Bloomin' Brands, Inc. (BLMN): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

Sumérgete en el plan estratégico de Bloomin 'Brands, Inc. (BLMN), una potencia en el panorama de la comida informal que ha creado magistralmente un modelo de negocio que combina innovación culinaria, transformación digital y estrategia de múltiples marca. Desde el icónico Outback Steakhouse hasta Carrabba y Fleming's, este grupo de restaurantes ha diseñado meticulosamente un enfoque integral que navega por el complejo terreno de las comidas modernas, la tecnología aprovechando, la participación del cliente y los conceptos gastronómicos diversos para crear un ecosistema comercial robusto y adaptable que continúa a la delección a deleitar Millones de clientes en varios segmentos de mercado.

Bloomin 'Brands, Inc. (BLMN) - Modelo de negocios: asociaciones clave

Proveedores de equipos de restaurantes

Bloomin 'Brands se asocia con múltiples fabricantes de equipos de restaurantes para apoyar las operaciones de sus restaurantes en marcas como Outback Steakhouse, Carrabba's, Bonefish Grill y Fleming's.

Categoría de equipo	Proveedores principales	Gasto anual estimado
Hornos comerciales	Vulcan, Hobart	$ 4.2 millones
Tecnología de cocina	Alto-Shaam, Cleveland Range	$ 3.8 millones

Redes de distribución de alimentos

Bloomin 'Brands se basa en asociaciones estratégicas de distribución de alimentos para garantizar un suministro de ingredientes consistente.

• Sysco Corporation: distribuidor nacional de alimentos primarios
• EE. UU. Alimentos: socio de distribución secundaria
• Grupo de alimentos de rendimiento: distribuidor complementario

Distribuidor	Valor anual del contrato	Porcentaje del suministro total de alimentos
Sysco Corporation	$ 187.5 millones	62%
Alimentos estadounidenses	$ 82.3 millones	27%
Grupo de alimentos de rendimiento	$ 33.6 millones	11%

Proveedores agrícolas

Bloomin 'Brands mantiene asociaciones con proveedores agrícolas para obtener ingredientes de alta calidad.

• Soluciones de carne de Cargill: proveedor de carne principal
• Tyson Foods: proveedor de aves de corral y proteínas
• Dole Food Company: proveedor de productos frescos

Proveedores de tecnología

Las plataformas digitales y las asociaciones de tecnología son cruciales para las estrategias de pedidos y participación del cliente de Bloomin 'Brands'.

Socio tecnológico	Servicio proporcionado	Inversión tecnológica anual
Tostadas	Sistemas de punto de venta	$ 2.7 millones
Olo	Plataforma de pedidos digitales	$ 1.5 millones
Rakuten	Soluciones de marketing digital	$890,000

Agencias de marketing y publicidad

Las asociaciones estratégicas de marketing apoyan la visibilidad de la marca y la participación del cliente.

• Publicis Groupe: Comunicaciones integradas de marketing
• Omnicom Media Group: Planificación y compra de medios
• BBDO: Servicios de publicidad creativa

Agencia	Servicios	Presupuesto anual de marketing
Publicis groupe	Marketing integrado	$ 12.3 millones
Grupo de medios de Omnicom	Estrategia de medios	$ 7.6 millones
Bbdo	Servicios creativos	$ 5.2 millones

Bloomin 'Brands, Inc. (BLMN) - Modelo de negocio: actividades clave

Operaciones y gestión de restaurantes

A partir del cuarto trimestre de 2023, Bloomin 'Brands opera 1,453 restaurantes totales en múltiples marcas:

Marca	Número de restaurantes
Outback Steakhouse	674
Grill italiana de Carrabba	237
Parrilla de pescado de huesos	220
Fleming's Prime Steakhouse	64

Desarrollo de menú e innovación culinaria

Inversión anual en investigación y desarrollo del menú: $ 12.4 millones en 2023.

