Tearsheet

Bloomin Brands (BLMN)


Market Price (6/23/2026): $8.33 | Market Cap: $710.4 MilSector: Consumer Discretionary | Industry: Restaurants

Bloomin Brands (BLMN)


Market Price (6/23/2026): $8.33
Market Cap: $710.4 Mil
Sector: Consumer Discretionary
Industry: Restaurants

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.7%, Dividend Yield is 3.6%, FCF Yield is 17%

Megatrend and thematic drivers
Megatrends include E-commerce & Digital Retail, and Experience Economy & Premiumization. Themes include Direct-to-Consumer Brands, Last-Mile Delivery, Show more.

Weak multi-year price returns
2Y Excs Rtn is -89%, 3Y Excs Rtn is -135%

Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 268%

Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.2%

Key risks
BLMN key risks include [1] challenges executing the turnaround of its flagship Outback Steakhouse brand and [2] a substantial debt load that limits financial flexibility.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.7%, Dividend Yield is 3.6%, FCF Yield is 17%
1 Megatrend and thematic drivers
Megatrends include E-commerce & Digital Retail, and Experience Economy & Premiumization. Themes include Direct-to-Consumer Brands, Last-Mile Delivery, Show more.
2 Weak multi-year price returns
2Y Excs Rtn is -89%, 3Y Excs Rtn is -135%
3 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 268%
4 Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.2%
5 Key risks
BLMN key risks include [1] challenges executing the turnaround of its flagship Outback Steakhouse brand and [2] a substantial debt load that limits financial flexibility.

BLMN in ETFs

Weight = BLMN's share of each fund

VTI0.00%
ITOT0.00%
IWM0.02%
FNDA0.11%
AVUV0.04%
IWO0.02%
VTWO0.02%
IWN0.02%
+5 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 6/18/2026

Bloomin Brands (BLMN) stock has gained about 35% since 2/28/2026 because of the following key factors:

1. Strong Fiscal Q1 2026 Earnings Outperformance. Bloomin' Brands reported adjusted diluted earnings per share of $0.67 for fiscal Q1 2026, which concluded on March 29, 2026, significantly exceeding analysts' consensus estimates of $0.57 by 17.54%. Total revenues for the quarter reached $1.06 billion, surpassing analyst projections of $1.04 billion and marking a 1% increase year-over-year. The company also achieved a 0.9% increase in U.S. comparable restaurant sales.

2. Visible Progress in Outback Steakhouse Turnaround Strategy. The company's multi-year turnaround strategy for its flagship Outback Steakhouse brand showed tangible progress, with planned investments of approximately $50 million in 2026, part of a larger $75 million initiative through 2028. This strategy focuses on enhancing the dine-in experience through improved steak quality, expanded char-grill capacity, and service model adjustments, including reducing the server-to-table ratio. Outback's guest metrics improved for the third consecutive quarter, indicating positive operational momentum.

Show more
Updated on 6/18/2026

Bloomin Brands (BLMN) stock has gained about 35% since 2/28/2026 because of the following key factors:

1. Strong Fiscal Q1 2026 Earnings Outperformance. Bloomin' Brands reported adjusted diluted earnings per share of $0.67 for fiscal Q1 2026, which concluded on March 29, 2026, significantly exceeding analysts' consensus estimates of $0.57 by 17.54%. Total revenues for the quarter reached $1.06 billion, surpassing analyst projections of $1.04 billion and marking a 1% increase year-over-year. The company also achieved a 0.9% increase in U.S. comparable restaurant sales.

2. Visible Progress in Outback Steakhouse Turnaround Strategy. The company's multi-year turnaround strategy for its flagship Outback Steakhouse brand showed tangible progress, with planned investments of approximately $50 million in 2026, part of a larger $75 million initiative through 2028. This strategy focuses on enhancing the dine-in experience through improved steak quality, expanded char-grill capacity, and service model adjustments, including reducing the server-to-table ratio. Outback's guest metrics improved for the third consecutive quarter, indicating positive operational momentum.

3. Reaffirmed Fiscal Year 2026 Financial Outlook and Margin Expansion Efforts. Bloomin' Brands reaffirmed its full-year fiscal 2026 financial guidance, providing investors with confidence in its future performance. For fiscal Q2 2026, the company projected U.S. comparable restaurant sales growth between 1% and 2% and adjusted diluted earnings per share in the range of $0.27 to $0.32. Management also targeted restaurant-level margin expansion of 50–100 basis points over fiscal 2025–2026, driven by strategic pricing actions, supply-chain cost normalization, and productivity initiatives.

