BLMN Bloomin' Brands, Inc.
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Executive Summary
Bloomin' Brands reported Q1 2026 GAAP diluted EPS of $0.64, well above the $0.57 consensus estimate, and total revenue of $1.0597B, slightly above the $1.04B consensus. The beat was driven by improved restaurant-level margins and lower restructuring costs, but comparable restaurant sales were only +0.9% and full-year guidance was reaffirmed, not raised, limiting the bullish case.
Actionable Insight
The EPS beat is notable but the stock may not rally significantly because full-year guidance was merely reaffirmed (not raised) and comparable sales growth remains tepid at 0.9%. Watch Q2 2026 results for signs of accelerating traffic or a guidance raise to confirm the turnaround narrative.
Key Facts
- Q1 2026 GAAP diluted EPS of $0.64 vs consensus $0.57 (beat by 12.3%)
- Total revenue of $1.0597B vs consensus $1.04B (beat by 1.9%)
- Revenue grew 1.0% YoY to $1.0597B from $1.0496B
- GAAP operating income margin improved to 5.6% from 5.5% YoY
- Restaurant-level operating margin improved to 14.0% from 13.9% YoY
- Combined U.S. comparable restaurant sales grew 0.9%
- Full-year 2026 guidance reaffirmed; Q2 2026 EPS guided to $0.24-$0.29 (GAAP)
- Net income attributable to Bloomin' Brands was $55.7M vs $42.2M in Q1 2025
- Total debt reduced to $752.6M from $787.4M at year-end 2025
Financial Impact
EPS beat of $0.07 (12.3%) on consensus of $0.57; revenue beat of ~$19.7M (1.9%) on consensus of $1.04B
Risk Factors
- Full-year 2026 guidance was reaffirmed, not raised, capping upside surprise
- Outback Steakhouse comparable sales were still negative at -0.3%
- Combined U.S. traffic declined 1.8% YoY, indicating reliance on pricing/mix
- Commodity and labor inflation continue to pressure margins
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001546417-26-000023 |
| Document: blmn-20260506.htm | 0001546417-26-000023 |
| Document: 0001546417-26-000023-index-headers.html | 0001546417-26-000023 |
| Document: 0001546417-26-000023-index.html | 0001546417-26-000023 |
| Document: 0001546417-26-000023.txt | 0001546417-26-000023 |
| 8-K Data (Synthetic) | 0001546417-26-000023 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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May 9, 2026
5w ago
|
144
| $8.37 $7.65 | ▲ +8.60% | ▲ +8.52% | $8.29 (+0.96%) |
|
May 6, 2026
5w ago
|
8-K
| $8.12 $8.32 | ▲ +2.46% | ▲ +1.33% | $8.29 (+2.09%) |
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Mar 3, 2026
14w ago
|
DEFA14A
| $6.35 $5.93 | ▼ −6.61% | ▼ −6.14% | $8.29 (+30.55%) |
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Feb 25, 2026
15w ago
|
8-K
| $5.71 $6.57 | ▲ +15.06% | ▲ +16.16% | $8.29 (+45.18%) |
US Market Status
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