• Introdujo 37 nuevos elementos de menú en todas las marcas de restaurantes
• Desarrolló 6 rotaciones de menú estacional
• Realizadas 852 pruebas de gusto del cliente

Marketing de marca y compromiso del cliente

Gastos de marketing en 2023: $ 214.6 millones

Canal de marketing	Gasto
Marketing digital	$ 89.3 millones
Medios tradicionales	$ 65.2 millones
Programa de fidelización	$ 38.5 millones
Campañas promocionales	$ 21.6 millones

Plataforma digital e integración de tecnología

Inversión tecnológica para 2023: $ 47.2 millones

• Plataformas de pedidos en línea en todas las marcas
• Descargas de aplicaciones móviles: 2.3 millones
• Ventas digitales: $ 642.5 millones (18.4% de los ingresos totales)

Gestión de la cadena de suministro y el inventario

Gastos anuales de la cadena de suministro: $ 1.2 mil millones

Categoría de suministro	Gasto
Proteína	$ 456.7 millones
Producir	$ 287.3 millones
Lácteos y huevos	$ 189.6 millones
Productos secos	$ 142.5 millones

Bloomin 'Brands, Inc. (BLMN) - Modelo de negocio: recursos clave

Marcas de restaurantes establecidas

Bloomin 'Brands opera cuatro conceptos de restaurantes principales:

• Outback Steakhouse (1,676 ubicaciones a nivel mundial a partir de 2023)
• Grill italiana de Carrabba (178 ubicaciones)
• Fleming's Prime Steakhouse & Barra de vinos (93 ubicaciones)
• Grill de buescos (163 ubicaciones)

Marca	Ubicaciones totales	Presencia geográfica
Outback Steakhouse	1,676	Estados Unidos, mercados internacionales
Grill italiana de Carrabba	178	Principalmente Estados Unidos
Fleming's Prime Steakhouse	93	Estados Unidos
Parrilla de pescado de huesos	163	Estados Unidos

Personal de servicio y de servicio capacitado

A partir de 2023, Bloomin 'Brands emplea a aproximadamente 83,000 empleados de restaurantes totales en sus marcas.

Recetas propietarias y técnicas de cocina

• Receta de cebolla de Bloomin 'Outback de Signature
• Técnicas de cocina especializadas para filetes y mariscos
• Mezclas únicas de marinadas y condimentos

Tecnología de pedidos digitales y lealtad

Las ventas digitales representaron el 11.6% de las ventas totales de restaurantes en 2022, con:

• Aplicación móvil en todas las marcas
• Programa de fidelización con 20 millones de miembros activos
• Capacidades de pedido en línea

Ubicaciones inmobiliarias estratégicas

Tipo de ubicación	Porcentaje	Ubicaciones totales
Ubicaciones propias	15%	Aproximadamente 180 restaurantes
Ubicaciones arrendadas	85%	Aproximadamente 1,020 restaurantes

Cartera total de restaurantes: 2.110 ubicaciones al 31 de diciembre de 2022.

Bloomin 'Brands, Inc. (BLMN) - Modelo de negocio: propuestas de valor

Diversos conceptos de restaurantes de restaurantes informales

Bloomin 'Brands opera cuatro marcas de restaurantes principales:

• Outback Steakhouse: 672 ubicaciones a partir de 2023
• Grill italiana de Carrabba: 215 ubicaciones
• Grill de bueso: 171 ubicaciones
• Fleming's Prime Steakhouse & Bar de vinos: 64 ubicaciones

Marca	Ingresos anuales (2023)	Volumen de unidad promedio
Outback Steakhouse	$ 1.78 mil millones	$ 2.65 millones
Grill italiana de Carrabba	$ 456 millones	$ 2.12 millones
Parrilla de pescado de huesos	$ 621 millones	$ 3.63 millones
Fleming's Prime Steakhouse	$ 275 millones	$ 4.30 millones

Ofertas consistentes de calidad y menú familiares

Estandarización del menú en todas las marcas:

• Desarrollo de recetas consistente en 1.122 restaurantes totales
• La producción central de la cocina admite la consistencia del menú
• Tasa de retención de elementos de menú promedio: 82%

Experiencias gastronómicas asequibles

Detalles de la estrategia de precios:

Categoría	Precio promedio de la comida	Gama de precios
Outback Steakhouse	$22.50	$15 - $35
Grill italiana de Carrabba	$19.75	$12 - $30
Parrilla de pescado de huesos	$24.60	$18 - $40

