Bloomin' Brands Q4 Earnings Call Highlights

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MarketBeat

Wed, February 25, 2026 astatine 10:03 AM CST 9 min read

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Traffic and comps: Q4 U.S. comparable edifice income were level portion postulation roseate 50 ground points — Bloomin' outperformed the Black Box manufacture connected postulation and Outback recorded its archetypal affirmative postulation maturation since Q4 2021 (traffic +90 bps contempt comps -60 bps).
Financials: Adjusted diluted EPS roseate to $0.26 (from $0.22) wrong guidance, portion GAAP showed a $0.14 nonaccomplishment driven by astir $46 cardinal of adjustments (including a Bonefish goodwill impairment, closures and restructuring); margins were pressured by astir 4.7% commodity ostentation (notably beef) and 3.2% labour inflation.
2026 strategy & guidance: Management calls 2026 an “investment year” focused connected an Outback turnaround — caller steak lineup, a work exemplary displacement to 1 server per 4 tables astatine peak, heavier integer selling and ~$50M of investments (net ~$20M aft $30M of productivity savings) — with guidance for U.S. comps of +0.5% to +2.5% and adjusted EPS of $0.75–$0.90.
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Higher Beef Prices Are Here: Best Steakhouse Stocks for 2026

Bloomin' Brands (NASDAQ:BLMN) absorption highlighted aboriginal momentum successful postulation trends and impermanent metrics during its fiscal fourth-quarter 2025 net call, portion framing fiscal 2026 arsenic an “investment year” focused connected an Outback Steakhouse turnaround. Executives pointed to improving starring indicators, a caller steak lineup, and a planned work exemplary alteration arsenic cardinal near-term drivers, alongside productivity initiatives and a displacement successful selling strategy.

CEO Mike Spanos said 2025 centered connected aligning the enactment astir operational priorities, emphasizing consistency successful “food, service, experience, and value.” The institution reported level fourth-quarter U.S. comparable edifice sales, with postulation up 50 ground points. Spanos noted the institution trailed the Black Box casual eating manufacture metric connected comparable income by 40 ground points, but narrowed the spread by 280 ground points versus the anterior quarter.

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On traffic, absorption said the institution outperformed Black Box by 190 ground points successful the quarter, marking the archetypal 4th successful 2025 that it bushed the manufacture connected traffic. Spanos attributed momentum to improved execution and affordable introduction terms points crossed the casual eating brands.

By brand, the institution reported the pursuing fourth-quarter U.S. comparable income and postulation results:

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