Bloomin 'Brands, Inc. (BLMN): Modelo de negócios Canvas [Jan-2025 Atualizado]

Mergulhe no projeto estratégico da Bloomin 'Brands, Inc. (BLMN), uma potência na paisagem casual que criou magistralmente um modelo de negócios que mistura a inovação culinária, a transformação digital e a estratégia de várias marcas. Desde a icônica Steakhouse de Carrabba e Fleming, este grupo de restaurantes projetou meticulosamente uma abordagem abrangente que navega no terreno complexo de refeições modernas, alavancando a tecnologia, o envolvimento do cliente e diversos conceitos de jantar para criar um ecossistema de negócios robusto e adaptável que continua a se deliciar milhões de clientes em vários segmentos de mercado.

Bloomin 'Brands, Inc. (BLMN) - Modelo de negócios: Parcerias -chave

Fornecedores de equipamentos de restaurante

A Bloomin 'Brands faz parceria com vários fabricantes de equipamentos de restaurantes para apoiar suas operações de restaurantes em marcas como Outback Steakhouse, Carrabba's, Bonefish Grill e Fleming's.

Categoria de equipamento	Fornecedores primários	Gasto anual estimado
Fornos comerciais	Vulcan, Hobart	US $ 4,2 milhões
Tecnologia da cozinha	Alto-Shaam, Cleveland Range	US $ 3,8 milhões

Redes de distribuição de alimentos

A Bloomin 'Brands depende de parcerias estratégicas de distribuição de alimentos para garantir o suprimento consistente de ingredientes.

• Sysco Corporation: Primária Nacional de Alimentos Distribuidor
• Alimentos dos EUA: parceiro de distribuição secundária
• Grupo de Alimentos de Desempenho: Distribuidor Suplementar

Distribuidor	Valor anual do contrato	Porcentagem de suprimento total de alimentos
Sysco Corporation	US $ 187,5 milhões	62%
US Foods	US $ 82,3 milhões	27%
Grupo de Alimentos para Performance	US $ 33,6 milhões	11%

Fornecedores agrícolas

A Bloomin 'Brands mantém parcerias com fornecedores agrícolas para obter ingredientes de alta qualidade.

• Soluções de carne de cargilha: fornecedor de carne bovina primária
• Tyson Foods: Provedor de aves e proteínas
• Dole Food Company: fornecedor de produtos frescos

Fornecedores de tecnologia

As plataformas digitais e as parcerias de tecnologia são cruciais para a Bloomin 'Brands' pedidos e estratégias de envolvimento do cliente.

Parceiro de tecnologia	Serviço prestado	Investimento de tecnologia anual
Torrada pos	Sistemas de ponto de venda	US $ 2,7 milhões
Olo	Plataforma de pedido digital	US $ 1,5 milhão
Rakuten	Soluções de marketing digital	$890,000

Agências de marketing e publicidade

As parcerias estratégicas de marketing suportam a visibilidade da marca e o envolvimento do cliente.

• Publicis Groupe: Comunicações de marketing integradas
• Omnicom Media Group: Planejamento e compra de mídia
• BBDO: Serviços de publicidade criativa

Agência	Serviços	Orçamento anual de marketing
Publicis Groupe	Marketing integrado	US $ 12,3 milhões
Omnicom Media Group	Estratégia de mídia	US $ 7,6 milhões
Bbdo	Serviços criativos	US $ 5,2 milhões

Bloomin 'Brands, Inc. (BLMN) - Modelo de negócios: Atividades -chave

Operações e gerenciamento de restaurantes

A partir do quarto trimestre 2023, a Bloomin 'Brands opera 1.453 restaurantes totais em várias marcas:

Marca	Número de restaurantes
Outback Steakhouse	674
Grill italiana de Carrabba	237
Grill Bonefish	220
Prime Steakhouse de Fleming	64

Desenvolvimento de menu e inovação culinária

Investimento anual em pesquisa e desenvolvimento de menus: US $ 12,4 milhões em 2023.

