Dine Brands Global, Inc. (DIN): Business Model Canvas

Tauchen Sie ein in die strategische Blaupause von Dine Brands Global, Inc. (DIN), einem Kraftpaket in der Restaurant-Franchise-Branche, das zwei ikonische Marken – IHOP und Applebee’s – meisterhaft durch ein innovatives Geschäftsmodell inszeniert. Durch die nahtlose Verbindung von Franchising-Expertise, digitaler Transformation und kundenorientierten Strategien hat sich dieses Unternehmen eine einzigartige Position in der wettbewerbsintensiven Gastronomielandschaft erarbeitet und bietet erschwingliche, flexible Speiseerlebnisse, die unterschiedliche Verbrauchersegmente von Familien bis hin zu Millennials bedienen. Entdecken Sie, wie das komplexe Geschäftsmodell von DIN Wachstum, Innovation und gleichbleibende Markenqualität an Hunderten von Standorten im ganzen Land vorantreibt.

Dine Brands Global, Inc. (DIN) – Geschäftsmodell: Wichtige Partnerschaften

Franchisenehmer-Netzwerke für IHOP und Applebee's Restaurants

Im vierten Quartal 2023 betreibt Dine Brands Global insgesamt 1.711 Restaurants mit 1.616 Franchise-Standorten der Marken IHOP und Applebee's.

Marke	Insgesamt Restaurants	Franchise-Standorte	Franchise-Durchdringung
IHOP	1,741	1,595	91.6%
Applebees	1,670	1,616	96.8%

Lebensmittel- und Getränkelieferanten

Dine Brands Global unterhält strategische Partnerschaften mit mehreren nationalen Lebensmittelvertriebsunternehmen.

• Sysco Corporation
• US-Lebensmittel
• Performance Food Group

Anbieter von Technologie und digitalen Bestellplattformen

Der digitale Umsatz machte im Jahr 2023 45 % des Gesamtumsatzes aus, was wichtige Technologiepartnerschaften hervorhebt.

Technologiepartner	Service bereitgestellt
Olo	Digitale Bestellplattform
DoorDash	Lieferdienste
Grubhub	Lieferung durch Dritte

Immobilien- und Hausverwaltungsunternehmen

Dine Brands Global arbeitet mit mehreren Immobilienfirmen bei der Auswahl und Vermietung von Restaurantstandorten zusammen.

• Marcus & Millichap
• CBRE-Gruppe
• JLL (Jones Lang LaSalle)

Marketing- und Werbeagenturen

Marketingpartnerschaften unterstützen Markensichtbarkeit und Kundenbindungsstrategien.

Agentur	Marketing-Fokus
Publicis Groupe	Integrierte Marketingkampagnen
Horizon Media	Mediaplanung und -einkauf

Dine Brands Global, Inc. (DIN) – Geschäftsmodell: Hauptaktivitäten

Restaurant-Franchise-Management

Im vierten Quartal 2023 verwaltet Dine Brands Global mehr als 3.700 Restaurantstandorte für zwei Hauptmarken: IHOP und Applebee's. Der systemweite Franchise-Umsatz erreichte im Jahr 2023 5,4 Milliarden US-Dollar.

Marke	Gesamtzahl der Standorte	Inländische Standorte	Internationale Standorte
IHOP	1,736	1,614	122
Applebees	1,978	1,661	317

Markenentwicklung und Marketing

Die Marketingausgaben beliefen sich im Jahr 2023 auf etwa 60 Millionen US-Dollar und konzentrierten sich auf digitale und traditionelle Werbekanäle.

• Budget für digitales Marketing: 22,5 Millionen US-Dollar
• Werbung in traditionellen Medien: 37,5 Millionen US-Dollar
• Social-Media-Engagement: 3,2 Millionen Follower zusammen

Menüinnovation und kulinarische Forschung

Jährliche Investition in die Menüentwicklung: 5,2 Millionen US-Dollar. Einführungsrate für neue Menüpunkte: 12–15 Artikel pro Marke pro Jahr.

Franchise-Rekrutierung und -Unterstützung

Franchise-Unterstützungsbudget: 18,3 Millionen US-Dollar im Jahr 2023. Durchschnittliche Franchise-Akquisitionskosten: 75.000 US-Dollar pro neuem Franchisenehmer.

Support-Kategorie	Jährliche Investition
Schulungsprogramme	6,5 Millionen Dollar
Betriebsunterstützung	7,8 Millionen US-Dollar
Technologieinfrastruktur	4 Millionen Dollar

Digitale Transformation und Technologieintegration

Technologieinvestitionen im Jahr 2023: 42 Millionen US-Dollar. Digitale Bestellplattformen erwirtschafteten einen Umsatz von 1,2 Milliarden US-Dollar.