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Stock Movement Drivers

Fundamental Drivers

The 36.1% change in BLMN stock from 2/28/2026 to 6/22/2026 was primarily driven by a 163.2% change in the company's Net Income Margin (%).
(LTM values as of)22820266222026Change
Stock Price ($)6.128.3336.1%
Change Contribution By: 
Total Revenues ($ Mil)3,9563,9660.3%
Net Income Margin (%)0.2%0.5%163.2%
P/E Multiple63.332.7-48.4%
Shares Outstanding (Mil)8585-0.1%
Cumulative Contribution36.1%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/22/2026
ReturnCorrelation
BLMN36.1% 
Market (SPY)8.8%30.4%
Sector (XLY)-1.4%34.1%

Fundamental Drivers

The 17.3% change in BLMN stock from 11/30/2025 to 6/22/2026 was primarily driven by a 17.2% change in the company's P/S Multiple.
(LTM values as of)113020256222026Change
Stock Price ($)7.108.3317.3%
Change Contribution By: 
Total Revenues ($ Mil)3,9533,9660.3%
P/S Multiple0.20.217.2%
Shares Outstanding (Mil)8585-0.2%
Cumulative Contribution17.3%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/22/2026
ReturnCorrelation
BLMN17.3% 
Market (SPY)9.5%25.8%
Sector (XLY)-2.4%29.7%

Fundamental Drivers

The 11.5% change in BLMN stock from 5/31/2025 to 6/22/2026 was primarily driven by a 11.0% change in the company's P/S Multiple.
(LTM values as of)53120256222026Change
Stock Price ($)7.478.3311.5%
Change Contribution By: 
Total Revenues ($ Mil)3,9313,9660.9%
P/S Multiple0.20.211.0%
Shares Outstanding (Mil)8585-0.4%
Cumulative Contribution11.5%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/22/2026
ReturnCorrelation
BLMN11.5% 
Market (SPY)27.7%25.4%
Sector (XLY)8.4%28.0%

Fundamental Drivers

The -60.5% change in BLMN stock from 5/31/2023 to 6/22/2026 was primarily driven by a -80.8% change in the company's Net Income Margin (%).
(LTM values as of)53120236222026Change
Stock Price ($)21.078.33-60.5%
Change Contribution By: 
Total Revenues ($ Mil)4,1133,966-3.6%
Net Income Margin (%)2.9%0.5%-80.8%
P/E Multiple16.032.7104.8%
Shares Outstanding (Mil)89854.5%
Cumulative Contribution-60.5%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/22/2026
ReturnCorrelation
BLMN-60.5% 
Market (SPY)85.1%32.1%
Sector (XLY)55.4%33.6%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
BLMN Return8%-2%46%-54%-47%31%-51%
Peers Return15%-16%23%5%-12%27%39%
S&P 500 Return27%-19%24%23%16%10%100%

Monthly Win Rates [3]
BLMN Win Rate50%33%50%33%42%50% 
Peers Win Rate55%38%60%55%47%70% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
BLMN Max Drawdown-45%-34%-21%-60%-51%-35% 
Peers Max Drawdown-25%-32%-29%-28%-39%-22% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: YUM, CMG, DRI, BJRI, CBRL. See BLMN Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/22/2026 (YTD)

How Low Can It Go

EventBLMNS&P 500
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-17.8%-9.5%
  % Gain to Breakeven21.6%10.5%
  Time to Breakeven43 days24 days
2022 Inflation Shock & Fed Tightening
  % Loss-23.6%-24.5%
  % Gain to Breakeven30.9%32.4%
  Time to Breakeven53 days427 days
2020 COVID-19 Crash
  % Loss-78.8%-33.7%
  % Gain to Breakeven372.3%50.9%
  Time to Breakeven322 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-11.4%-19.2%
  % Gain to Breakeven12.9%23.8%
  Time to Breakeven15 days105 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-30.9%-12.2%
  % Gain to Breakeven44.6%13.9%
  Time to Breakeven436 days62 days

Compare to YUM, CMG, DRI, BJRI, CBRL

In The Past

Bloomin Brands's stock fell -5.8% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 6.2% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventBLMNS&P 500
2022 Inflation Shock & Fed Tightening
  % Loss-23.6%-24.5%
  % Gain to Breakeven30.9%32.4%
  Time to Breakeven53 days427 days
2020 COVID-19 Crash
  % Loss-78.8%-33.7%
  % Gain to Breakeven372.3%50.9%
  Time to Breakeven322 days140 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-30.9%-12.2%
  % Gain to Breakeven44.6%13.9%
  Time to Breakeven436 days62 days

Compare to YUM, CMG, DRI, BJRI, CBRL

In The Past

Bloomin Brands's stock fell -5.8% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 6.2% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Bloomin Brands (BLMN)

Bloomin' Brands, Inc. (BLMN) is a prominent restaurant company that develops, owns, and operates a diverse portfolio of full-service dining establishments. The company's business model centers on creating and managing distinct restaurant concepts, serving a broad spectrum of dining preferences from casual to fine dining experiences across its U.S. and International segments.

