Dine Brands (DIN) Q4 2025 Earnings Call Transcript
The Motley Fool
by newsfeedback@fool.com (Motley Fool Transcribing)February 25, 2026
AI-Generated Deep Dive Summary
Dine Brands (DIN) reported its Q4 2025 earnings call transcript, revealing mixed financial performance despite notable achievements. The company’s adjusted EBITDA reached $219.8 million for the year, down from $239.8 million in 2024, while fourth-quarter EBITDA jumped to $59.8 million, up from $50.1 million a year ago. Notably, Applebee's and IHOP faced challenges, including comp sales declines and commodity inflation driven by higher egg prices. However, the company’s strategic initiatives, such as remodels and dual-brand restaurants, contributed to revenue growth, with total revenues increasing 8.2% to $879.3 million for the year.
The earnings call highlighted significant cost pressures, particularly in commodities, which rose 6.4% at IHOP due to egg prices and 0.1% at Applebee's. These increases were partly offset by higher sales volumes. Off-premise dining showed strong growth, with Applebee’s off-premise comp sales up 6.5% for the year and IHOP reporting a 4.5% increase in its fourth-quarter off-premise sales. This shift reflects the growing importance of delivery and takeout in their business models.
Dine Brands also emphasized its dual-brand strategy as a key driver of growth, with 32 international and 32 U.S. dual-brand restaurants at year-end. These locations generate 1.5x to 2.5x higher revenue compared to single brands and offer a quick payback period of less than three years. Additionally, the company’s remodeling initiatives yielded positive results, with Applebee’s remodels boosting
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Originally published on The Motley Fool on 2/25/2026