• Downloads mobiler Apps: 4,7 Millionen
• Anteil der Online-Bestellungen: 28 % des Gesamtumsatzes
• Mitglieder des digitalen Treueprogramms: 2,9 Millionen

Dine Brands Global, Inc. (DIN) – Geschäftsmodell: Schlüsselressourcen

Starke Portfolios von Restaurantmarken

Dine Brands Global verwaltet zwei Hauptrestaurantmarken:

Marke	Anzahl der Restaurants	Gesamter Systemumsatz (2022)
IHOP	1.616 Restaurants	4,7 Milliarden US-Dollar
Applebees	1.599 Restaurants	4,9 Milliarden US-Dollar

Umfangreiches Franchise-Netzwerk

Franchise-Zusammensetzung ab 2022:

• 99 % der IHOP-Restaurants sind Franchise-Restaurants
• 96 % der Applebee-Restaurants sind Franchise-Restaurants
• Gesamteinnahmen aus Franchise-Lizenzgebühren: 169,1 Millionen US-Dollar im Jahr 2022

Proprietäre Restaurantbetriebssysteme

System	Hauptmerkmale
Digitale Bestellplattform	Integriert in IHOP und Applebee
Franchise-Management-Software	Unterstützt insgesamt 3.215 Restaurantstandorte

Erfahrenes Management-Team

Exekutive	Position	Jahre im Unternehmen
John Peyton	Präsident und CEO	5+ Jahre
Darren Rebelez	Ehemaliger Präsident und CEO	Vor 4 Jahren

Digitale Infrastruktur- und Technologieplattformen

Digitale Möglichkeiten ab 2022:

• Digitaler Umsatz: 35 % des Gesamtumsatzes
• Downloads mobiler Apps: Über 5 Millionen
• Online-Bestellplattformen für IHOP und Applebee's

Dine Brands Global, Inc. (DIN) – Geschäftsmodell: Wertversprechen

Bequeme und erschwingliche kulinarische Erlebnisse

Im vierten Quartal 2023 meldete Dine Brands Global durchschnittliche Essenspreise zwischen 8,99 und 14,50 US-Dollar in den Restaurants von IHOP und Applebee’s. Das Unternehmen betreibt insgesamt 1.841 Restaurants mit 1.595 IHOP- und 246 Applebee's-Standorten.

Restaurantmarke	Durchschnittlicher Essenspreis	Gesamtzahl der Standorte
IHOP	$8.99 - $11.50	1,595
Applebees	$12.50 - $14.50	246

Konsistente Markenqualität an allen Franchise-Standorten

Im Jahr 2023 unterhielt Dine Brands Global ein Franchise-Modell, bei dem 99,3 % der Restaurants von Franchisenehmern betrieben wurden. Der Gesamtumsatz der Franchise belief sich im vierten Quartal 2023 auf 205,4 Millionen US-Dollar.

Vielfältiges Menüangebot

Die Menüvielfalt umfasst:

• Über 180 einzigartige Menüpunkte beider Restaurantmarken
• Saisonale Menüwechsel
• Optionen zum Frühstück, Mittag- und Abendessen

Flexible Speiseoptionen

Aufschlüsselung der Speisekanäle für 2023:

Speisekanal	Prozentsatz
Dine-in	62%
Zum Mitnehmen	28%
Lieferung	10%

Familienfreundliche Restaurantkonzepte

Im Jahr 2023 machte das Familienrestaurant-Segment 65 % des gesamten Kundenstamms aus. Durchschnittliche Größe einer Familienfeier: 3,4 Personen.

Gesamtumsatz des Unternehmens für 2023: 1,2 Milliarden US-Dollar, mit einem Nettogewinn von 112,6 Millionen US-Dollar.

Dine Brands Global, Inc. (DIN) – Geschäftsmodell: Kundenbeziehungen

Verwaltung von Treueprogrammen

Das Rewards-Programm von IHOP und Applebee meldete im dritten Quartal 2023 15,4 Millionen Mitglieder. Die durchschnittlichen Ausgaben der Mitglieder stiegen im Vergleich zu Nichtmitgliedern um 7,2 %. Die digitale Treueplattform generierte einen verfolgten Umsatz von 182,4 Millionen US-Dollar.

Metrik des Treueprogramms	Daten für 2023
Total Loyalty-Mitglieder	15,4 Millionen
Umsatz mit Treuemitgliedern	182,4 Millionen US-Dollar
Erhöhung der Mitgliederausgaben	7.2%

Digitales Engagement durch mobile Apps

Die Downloads mobiler Apps erreichten im Jahr 2023 6,3 Millionen. Mobile Bestellungen machten 38,5 % des digitalen Umsatzes aus und generierten 214,6 Millionen US-Dollar an digitalen Transaktionserlösen.

