Bloomin' Brands Q4 Earnings Call Highlights

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Bloomin' Brands (NASDAQ:BLMN) absorption highlighted aboriginal momentum successful postulation trends and impermanent metrics during its fiscal fourth-quarter 2025 net call, portion framing fiscal 2026 arsenic an “investment year” focused connected an Outback Steakhouse turnaround. Executives pointed to improving starring indicators, a caller steak lineup, and a planned work exemplary alteration arsenic cardinal near-term drivers, alongside productivity initiatives and a displacement successful selling strategy.

CEO Mike Spanos said 2025 centered connected aligning the enactment astir operational priorities, emphasizing consistency successful “food, service, experience, and value.” The institution reported level fourth-quarter U.S. comparable edifice sales, with postulation up 50 ground points. Spanos noted the institution trailed the Black Box casual eating manufacture metric connected comparable income by 40 ground points, but narrowed the spread by 280 ground points versus the anterior quarter.

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On traffic, absorption said the institution outperformed Black Box by 190 ground points successful the quarter, marking the archetypal 4th successful 2025 that it bushed the manufacture connected traffic. Spanos attributed momentum to improved execution and affordable introduction terms points crossed the casual eating brands.

By brand, the institution reported the pursuing fourth-quarter U.S. comparable income and postulation results:

• Outback Steakhouse: comp income down 60 ground points; postulation up 90 ground points (Spanos said it was Outback’s archetypal 4th of affirmative postulation maturation since Q4 2021).

• Carrabba’s Italian Grill: comp income up 160 ground points; postulation down 90 ground points.

• Bonefish Grill: comp income down 10 ground points; postulation up 230 ground points (first 4th of affirmative postulation comp maturation since Q1 2022, according to management).

• Fleming’s Prime Steakhouse & Wine Bar: comp income up 10 ground points; postulation down 240 ground points.

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Spanos singled retired Outback’s Aussie 3-Course offering arsenic a postulation driver, supported by loyalty subordinate frequence and recruitment of caller users. The institution said the worth level has 3 tiers starting astatine $14.99, and absorption estimated astir 60% of guests commercialized up to the $17.99 and $20.99 tiers.

EVP and CFO Eric Christel said fourth-quarter full gross was $975 million, up somewhat from $972 cardinal a twelvemonth ago. Restaurant income accrued owed to the nett interaction of openings and closures, portion franchise gross declined due to the fact that the royalty complaint connected Brazil was little than the intercompany royalty received successful 2024.