022 results Pre-Market on Nov 02, 2022 Duyuru • Sep 10
Dine Brands Global, Inc. Declares Dividend for the Third Quarter of 2022, Payable on September 30, 2022 Dine Brands Global, Inc. the parent company of Applebee’s Neighborhood Grill + Bar® and IHOP® restaurants, announced that its Board of Directors declared a quarterly cash dividend of $0.51 per share of common stock. The dividend will be payable on September 30, 2022, to the Company’s stockholders of record at the close of business on September 20, 2022. Recent Insider Transactions • Aug 18
Independent Director recently sold €74k worth of stock On the 16th of August, Larry Kay sold around 1k shares on-market at roughly €73.92 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €420k more than they bought in the last 12 months. Reported Earnings • Aug 11
Second quarter 2022 earnings released: EPS: US$1.45 (vs US$1.70 in 2Q 2021) Second quarter 2022 results: EPS: US$1.45 (down from US$1.70 in 2Q 2021). Revenue: US$237.8m (up 1.8% from 2Q 2021). Net income: US$23.3m (down 19% from 2Q 2021). Profit margin: 9.8% (down from 12% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 695% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year. Duyuru • Jul 13
Dine Brands Global, Inc. to Report Q2, 2022 Results on Aug 09, 2022 Dine Brands Global, Inc. announced that they will report Q2, 2022 results at 9:30 AM, US Eastern Standard Time on Aug 09, 2022 Upcoming Dividend • Jun 09
Upcoming dividend of US$0.51 per share Eligible shareholders must have bought the stock before 16 June 2022. Payment date: 08 July 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.2%). Higher than average of industry peers (1.8%). Duyuru • May 13
Dine Brands Global, Inc. Announces Cash Dividend for Second Quarter 2022, Payable on July 8, 2022 Dine Brands Global, Inc. announced that its Board of Directors declared and approved an 11% increase in the quarterly cash dividend to $0.51 per share of common stock. The dividend will be payable on July 8, 2022, to the Company’s stockholders of record at the close of business on June 20, 2022. Reported Earnings • May 05
First quarter 2022 earnings released: EPS: US$1.52 (vs US$1.52 in 1Q 2021) First quarter 2022 results: EPS: US$1.52 (vs US$1.52 in 1Q 2021). Revenue: US$230.4m (up 13% from 1Q 2021). Net income: US$25.4m (up 1.6% from 1Q 2021). Profit margin: 11% (down from 12% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.2%, compared to a 115% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Duyuru • Apr 14
Dine Brands Global, Inc. to Report Q1, 2022 Results on May 04, 2022 Dine Brands Global, Inc. announced that they will report Q1, 2022 results During-Market on May 04, 2022 Duyuru • Apr 01
Dine Brands Global, Inc. Announces Not Stand for Re-Election of Daniel J. Brestle as Director Dine Brands Global, Inc. announced that Daniel J. Brestle, currently a director, is not standing for re-election and will be retiring from the Board of Directors as of the Annual Meeting to be held on May 12, 2022. Effective as of the Annual Meeting, the size of the Board will be reduced to 10 members. Duyuru • Mar 31
Dine Brands Global, Inc., Annual General Meeting, May 12, 2022 Dine Brands Global, Inc., Annual General Meeting, May 12, 2022, at 08:00 US Eastern Standard Time. Location: Essex House, 160 Central Park S New York, NY 10019 New York United States Agenda: To consider and elect the ten directors identified in this proxy statement; to ratify the appointment of Ernst & Young LLP as our independent auditor for 2022; to approve, on an advisory basis, the compensation of our named executive officers; to approve an amendment to the Dine Brands Global, Inc. 2019 Stock Incentive Plan to increase the reservation of common stock for issuance thereunder; to consider a stockholder proposal requesting that we produce a report on the feasibility of increasing tipped workers' wages; and to consider a stockholder proposal requesting that we produce a report relating to the ways in which the Corporation reconciles disparities between its published ESG standards and the implementation of those standards, including with respect to the use of gestation crates in its pork supply. Recent Insider Transactions • Mar 12
Independent Director recently sold €151k worth of stock On the 10th of March, Larry Kay sold around 2k shares on-market at roughly €65.84 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €470k more than they bought in the last 12 months. Upcoming Dividend • Mar 11
