Dine Brands Global, Inc. (DIN)
NYSEConsumer DiscretionaryRestaurantsSnapshot 2026-09-04
$31.68-1.52%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionaryRestaurantsSnapshot 2026-09-04
QuarterlyIQ Insights · DIN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue expanding dual brand restaurants, targeting approximately 80 domestic dual brand locations by year end 2026.
Stated as a priority in 2 of last 2 quarters. Management targets approximately 80 domestic dual brand restaurants by year end 2026. Development activity in 2026-Q2 included nine net dual-branded openings. The trajectory is delivering consistent progress on this expansion.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated neutral grew net income 45% of the time over the next year (vs 59% for the rest of the cohort, n=6943).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“CEO: 'Entering the second half of the year with confidence in... continued expansion of our dual brand program.'”
“CEO: 'We continue to make great progress on our dual brand opportunity... on track to achieve approximately 80 domestic restaurants by year end.'”
Maintain fiscal 2026 consolidated adjusted EBITDA guidance between $220 million and $230 million.
Stated as a priority in 3 of last 3 quarters. Adjusted EBITDA was $50.8 million in 2026-Q1 and $54.2 million in 2026-Q2, showing slight growth. The Company maintained its fiscal 2026 guidance range of $220 million to $230 million. The trajectory is delivering with stable adjusted EBITDA performance.
“The Company maintained its fiscal 2026 guidance for consolidated adjusted EBITDA between $220 million and $230 million.”
“Consolidated adjusted EBITDA is expected to range between approximately $220 million and $230 million.”
“Consolidated adjusted EBITDA is expected to range between approximately $220 million and $230 million.”
Maintain capital expenditures guidance for fiscal 2026 between $25 million and $35 million.
Stated as a priority in 3 of last 3 quarters. Capital expenditures guidance remains $25 million to $35 million for fiscal 2026. Actual capital expenditures increased to $12.1 million in 2026-Q1 from $3.3 million in 2025-Q1, indicating increased investment. The trajectory shows active capital deployment consistent with guidance.
“Capital expenditures are expected to range between approximately $25 million and $35 million.”
“Capital expenditures are expected to range between approximately $25 million and $35 million.”
“Capital expenditures are expected to range between approximately $25 million and $35 million.”
Execute share repurchase program authorized up to $100 million to return capital to shareholders.
Stated as a priority in 2 of last 2 quarters. The Board authorized a new share repurchase program up to $100 million in 2026-Q2. The Company repurchased $22 million in 2026-Q1 and $7.4 million in 2026-Q2. The trajectory shows active execution of the repurchase program.
“Board approved a new share repurchase program of up to $100 million in addition to the existing program.”
“During the first quarter, the Company repurchased approximately $22 million of its common stock.”
Maintain IHOP domestic development activity with net openings expected between 10 fewer and 10 new restaurants in 2026.
Stated as a priority in 2 of last 2 quarters. IHOP development activity guidance remains between 10 net fewer and 10 net new restaurants in 2026. Actual development in 2026-Q1 included 24 new openings and 40 closures, reflecting ongoing adjustments. The trajectory is stable with continued focus on development activity.
“Domestic development activity for IHOP is expected to be between 10 net fewer restaurants and 10 net new openings.”
“Domestic development activity for IHOP is expected to be between 10 net fewer restaurants and 10 net new openings.”
Over the trailing year it converted 1.60x of net income into operating cash flow. Historically, Consumer Discretionary names rated neutral grew net income 49% of the time over the next year (vs 49% for the rest of the cohort, n=4864).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
19 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated volatile grew net income 59% of the time over the next year (vs 48% for the rest of the cohort, n=1937).
Not investment advice. As of 2026-09-04.