Bloomin' Brands Q4 revenue slightly misses, EPS beats estimates

Bloomin Brands

25/02/2026 11:40

Overview

Casual dining firm's Q4 revenue slightly missed analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company launched turnaround strategy in November with investments in steak quality at Outback

Outlook

Bloomin' Brands expects 2026 U.S. comparable restaurant sales to grow 0.5% to 2.5%

Company forecasts 2026 diluted EPS between $0.70 and $0.85

Bloomin' Brands anticipates 2026 capital expenditures of $185 mln to $195 mln

Result Drivers

REVENUE DRIVERS - Total revenues increased due to net impact of restaurant openings and closures, despite lower franchise revenues

MARGIN PRESSURES - GAAP operating income margin decreased due to Bonefish Grill goodwill impairment and foreign currency contract costs

COST INFLATION - Higher commodity and labor costs due to inflation impacted restaurant-level operating margin

Company press release: ID:nBw4718HVa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Miss*
$975.20 mln
$981.04 mln (12 Analysts)
Q4 Adjusted EPS
Beat
$0.26
$0.25 (14 Analysts)
Q4 EPS
-$0.14
Q4 Adjusted Operating Income Margin
3.40%


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 11 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the restaurants & bars peer group is "buy."

Wall Street's median 12-month price target for Bloomin' Brands Inc is $7.00, about 19.3% above its February 24 closing price of $5.87

The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 6 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)