The company's primary products are the dining experiences offered at its various restaurant brands. These include Outback Steakhouse, known for its casual steakhouse fare; Carrabba's Italian Grill, offering casual Italian cuisine; Bonefish Grill, focusing on seafood; and Fleming's Prime Steakhouse & Wine Bar, positioned as a contemporary fine dining steakhouse. Through these concepts, Bloomin' Brands provides a range of culinary options, from everyday meals to special occasion dining.

Bloomin' Brands serves a wide customer base across the United States and internationally. Its restaurants cater to individuals and groups seeking various dining experiences, from families looking for casual meals to patrons desiring upscale dining. As of late 2021, the company operated nearly 1,500 owned and franchised restaurants across 47 U.S. states and 17 countries and Guam, establishing a significant footprint in the global restaurant market.

AI Analysis | Feedback

Here are a few analogies to describe Bloomin' Brands:

  • It's like Darden Restaurants (the parent company of Olive Garden and LongHorn Steakhouse), but its portfolio of restaurant chains includes Outback Steakhouse, Carrabba's Italian Grill, and Bonefish Grill.

AI Analysis | Feedback

  • Outback Steakhouse Services: Offers casual steakhouse dining experiences.
  • Carrabba's Italian Grill Services: Provides casual Italian dining experiences.
  • Bonefish Grill Services: Delivers upscale casual dining experiences, primarily focusing on seafood.
  • Fleming's Prime Steakhouse & Wine Bar Services: Offers fine dining steakhouse and wine bar experiences.
  • Restaurant Franchising: Licenses its restaurant concepts to independent operators for domestic and international locations.

AI Analysis | Feedback

Bloomin' Brands, Inc. (BLMN) operates a portfolio of restaurant concepts, including Outback Steakhouse, Carrabba's Italian Grill, Bonefish Grill, and Fleming's Prime Steakhouse & Wine Bar. As such, the company primarily sells its services directly to individual consumers rather than other businesses.

The customers Bloomin' Brands serves can be categorized into up to three groups based on the dining experience and price point offered by its various concepts:

  1. Casual Diners: These customers are drawn to restaurants like Outback Steakhouse and Carrabba's Italian Grill, seeking a relaxed, family-friendly atmosphere, and value-oriented meals. They often look for familiar flavors, consistent quality, and an accessible dining experience for everyday meals or casual gatherings.
  2. Upscale Casual Diners: This category of customers is attracted to concepts such as Bonefish Grill. They typically seek a slightly more refined and contemporary dining experience than casual diners, often with a focus on fresh, higher-quality ingredients (like seafood), a more sophisticated ambiance, and a menu that offers a step up in culinary experience without entering the fine dining realm.
  3. Fine Dining Patrons: Customers who frequent Fleming's Prime Steakhouse & Wine Bar fall into this category. They are seeking a premium, high-end dining experience, characterized by prime cuts of meat, an extensive wine list, impeccable service, and a luxurious atmosphere. This clientele often dines for special occasions, business entertainment, or when desiring a truly indulgent meal.

AI Analysis | Feedback

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AI Analysis | Feedback

Michael Spanos, Chief Executive Officer

Michael Spanos was named Chief Executive Officer and a member of the Board of Directors in September 2024. He brings over 25 years of leadership, strategy, operations, and retail consumer products experience. Prior to Bloomin' Brands, he served as Executive Vice President and Chief Operating Officer at Delta Air Lines from 2023-2024. From 2019-2021, he was the President and CEO of Six Flags Entertainment. He also spent more than 25 years at PepsiCo and the Pepsi Bottling Group in various leadership roles, including President Greater China and CEO of the Asia, Middle East, and North Africa sector. Spanos is a graduate of the U.S. Naval Academy and served in the U.S. Marine Corps.

Eric Christel, Executive Vice President, Chief Financial Officer

Eric Christel assumed the role of Chief Financial Officer around September 8, 2025. He brings nearly two decades of financial leadership across the food and beverage sector. His prior experience includes serving as Senior Vice President and Chief Financial Officer of The Campbell's Company's Snacks Division and several leadership roles at PepsiCo from 2007 to 2020. He has extensive experience in operating, financial planning & analysis (FP&A), strategy, and transformation in complex businesses, including both franchisee and franchisor models.

