DIN (Post-Call) New IHOP Agreement Looks Nicely Accretive to Long-Term EPS

By Mark Kalinowski Published on October 30, 2019 at 12:00 AM

Earlier today, Dine Brands (DIN; Buy) reported adjusted Q3 EPS of $1.55. This matched our $1.55 projection, and came in a little ahead of sell-side consensus (according to Consensus Metrix) of $1.53.

DPZ (Post-Call) Updates Long-Term SameStore Sales Targets

By Mark Kalinowski Published on October 8, 2019 at 12:00 AM

Earlier today, Domino’s (DPZ; Neutral) reported Q3 EPS of $2.05, a little short of our $2.09 forecast and sell-side consensus of $2.07. Tax rate (21.7% actual vs. our 20.0% projection) accounts for the difference between our EPS estimate and the actual.

DPZ (Post-Call) Updating EPS Estimates for G&A and Other Items

By Mark Kalinowski Published on October 8, 2019 at 12:00 AM

Earlier today, Domino’s (DPZ; Neutral) reported Q3 EPS of $2.05, a little short of our $2.09 forecast and sell-side consensus of $2.07. Tax rate (21.7% actual vs. our 20.0% projection) accounts for the difference between our EPS estimate and the actual.