BLMN
Bloomin' Brands, Inc.6.81
-0.18-2.58%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
580.33MP/E (TTM)
18.41Basic EPS (TTM)
0.37Dividend Yield
0.1%Recent Filings
10-K
FY2025 results
Bloomin' Brands posted FY2025 revenues up 0.1% y/y to $3.96B, with U.S. restaurant sales edging higher to $3.85B on 0.2% comps (Outback -0.5%, Carrabba's +2.8%) amid 19 openings and 40 closures, netting 1,095 U.S. units. Operating income plunged to $37M from $140M on labor/commodity inflation, goodwill impairment at Bonefish, and Q4 pressures, dragging restaurant-level margins to 11.7% from 13.3%; diluted EPS swung to $0.10 from -$0.61. Sequential Q4 comps decelerated while margins compressed further on wage hikes and mix shifts. Debt fell to $790M ($694M revolver capacity) post-Brazil sale proceeds; dividend suspended, capex slowed to remodel Outbacks. Food safety risks could stall traffic rebound.
8-K
Q4 results; 2026 outlook issued
Bloomin' Brands posted Q4 2025 revenues of $975.2M, up 0.3%, but swung to a GAAP operating loss from Bonefish Grill goodwill impairment and higher costs—yet adjusted EPS climbed to $0.26. Outback notched positive traffic for the first time since Q4 2021 amid steak quality push. Guides 2026 adjusted EPS $0.75-$0.90, U.S. comps 0.5%-2.5%. Turnaround underway.
8-K
CEO retention PSUs granted
Bloomin' Brands' Compensation Committee approved a $2,000,000 target retention grant of performance stock units to CEO Michael Spanos on February 10, 2026, vesting February 27, 2029, based on comparable sales and Adjusted EBITDA metrics (1-200% payout). Vesting continues post-termination without cause, tied to one-year noncompete. Retention locks in leadership.
8-K
Keating joins Bloomin' board
Bloomin' Brands expanded its board from 10 to 11 directors, appointing Colleen Keating effective February 11, 2026. The Planet Fitness CEO brings 30+ years in hospitality operations, franchising, and P&L leadership, joining the Compensation Committee. No related-party ties. Her franchise expertise bolsters governance.
8-K
Exec severance updated, retention grants awarded
Bloomin' Brands updated its severance plan for VP-level execs and above, effective December 8, 2025, nixing payouts for poor performance while adding outplacement services. It also granted retention RSUs worth $2M to CEO Michael Spanos and $300K to EVP Kelly Lefferts, vesting ratably over three years from January 5, 2026. Vesting continues post-termination without cause, but only with noncompete compliance. Retention locks in key leaders.
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