Kelly Lefferts, Executive Vice President, Chief Legal Officer and Secretary

Kelly Lefferts was appointed Executive Vice President, Chief Legal Officer and Secretary in July 2019, having joined Bloomin' Brands in 1997 as Corporate Counsel. She oversees the legal, compliance, and employee relations teams. Before Bloomin' Brands, she was an attorney at Foley and Lardner, focusing on corporate and business matters, mergers and acquisitions, securities, executive compensation, and commercial lending. Lefferts was a founding member of the Board of Directors of the Restaurant Law Center and is involved with the Women's Foodservice Forum. She has experience in both public and private company spaces, including taking a formerly NYSE-listed company private and then public again after five years of private equity ownership.

Lissette Gonzalez, Executive Vice President, Chief Commercial Officer

Lissette Gonzalez was appointed Executive Vice President, Chief Commercial Officer in February 2025. She is responsible for overseeing Global Supply Chain, Operations & Training, Off-Premises Dining, Productivity, Customer Analytics, Customer Insights, Digital & Media, Revenue Growth Management, and IT teams. Gonzalez joined Bloomin' Brands in 2014, and previously spent 16 years at Office Depot in various supply chain roles. She holds a bachelor's degree in industrial engineering and a master's degree in engineering management from Florida International University. She was recognized as one of the Top 30 Global Supply Chain Leaders for 2023.

Pat Hafner, Executive Vice President, President of Outback Steakhouse

Pat Hafner was named Executive Vice President, President of Outback Steakhouse in January 2025, where he leads the Culinary team, and domestic operations and development for nearly 700 restaurants. He has a career of nearly 30 years with Bloomin' Brands, beginning as a server and cook at Outback Steakhouse in 1996. He advanced through various roles at Outback, including Manager, Managing Partner, Joint Venture Partner, and Regional Vice President. In 2018, he became Vice President of Operations for Carrabba's Italian Grill and was promoted to President of Carrabba's in April 2022.

AI Analysis | Feedback

The key risks to Bloomin' Brands (BLMN) include a substantial debt load, significant challenges in its turnaround strategy within a highly competitive casual dining market, and ongoing inflationary pressures combined with macroeconomic headwinds impacting consumer spending and operating costs.

  1. High Debt Load and Financial Instability: Bloomin' Brands faces considerable financial risk due to its substantial debt load, high debt-to-equity ratio, and low interest coverage, with some analyses placing the company in a "distress zone" regarding potential financial instability. The company has undertaken measures such as suspending dividends and selling off a majority stake in its Brazil operations to reduce debt, highlighting the severity of this financial pressure.
  2. Challenging Turnaround and Intense Competition: The company is engaged in a critical turnaround strategy, particularly for its largest brand, Outback Steakhouse, which has experienced weak comparable sales and declining customer traffic. The casual dining sector is intensely competitive, with Bloomin' Brands needing to successfully redefine its brand positioning and value offerings to contend with numerous rival chains and the growing popularity of fast-casual concepts. The success of these initiatives is not guaranteed and carries significant execution risk.
  3. Inflationary Pressures and Macroeconomic Headwinds: Bloomin' Brands is highly vulnerable to adverse economic conditions, including persistent inflation in commodity prices (such as beef) and increasing labor costs. A tight labor market poses challenges in recruiting and retaining staff, contributing to higher operational expenses. Additionally, cautious consumer spending due to economic downturns, "inflation fatigue," and rising energy costs directly impact restaurant traffic and revenue, further squeezing already thin profit margins.

AI Analysis | Feedback

The rise of ghost kitchens and virtual restaurant brands presents an emerging threat. These operations utilize existing commercial kitchen spaces to prepare food exclusively for delivery, often running multiple distinct "virtual" brands from a single location. This business model bypasses the significant overhead associated with traditional dine-in restaurants, such as expensive real estate, front-of-house staff, and extensive dining room build-outs. By focusing solely on efficient food production and delivery, ghost kitchens can offer a broader range of cuisines, adapt more quickly to consumer trends, and potentially operate with lower price points or higher margins, directly competing with Bloomin' Brands' delivery and takeout offerings while disrupting the traditional full-service restaurant economic model.

