Dine Brands Global Inc (NYSE:DIN)
$ 35.69 +0.19 (+0.54%) Market Cap: 451.81 Mil Enterprise Value: 2.04 Bil PE Ratio: 75.94 PB Ratio: 0 GF Score: 74/100

Dine Brands Global Inc at Barclays Eat, Sleep, Play, Shop Conference Transcript

Dec 03, 2025 / 05:45PM GMT
Release Date Price: $31.65 (+1.67%)
Jeffrey Bernstein
Barclays Services Corp - Analyst

Good afternoon, everyone. My name is Jeff Bernstein, and I'm a Restaurant and Food Service Distribution Analyst here at Barclays. Hope everyone had a good lunch. Our next fireside chat is with Dine Brands. With us on stage from Glendale, California. We have John Peyton immediately to my left, your right, the CEO; Vance Chang, the CFO and in the audience, we have Matt Lee, who's the SVP of Finance and IR.

By way of background for those not familiar, Dine is a portfolio company. My guess is you've heard of a couple of these brands. Applebee's has 1,550 units. IHOP has 1800 units. They also own Fuzzy Tacos, where they have just over 100 units, and that portfolio within those numbers includes 200 and some odd units outside of the US.

But Dine Brands is effectively a franchise business, so there Applebee's, IHOP, and Fuzzy Taco are run by franchisees. We do have the largest square footage Applebee's directly across the street. If anybody wants to grab something after work today, right on 49th between 7th and Broadway, which I know is

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