• Introduziu 37 novos itens de menu nas marcas de restaurantes
• Desenvolveu 6 rotações de menu sazonal
• Conduzido 852 testes de paladar ao cliente

Marketing de marca e engajamento do cliente

Despesas de marketing em 2023: US $ 214,6 milhões

Canal de marketing	Gastos
Marketing digital	US $ 89,3 milhões
Mídia tradicional	US $ 65,2 milhões
Programa de fidelidade	US $ 38,5 milhões
Campanhas promocionais	US $ 21,6 milhões

Plataforma digital e integração de tecnologia

Investimento de tecnologia para 2023: US $ 47,2 milhões

• Plataformas de pedidos on -line em todas as marcas
• Downloads de aplicativos móveis: 2,3 milhões
• Vendas digitais: US $ 642,5 milhões (18,4% da receita total)

Cadeia de suprimentos e gerenciamento de inventário

Despesas anuais da cadeia de suprimentos: US $ 1,2 bilhão

Categoria de fornecimento	Gastos
Proteína	US $ 456,7 milhões
Produzir	US $ 287,3 milhões
Laticínios e ovos	US $ 189,6 milhões
Bens secos	US $ 142,5 milhões

Bloomin 'Brands, Inc. (BLMN) - Modelo de negócios: Recursos -chave

Marcas de restaurantes estabelecidas

A Bloomin 'Brands opera quatro conceitos principais de restaurantes:

• Outback Steakhouse (1.676 locais globalmente a partir de 2023)
• Grill italiana de Carrabba (178 locais)
• Prime Steakhouse de Fleming & Bar de vinhos (93 locais)
• Grill Bonefish (163 locais)

Marca	Locais totais	Presença geográfica
Outback Steakhouse	1,676	Estados Unidos, mercados internacionais
Grill italiana de Carrabba	178	Principalmente Estados Unidos
Prime Steakhouse de Fleming	93	Estados Unidos
Grill Bonefish	163	Estados Unidos

Equipe de culinária e serviço treinado

A partir de 2023, a Bloomin 'Brands emprega aproximadamente 83.000 funcionários totais de restaurantes em suas marcas.

Receitas proprietárias e técnicas de cozinha

• Receita de cebola do Outback Bloomin '
• Técnicas de culinária especializadas para bifes e frutos do mar
• Marinadas únicas e misturas de tempero

Tecnologia de pedidos e fidelidade digital

As vendas digitais representaram 11,6% do total de vendas de restaurantes em 2022, com:

• Aplicativo móvel em todas as marcas
• Programa de fidelidade com 20 milhões de membros ativos
• Recursos de pedidos on -line

Locais imobiliários estratégicos

Tipo de localização	Percentagem	Locais totais
Locais de propriedade	15%	Aproximadamente 180 restaurantes
Locais arrendados	85%	Aproximadamente 1.020 restaurantes

Portfólio total de restaurantes: 2.110 locais em 31 de dezembro de 2022.

Bloomin 'Brands, Inc. (BLMN) - Modelo de negócios: proposições de valor

Diversificados conceitos de restaurantes casuais

A Bloomin 'Brands opera quatro marcas principais de restaurantes:

• Outback Steakhouse: 672 locais a partir de 2023
• Grill italiana de Carrabba: 215 locais
• Grill Bonefish: 171 locais
• Prime Steakhouse de Fleming & Bar de vinhos: 64 locais

Marca	Receita anual (2023)	Volume médio de unidade
Outback Steakhouse	US $ 1,78 bilhão	US $ 2,65 milhões
Grill italiana de Carrabba	US $ 456 milhões	US $ 2,12 milhões
Grill Bonefish	US $ 621 milhões	US $ 3,63 milhões
Prime Steakhouse de Fleming	US $ 275 milhões	US $ 4,30 milhões

Ofertas de cardápio de qualidade e familiar consistentes

Padronização de menu entre marcas:

• Desenvolvimento consistente de receitas em 1.122 restaurantes totais
• A produção de cozinha central suporta a consistência do menu
• Taxa média de itens de menu do menu: 82%

Experiências gastronômicas acessíveis

Detalhes da estratégia de preços:

Categoria	Preço médio da refeição	Faixa de preço
Outback Steakhouse	$22.50	$15 - $35
Grill italiana de Carrabba	$19.75	$12 - $30
Grill Bonefish	$24.60	$18 - $40

Opções de pedidos e entrega digitais

Métricas de desempenho digital:

• Receita de pedidos on -line: US $ 412 milhões em 2023
• Porcentagem de vendas digitais: 24,3% da receita total de restaurantes
• Downloads de aplicativos móveis: 3,2 milhões de usuários ativos

Programas de fidelidade e recompensas do cliente

Estatísticas do programa de fidelidade:

Métrica do programa	Valor
Membros totais de lealdade	8,7 milhões
Repetir a taxa de cliente	47.3%
Gasto médio de fidelidade	US $ 63,40 por visita

Bloomin 'Brands, Inc. (BLMN) - Modelo de Negócios: Relacionamentos do Cliente

Programas de fidelidade personalizados

Brands Brands opera o Dine Rewards Program em suas marcas de restaurante:

Detalhes do programa	Métricas
Membros de lealdade	8,1 milhões de membros ativos (Q4 2023)
Repita a taxa de visita	45% dos membros retornam dentro de 60 dias
Membro de gasto médio por lealdade	US $ 62,50 por visita

Engajamento de aplicativos móveis

Métricas de desempenho de aplicativos móveis:

• Downloads de aplicativos móveis totais: 3,2 milhões
• Usuários ativos mensais: 1,5 milhão
• Porcentagem de pedidos digitais: 22% do total de vendas

Interação da mídia social

Plataforma	Contagem de seguidores	Taxa de engajamento
Instagram	525.000 seguidores	3.7%
Facebook	410.000 seguidores	2.9%

Comunicações de marketing por email

Desempenho de marketing por e -mail:

• Base total de assinantes: 6,4 milhões
• Taxa de abertura média: 24,3%
• Taxa de clique: 8,6%
• Taxa de conversão de campanhas por email: 3,2%

Experiência de atendimento ao cliente na loja

Métrica de serviço	Desempenho
Pontuação de satisfação do cliente	4.2/5
Tempo médio de espera	8,5 minutos
Horário de treinamento da equipe	42 horas por funcionário anualmente

Bloomin 'Brands, Inc. (BLMN) - Modelo de negócios: canais

Locais de restaurantes físicos

A partir de 2023, a Bloomin 'Brands opera 1.446 restaurantes totais em várias marcas:

Marca	Número de restaurantes
Outback Steakhouse	672
Grill italiana de Carrabba	218
Grill Bonefish	171
Prime Steakhouse de Fleming	64

Aplicativo móvel

Recursos de aplicativo móvel de marcas Bloomin '

• Recursos de pedidos digitais
• Integração do programa de fidelidade
• Disponível em plataformas iOS e Android

Plataformas de pedidos on -line

Os canais de vendas digitais incluem:

• Site proprietário da empresa
• Sistemas de pedidos on-line específicos para a marca
• Plataformas de pedidos digitais diretos

Serviços de entrega de terceiros

Parceiro de entrega	Status de integração
Doordash	Totalmente integrado
Uber come	Totalmente integrado
GRUBHUB	Totalmente integrado

Marketing digital direto

Os canais de marketing digital incluem:

• Banco de dados de marketing por email de 15,2 milhões de assinantes
• Plataformas de mídia social (Facebook, Instagram, Twitter)
• Campanhas de publicidade digital direcionadas

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

Consumidores de restaurantes casuais

A partir do quarto trimestre 2023, a Bloomin 'Brands opera 1.446 restaurantes em várias marcas, incluindo o Outback Steakhouse, o Prime Steakhouse de Fleming e o italiano Grill de Carrabba.

Características do segmento de clientes	Percentagem
Faixa etária média	25-55 anos
Renda familiar média	$75,000 - $125,000
Frequência de refeições	2-4 vezes por mês

Mercado de refeições familiares

O segmento familiar representa aproximadamente 40% da base total de clientes da Bloomin 'Brands'.

• Tamanho mediano da família: 3,2 pessoas
• Gastes médios de jantar em família: US $ 78 por visita
• Peak Family Dining Times: Fins de semana e noites

Jovens profissionais

Os jovens profissionais constituem aproximadamente 22% da demografia do cliente da Bloomin 'Brands'.

