24 slides from Dine Brands Global, Inc. Common Stock's shareholder meeting presentation, May 17, 2016
Slide 1: Forward-Looking Information
Forward-Looking Information: Statements contained in this presentation may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. You can identify these forward-looking statements by words such as "may," "will," "should," "could," "expect,"
Slide 2: Overview of DineEquity, Inc.
OVERVIEW DINEEQUITY, INC. OF © 2016 DineEquity, Inc. All rights reserved.
Slide 3: Highlights of the DineEquity Story
HIGHLIGHTS OF THE DINEEQUITY STORY Applebee’s and IHOP are two iconic brands with #1 positions in their respective categories(1) for the last eight consecutive years •With more than 3,700 restaurants, DineEquity is one of the largest full-service restaurant companies in the world Stable long-term ca
Slide 4: Five-Year Cumulative Total Stockholder Return
FIVE-YEAR CUMULATIVE TOTAL STOCKHOLDER RETURN $400 $300 36 $200 78 $156.82 $100 $0 2010 2011 2012 2013 2014 2015 Source: Value Line Publishing LLC Assumes $100 was invested at the close of trading on the last day of trading in 2010 in our common stock and in the market in dex, with reinvestment of a
Slide 5: Our Brands Lead Their Respective Categories
OUR BRANDS LEAD THEIR RESPECTIVE CATEGORIES Family Dining: Domestic System-wide Sales ($ in millions) $2,933 $3,000 $2,539 2,000 $960 1,000 0 IHOP Denny's Cracker Barrel Waffle House Bob Evans Casual Dining: Domestic System-wide Sales ($ in millions) $5,000 $4,577 $3,763 4,000 $3,634 $3,238 3,000 2,
Slide 6: Our Brands Are Market Share Leaders in Their Respective Categories (IHOP)
OUR BRANDS ARE MARKET SHARE LEADERS THEIR RESPECTIVE CATEGORIES IN IHOP Denny's (ranked #2) Remaining Family Dining Competitors 56.0% 20.4% Source: Latest available data disclosed in Nation’s Restaurant News, “Top 100,” June 15, 2015. A chain’s market share is based on its U.S. system-wide sales as
Slide 7: Our Brands Are Market Share Leaders in Their Respective Categories (Applebee's)
OUR BRANDS ARE MARKET SHARE LEADERS THEIR RESPECTIVE CATEGORIES IN 11.8% Applebee's 9.7% Olive Garden (ranked #2) Remaining Casual Dining Competitors 78.6% Source: Latest available data disclosed in Nation’s Restaurant News, “Top 100,” June 15, 2015. A chain’s market share is based on its U.S. syste
Slide 8: Our Strategy to Drive Organic Growth
OUR STRATEGY TO DRIVE ORGANIC GROWTH © 2016 DineEquity, Inc. All rights reserved.
Slide 9: Five Benchmarks Drive Organic Growth
FIVE BENCHMARKS DRIVE ORGANIC GROWTH TO Maximize the Business Change the Story at Applebee’s 1 Drive Strong Free Cash Flow Return it to Shareholders Meaningful Cash Dividend and Share Repurchases Sustain IHOP’s Momentum 2 Accelerate Franchisee Restaurant Development 3 Build a More Nimble Company Und
Slide 10: Innovate, Evolve, Build Strong Brands
INNOVATE EVOLVE BUILD STRONG BRANDS © 2016 DineEquity, Inc. All rights reserved.
Slide 11: Hand-Cut, Wood-Fired Platform: Changing the Applebee's Conversation
H A N D - C U T, W O O D - F I R E D P L A T F O R M Changing the Applebee’s Conversation 12
Slide 12: Hand-Cut, Wood-Fired Is Designed to Change the Applebee's Conversation
H a n d - C u t ,W o o d - F i r e d i sd e s i g n e d c o n v e r s a t i o t o n c h a n g e t h e A p p l e b e e ’ s TO Freshly prepared food FROM Pre-packaged, microwaved food Pre-Cut steaks Inconsistently cooked Hand-cut steaks Perfectly cooked One of the pack A differentiated offering experi
Slide 13: It's All About Flavor!
I T ’ S A L L A B O U T F L A V O R ! American oak wood Backyard, natural smoked flavor Flavor that extends beyond steak! Hand-Cut Bone-In Pork Chop Cedar Salmon with Maple Mustard Glaze 14
Slide 14: Applebee's Domestic Prototype
INNOVATE AND EVOLVE STRONG Applebee’s Domestic Prototype BRANDS We are currently finalizing plans for prototypes and remodels 15 © 2016 DineEquity, Inc. All rights reserved.
Slide 15: Current Remodel Program at IHOP
INNOVATE AND EVOLVE STRONG Current Remodel Program at IHOP BRANDS Recently launched new remodel program 16 © 2016 DineEquity, Inc. All rights reserved.
Slide 16: Committed to Long-Term Brand Building
INNOVATE AND EVOLVE STRONG BRANDS Committed to Long-Term Brand Building Operational Excellence Remodel Programs Global Development by Franchisees Guest Satisfaction Menu Innovation Effective Advertising & Media Digital and Social Marketing 18 © 2016 DineEquity, Inc. All rights reserved.
Slide 17: Extending Our Reach to Connect with Guests on Various Levels
EXTENDING OUR REACH TO CONNECT WITH GUESTS ON VARIOUS LEVELS o National Television Advertising o Social and Digital Media Advertising o Non-Traditional Development o Domestic and International Development o Guest Enabling Technology Sustainable Sales and Traffic Growth © 2016 DineEquity, Inc. All ri
Slide 18: DineEquity's Growth Objectives
DINEEQUITY’S GROWTH OBJECTIVES • Taking a More Strategic Approach to the Breakfast Daypart • Differentiating IHOP from the Competition • Rollout of New Remodel Program • Continually Improving Operations 20 • Improving Operations • Accelerated Development • Guest Enabling Technology • Reinventing and
Slide 19: First Quarter 2016 Financial Results
FIRST QUARTER 2016 FINANCIAL RESULTS © 2016 DineEquity, Inc. All rights reserved.
Slide 20: First Quarter 2016 Results and Highlights
FIRST QUARTER 2016 RESULTS AND HIGHLIGHTS Reported adjusted EPS of $1.58(1) and GAAP EPS of $1.37 • Generated free cash flow of approximately $39 million,(2) of which approximately $37 million was returned to shareholders in the form of share repurchases and a first quarter cash dividend combined. •
Slide 21: Positioned for Future Success
POSITIONED FUTURE SUCCESS FOR © 2016 DineEquity, Inc. All rights reserved.
Slide 22: Building on Our Achievements for Future Success
BUILDING ON OUR ACHIEVEMENTS FOR FUTURE SUCCESS Boldly change the story at Applebee’s with the introduction of our hand-cut, wood-fired platform • Build on IHOP’s momentum by further differentiating the brand from the competition • Collaborate with our franchisees to achieve positive and sustainable
Slide 23: Annual Meeting of Stockholders May 17, 2016
ANNUAL MEETING OF STOCKHOLDERS MAY 17, 2016 © 2016 DineEquity, Inc. All rights reserved.
Slide 24: Annual Meeting of Stockholders
ae ANNUAL MEETING OF STOCKHOLDERS May 17, 2016