AI Analysis | Feedback

Bloomin' Brands (symbol: BLMN) operates within the full-service restaurant market, encompassing casual, upscale casual, and fine dining segments. The addressable market sizes for their main products and services are as follows:

Global Market

  • Full-Service Restaurants: The global full-service restaurants market was estimated at approximately US$1.6 trillion in 2024 and is expected to reach US$1.8 trillion by 2030.
  • Casual Dining: The global casual dining market size was valued at USD 333.02 billion in 2025 and is expected to reach USD 575.5 billion by 2035.
  • Fine Dining: The Global Fine Dining Restaurants Market is projected to expand from USD 191.11 billion in 2025 to USD 289.87 billion by 2031.

U.S. Market

  • Full-Service Restaurants: The U.S. full-service restaurants market size is predicted to value at US$ 371.9 billion in 2025 and reach US$ 715.8 billion by 2032.
  • Casual Dining: null
  • Fine Dining: The market size of Fine Dining Restaurants in the U.S. is $17.2 billion in 2025.

AI Analysis | Feedback

Bloomin' Brands, Inc. (BLMN) is expected to drive future revenue growth over the next 2-3 years through a multi-faceted turnaround strategy centered on its core brands, strategic investments, and operational enhancements. The following are key expected drivers of future revenue growth:

  1. Outback Steakhouse Turnaround Strategy and Restaurant Remodels: A primary driver for Bloomin' Brands is the comprehensive turnaround strategy focused on its largest brand, Outback Steakhouse. This initiative involves significant investments aimed at enhancing steak quality, improving the service model by lowering table-to-server ratios, and implementing restaurant remodels and refreshes. Management plans to invest approximately $50 million in turnaround initiatives for Outback in 2026, with an expectation to refresh nearly all Outback locations by the end of 2028. Positive traffic trends at Outback, seen for the first time since Q4 2021, indicate early success from these efforts.
  2. Enhanced Value Offerings and Menu Innovation: The company is focusing on delivering value to guests, which has proven effective in driving traffic. For instance, Outback's "Aussie 3-Course" value offering has successfully attracted customers, with a significant portion opting for higher-priced tiers. This strategy of providing appealing value propositions, coupled with ongoing menu innovation and new product offerings, is expected to continue to boost customer visits and average check sizes across its brands.
  3. Growth in Off-Premise Dining and Digital Capabilities: Bloomin' Brands is capitalizing on the sustained demand for off-premise dining. Investments in digital transformation, including revamped mobile apps for convenient ordering and curbside pickup, are enhancing the customer experience for takeout and delivery across brands like Outback, Carrabba's, and Fleming's. This focus on digital channels and off-premise sales, including catering, is a key component of their growth strategy. Outback is shifting its marketing resources to 60% digital in 2026, up from 33% in 2025, to support this.
  4. Strategic International Expansion: Particularly for Outback Steakhouse, international expansion represents a significant opportunity for continued growth as its domestic market matures. Bloomin' Brands maintains a global presence with its Outback Steakhouse concept across 17 countries and Guam, and adapting to local market demands is crucial for this segment's success.
  5. Carrabba's Italian Grill Expansion and Digital Investment: Carrabba's Italian Grill has demonstrated positive comparable restaurant sales and continues to focus on expanding its presence. The brand is actively investing in digital technologies to enhance the dining experience and has historically planned for new restaurant openings, indicating a continued growth mindset for this segment.

AI Analysis | Feedback

Share Repurchases

  • Bloomin' Brands repurchased 10.1 million shares for a total of $265.7 million during 2024.
  • The company repurchased $70.8 million in shares in 2023 and $109.2 million in shares in 2022.
  • A new $350.0 million share repurchase authorization was approved in February 2024, replacing a prior $57.5 million remaining authorization. This program is set to expire on August 13, 2025, with $96.8 million remaining as of August 2025.

Share Issuance

  • In February 2024, Bloomin' Brands delivered approximately 7.5 million shares of common stock and $3.3 million in cash to exchange for $83.6 million in principal amount of convertible senior notes due 2025.

Outbound Investments

  • In December 2024, Bloomin' Brands completed the sale of a 67% majority stake in its Brazil operations (Outback Steakhouse restaurants) to a fund managed by Vinci Partners for approximately $243 million.
  • The company retained a 33% interest in the Brazil operations and has an option to sell its remaining stake in 2028.

Capital Expenditures

  • Capital expenditures are expected to be between $185 million and $195 million for 2026, with a focus on refreshing nearly all Outback locations by 2028.
  • Estimated capital expenditures for 2025 are between $190 million and $210 million.
  • The company plans approximately $75 million in investments over three years (2026-2028) for its turnaround strategy, including $25 million for food quality improvements, largely offset by $80 million in productivity initiatives.

