Dine Brands Global, Inc. (DIN)
NYSEConsumer DiscretionaryRestaurantsSnapshot 2026-11-04
NYSEConsumer DiscretionaryRestaurantsSnapshot 2026-11-04
QuarterlyIQ Insights · DIN
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -53.5% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 6.1% |
Growth built into the price is above our model estimate.
The price assumes 59.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 11 industry peers · Company calendar date is not available
DIN — earnings miss
Dated 2026-11-04
Results of Operations and Financial Condition On November 4, 2026, Dine Brands Global, Inc., a Delaware corporation (the “Corporation”), issued a press release announcing its third quarter 2026 financial results. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information contained in this Item 2.02, including the related information set forth in the press release attached hereto as Exhibit 99.1 and incorporated by reference herein,…
Why it matters: Applebee’s sales fell 1.8% in Q2. A return to growth would mark a change from that decline.
Supportive ifThe Nov. 4 earnings release shows Applebee’s same-restaurant sales above 0% year over year for Q3.
Worry ifThe Nov. 4 earnings release shows Applebee’s same-restaurant sales below 0% year over year for Q3.
Why it matters: IHOP posted 1.5% sales growth in Q2 and beat the industry on sales and traffic for three quarters. Another gain would show that strength continued.
Supportive ifThe Nov. 4 earnings release shows IHOP same-restaurant sales above 0% year over year for Q3.
Worry ifThe Nov. 4 earnings release shows IHOP same-restaurant sales at or below 0% year over year for Q3.
Why it matters: First-half adjusted free cash flow fell from $48.7 million to $3.7 million. A rebound would show cash flow improved as the company invested in restaurants.
Supportive ifThe Q3 report shows adjusted free cash flow above $3.7 million year to date. It uses the Q2 figure for comparison.
Worry ifThe Q3 report shows year-to-date adjusted free cash flow at or below $3.7 million.
Why it matters: The board adopted a rights agreement and set Nov. 9 as the record date. Its terms and any later change can affect stockholders’ rights.
Watch forA company filing or release explains the rights agreement, and the Nov. 9 record date passes without a reported change to its terms.
Also watch forA company filing says the rights agreement changed, ended, or became tied to a specific deal.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$174 on $10,000 · ±1.7% | How much price usually moves either way. |
| Bad day | $446 loss on $10,000 · 4.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,468 loss on $10,000 · 34.7% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: The event list notes a new material agreement but gives no details. The filing can show whether it changes the company’s plans or obligations.
Watch forThe full filing shows the agreement backs the stated plans for dual-brand or restaurant growth. It adds no new major obligation.
Also watch forThe full filing shows a major new payment, debt, or business obligation tied to the agreement.