Opciones de pedidos digitales y entrega

Métricas de rendimiento digital:

• Ingresos de pedidos en línea: $ 412 millones en 2023
• Porcentaje de ventas digitales: 24.3% de los ingresos totales del restaurante
• Descargas de aplicaciones móviles: 3.2 millones de usuarios activos

Programas de fidelización y recompensas del cliente

Estadísticas del programa de fidelización:

Métrico de programa	Valor
Miembros de lealtad total	8.7 millones
Tarifa de cliente repetida	47.3%
Gasto promedio de los miembros de fidelización	$ 63.40 por visita

Bloomin 'Brands, Inc. (BLMN) - Modelo de negocios: relaciones con los clientes

Programas de lealtad personalizados

Bloomin 'Brands opera el Programa de recompensas de cena a través de sus marcas de restaurantes:

Detalles del programa	Métrica
Miembros de lealtad	8.1 millones de miembros activos (cuarto trimestre 2023)
Repita la tasa de visita	El 45% de los miembros regresan dentro de los 60 días
Gasto promedio por miembro de fidelización	$ 62.50 por visita

Compromiso de aplicaciones móviles

Métricas de rendimiento de la aplicación móvil:

• Descargas totales de aplicaciones móviles: 3.2 millones
• Usuarios activos mensuales: 1.5 millones
• Porcentaje de pedido digital: 22% de las ventas totales

Interacción en las redes sociales

Plataforma	Recuento de seguidores	Tasa de compromiso
Instagram	525,000 seguidores	3.7%
Facebook	410,000 seguidores	2.9%

Comunicaciones por correo electrónico de marketing

Rendimiento de marketing por correo electrónico:

• Base de suscriptores totales: 6.4 millones
• Tasa de apertura promedio: 24.3%
• Tasa de clics: 8.6%
• Tasa de conversión de las campañas de correo electrónico: 3.2%

Experiencia de servicio al cliente en la tienda

Métrico de servicio	Actuación
Puntuación de satisfacción del cliente	4.2/5
Tiempo de espera promedio	8.5 minutos
Horas de capacitación del personal	42 horas por empleado anualmente

Bloomin 'Brands, Inc. (BLMN) - Modelo de negocios: canales

Ubicaciones de restaurantes físicos

A partir de 2023, Bloomin 'Brands opera 1.446 restaurantes totales en múltiples marcas:

Marca	Número de restaurantes
Outback Steakhouse	672
Grill italiana de Carrabba	218
Parrilla de pescado de huesos	171
Fleming's Prime Steakhouse	64

Aplicación móvil

Características de la aplicación móvil Bloomin 'Brands:

• Capacidades de pedido digital
• Integración del programa de fidelización
• Disponible en plataformas iOS y Android

Plataformas de pedidos en línea

Los canales de ventas digitales incluyen:

• Sitio web propietario de la empresa
• Sistemas de pedidos en línea específicos de la marca
• Plataformas de pedidos digitales directos

Servicios de entrega de terceros

Socio de entrega	Estado de integración
Doordash	Totalmente integrado
Uber come	Totalmente integrado
Grubhub	Totalmente integrado

Marketing digital directo

Los canales de marketing digital incluyen:

• Base de datos de marketing por correo electrónico de 15,2 millones de suscriptores
• Plataformas de redes sociales (Facebook, Instagram, Twitter)
• Campañas de publicidad digital dirigidas

Bloomin 'Brands, Inc. (BLMN) - Modelo de negocio: segmentos de clientes

Consumidores de comidas informales

A partir del cuarto trimestre de 2023, Bloomin 'Brands opera 1,446 restaurantes en múltiples marcas, incluidas Outback Steakhouse, Fleming's Prime Steakhouse y Carrabba's Italian Grill.

Características del segmento de clientes	Porcentaje
Rango de edad promedio	25-55 años
Ingresos familiares promedio	$75,000 - $125,000
Frecuencia de comedor	2-4 veces al mes

Mercado de comedor familiar

El segmento familiar representa aproximadamente el 40% de la base total de clientes de Bloomin 'Brands'.