Better Bets vs. Bloomin Brands (BLMN)

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

BLMNYUMCMGDRIBJRICBRLMedian
NameBloomin .Yum Bran.Chipotle.Darden R.BJ's Res.Cracker . 
Mkt Price8.33150.7430.54212.0054.7246.1250.42
Mkt Cap0.741.839.624.41.21.012.8
Rev LTM3,9668,48612,13912,7641,4093,3376,226
Op Inc LTM1182,5921,9381,50945-2813
FCF LTM1191,6471,5069948059557
FCF 3Y Avg931,4811,4399923254543
CFO LTM2792,0222,2081,7351491951,007
CFO 3Y Avg3081,7902,0661,667110193987

Growth & Margins

BLMNYUMCMGDRIBJRICBRLMedian
NameBloomin .Yum Bran.Chipotle.Darden R.BJ's Res.Cracker . 
Rev Chg LTM0.9%9.7%5.7%8.5%3.0%-4.9%4.3%
Rev Chg 3Y Avg-1.2%7.0%10.6%7.3%2.0%-0.9%4.5%
Rev Chg Q1.0%15.2%7.4%5.9%2.9%-2.9%4.4%
QoQ Delta Rev Chg LTM0.3%3.3%1.8%1.5%0.7%-0.7%1.1%
Op Inc Chg LTM-34.7%6.9%-4.3%6.4%17.3%-102.0%1.1%
Op Inc Chg 3Y Avg-28.4%5.7%12.3%9.3%55.2%-48.4%7.5%
Op Mgn LTM3.0%30.5%16.0%11.8%3.2%-0.0%7.5%
Op Mgn 3Y Avg4.8%31.5%16.8%11.9%2.7%1.6%8.4%
QoQ Delta Op Mgn LTM0.2%-0.2%-0.9%-0.0%-0.2%-0.3%-0.2%
CFO/Rev LTM7.0%23.8%18.2%13.6%10.6%5.8%12.1%
CFO/Rev 3Y Avg7.8%23.1%18.3%14.0%8.0%5.7%11.0%
FCF/Rev LTM3.0%19.4%12.4%7.8%5.7%1.8%6.7%
FCF/Rev 3Y Avg2.3%19.1%12.8%8.4%2.3%1.6%5.3%

Valuation

BLMNYUMCMGDRIBJRICBRLMedian
NameBloomin .Yum Bran.Chipotle.Darden R.BJ's Res.Cracker . 
Mkt Cap0.741.839.624.41.21.012.8
P/S0.24.93.31.90.80.31.4
P/Op Inc6.016.120.516.225.6-662.916.1
P/EBIT18.215.620.517.024.535.619.3
P/E32.724.027.322.126.139.326.7
P/CFO2.620.718.014.17.85.310.9
Total Yield6.7%6.1%3.7%7.3%3.8%4.8%5.4%
Dividend Yield3.6%1.9%0.0%2.8%0.0%2.2%2.1%
FCF Yield 3Y Avg11.4%3.5%2.5%4.5%4.2%5.7%4.3%
D/E2.80.30.10.30.41.10.3
Net D/E2.70.30.10.20.41.00.3

Returns

BLMNYUMCMGDRIBJRICBRLMedian
NameBloomin .Yum Bran.Chipotle.Darden R.BJ's Res.Cracker . 
1M Rtn6.6%-2.4%-7.1%4.2%22.8%42.4%5.4%
3M Rtn49.0%-4.5%-8.5%9.0%54.7%72.6%29.0%
6M Rtn24.0%-2.0%-19.5%13.7%33.0%79.8%18.8%
12M Rtn-10.5%10.5%-42.1%-3.2%19.0%-20.6%-6.9%
3Y Rtn-63.3%17.8%-25.3%44.9%80.2%-42.7%-3.8%
1M Excs Rtn5.4%-1.3%-7.9%6.9%24.2%53.3%6.2%
3M Excs Rtn28.3%-18.0%-23.3%-9.6%41.2%54.8%9.3%
6M Excs Rtn6.6%-11.8%-28.6%2.4%21.7%64.0%4.5%
12M Excs Rtn-30.0%-13.9%-66.0%-26.9%-4.7%-44.8%-28.4%
3Y Excs Rtn-135.4%-53.8%-96.8%-31.5%1.8%-116.9%-75.3%

Financials

Segment Financials

Revenue by Segment
$ Mil2025202420232022
U.S.3,8863,8574,054 
All other revenues385473 
International Franchise313942 
Franchise and other revenues   64
Restaurant sales   4,353
Total3,9563,9504,1684,417


Operating Income by Segment
$ Mil2025202420232015
U.S.180250378 
International Franchise303839 
Other income (loss) from operations2-170 
Unallocated corporate operating expense-176-131-134 
International   35
Unallocated   -146
United States   342
Total37140283231


