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- **Dual-branded growth**: 1.5-2.5x sales lifts in 30+ U.S. openings, 900+ global target. 
- **Financial strength**: $68M free cash flow, $50M+ buybacks. 
- **Remodel impact**: 20%+ franchisee ROI, 100+ remodels in 2025. 
- **Value strategy**: 19% IHOP value mix, 3% Applebee's check growth.

**【CEO Summary Section】**
- CEO highlights dual-branded restaurant strategy, with 1.5-2.5x sales lifts in international markets, targeting 900 units over 10 years. U.S. openings expected to reach 30 by year-end, with 50+ in 2026. 
- Dual-branded restaurants achieve 1.5x+ sales vs single-branded, driven by complementary daypart menu offerings (Applebee's evening, IHOP morning). 
- 2025 remodels for 100+ restaurants, with franchisee ROI exceeding 20% within 3 years. 

**【CFO Financial Commentary】**
- Q3 GAAP net income $420M, Non-GAAP EPS $1.08 (vs. $0.73 prior year). 
- Free cash flow $68.2M (vs. $77.8M prior year), driven by remodel costs. 
- Share buybacks $50M+ in 2025, dividend cut to $0.19/share. 
- 2025 remodels impact EBITDA by $49M, with 2024 at $61.9M. 

**【Q&A Highlights】**
- **Dual-branded growth**: 30+ U.S. openings by year-end, 50+ in 2026. 
- **Commodity costs**: Applebee's +0.3%, IHOP +5.7% YoY. 
- **Remodel ROI**: 20%+ franchisee returns within 3 years. 
- **Share buybacks**: $50M+ in 2025, dividend yield 3%.

Dine Brands Global, Inc. (DIN) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

DIN

DIN fundamentals

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