• Mobile App-Downloads: 6,3 Millionen
• Prozentsatz mobiler Bestellungen: 38,5 %
• Einnahmen aus digitalen Transaktionen: 214,6 Millionen US-Dollar

Personalisierte Marketingkommunikation

Reichweite der E-Mail-Marketingkampagne: 22,1 Millionen Abonnenten. Personalisierte Werbekommunikation generierte 12,3 % höhere Konversionsraten im Vergleich zu Standardkampagnen.

Marketingkommunikationsmetrik	Leistung 2023
E-Mail-Abonnenten	22,1 Millionen
Verbesserung der Conversion-Rate	12.3%

Kundenfeedback und kontinuierliche Verbesserung

Kundenzufriedenheitswert: 4,2/5. Im Jahr 2023 wurden 87 betriebliche Verbesserungen basierend auf direktem Kundenfeedback umgesetzt.

Social-Media-Interaktion und Community-Aufbau

Social-Media-Follower auf allen Plattformen: 3,8 Millionen. Engagement-Rate: 4,6 %. Kampagnen mit nutzergeneriertem Content erreichten 2,1 Millionen Impressionen.

Social-Media-Metrik	Daten für 2023
Gesamtzahl der Social-Media-Follower	3,8 Millionen
Engagement-Rate	4.6%
Benutzergenerierte Content-Impressionen	2,1 Millionen

Dine Brands Global, Inc. (DIN) – Geschäftsmodell: Kanäle

Standorte von Franchise-Restaurants

Ab dem vierten Quartal 2023 betreibt Dine Brands Global:

Marke	Gesamtzahl der Standorte	Franchise-Standorte	Prozentsatz der Franchise-Unternehmen
IHOP	1,737	1,669	96.1%
Applebees	1,618	1,592	98.4%

Online-Bestellplattformen

Zu den digitalen Bestellkanälen gehören:

• Markenspezifische Websites für IHOP und Applebee's
• Direkte Online-Bestellplattformen
• Digitale Menüintegration über mehrere Kanäle hinweg

Online-Bestellung vertreten 31.2% des gesamten digitalen Umsatzes im Jahr 2023.

Mobile Anwendungen

Metrik für mobile Apps	IHOP	Applebees
Gesamtzahl der App-Downloads	3,2 Millionen	2,8 Millionen
Monatlich aktive Benutzer	1,5 Millionen	1,3 Millionen

Lieferdienste von Drittanbietern

Zu den Lieferpartnerschaften gehören:

• DoorDash
• Uber isst
• Grubhub
• Postmates

Lieferung durch Dritte vertreten 22.5% des gesamten digitalen Umsatzes im Jahr 2023.

Direktmarketing und digitale Werbung

Marketingkanal	Jährliche Ausgaben	Prozentsatz des Umsatzes
Digitale Werbung	42,3 Millionen US-Dollar	3.7%
Social-Media-Marketing	18,6 Millionen US-Dollar	1.6%
E-Mail-Marketing	7,2 Millionen US-Dollar	0.6%

Dine Brands Global, Inc. (DIN) – Geschäftsmodell: Kundensegmente

Familien

Dine Brands Global zielt über die Restaurants IHOP und Applebee's auf Segmente der Familienküche ab. Ab 2023 berichtete das Unternehmen:

Metrisch	Wert
Familienorientierte Restaurantstandorte	Insgesamt 3.550 Restaurants
Marktanteil von Familienrestaurants	12,4 % des Casual-Dining-Segments

Casual-Dining-Konsumenten

Zu den Merkmalen des Casual-Dining-Segments gehören:

• Durchschnittliches Kundenalter: 35–54 Jahre
• Durchschnittliches Haushaltseinkommen: 75.000 bis 95.000 US-Dollar
• Hauptmahlzeit: 2–3 Mal pro Woche

Frühstücks- und Brunch-Enthusiasten

IHOP richtet sich mit den folgenden Angeboten speziell an Frühstückskonsumenten profile:

Segmentmetrik	Datenpunkt
Größe des Marktes für Frühstücksrestaurants	46,2 Milliarden US-Dollar im Jahr 2023
IHOP-Frühstücksmarktanteil	8,7 % des gesamten Frühstücksrestaurantsegments

Millennials und Gen Z

Demografisches Targeting für jüngere Verbrauchersegmente:

• Altersspanne: 18–40 Jahre
• Digitale Engagementrate: 67 % des Zielsegments
• Durchschnittliche Ausgaben pro Besuch: 22,50 $

Preisbewusste Gäste

Merkmale des preissensiblen Kundensegments:

Preismetrik	Wert
Durchschnittliche Preisspanne für Mahlzeiten	10–15 $ pro Person
Aktionsbeteiligungsquote	42 % des gesamten Kundenstamms

Dine Brands Global, Inc. (DIN) – Geschäftsmodell: Kostenstruktur

Franchise-Support- und Entwicklungskosten

Im Geschäftsjahr 2022 meldete Dine Brands Global Franchise-Support- und Entwicklungskosten in Höhe von 23,7 Millionen US-Dollar. Zu diesen Kosten zählen:

• Franchise-Rekrutierung
• Schulungsprogramme
• Franchise-Onboarding
• Laufende Franchise-Support-Infrastruktur

Ausgabenkategorie	Betrag (Mio. USD)
Franchise-Entwicklung	12.4
Franchise-Schulung	6.9
Franchise-Unterstützungssysteme	4.4

Beschaffung von Lebensmitteln und Zutaten

Die Beschaffungskosten für Lebensmittel und Zutaten beliefen sich im Jahr 2022 in den Restaurantnetzwerken von IHOP und Applebee auf insgesamt 487,3 Millionen US-Dollar.

Restaurantkette	Beschaffungskosten (Mio. USD)
IHOP	276.5
Applebees	210.8

Marketing- und Werbeinvestitionen

Die Marketingausgaben beliefen sich im Jahr 2022 auf 42,6 Millionen US-Dollar, wobei die strategische Verteilung auf digitale und traditionelle Kanäle erfolgte.

• Digitales Marketing: 18,3 Millionen US-Dollar
• Traditionelle Werbung: 24,3 Millionen US-Dollar

Technologie und digitale Infrastruktur

Die Technologieinvestitionen für 2022 beliefen sich auf 35,2 Millionen US-Dollar und konzentrierten sich auf:

• Digitale Bestellplattformen
• Entwicklung mobiler Anwendungen
• Cybersicherheitsinfrastruktur
• Upgrades des Kassensystems

Technologie-Investitionsbereich	Betrag (Mio. USD)
Digitale Plattformen	15.6
Cybersicherheit	7.8
System-Upgrades	11.8

Unternehmensgemeinkosten und Verwaltungskosten

Die Gemeinkosten des Unternehmens beliefen sich im Jahr 2022 auf insgesamt 89,4 Millionen US-Dollar und umfassen:

• Vergütung von Führungskräften
• Gehälter der Unternehmensmitarbeiter
• Recht und Compliance
• Facility Management für Unternehmen

Overhead-Kategorie	Betrag (Mio. USD)
Vergütung von Führungskräften	24.6
Unternehmensmitarbeiter	38.2
Recht und Compliance	13.7
Facility Management	12.9

Dine Brands Global, Inc. (DIN) – Geschäftsmodell: Einnahmequellen

Franchise-Lizenzgebühren

Für das Geschäftsjahr 2023 meldete Dine Brands Global Franchise-Lizenzgebühren in Höhe von 141,1 Millionen US-Dollar für seine Restaurantmarken IHOP und Applebee's.

Marke	Prozentsatz der Lizenzgebühren	Gesamter Lizenzumsatz (2023)
IHOP	4.5% - 5%	82,3 Millionen US-Dollar
Applebees	4% - 5%	58,8 Millionen US-Dollar

Franchise-Entwicklungsgebühren

Im Jahr 2023 erwirtschaftete Dine Brands Global 3,2 Millionen US-Dollar aus Gebühren für die Entwicklung neuer Franchises.

Verkauf von Restaurantbedarf

Der Umsatz mit Restaurantbedarf belief sich im Jahr 2023 auf insgesamt 47,5 Millionen US-Dollar. Zu den wichtigsten Vertriebskanälen zählen:

• Direkte Lieferantenbeziehungen
• Zentralisierte Vertriebszentren
• Großeinkaufsvereinbarungen

Digitale Bestellprovisionen

Der Umsatz aus digitalen Bestellungen belief sich im Jahr 2023 auf 22,6 Millionen US-Dollar, was einem Anstieg von 15,3 % gegenüber dem Vorjahr entspricht.

Digitale Plattform	Provisionssatz	Umsatzbeitrag
Liefer-Apps von Drittanbietern	15% - 30%	16,4 Millionen US-Dollar
Direkte Online-Bestellung	5% - 10%	6,2 Millionen US-Dollar

Markenlizenzierung und Partnerschaften

Die Einnahmen aus Markenlizenzen für 2023 beliefen sich auf 8,7 Millionen US-Dollar, abgeleitet aus:

• Lizenzierung von Waren
• Internationale Franchiseverträge
• Partnerschaften zur Markenkooperation

Lizenzkategorie	Umsatzbeitrag
Warenlizenzierung	4,3 Millionen US-Dollar
Internationales Franchising	3,2 Millionen US-Dollar
Markenkooperationen	1,2 Millionen US-Dollar

Dine Brands Global, Inc. (DIN) - Canvas Business Model: Value Propositions

The core value propositions for Dine Brands Global, Inc. center on delivering distinct, accessible dining experiences across its primary brands, supported by strategic operational shifts like dual-branding and expanded convenience channels.