Upcoming dividend of US$0.46 per share Eligible shareholders must have bought the stock before 18 March 2022. Payment date: 01 April 2022. Payout ratio is a comfortable 7.0% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (3.5%). In line with average of industry peers (2.3%). Reported Earnings • Mar 03
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: US$5.69 (up from US$6.43 loss in FY 2020). Revenue: US$896.2m (up 30% from FY 2020). Net income: US$95.6m (up US$200.0m from FY 2020). Profit margin: 11% (up from net loss in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 5.8%, compared to a 105% growth forecast for the restaurants industry in Germany. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Duyuru • Feb 08
Dine Brands Global, Inc. to Report Fiscal Year 2021 Results on Mar 02, 2022 Dine Brands Global, Inc. announced that they will report fiscal year 2021 results Pre-Market on Mar 02, 2022 Upcoming Dividend • Dec 10
Upcoming dividend of US$0.40 per share Eligible shareholders must have bought the stock before 17 December 2021. Payment date: 07 January 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (3.4%). In line with average of industry peers (2.2%). Reported Earnings • Nov 05
Third quarter 2021 earnings released: EPS US$1.37 (vs US$0.60 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$228.7m (up 30% from 3Q 2020). Net income: US$23.1m (up 139% from 3Q 2020). Profit margin: 10% (up from 5.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Duyuru • May 06
Dine Brands Global, Inc. Announces Not to Provide Financial Performance Guidance for 2021 Dine Brands Global, Inc. announced that its consolidated financial results for 2021 could continue to be materially impacted by the global impact from COVID-19. Considering the uncertainty and timing of a reversal in consumer behavior due to the pandemic, the Company currently cannot provide a complete business outlook for fiscal 2021. Duyuru • Mar 18
Dine Brands Global, Inc. Announces Executive Changes Dine Brands Global, Inc. announced that Bryan R. Adel, Senior Vice President, Legal, General Counsel and Secretary has decided to retire from Dine Brands Global, Inc. effective April 23, 2021. Since joining Dine Brands over 10 years ago, Bryan has been an instrumental leader, delivering outstanding legal and business results, and providing significant leadership through the recent pandemic. In addition to building a first-rate legal function, Bryan also led the Risk Management, Quality Assurance, Franchise Administration, Cybersecurity, Communications, Government Relations, and Internal Audit departments. Christine K. Son, currently Vice President, Deputy General Counsel, has been promoted to Senior Vice President, Legal, General Counsel and Secretary effective April 23, 2021. In addition to Legal, Christine will oversee Risk Management, Franchise Administration, Government Relations and Internal Audit. Duyuru • Mar 04
Dine Brands Global, Inc. Not to Provide Earnings Guidance for the Year 2021 Dine Brands Global, Inc. not to provide earnings guidance for the year 2021. For the year, the company considering the uncertainty and timing of a reversal in consumer behavior due to the pandemic, the Company currently cannot provide a complete business outlook for fiscal 2021. Is New 90 Day High Low • Feb 23
New 90-day high: €66.50 The company is up 20% from its price of €55.50 on 25 November 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €72.05 per share. Is New 90 Day High Low • Feb 06
New 90-day high: €63.50 The company is up 32% from its price of €48.00 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €72.88 per share. Duyuru • Feb 04
Dine Brands Global, Inc. to Report Q4, 2020 Results on Mar 02, 2021 Dine Brands Global, Inc. announced that they will report Q4, 2020 results Pre-Market on Mar 02, 2021 Duyuru • Jan 22
Dine Brands Global, Inc. Appoints Allison Hall as Interim Chief Financial Officer, Effective on January 22, 2021 On December 22, 2020, Dine Brands Global, Inc. filed a Current Report on Form 8-K reporting the appointment of Allison Hall as interim Chief Financial Officer, effective January 22, 2021. Is New 90 Day High Low • Jan 15
New 90-day high: €58.50 The company is up 17% from its price of €49.80 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €67.45 per share.