• Media del tamaño de la familia: 3.2 personas
• Gasto promedio de cenas familiares: $ 78 por visita
• Peak Family Cining Times: fines de semana y tardes

Jóvenes profesionales

Los jóvenes profesionales constituyen aproximadamente el 22% de la demografía de los clientes de Bloomin 'Brands'.

Detalles de segmento	Métrica
Rango de edad	25-35 años
Ingresos promedio	$65,000 - $95,000
Compromiso digital	78% usa pedidos móviles

Multitudes de almuerzo/cena de negocios

El segmento de comidas de negocios genera aproximadamente el 18% de los ingresos totales de los restaurantes.

• Gasto promedio de comida comercial: $ 95
• Ubicaciones principales: áreas urbanas y metropolitanas
• Tiempos pico: 11:30 am - 1:30 pm, 6:00 pm - 8:00 p.m.

Demografía de comidas suburbanas y urbanas

Distribución de restaurantes en segmentos geográficos a partir de 2023:

Segmento geográfico	Número de restaurantes	Porcentaje
Áreas suburbanas	987	68%
Áreas urbanas	459	32%

Bloomin 'Brands, Inc. (BLMN) - Modelo de negocio: Estructura de costos

Adquisición de alimentos e ingredientes

A partir del año fiscal 2022, Bloomin 'Brands reportó costos totales de alimentos y bebidas de $ 2.76 mil millones. La compañía obtiene ingredientes de múltiples proveedores con una estrategia de adquisición diversificada.

Categoría de costos	Gasto anual
Ingredientes proteicos	$ 987.5 millones
Producir y verduras	$ 412.3 millones
Productos lácteos	$ 276.8 millones

Gastos de mano de obra y personal

En 2022, los costos laborales totales de Bloomin 'Brands fueron de $ 1.54 mil millones, lo que representa aproximadamente el 35.6% de los ingresos totales.

• Salario promedio por hora para el personal del restaurante: $ 14.25
• Número total de empleados: aproximadamente 84,000
• Gastos anuales de capacitación y desarrollo: $ 22.6 millones

Alquiler de restaurantes y mantenimiento de las instalaciones

Los gastos anuales relacionados con la instalación para 2022 totalizaron $ 456.7 millones.

Tipo de gasto	Costo
Gastos de arrendamiento	$ 312.4 millones
Mantenimiento de la instalación	$ 144.3 millones

Gastos de marketing y publicidad

Bloomin 'Brands invirtió $ 187.5 millones en marketing y publicidad para el año fiscal 2022.

• Presupuesto de marketing digital: $ 62.3 millones
• Publicidad tradicional: $ 125.2 millones

Inversiones en tecnología e plataforma digital

Las inversiones tecnológicas para 2022 ascendieron a $ 94.6 millones.

Área de inversión tecnológica	Gasto
Plataformas de pedidos digitales	$ 42.1 millones
Ciberseguridad	$ 18.5 millones
Infraestructura	$ 34 millones

Bloomin 'Brands, Inc. (BLMN) - Modelo de negocios: flujos de ingresos

Ventas de restaurantes de cena

Para el año fiscal 2022, Bloomin 'Brands reportó ingresos totales de $ 4.72 mil millones. Las ventas de restaurantes de cena representaron una parte significativa de este ingreso.

Marca de restaurantes	Ingresos anuales (2022)
Outback Steakhouse	$ 1.85 mil millones
Grill italiana de Carrabba	$ 528 millones
Parrilla de pescado de huesos	$ 762 millones
Fleming's Prime Steakhouse	$ 341 millones

Órdenes digitales y de comida para llevar

Las ventas digitales representaron el 20.5% de las ventas totales en 2022, que representan $ 967.6 millones en ingresos.

• Tasa de crecimiento de las ventas digitales: 3.4% año tras año
• Plataformas de pedidos en línea: aplicaciones móviles específicas de la empresa y servicios de entrega de terceros
• Los canales de ventas digitales incluyen pedidos directos en el sitio web y aplicaciones móviles

Servicios de catering

Los ingresos de catering para Bloomin 'Brands en 2022 fueron de aproximadamente $ 215 millones.

