BLMN Research | Milton Maxwell

BLMN

Bloomin' Brands, Inc.

6.81

-0.18-2.58%

Dec 16, 4:00:01 PM EST

Upcoming Earnings

Report date

-/-

Earnings Call Transcripts

This Quarter (Q4 '25)

No earnings call transcript available yet

Last Quarter (Q3 '25)

No earnings call transcript available

Key Stats

Market Cap

580.33M

P/E (TTM)

18.41

Basic EPS (TTM)

0.37

Dividend Yield

0.1%

Recent Filings

8-K

12/12/25Dec 12, 2025

8-K

11/6/25Nov 6, 2025

10-Q

11/6/25Nov 6, 2025

8-K

Exec VP Healy departs

9/30/25Sep 30, 2025

Bloomin' Brands' Executive Vice President of Strategy & Transformation, W. Michael Healy, departs effective October 13, 2025, with no disagreements on operations or policies. He receives severance under the company's executive policy, as detailed in the March 4, 2025 proxy statement. Departure smooth. This shift tests the company's transformation momentum amid ongoing strategic pushes.

10-Q

Q2 FY2025 results

8/7/25Aug 7, 2025

Bloomin' Brands posted Q2 FY2025 revenues of $1,002.4M, up 0.3% y/y but flat q/q, driven by U.S. restaurant sales growth from openings that offset a 0.1% comp decline. Operating income fell to $29.7M from $44.1M y/y, with margins slipping to 3.0% amid higher labor (up 1.3% of sales) and commodity costs, though productivity gains cushioned some pressure. Diluted EPS held steady at $0.29, reconciling to 85.1M shares with no anti-dilution flagged. Cash dipped to $50.3M after $123.1M operating inflows and $84.3M capex, yielding $38.8M FCF (derived); debt eased to $920M with $564M revolver availability and covenant compliance. The Brazil sale closed December 2024 for $225.3M total (52% cash received, 48% installment due December 2025), recognizing a $61.7M equity stake. Outback and Bonefish units now hover at 10% fair value cushions, risking impairment if traffic softens further.

About

Bloomin' Brands, Inc., through its subsidiaries, owns and operates casual, polished casual, and fine dining restaurants in the United States and internationally. The company operates through U.S. and International Franchise segments. Its restaurant portfolio has four concepts, including Outback Steakhouse, a casual steakhouse restaurant; Carrabba's Italian Grill that offers authentic Italian cuisine; Bonefish Grill; and Fleming's Prime Steakhouse & Wine Bar, a contemporary steakhouse. The company was founded in 1988 and is based in Tampa, Florida.

CEO

Mr. Michael Spanos

IPO

8/8/2012

Website

https://www.bloominbrands.com

Employees

81,000

Sector

Consumer Cyclical

Industry

Restaurants