Dine Brands (DIN) Q2 2026 Earnings Call Transcript

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DATE

Wednesday, August 5, 2026 astatine 11 a.m. ET

CALL PARTICIPANTS

• Senior Vice President, Finance and Investor Relations - Matthew Lee

• Chief Executive Officer and President of Applebee's - John Peyton

• Executive Vice President and Chief Financial Officer - Vance Chang

• Chief Commercial Officer and President of IHOP - Lawrence Kim

Full Conference Call Transcript

Operator: Good day, and convey you for lasting by. Welcome to the Dine Brands Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please beryllium advised that today's league is being recorded. I would present similar to manus the league implicit to your big today, Matt Lee, Senior Vice President, Finance and Investor Relations.

Matthew Lee: Good morning, and invited to Dine Brands Global's Second Quarter Fiscal 2026 Conference Call. This morning's telephone volition see prepared remarks from John Peyton, CEO and President of Applebee's; and Vance Chang, CFO. Following those prepared remarks, Lawrence Kim, Chief Commercial Officer and President of IHOP, volition besides beryllium available, on with John and Vance to code questions during the Q&A information of the call. Please retrieve our harmless harbor regarding forward-looking information. During the call, absorption volition sermon accusation that is forward-looking and involves known and chartless risks, uncertainties and different factors, which whitethorn origin the existent results to beryllium antithetic than those expressed oregon implied.

Please measure the forward-looking accusation successful the discourse of these factors, which are elaborate successful today's property merchandise and 10-Q filing. The forward-looking statements are arsenic of today, and we presume nary work to update oregon supplement these statements. We volition notation to definite non-GAAP fiscal measures, which are described successful our property merchandise and disposable connected Dine Brands' Investor Relations website. With that, it is my pleasance to crook the telephone implicit to Dine Brands' CEO, John Peyton.

John Peyton: Good morning, everyone, and acknowledgment for joining us. Today, I'd similar to commencement with our results, and past I'll stock immoderate position connected what's driving those results astatine each of our brands earlier turning it implicit to Vance for a deeper look astatine the financials. Our 2nd 4th fiscal show reflected the continued resilience of our brands successful a dynamic operating environment. IHOP posted affirmative 1.5% comp income and delivered its 3rd consecutive 4th of manufacture outperformance versus Black Box connected some postulation and sales. Applebee's reported comp income of antagonistic 1.8%, shaped by a hard April examination period, though we did spot betterment successful May and June. Fuzzy's delivered affirmative comp income for the 2nd consecutive quarter.