Ventas de alcohol y bebidas

Las ventas de alcohol y bebidas contribuyeron con aproximadamente el 18% de las ventas totales de restaurantes, estimados en $ 850 millones en 2022.

Categoría de bebida	Ingresos estimados
Bebidas alcohólicas	$ 612 millones
Bebidas no alcohólicas	$ 238 millones

Ingresos de tarjeta de regalo y mercancías

Las ventas y mercancías de tarjetas de regalo generaron aproximadamente $ 72 millones en ingresos para 2022.

• Valor promedio de la tarjeta de regalo: $ 50
• Tasa de rotura de la tarjeta de regalo: estimado 3-5%
• La mercancía incluye ropa y accesorios de marca

Bloomin' Brands, Inc. (BLMN) - Canvas Business Model: Value Propositions

Affordable luxury in the casual dining sector.

The average check per person in U.S. continuing operations increased by 1.9% in Q2 2025 compared to 2024, driven primarily by pricing actions.

Multi-concept choice from casual steakhouse to fine dining.

Bloomin' Brands, Inc. operates four concepts: Outback Steakhouse, Carrabba's Italian Grill, Bonefish Grill, and Fleming's Prime Steakhouse & Wine Bar. For the first time since Q1 2023, all four brands achieved positive U.S. comparable restaurant sales growth in Q3 2025.

Concept	Q3 2025 U.S. Comparable Sales Growth	Q1 2025 U.S. Comparable Sales Growth
Carrabba's Italian Grill	4.1%	1.4%
Fleming's Prime Steakhouse & Wine Bar	Positive (Implied)	5.1%
Outback Steakhouse	0.4%	-1.3%
Bonefish Grill	Positive (Implied)	-4.0%
Combined U.S.	1.2%	-0.5%

Everyday value offers, like the Aussie Three Course.

Value-driven offers, such as the Aussie 3-Course at Outback Steakhouse and Dinner and Dolce at Carrabba's, were cited as key drivers in stabilizing same-store sales trends in Q3 2025. The Outback Steakhouse Aussie 3-Course Meal starts at $14.99. In Q2 2025, approximately 2/3 of Outback guests trading up to the higher-priced tiers of the value offerings (the $17.99 and $2.99 options). Also, about 20% of guests traded up on desserts within the value platform.

Enhanced dine-in experience through improved service and food quality.

The turnaround strategy includes investments targeting steak excellence and service model adjustments, such as a target service ratio of 4 tables/server. At Outback Steakhouse in Q3 2025, over 85% of guests used the Ziosk platform to pay, which aided in improving table turns.

Convenience of off-premises options (takeout and delivery).

Off-premises sales accounted for 23% of U.S. revenue in Q1 2025. This figure remained at 24% of total U.S. sales in Q2 2025. Third-party delivery represented 11% of U.S. revenue in Q1 2025.

• Off-premises sales as a percentage of U.S. revenue: 23% (Q1 2025).
• Off-premises sales as a percentage of U.S. revenue: 24% (Q2 2025).
• Carrabba's Italian Grill off-premises sales percentage: 35% (Q2 2025).

Bloomin' Brands, Inc. (BLMN) - Canvas Business Model: Customer Relationships

Bloomin' Brands, Inc. focuses on several key relationship strategies to maintain and grow its customer base across its restaurant portfolio.

Loyalty programs to drive visit frequency.

The Dine Rewards program is designed to encourage repeat visits across all four casual dining chains. The structure rewards frequent patronage with a tiered benefit system. Industry data suggests this focus is critical, as 50% of consumers prioritize loyalty programs when choosing restaurants in 2025. The company is also leaning into value-driven offers to attract price-sensitive diners.

Program Detail	Reward Structure/Metric
Dine Rewards Tiered Perk	50 percent off their fourth visit after three accumulated visits
Welcome Incentive	$5 off coupon redeemable at any chain
Industry Consumer Prioritization (2025)	50% prioritize loyalty programs

Enhanced in-restaurant service model and hospitality focus.