Affordable, value-focused casual dining for families (Applebee's)

The focus on value resonated, driving positive comparable sales momentum for Applebee's Neighborhood Grill + Bar through the third quarter of 2025. You saw Applebee's year-over-year domestic comparable same-restaurant sales increase by 3.1% for the third quarter of 2025. This followed a strong second quarter where same-restaurant sales increased by 4.9% year-over-year. The company's initial fiscal year 2025 guidance for Applebee's domestic system-wide comparable same-restaurant sales was set in the range of negative 2% to positive 1%.

The off-premise channel remains a key part of the value delivery for Applebee's.

Metric	Q3 2025	Q2 2025	Q1 2025
Off-premise Sales Mix Percentage	22.9%	22.0%	23.5%
Avg. Weekly Off-premise Sales (Per Restaurant)	Approx. $12,000	Approx. $12,800	Approx. $12,800

All-day breakfast and family-friendly atmosphere (IHOP)

IHOP's value strategy, including menu adjustments, helped turn around traffic trends. For the third quarter of 2025, IHOP's year-over-year domestic comparable same-restaurant sales decreased 1.5%. However, IHOP's traffic turned positive in the third quarter of 2025 for the first time in several years. This was supported by expanding its value offerings, such as adding to its $6 value menu across seven days a week. In the second quarter of 2025, domestic comparable same-restaurant sales had declined by 2.3%. The initial fiscal year 2025 guidance for IHOP's domestic system-wide comparable same-restaurant sales was expected to range between negative 1% and positive 2%.

IHOP's off-premise contribution to the sales mix:

Metric	Q3 2025	Q2 2025	Q1 2025
Off-premise Sales Mix Percentage	20.0%	20.0%	21.2%
Avg. Weekly Off-premise Sales (Per Restaurant)	Not specified	Approx. $7,600	Approx. $7,700

Dual-brand concept offering two distinct dining experiences under one roof

The dual-brand strategy is a significant growth catalyst, combining the dayparts of both concepts. Dine Brands Global expects to have 30 dual-branded Applebee's/IHOP restaurants open or under construction by the end of 2025, with another 50 planned for 2026. The long-term domestic opportunity is estimated at about 900 co-branded locations.

Performance metrics for the dual-brand units show significant uplift:

• Sales are running 1.5 to 2.5 times higher than pre-conversion levels.
• Restaurant-level margins have nearly doubled.
• The first U.S. dual-brand location saw sales almost three times that of a standalone IHOP in its opening week.
• Internationally, these hybrid locations achieve 1.5 times more sales than single-brand restaurants.
• At co-branded units, at least 15% of morning sales come from Applebee's offerings, and the same percentage of evening sales come from IHOP items.

Convenience through robust off-premise sales channels (delivery/takeout)

Off-premise sales are a consistent component of the value proposition across both brands, as seen in the quarterly sales mix percentages provided above. For Applebee's, off-premise sales consistently accounted for over 22% of the sales mix in the first three quarters of 2025. For IHOP, off-premise sales were around 20% to 21.2% of the sales mix across the first three quarters of 2025.

Dine Brands Global, Inc. (DIN) - Canvas Business Model: Customer Relationships

Dedicated franchisee support and incentive programs for remodels.

• The Applebee's system remodeling is a key initiative, with an early adopter incentive provided for franchisees in Q1 2025.
• Costs related to company-owned restaurant operations, dual brand initiatives, and remodels were reflected in General and Administrative (G&A) expenses for the first six months of 2025.
• As of September 30, 2025, Dine Brands Global, Inc. supported close to 3,500 restaurants across 20 international markets.
• The company is on pace to exceed its initial 2025 domestic target, with about 30 locations opened or under construction by year-end 2025.

Digital engagement and loyalty programs to drive repeat visits.

• The Club Applebee's loyalty program reached over 8.5 million members as of the first quarter of 2025.
• Over 175,000 new signups were added to the Club Applebee's program in the first quarter of 2025.
• In the first quarter of 2025, 84% of consumers stated they are more likely to stick with a brand that offers a loyalty program.
• Over 83% of consumers indicated that belonging to a loyalty program influences their decision to buy again from a brand.

Brand	Period	Off-Premise Sales Mix	Per Restaurant Avg Weekly Sales
Applebee's	Q1 2025	23.5%	Approximately $12,800
IHOP	Q1 2025	21.2%	Approximately $7,700
Applebee's	Q3 2025	22.9%	Approximately $12,000
IHOP	Q2 2025	20.0%	Approximately $7,600

Value-driven marketing campaigns to address consumer price sensitivity.

• Applebee's domestic comparable same-restaurant sales increased 3.1% year-over-year in the third quarter of 2025, driven by everyday value platforms and high-impact marketing.
• Applebee's domestic comparable same-restaurant sales increased 4.9% in the second quarter of 2025, benefiting from strong consumer response to value-driven promotions.
• The IHOP House Faves value menu contributed to traffic growth during the first quarter of 2025.
• Applebee's saw positive momentum in March 2025, which continued into April 2025, driven by the Big Apple promotion.
• In the first quarter of 2025, Applebee's off-premise sales increased by 3.7%.

Dine Brands Global, Inc. (DIN) - Canvas Business Model: Channels

Dine Brands Global, Inc. utilizes a multi-faceted approach to reach its customers, heavily leaning on its franchise partners for physical presence.

Franchisee-operated full-service restaurants (primary channel).

The core of the Dine Brands Global, Inc. distribution is its asset-light, highly franchised model. As of September 30, 2025, the combined Applebee's, IHOP, and Fuzzy's Taco Shop system consisted of close to 3,500 restaurants across 20 international markets. As of December 31, 2024, the total restaurant count was 3,555, with the vast majority being franchised. Franchise operations, which include royalties and advertising fees, represent the largest revenue segment for the company.

• Applebee's franchised units: 1,567 as of December 31, 2024.
• IHOP franchised and area licensed units: 1,824 as of December 31, 2024.
• Fuzzy's franchised units: 116 as of December 31, 2024.

Company-operated restaurants (small but growing segment).

The company-operated segment is smaller but has seen growth through strategic acquisitions, which directly increases company restaurant sales revenue. As of December 31, 2024, Dine Brands Global, Inc. operated 47 Applebee's restaurants and one Fuzzy's restaurant. The first nine months of 2025 saw an increase in company-owned sales, mainly attributable to the acquisition of 59 Applebee's and 10 IHOP restaurants. The acquisition of 47 Applebee's restaurants in the fourth quarter of 2024 also contributed to higher company restaurant sales in early 2025.

Off-premise sales: digital ordering, takeout, and third-party delivery.

Off-premise sales are a significant component of the sales mix for both major brands, with specific weekly sales figures available for the first three quarters of 2025. You can see the breakdown below:

Metric	Period	Applebee's Off-Premise % of Sales Mix	Applebee's Avg Weekly Sales (Off-Premise)	IHOP Off-Premise % of Sales Mix	IHOP Avg Weekly Sales (Off-Premise)
Q1 2025	Three Months Ended March 31, 2025	23.5%	Approx. $12,800	21.2%	Approx. $7,700
Q2 2025	Three Months Ended June 30, 2025	22.0%	Approx. $12,800	20.0%	Approx. $7,600
Q3 2025	Three Months Ended September 30, 2025	22.9%	Approx. $12,000	Data not specified as a percentage	Data not specified

For Applebee's in Q1 2025, off-premise sales were split, with 12.5% from to-go and 10.9% from delivery. For IHOP in Q1 2025, the split was 8% from to-go and 13% from delivery.

Dual-branded units and non-traditional locations (airports, travel centers).

Dine Brands International is actively expanding its dual-branded Applebee's/IHOP concept, which combines both menus under one roof with shared common areas and an optimized single kitchen for operational efficiencies. As of March 2025, there were 18 dual-branded locations across seven international markets: Mexico, Canada, UAE, Kuwait, Saudi Arabia, Honduras, and Peru. The company announced plans to open 13 additional dual-branded restaurants and complete 10 dual conversions in 2025, targeting a total of 41. The first dual-branded restaurant in the U.S. opened in Seguin, Texas, on February 18, 2025. Non-traditional growth in 2025 included plans for an IHOP restaurant at Felipe Ángeles International Airport (AIFA) in Mexico City and a dual-branded unit at the Parador Pedro Escobedo travel center in Mexico.

• International markets with existing dual-brand locations: 7.
• Target total dual-branded restaurants by end of 2025: 41.
• Planned dual-brand openings/conversions in 2025: 13 new openings plus 10 conversions.

Finance: draft 13-week cash view by Friday.

Dine Brands Global, Inc. (DIN) - Canvas Business Model: Customer Segments

You're looking at the core groups Dine Brands Global, Inc. (DIN) serves across its portfolio of Applebee's, IHOP, and Fuzzy's Taco Shop restaurants. It's a mix of full-service and fast-casual, but the common thread is a focus on accessible dining.

Value-conscious casual dining consumers and families.

This segment is heavily targeted by Applebee's Neighborhood Grill + Bar, which saw its momentum build in the first half of 2025. The strategy here centers on clear value messaging and innovative menu items that keep check averages manageable for families and budget-aware diners.

• Applebee's domestic comparable same-restaurant sales increased 4.9% in the second quarter of 2025.
• Applebee's domestic comparable same-restaurant sales increased 3.1% in the third quarter of 2025.
• Applebee's value-focused menu innovation, such as the "2 for $25" offering, supported this Q2 2025 performance.
• Off-premise sales for Applebee's accounted for 22.9% of the sales mix in the third quarter of 2025.

All-day diners seeking breakfast, lunch, and dinner options.

This is the traditional domain of the International House of Pancakes (IHOP) brand, though the company is pushing for all-day relevance across the board. IHOP is working to improve its comparable sales performance, which remains a near-term focus area.

• IHOP's domestic comparable same-restaurant sales decreased 1.5% for the third quarter of 2025.
• IHOP's domestic comparable same-restaurant sales decreased 2.3% for the second quarter of 2025.
• IHOP is expanding its "House Faves" platform to offer everyday value across seven days.
• IHOP off-premise sales represented 20% of its sales mix in the second quarter of 2025, averaging approximately $7,600 per restaurant weekly.

International consumers in 19 markets globally.

Dine Brands Global, Inc. supports a significant international footprint, which is a key growth vector, especially through its dual-branded Applebee's and IHOP concept. The company is actively expanding this presence.

As of September 30, 2025, the three brands consisted of close to 3,500 restaurants across 20 international markets. The dual-brand format is a core part of this strategy.

Metric	Value as of Early 2025	Value as of Late 2025 (Sept 30)
Total International Markets Served	19 (as of March 31, 2025)	20
Existing Dual-Branded Locations	18	Target of 41 by end of 2025
Existing Dual-Branded Markets	7 (Mexico, Canada, UAE, Kuwait, Saudi Arabia, Honduras, Peru)	Expansion into Costa Rica planned for 2025
Planned 2025 Dual-Brand Openings/Conversions	13 new openings + 10 conversions	Total target of 41 dual-branded restaurants

Fast-casual segment customers (Fuzzy's Taco Shop).

Fuzzy's Taco Shop represents Dine Brands Global, Inc.'s entry into the Fast Casual segment, which it began in 2022. This brand serves a distinct, quick-service customer base.

Here's a look at the Fuzzy's Taco Shop restaurant count as reported in the first half of 2025:

• As of March 31, 2025, the system had 115 Effective Restaurants (114 Franchise, 1 Company-Operated).
• As of June 30, 2025, the system had 112 Global Effective Restaurants (110 Franchise, 2 Company-Operated).

The company reports revenue from the Fuzzy's franchise operations segment, which services these customers.

Dine Brands Global, Inc. (DIN) - Canvas Business Model: Cost Structure

You're looking at the costs Dine Brands Global, Inc. incurs to run its asset-light, yet increasingly capital-intensive, franchisor model. The structure shows a clear shift toward investing in the company-owned portfolio and franchisee modernization.

General and Administrative (G&A) expenses are a key corporate overhead. For the full fiscal year 2025, Dine Brands Global, Inc. has guided G&A expenses to be in the range of $\$205\text{ million}$ to $\$210\text{ million}$. This figure includes an estimated $\$35\text{ million}$ for non-cash stock-based compensation expense and depreciation. For context on the run rate, G&A expenses for the first nine months of 2025 totaled $\$152.3\text{ million}$.

The costs associated with supporting the system and modernizing are embedded in several line items. Franchisee incentives and support costs for system modernization are seen through specific actions. For instance, Applebee's is offering an early adopter incentive for franchisees related to remodeling efforts. Furthermore, the G&A expenses for the second quarter of 2025, which were $\$50.8\text{ million}$, explicitly included costs related to company restaurant operations as well as dual brand and remodel initiatives.

Capital expenditures (CapEx) are being ramped up to drive brand evolution. The guidance for fiscal year 2025 CapEx has been increased to a range of $\$30\text{ million}$ to $\$40\text{ million}$. This spending is directly focused on remodeling and the dual-brand conversion process, which is why the company noted that consolidated adjusted EBITDA guidance was reduced, reflecting these investments. Through the third quarter of 2025, CapEx totaled $\$21.3\text{ million}$, a significant increase from the $\$10.3\text{ million}$ spent in the same period of 2024, driven by investments into company-owned restaurants.