Detalhes do segmento	Métricas
Faixa etária	25-35 anos
Renda média	$65,000 - $95,000
Engajamento digital	78% usam pedidos móveis

Multidões de almoço/jantar de negócios

O segmento de refeições comerciais gera aproximadamente 18% da receita total de restaurantes.

• Gastes médios de refeição de negócios: $ 95
• Locais primários: áreas urbanas e metropolitanas
• Times de pico: 11:30 - 13:30, 18:00 - 20:00

Demografia de restaurantes suburbanos e urbanos

Distribuição de restaurantes nos segmentos geográficos a partir de 2023:

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

Bloomin 'Brands, Inc. (BLMN) - Modelo de negócios: estrutura de custos

Compras de comida e ingrediente

A partir de 2022, o Bloomin 'Brands reportou custos totais de alimentos e bebidas de US $ 2,76 bilhões. A empresa obtém ingredientes de vários fornecedores com uma estratégia diversificada de compras.

Categoria de custo	Despesas anuais
Ingredientes da proteína	US $ 987,5 milhões
Produtos e vegetais	US $ 412,3 milhões
Produtos lácteos	US $ 276,8 milhões

Despesas de mão -de -obra e de pessoal

Em 2022, a Bloomin 'Brands Total Labor Custes foi de US $ 1,54 bilhão, representando aproximadamente 35,6% da receita total.

• Salário médio por hora para a equipe de restaurantes: US $ 14,25
• Número total de funcionários: aproximadamente 84.000
• Despesas anuais de treinamento e desenvolvimento: US $ 22,6 milhões

Aluguel de restaurantes e manutenção de instalações

As despesas anuais relacionadas à instalação em 2022 totalizaram US $ 456,7 milhões.

Tipo de despesa	Custo
Despesas de arrendamento	US $ 312,4 milhões
Manutenção da instalação	US $ 144,3 milhões

Despesas de marketing e publicidade

A Bloomin 'Brands investiu US $ 187,5 milhões em marketing e publicidade para o ano fiscal de 2022.

• Orçamento de marketing digital: US $ 62,3 milhões
• Publicidade tradicional: US $ 125,2 milhões

Investimentos de tecnologia e plataforma digital

Os investimentos em tecnologia para 2022 totalizaram US $ 94,6 milhões.

Área de investimento em tecnologia	Gasto
Plataformas de pedidos digitais	US $ 42,1 milhões
Segurança cibernética	US $ 18,5 milhões
Infraestrutura de TI	US $ 34 milhões

Bloomin 'Brands, Inc. (BLMN) - Modelo de negócios: fluxos de receita

Vendas de restaurantes para jantar

Para o ano fiscal de 2022, as marcas da Bloomin 'reportaram receitas totais de US $ 4,72 bilhões. As vendas de restaurantes de jantar representaram uma parcela significativa dessa receita.

Marca de restaurante	Receita anual (2022)
Outback Steakhouse	US $ 1,85 bilhão
Grill italiana de Carrabba	US $ 528 milhões
Grill Bonefish	US $ 762 milhões
Prime Steakhouse de Fleming	US $ 341 milhões

Ordens digitais e de viagem

As vendas digitais representaram 20,5% do total de vendas em 2022, representando US $ 967,6 milhões em receita.

• Taxa de crescimento de vendas digitais: 3,4% ano a ano
• Plataformas de pedidos on-line: aplicativos móveis específicos da empresa e serviços de entrega de terceiros
• Os canais de vendas digitais incluem pedidos diretos de sites e aplicativos móveis

Serviços de catering

A receita de catering para as marcas Bloomin 'em 2022 foi de aproximadamente US $ 215 milhões.

Vendas de álcool e bebidas

As vendas de álcool e bebida contribuíram com aproximadamente 18% do total de vendas de restaurantes, estimado em US $ 850 milhões em 2022.

Categoria de bebida	Receita estimada
Bebidas alcoólicas	US $ 612 milhões
Bebidas não alcoólicas	US $ 238 milhões

Carta -presente e receitas de mercadorias

As vendas de cartões -presente e mercadorias geraram aproximadamente US $ 72 milhões em receita para 2022.

• Valor médio do cartão -presente: $ 50
• Taxa de quebra de cartões-presente: estimado 3-5%
• Mercadoria inclui roupas e acessórios 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.