A core part of the turnaround strategy involves improving the dine-in experience through service enhancements. This includes adjusting staffing ratios to improve speed and consistency. The company is focused on operational excellence to deliver an exceptional guest experience, which management believes will drive in-restaurant traffic growth. For Outback Steakhouse, the revised server-to-table ratio is a key metric in this effort.

• Server-to-table ratio experiment at Outback: 1:4 versus the previous 1:6.
• Q3 2025 Combined U.S. Comparable Restaurant Sales: 1.2 %.
• Q3 2025 U.S. Traffic Change: approximately flat (-0.1%).
• Q2 2025 U.S. Traffic Change: down 200 basis points.

Technology-enabled feedback and payment via Ziosk.

Technology integration, specifically through Ziosk tablets, is used to streamline the payment process and gather immediate guest insights. This efficiency gain directly impacts table turnover rates, a critical operational metric. The adoption rate for using this technology for payment is high across the system.

• Percentage of guests using Ziosk to pay: Over 85%.
• Table turnover time reduction attributed to Ziosk: 5 to 7 minutes.
• Average table turn increase reported from Ziosk use: approximately 5 minutes.

Direct marketing and digital engagement with guests.

Bloomin' Brands, Inc. is shifting its marketing spend to digital channels to better recruit new guests and increase visit frequency. This is part of a broader strategy to drive brand relevancy. The company has set a specific goal for its marketing mix allocation to reflect this digital focus.

• Targeted digital marketing mix shift: 60% digital.
• Off-premises sales as a percentage of U.S. revenue in Q4 2024: 24%.
• Outback Steakhouse off-premises sales percentage in Q2 2025: 26%.

Focus on operational excellence to build long-term trust.

Building long-term trust is tied to consistent execution, which is reflected in the sequential improvement of key traffic and sales metrics through 2025. The company noted that all four brands posted positive U.S. comparable sales growth in Q3 2025 for the first time since Q1 2023. This operational consistency is foundational to the turnaround.

Metric	Q1 2025 Result	Q3 2025 Result
U.S. Comparable Restaurant Sales	Down 0.5 %	Up 1.2 %
U.S. Traffic Change	Down 3.9%	Down 0.1% (approximately flat)

Bloomin' Brands, Inc. (BLMN) - Canvas Business Model: Channels

You're looking at how Bloomin' Brands, Inc. gets its food and experience to the customer in late 2025. The core of the distribution strategy remains heavily focused on the physical footprint, but digital integration is a clear, measurable component of the sales mix.

The primary channel is the network of company-owned restaurant locations. As of 2025, Bloomin' Brands, Inc. operates more than 1,450 restaurants globally across 46 U.S. states and 12 countries. Honestly, the vast majority of the business-generating about 95% of revenue-comes through these company-owned U.S. sites.

Off-premises dining has solidified its role. For the first quarter of 2025, off-premises sales accounted for 23% of total U.S. sales. This 23% is split between digital ordering and traditional takeout/curbside. The proprietary websites and apps are central to driving this volume, which includes the takeout and curbside pickup options you see at the restaurants.

The reliance on external platforms is quantified. Specifically, the third-party delivery business represented 11% of Q1 U.S. revenue. That's a significant slice of the pie coming through channels you don't directly control.

Internationally, the channel shifts slightly toward franchising. Bloomin' Brands, Inc. supports its international presence with a platform designed to manage its franchise locations. As of the third quarter of 2025, the International Franchise segment totaled 354 locations, building on a global platform that supports more than 340 franchise locations internationally.

Here's a quick look at how the key sales channels stacked up based on the most recent quarterly data available:

Channel Component	Metric Type	Reported Value (2025)
Total Global Restaurant Count	Unit Count	More than 1,450
U.S. Company-Owned Revenue Share	Percentage of Revenue	Approximately 95%
Total U.S. Off-Premises Sales	Percentage of U.S. Sales (Q1)	23%
Third-Party Delivery Sales	Percentage of Q1 U.S. Revenue	11%
International Franchise Locations	Unit Count (Q3)	354
U.S. Segment Revenues	Amount (Q1)	$1,030.9 million

The digital push is clearly integrated into the overall off-premises strategy, which is a blend of:

• - Digital ordering via proprietary websites and apps.
• - Third-party delivery services (representing 11% of Q1 U.S. revenue).
• - Takeout and curbside pickup (the remaining portion of the 23% off-premises sales).

The company is actively managing its physical footprint, too. As part of its turnaround strategy announced in Q3 2025, Bloomin' Brands, Inc. made the decision to close 21 U.S. restaurants and not renew leases for another 22 U.S. restaurants.

Bloomin' Brands, Inc. (BLMN) - Canvas Business Model: Customer Segments

You're looking at the specific groups of people Bloomin' Brands, Inc. targets across its portfolio of casual and fine dining concepts as of late 2025. This segmentation is key to their turnaround strategy, especially with the focus shifting heavily to Outback Steakhouse.

The core customer base is anchored by families and couples frequenting the casual dining brands. Outback Steakhouse and Carrabba's Italian Grill serve this segment, which is highly responsive to value propositions. Management is leaning into 'abundant everyday value offerings' to capture this group, evidenced by the promotion of the Aussie 3 Course value offering, which management anticipated would drive stronger sales in the second half of 2025. For Q3 2025, the combined U.S. comparable sales growth was +1.2%, with traffic being nearly flat at -0.1%.

For the more affluent diner seeking a premium experience, Fleming's Prime Steakhouse & Wine Bar is the primary focus. This concept has shown resilience; it ended 2024 strong with a 3.3% year-over-year increase in visits per location for Q4 2024. This suggests a segment less impacted by the broader macroeconomic caution management noted in Q2 2025 guidance.

Value-conscious consumers are a critical target, especially given the inflationary environment. Bloomin' Brands, Inc. is actively using targeted promotions to appeal to this group. The company is navigating a choppy macro environment by emphasizing these value offerings. The success of these value plays is reflected in the Q3 2025 average check increase of +1.3%.

The digital-first customer segment is growing, driven by off-premises channels. In Q1 2025, off-premises sales represented 23% of U.S. revenue, with third-party delivery making up 11% of that. By Q3 2025, this figure was 24% of U.S. sales overall, with Outback at 26% and Carrabba's at 34% of their respective U.S. sales. The long-term strategy includes a marketing mix shift targeting 60% digital usage between 2026 and 2028.

International consumers form a distinct segment served through the International Franchise Segment. Bloomin' Brands, Inc. operates and franchises restaurants in 12 countries. For Q1 2025, the Income from continuing operations for the International Franchise Segment was $9,004K. Key international development markets include Brazil, China, Mexico, and South Korea. Note that in December 2024, the company divested a 67% majority stake in its Brazil operations.

Here is a quick look at the brand portfolio and some relevant operational metrics:

Brand Concept	Primary Segment Focus	Q3 2025 U.S. Comparable Sales Growth	Q3 2025 Off-Premises Share of U.S. Sales
Outback Steakhouse	Casual Dining / Value-Conscious	Up (Part of all four brands positive growth)	26%
Carrabba's Italian Grill	Casual Dining / Families & Couples	+4.1% (Led all brands)	34%
Fleming's Prime Steakhouse & Wine Bar	Affluent Diners / Premium Experience	Up (Part of all four brands positive growth)	4% (Based on 2024 data)
Bonefish Grill	Casual Dining	Up (Part of all four brands positive growth)	17% (Based on 2024 data)

Finance: draft 13-week cash view by Friday.

Bloomin' Brands, Inc. (BLMN) - Canvas Business Model: Cost Structure

You're looking at the expenses that eat into Bloomin' Brands, Inc.'s revenue, which is key for understanding their path to profitability. The cost structure is heavily influenced by external pressures, especially inflation across key inputs.

The Cost of Goods Sold (COGS) remains a major pressure point. For the third quarter of 2025, commodity inflation hit hard, showing a 4.9% increase. This is what management is battling with their turnaround strategy, as they expect full-year COGS inflation to settle between 3% to 3.5%.

Labor is another significant line item. While Q3 2025 saw labor inflation at 3.3%, the expectation for the full fiscal year 2025 is approximately 3.5% in wage inflation. To manage this, the company announced workforce reductions earlier in 2025, aiming for annualized cost savings of about $22 million from those administrative changes.

