TickerTalks
Browse all tickers →
TickerTalks›$BLMN
BLBLMN

Bloomin' Brands, Inc.

Hot onWhy it's trendingX mentions rising faster than the marketStrong bullish X conversationBacked by solid revenue growth
$BLMN·$691M·Restaurants·Consumer Cyclical
$8.07+0.2%YTD+28.5%1Y+18.5%
Price updated 6h ago·X counts updated 5d ago
BLBLMN
$BLMNBloomin' Brands, Inc.
$8.07+0.25%51 posts1.4×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $BLMN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

51X posts · last 7 days
Sep 2Sep 14
Chatter Meter
1.4×
QuietNormal · 1×Loud

How loud $BLMN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 92% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data12 posts analyzed · as of 2026-08-12

Bloomin' Brands ripped 30%+ after a Q2 double-beat-and-raise (adj EPS $0.39 vs $0.29, revenue $1.016B vs $1.001B, FY26 EPS guide raised) and posters had a field day framing it as a broader restaurant leadership move alongside CBRL, EAT, CAKE and TXRH. Contributors highlight the improved weekly technical setup and joke about heading to Outback for dinner. A lone skeptic notes the balance sheet still carries $2B in debt against $70M cash and a $1B market cap.

Read what X is saying about $BLMN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BLMN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-20

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Bloomin' Brands has stabilized earnings but hasn't shown the sales lift a real Outback turnaround needs.

Outback Steakhouse's parent has done the unsexy work of returning to positive quarterly earnings, and value-focused screens have started tagging it. But the operational story — that comparable sales are finally re-accelerating at the flagship brand — hasn't shown up in the numbers yet.

  • Q1 and Q2 2026 revenue growth were both about 1% year-over-year, meaning menu pricing is essentially the whole growth line.
  • EPS of $0.37 in Q2 and $0.65 in Q1 shows margins have stabilized, and analyst consensus of $0.97 for full-year 2026 suggests a decent H2.
  • Debt-to-equity above 5x is the ceiling on this thesis; a full-service casual-dining recovery has to happen before interest expense forces a strategic move.

The Nov 5 print is the test — traffic and comparable sales trends decide whether the coil breaks upward or the balance sheet forces the story.

What to watch: Q3 comparable sales at Outback (positive traffic being the specific bar to clear), and any franchising or refinancing update to address the ~5x leverage.

On the calendar: 2026-11-05 Q3 earnings

no price datano sentiment

Read the AI verdict on $BLMN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Full-service restaurant operator running Outback Steakhouse, Carrabba's, and Bonefish Grill chains across the US and internationally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Restaurants sits in its cycle right now — and what that implies for $BLMN.

Restaurants · Consumer Cyclical

Value-conscious consumer trade-down sustains QSR and fast-casual at the expense of casual dining; digital ordering and loyalty platforms are the operating-efficiency moats. McDonald's sits at decade-low valuation multiples while Starbucks' turnaround has delivered a 30% stock recovery, creating divergent narratives within the same sector headwind.

What this means for $BLMN

Headwind — Outback Steakhouse and Bonefish Grill operate full-service casual dining at mid-to-high price points; consumer wallet pressure and trade-down to QSR/fast-casual are direct headwinds to traffic and same-store-sales at casual concepts.

Industry benchmark

17-name peer basket
-5.3%YTD
-15.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
37.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
1.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
11.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
7.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
54.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
5.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.39$0.29+35.2%
Q1 2026May 6, 2026$0.67$0.57+17.5%
Q4 2025Feb 25, 2026$0.26$0.25+4.0%
Q3 2025Nov 6, 2025$-0.03$-0.12+75.0%
Next earningsThu, Nov 5·consensus EPS $-0.20

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.0B+1.3%14.0%3.8%$0.37—
Q1 FY26$1.1B+1.0%11.0%5.9%$0.65$50.1M
Q4 FY25$975.2M+63.2%70.2%-1.4%$-0.16$63.7M
Q3 FY25$928.8M-10.6%70.4%-3.9%$-0.54$-5.7M

Forward consensus

3-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.0B$4.0B – $4.0B$0.97$0.90 – $1.069
FY27$4.0B$4.0B – $4.1B$1.07$0.76 – $1.269
FY28$4.1B$4.1B – $4.3B$1.25$1.22 – $1.277

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.39%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-15.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+6.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 83.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.225-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 34 other (16 exempts · 10 inkinds · 8 awards) in window

See when $BLMN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 18-K — Item 5.02: Officer or director change
AI summary

BLMN announced a leadership Departure involving Certain Officers, who serves as Director. Item 5.02 mandates timely disclosure of executive and director transitions, which can significantly affect BLMN's strategic direction and investor confidence.

SC 13D/AActivist amendmentMay 8SC 13D/A
8-KShareholder voteApr 248-K — Item 5.07: Shareholder vote
+ 7 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Bloomin' Brands (BLMN) Upgraded to Strong Buy: Here's What You Should Knowzacks.com·2d agoBest Value Stocks to Buy for September 18thzacks.com·2d agoBLMN vs. SHAK: Which Stock Is the Better Value Option?zacks.com·9d agoNew Strong Buy Stocks for September 11thzacks.com·9d agoBest Value Stocks to Buy for September 11thzacks.com·9d ago

More in Restaurants

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$WEN$CAKE$MCD$CAVA$SBUX$BROS$CMG$DPZ
Voices on X · last 7 days

No standout posts about $BLMN on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport