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Dine Brands Global (DIN) investor relations material

Dine Brands Global KeyBanc Capital Markets Consumer Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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KeyBanc Capital Markets Consumer Conference 2025 summary12 Dec, 2025

Key drivers and brand positioning for 2026

  • Value remains a top priority for guests, with evolving expectations including both price and experience.

  • Applebee's will focus on its 2 for $25 value platform, updating menu items quarterly to maintain interest.

  • IHOP emphasizes great food, innovation, and high hospitality, anchored by its $6 value menu and menu diversity.

  • Both brands are leveraging value and experience to drive positive traffic and comps.

  • Menu innovation and barbell pricing strategies are central to maintaining guest appeal.

Consumer behavior and industry trends

  • Guests are increasingly seeking both value and a positive dining “vibe” when choosing to eat out.

  • Full-service dining is benefiting as fast food prices rise, making casual dining more attractive.

  • Post-COVID, consumers are returning to social dining experiences, restoring industry equilibrium.

  • Holiday season expected to be soft due to consumer spending choices, with improvement anticipated post-holidays.

  • Stimulus measures like no tax on tips and mortgage deductions are seen as potential tailwinds, especially for higher-income guests.

Menu and check management

  • Check management remains steady, with low to moderate menu inflation offsetting negative product mix.

  • Applebee’s Ultimate Trio targets singles and offers high customization, appealing to younger guests.

  • IHOP’s value menu drives traffic, but menu balance ensures a mix of high-margin and value items.

Dual-brand conversion ROI for franchisees
Off-premise value menu profitability impact
Fuzzy's new 'fast casual plus' model results
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Q4 202525 Feb, 2026
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Frequently asked questions

Dine Brands Global Inc is a restaurant company that owns and franchises casual dining brands including Applebee’s Neighborhood Grill + Bar and IHOP. The company operates in domestic and international markets through a network of franchised and company-operated restaurants. Dine Brands Global Inc is headquartered in Pasadena, California, and its shares are listed on the NYSE.

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