Denny's Corporation (DENN)

Denny's continues to struggle with declining traffic, unit closures, and weak margins, despite some growth from Keke's daytime dining concept. Recent promotions like BOGO have failed to meaningfully boost traffic or improve same-store sales, pressuring margins further. Unit-level economics remain unattractive for franchisees, with low IRRs compared to peers, making future footprint growth challenging.

Denny's (DENN) Q2 EPS Falls 31%

Denny's Corporation (NASDAQ:DENN ) Q2 2025 Earnings Conference Call August 4, 2025 4:30 PM ET Company Participants Kayla Money - Corporate Participant Kelli F. Valade - CEO & Director Robert P.

While the top- and bottom-line numbers for Denny's (DENN) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

As more big restaurant chains prepare to report quarterly results this week, casual-dining chain Denny's Corp.'s diagnosis of U.S. diners wasn't great, as customers try to sniff out more discounts.

Denny's (DENN) came out with quarterly earnings of $0.09 per share, missing the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.13 per share a year ago.

Denny's BOGO promotion failed to boost traffic, with same-store sales still declining and market share slipping in key states like California and Arizona. Family dining, especially breakfast-first chains, continues to struggle as consumers skip discretionary meals and competition intensifies from grocers and QSRs. California's weak restaurant traffic hit Denny's particularly hard, given its high store concentration in the state, resulting in notable year-over-year declines.

Diner fans can grab their slammin' summer fits and collectible mugs at DinerDrip.com Diner fans can grab their slammin' summer fits and collectible mugs at DinerDrip.com

America's Diner launches national partnership to help fund breakthrough cancer research, donating proceeds from Kids' menu and limited-edition T-shirt America's Diner launches national partnership to help fund breakthrough cancer research, donating proceeds from Kids' menu and limited-edition T-shirt

Denny's trades at a discounted valuation, underestimating its brand resilience, cash generation, and potential recovery as macro headwinds ease. Aggressive value promotions, digital innovation, and Keke's expansion are driving traffic recovery and offer long-term growth levers despite near-term margin pressure. High leverage and ongoing inflation pose risks, but disciplined capital allocation and franchise strength support liquidity and operational stability.

Spartanburg, SC, June 09, 2025 (GLOBE NEWSWIRE) -- Denny's is turning up the summer savings with a deal that's too good to pass up: 4 fan-favorite Slams® for under $10 each*!   Originally created in 1977 as a tribute to a true baseball legend, the breakfast Slams have been part of Denny's menu for nearly 50 years — and this summer, Denny's is stepping back up to the plate with unbeatable value.

Denny's Q1 was rough: same-store sales and traffic declined, margins compressed, and free cash flow stayed negative, pressuring franchisee economics. Aggressive promotions like BOGO are boosting traffic, but risk further margin erosion and may not drive sustainable profitability for franchisees. My fair value estimate is $3.50–$4.50, well below Wall Street's optimistic targets, reflecting weak unit-level returns and ongoing operational headwinds.

America's Diner unveils delicious new Summer-inspired menu line-up – while doubling down on value! America's Diner unveils delicious new Summer-inspired menu line-up – while doubling down on value!

Texas Roadhouse stock is up after reporting mixed earnings results. Citi director and restaurant analyst Jon Tower explains how consumer behavior and macroeconomic headwinds are shaping the restaurant industry.

Like one of its classic breakfast dishes freshly served to a hungry diner, Denny's (DENN -2.46%) stock was being eagerly devoured over the past few days. A quarterly earnings release won the company some attention, but it also seems to winning popularity due to macroeconomic worries.

Denny's Corporation (NASDAQ:DENN ) Q1 2025 Earnings Conference Call May 5, 2025 4:30 PM ET Company Participants Kayla Money - Senior Director of Investor Relations Kelli Valade - Chief Executive Officer Robert Verostek - Executive Vice President & Chief Financial Officer Conference Call Participants Michael Tamas - Oppenheimer & Company Jake Bartlett - Truist Securities Todd Brooks - The Benchmark Company Jon Tower - Citigroup Eric Gonzalez - KeyBanc Capital Markets Allison Arfstrom - Piper Sandler Operator Ladies and gentlemen, greetings and welcome to the Denny's Corporation First Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.