Restaurant operating expenses, beyond just food and labor, are also rising. This includes higher insurance expense, which contributed 60 basis points to the margin decline in Q3 2025. These pressures collectively compressed the restaurant-level operating margin to 9.2% in Q3 2025, down from 11.1% in the prior year period.

One-time, significant charges hit the bottom line in the third quarter. Bloomin' Brands recorded asset impairments and net closure charges totaling $33.2 million in Q3 2025, directly related to closing 21 U.S. restaurants and not renewing leases for 22 others as part of the turnaround strategy. This charge is why the GAAP operating income margin fell to (3.9)% in Q3 2025.

Here's a quick look at how key cost metrics impacted margins in Q3 2025:

Cost Driver/Metric	Q3 2025 Result	Comparison Point
COGS Inflation (Quarterly)	4.9%	Lapped a significant rebate from Q3 2024
Labor Inflation (Quarterly)	3.3%	FY 2025 Expectation is ~3.5%
Restaurant-Level Operating Margin	9.2%	Down from 11.1% YoY
GAAP Operating Income Margin	(3.9)%	Down from 0.9% in Q3 2024
Impairment & Closure Costs (Q3)	$33.2 million	Related to restaurant closures

General and administrative expenses cover corporate support, but the focus has been on right-sizing this area. The workforce reduction announced in February 2025, impacting about 17% of the Restaurant Support Center team, was designed to align the cost structure and deliver those annualized savings of approximately $22 million.

The overall cost structure challenges are summarized by the margin compression seen across the board:

• - COGS inflation of 4.9% in Q3 2025.
• - Labor inflation of 3.3% in Q3 2025.
• - Higher insurance expense impacting margins by 60 basis points.
• - Significant non-recurring $33.2 million charge for closures.
• - Expected full-year labor inflation of 3.5%.

Finance: draft 13-week cash view by Friday.

Bloomin' Brands, Inc. (BLMN) - Canvas Business Model: Revenue Streams

You're looking at how Bloomin' Brands, Inc. actually brings in the money, which is pretty straightforward for a restaurant operator. The vast majority of the cash comes directly from people eating their food, either in the dining room or taking it to go. Honestly, it's all about getting those covers and checks.

For the third quarter of fiscal 2025, the total revenue hit $928.8 million. That's the top-line number we're working with for that period. The core of that figure, the restaurant sales, accounted for approximately 98.2% of that total revenue. That concentration shows you just how reliant Bloomin' Brands, Inc. is on the day-to-day operations of its physical locations.

To give you a clearer picture of the key financial markers around this revenue generation, here's a quick snapshot:

Metric	Value
Q3 2025 Total Revenue	$928.8 million
Restaurant Sales Share (Q3 2025 Est.)	98.2%
Full-Year 2025 Adjusted Diluted EPS Guidance	$1.10-$1.15
Off-Premises Sales Share (Q3 2025)	24%

Still, there are other, smaller pieces to the revenue puzzle. You have franchise and other revenue, which covers royalties and fees from international operations and franchised locations. For Q3 2025, these streams actually saw a decline year-over-year, partially offsetting the gains from company-owned restaurants. That's something to watch as they push their turnaround strategy.

The way people eat has shifted, so off-premises sales are a key component now, too. Takeout and delivery made up 24% of U.S. sales in Q3 2025, with Outback hitting 26% and Carrabba's at 34% of their respective U.S. sales. This channel is definitely part of the revenue mix, even if it's bundled into the larger restaurant sales category.

Here's how the revenue sources break down conceptually:

• - Restaurant Sales (Company-Owned Locations)
• - Franchise and other revenue (Royalties and fees)
• - Off-premises sales (Takeout and delivery contributions)

Management is definitely focused on driving that core restaurant revenue, which is why they raised the full-year 2025 Adjusted Diluted EPS guidance to a range of $1.10 to $1.15. That guidance increase shows confidence in their ability to convert sales momentum into bottom-line results, despite the margin pressures we're seeing from inflation.

Finance: draft 13-week cash view by Friday.