Assets by Segment
$ Mil2025202420232015
U.S.2,5992,7352,704 
Corporate388307292 
International Franchise105103104 
Other801637 
Assets of discontinued operations held for sale0223288 
International   473
Unallocated   155
United States   2,405
Total3,1723,3853,4243,033


Price Behavior

Price Behavior
Market Price$8.33 
Market Cap ($ Bil)0.7 
First Trading Date08/08/2012 
Distance from 52W High-19.3% 
   50 Days200 Days
DMA Price$7.28$6.84
DMA Trendindeterminateup
Distance from DMA14.4%21.8%
 3M1YR
Volatility98.1%77.6%
Downside Capture104.35142.41
Upside Capture197.1090.93
Correlation (SPY)29.1%24.0%
BLMN Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta8.074.662.521.971.871.34
Up Beta22.276.463.232.852.081.65
Down Beta0.871.001.931.032.311.16
Up Capture637%419%303%221%164%64%
Bmk +ve Days13283667141432
Stock +ve Days10203260119345
Down Capture337%407%186%165%146%109%
Bmk -ve Days7132757109318
Stock -ve Days10213163129401

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with BLMN
BLMN-5.1%77.6%0.26-
Sector ETF (XLY)10.1%18.5%0.3826.9%
Equity (SPY)26.1%12.4%1.5923.8%
Gold (GLD)24.1%27.5%0.7712.4%
Commodities (DBC)18.5%18.8%0.77-10.7%
Real Estate (VNQ)11.8%13.8%0.5730.7%
Bitcoin (BTCUSD)-40.2%42.5%-1.0911.2%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with BLMN
BLMN-18.7%55.9%-0.16-
Sector ETF (XLY)6.7%23.9%0.2441.0%
Equity (SPY)13.4%17.1%0.6138.4%
Gold (GLD)17.1%18.3%0.766.3%
Commodities (DBC)7.5%19.4%0.283.7%
Real Estate (VNQ)2.1%18.9%0.0134.9%
Bitcoin (BTCUSD)9.4%54.1%0.3716.4%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with BLMN
BLMN-5.8%54.2%0.11-
Sector ETF (XLY)12.5%22.1%0.5247.6%
Equity (SPY)15.4%18.0%0.7346.1%
Gold (GLD)12.2%16.1%0.625.1%
Commodities (DBC)6.0%18.0%0.2613.9%
Real Estate (VNQ)5.4%20.7%0.2344.4%
Bitcoin (BTCUSD)59.9%66.8%1.0013.3%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date5292026
Short Interest: Shares Quantity7.2 Mil
Short Interest: % Change Since 5152026-5.8%
Average Daily Volume2.3 Mil
Days-to-Cover Short Interest3.2 days
Basic Shares Quantity85.3 Mil
Short % of Basic Shares8.4%