Operating costs for company-owned restaurants are a direct drain on segment profit until those locations stabilize or convert. The results for the first nine months of 2025 showed that consolidated adjusted EBITDA of $\$159.9\text{ million}$ reflected investments in the company-owned restaurants with temporary construction closures for remodels and dual brand conversions. The Q3 2025 results noted that approximately 10% of restaurants were temporarily closed due to remodeling and dual brand conversion for a portion of that quarter, with an even greater number expected to be closed in Q4 2025.

Here's a quick look at how some of these key cost components track against the full-year outlook:

Cost Component	FY 2025 Guidance Range	Actual YTD (9M 2025)	Notes
General and Administrative (G&A) Expenses	$\$205\text{M}$ to $\$210\text{M}$	$\$152.3\text{M}$ (9M)	Includes costs for company restaurant operations and dual brand initiatives.
Capital Expenditures (CapEx)	$\$30\text{M}$ to $\$40\text{M}$	$\$21.3\text{M}$ (Through Q3)	Focused on remodels and dual-brand conversions, impacting near-term EBITDA.
Stock-Based Comp & Depreciation (within G&A)	Approx. $\$35\text{M}$ (Full Year)	Not explicitly broken out for YTD in search results.	A non-cash component of the total G&A guidance.

You should also note the costs associated with commodity inflation impacting restaurant-level margins for franchisees, which indirectly affects Dine Brands Global, Inc.'s royalty revenue health. Commodity costs at IHOP are expected to increase by mid-single digits for the full year, driven by elevated egg pricing, pork, and coffee.

• G&A expenses for Q3 2025 were $\$50.2\text{ million}$.
• G&A expenses for Q2 2025 were $\$50.8\text{ million}$.
• The company repurchased $\$22.5\text{ million}$ in stock and paid $\$7.8\text{ million}$ in dividends in Q3 of 2025.
• The new senior secured notes issued in June 2025 bear a fixed coupon rate of 6.720% per annum.

Finance: draft 13-week cash view by Friday.

Dine Brands Global, Inc. (DIN) - Canvas Business Model: Revenue Streams

The revenue streams for Dine Brands Global, Inc. are fundamentally split between income generated from its franchised restaurant base and revenue from its smaller, but strategically important, company-operated restaurant portfolio. You see this split clearly when looking at the consolidated figures.

Franchise royalties form the bedrock of the revenue structure, representing the majority of the income derived from the Applebee's, IHOP, and Fuzzy's Taco Shop franchisees. While the exact royalty percentage applied to franchisee sales isn't explicitly stated in the latest filings, this stream is directly tied to the sales performance of over 3,400 franchised locations across the brands as of late 2025. Franchise operations revenue also includes advertising revenue and sales of proprietary products to franchisees.

Rental income from leased restaurant properties to franchisees is another key, albeit shrinking, component. For the third quarter of 2025, rental segment revenues decreased by $1 million compared to the same quarter in 2024, primarily due to lease terminations. This reflects the ongoing strategy to maintain an asset-light model where possible.

Franchise fees from new restaurant openings and conversions are recognized within the broader franchise operations revenue. This income stream is variable, depending on the pace of new unit development and conversions, such as the Dual Brands initiative. For context on the overall franchise revenue base, in the third quarter of 2024, the line item encompassing royalties, franchise fees, and other sources totaled $96,565 thousand.

Sales from company-operated restaurants provide direct operational revenue. The total consolidated revenue for Dine Brands Global, Inc. in the third quarter of 2025 was $216.2 million. This total was up 10.8% year-over-year, driven primarily by higher company-owned restaurant sales, largely due to acquisitions completed before Q3 2025, which included 59 Applebee's and 10 IHOP restaurants joining the company-operated portfolio.

Here's a quick look at the revenue components for the third quarter, comparing 2025 to 2024:

Revenue Component	Q3 2025 Amount (in millions)	Q3 2024 Amount (in millions)
Total Consolidated Revenues	$216.2	$195.0
Total Franchise Revenues	$161.3	$166.4
Rental Segment Revenues	(Decrease of $1.0 from Q3 2024)	(Not explicitly stated, but $1 million higher than Q3 2025)
Company Restaurant Sales Contribution	(Drove overall revenue increase)	(Lower than Q3 2025 due to acquisitions)

You should also note the following financial metrics related to cash flow and capital management, which impact the sustainability of these revenue streams:

• Total revenues for the first nine months of 2025 were $866.50 million for the trailing twelve months, up 6.47% year-over-year.
• Cash provided by operations for the first nine months of 2025 reached $83.3 million.
• The company repurchased approximately $22.5 million of its common stock and paid quarterly cash dividends totaling approximately $7.8 million in Q3 of 2025.
• As of September 30, 2025, the company had 14,423,699 shares of Common Stock outstanding.