Q4 2025 Bloomin' Brands Inc Earnings Call Transcript
Key Points
- Bloomin Brands Inc (BLMN) reported a positive traffic growth for Outback for the first time since Q4 2021, with traffic up 90 basis points.
- The company outperformed the industry in traffic by 190 basis points in Q4 2025, marking the first quarter in 2025 that it beat the industry.
- Outback's new steak lineup, including the sirloin, bone-in ribeye, and burger, showed strong guest satisfaction and reorder intent scores.
- Bloomin Brands Inc (BLMN) plans to invest approximately $50 million in 2026 to support improvements in food quality, service, and guest experience.
- The company has a strategic plan to refresh nearly all Outback restaurants by 2028, with targeted investments of $350,000 to $400,000 per location.
- Q4 2025 comparable sales were flat, trailing the industry by 40 basis points.
- The company reported a GAAP diluted loss per share of $0.14, compared to earnings of $0.12 per share last year.
- Adjusted operating margins decreased by 10 basis points year-over-year, driven by higher COGS and labor costs.
- Bloomin Brands Inc (BLMN) expects commodity inflation to be between 4.5% and 5.5% in 2026, with beef inflation in the high single digits.
- The company experienced a negative impact from winter weather in Q1 2026, affecting US comparable restaurant sales by approximately 2.2%.
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Greetings, and welcome to the Bloomin' Brands, Inc., fourth-quarter 2025 earnings conference call. (Operator Instructions) Please note, this event is being recorded.
It is now my pleasure to introduce your host, Tara Kurian, Senior Vice President, Investor Relations, FP&A and International. Thank you. Ms. Kurian, you may begin.
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Thank you. And good morning, everyone. With me on today's call are Mike Spanos, our Chief Executive Officer; and Eric Christel, Executive Vice President and Chief Financial Officer. By now, you should have access to our fiscal fourth-quarter 2025 earnings release and our investor presentation slides, both of which can be found on our website at www.bloominbrands.com in the Investors section.
Throughout this conference call, we will be pre
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