Earnings Returns History

Updated 6/9/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/6/202641.0%44.4%24.0%
2/25/2026-2.7%8.2%-4.3%
11/6/2025-11.5%-10.2%-3.2%
8/6/2025-30.7%-23.8%-17.7%
5/7/2025-8.4%6.3%-4.6%
2/26/2025-16.8%-30.8%-32.3%
11/8/2024-9.7%-20.0%-22.8%
8/6/2024-7.2%-15.9%-4.1%
...
SUMMARY STATS   
# Positive111312
# Negative131112
Median Positive7.4%6.3%5.4%
Median Negative-8.3%-10.2%-4.5%
Max Positive41.0%44.4%24.0%
Max Negative-30.7%-30.8%-32.3%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/6/202641.0%44.4%24.0%
2/25/2026-2.7%8.2%-4.3%
11/6/2025-11.5%-10.2%-3.2%
8/6/2025-30.7%-23.8%-17.7%
5/7/2025-8.4%6.3%-4.6%
2/26/2025-16.8%-30.8%-32.3%
11/8/2024-9.7%-20.0%-22.8%
8/6/2024-7.2%-15.9%-4.1%
5/7/2024-4.0%-5.4%-18.8%
2/23/20242.9%2.2%3.5%
11/3/20230.3%-5.1%4.4%
8/1/2023-3.2%-6.5%4.4%
4/28/20235.1%3.5%6.5%
2/16/20238.2%11.3%3.4%
10/28/20224.0%1.9%0.4%
7/29/20223.1%5.3%8.8%
4/29/2022-0.0%-0.1%-1.3%
2/18/20227.6%11.0%-4.4%
11/2/2021-10.2%-4.5%-22.6%
7/30/2021-0.2%2.9%9.8%
4/29/20218.9%4.9%1.7%
2/18/20217.5%18.0%23.3%
10/23/2020-8.3%-18.8%-3.7%
7/24/20207.4%9.4%13.7%
SUMMARY STATS   
# Positive111312
# Negative131112
Median Positive7.4%6.3%5.4%
Median Negative-8.3%-10.2%-4.5%
Max Positive41.0%44.4%24.0%
Max Negative-30.7%-30.8%-32.3%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202605/07/202610-Q
12/31/202502/25/202610-K
09/30/202511/06/202510-Q
06/30/202508/07/202510-Q
03/31/202505/08/202510-Q
12/31/202402/26/202510-K
09/30/202411/08/202410-Q
06/30/202408/07/202410-Q
03/31/202405/08/202410-Q
12/31/202302/28/202410-K
09/30/202311/03/202310-Q
06/30/202308/01/202310-Q
03/31/202305/02/202310-Q
12/31/202202/22/202310-K
09/30/202211/01/202210-Q
06/30/202208/02/202210-Q
Collapse to Preview
Report DateFiling DateFiling
03/31/202605/07/202610-Q
12/31/202502/25/202610-K
09/30/202511/06/202510-Q
06/30/202508/07/202510-Q
03/31/202505/08/202510-Q
12/31/202402/26/202510-K
09/30/202411/08/202410-Q
06/30/202408/07/202410-Q
03/31/202405/08/202410-Q
12/31/202302/28/202410-K
09/30/202311/03/202310-Q
06/30/202308/01/202310-Q
03/31/202305/02/202310-Q
12/31/202202/22/202310-K
09/30/202211/01/202210-Q
06/30/202208/02/202210-Q
03/31/202205/03/202210-Q
12/31/202102/23/202210-K
09/30/202111/03/202110-Q
06/30/202108/05/202110-Q
03/31/202104/30/202110-Q
12/31/202002/24/202110-K
09/30/202010/30/202010-Q
06/30/202007/31/202010-Q
03/31/202005/21/202010-Q
12/31/201902/26/202010-K
09/30/201911/07/201910-Q
06/30/201908/02/201910-Q

Recent Forward Guidance

Updated 5/31/2026

Latest: Q1 2026 Earnings Reported 5/6/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q2 2026 U.S. comparable restaurant sales0.010.010.02200.0%1.0%Higher NewGuidance: 0.01 for Q1 2026
Q2 2026 Diluted earnings per share0.240.270.29-53.1%-30.0%Lower NewGuidance: 0.56 for Q1 2026
Q2 2026 Adjusted diluted earnings per share0.270.290.32-50.4%-30.0%Lower NewGuidance: 0.59 for Q1 2026

Prior: Q4 2025 Earnings Reported 2/25/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q1 2026 U.S. comparable restaurant sales00.010.01-50.0%-0.5%Lower NewGuidance: 0.01 for Q4 2025
Q1 2026 Diluted earnings per share0.540.560.59352.0% Higher NewGuidance: 0.12 for Q4 2025
Q1 2026 Adjusted diluted earnings per share0.570.590.62133.3% Higher NewGuidance: 0.26 for Q4 2025
2026 U.S. comparable restaurant sales0.010.010.03500.0%1.2%Higher NewGuidance: 0 for 2025
2026 Diluted earnings per share0.70.780.850.0% Same NewGuidance: 0.78 for 2025
2026 Adjusted diluted earnings per share0.750.820.9-26.7% Lower NewGuidance: 1.12 for 2025
2026 Capital expenditures185.00 Mil190.00 Mil195.00 Mil   

Insider Activity

Updated 4/26/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Lal, Rohit DirectBuy31220265.6910,00056,900171,588Form
2Kunkel, Julie T IRABuy30920266.461,0006,46039,183Form
3Kunkel, Julie T IRABuy111220256.371,5009,55532,267Form
4Hafner, Patrick MEVP, Pres Outback SteakhouseDirectSell111220256.414,25627,28151,280Form
5Christel, Eric CEVP, Chief Financial OfficerDirectBuy111220256.38150,000957,000957,000Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Lal, Rohit DirectBuy31220265.6910,00056,900171,588Form
2Kunkel, Julie T IRABuy30920266.461,0006,46039,183Form
3Kunkel, Julie T IRABuy111220256.371,5009,55532,267Form
4Hafner, Patrick MEVP, Pres Outback SteakhouseDirectSell111220256.414,25627,28151,280Form
5Christel, Eric CEVP, Chief Financial OfficerDirectBuy111220256.38150,000957,000957,000Form
Core Cache Last Updated: 6/22/2026