Bloomin’ Brands, Inc. filings document the reporting and governance record of a public casual dining restaurant company. Form 8-K disclosures include quarterly operating results, earnings exhibits, non-GAAP reconciliations, outlook commentary, restaurant impairment and closing-cost adjustments, restructuring activities and other material events tied to the company’s brand portfolio.
Proxy and annual-meeting filings cover director elections, board committee assignments, auditor ratification, advisory executive-compensation votes, equity incentive plans, severance arrangements and stockholder voting results. Compensation-related 8-K reports also describe retention grants, performance stock units, restricted stock units and restrictive-covenant terms under company compensation plans.
Bloomin’ Brands reported Q4 2025 and full-year 2025 results showing modest sales growth but weaker profits. Q4 total revenues were $975.2M, up slightly from $972.0M, while GAAP diluted EPS from continuing operations fell to ($0.14) from $0.12 due mainly to a Bonefish Grill goodwill impairment and other charges.
On an adjusted basis, Q4 diluted EPS rose to $0.26 from $0.22, helped by operational adjustments, but full-year adjusted diluted EPS declined to $1.14 from $1.45 as margins compressed. U.S. comparable sales were flat overall in Q4, though Outback Steakhouse posted a 0.9% traffic increase, its first positive traffic quarter since Q4 2021.
For 2026, the company targets U.S. comparable sales growth of 0.5%–2.5%, GAAP diluted EPS of $0.70–$0.85 and adjusted diluted EPS of $0.75–$0.90, assuming 86–87 million diluted shares. Guidance also anticipates commodity inflation of 4.5%–5.5%, labor inflation of 3%–3.5%, and capital expenditures of $185M–$195M with 6–8 new company-owned and 17–20 new franchised restaurants.
Bloomin' Brands EVP Lissette R. Gonzalez reported equity award activity involving restricted stock units and common shares. On February 22, 2026, she exercised RSUs into 1,307 and 2,614 shares of common stock at a stated price of $0.00 per share.
The RSUs were originally granted on February 22, 2023 in amounts of 3,921 and 7,841, vesting in three equal annual installments through 2026. In connection with the vesting, 388 and 776 common shares were withheld at $6.47 per share to cover withholding taxes. After these transactions, she directly owned 34,608 common shares.
Bloomin' Brands SVP and Chief Accounting Officer Philip J. Pace reported equity compensation activity involving restricted stock units and common stock. On February 22, 2026, 2,462 restricted stock units were exercised into 2,462 shares of common stock at a stated price of $0.00 per share, reflecting a vesting event from RSUs originally granted on February 22, 2023 and scheduled to vest in three equal annual installments through 2026.
In a related move, 1,100 shares of common stock were withheld by the company at $6.47 per share to cover applicable withholding taxes due upon the RSU vesting, as described in the footnotes. After these transactions, Pace directly owned 39,071 shares of Bloomin' Brands common stock. Each RSU represents the contingent right to receive one share of common stock upon vesting.
Bloomin' Brands executive Patrick M. Hafner reported equity award activity involving restricted stock units and common shares. On February 22, 2026, 1,351 restricted stock units were exercised at $0.00 per unit, converting into 1,351 shares of common stock under an award originally granted on February 22, 2023 and vesting in three equal annual installments with final vesting in 2026.
In a related transaction the same day, 401 common shares were withheld by the company at $6.47 per share to cover withholding taxes due upon vesting of the RSUs, described as a payment of tax liability by delivering securities rather than an open-market sale. After these transactions, Hafner directly owned 14,806 shares of Bloomin' Brands common stock.
Bloomin' Brands executive vice president and chief legal officer Kelly Lefferts exercised restricted stock units and had shares withheld to cover taxes. On the transaction date, 2,396 RSUs converted into 2,396 shares of common stock at no cost, and 1,070 shares were withheld at $6.47 per share to satisfy tax obligations. After these moves, Lefferts directly owned 102,434 shares of Bloomin' Brands common stock.
Keating Colleen reported acquisition or exercise transactions in a Form 4 filing for BLMN. The filing lists transactions totaling 5,592 shares. Following the reported transactions, holdings were 5,592 shares.
Bloomin' Brands director Colleen Keating filed an initial ownership report stating she currently holds no Bloomin' Brands securities. The Form 3 lists zero non-derivative shares beneficially owned as of February 11, 2026, with no derivative securities reported.
Bloomin’ Brands, Inc. approved a special retention equity award for its Chief Executive Officer, Michael Spanos. He will receive performance stock units with a target grant date fair value of $2,000,000, granted on February 27, 2026, that vest on the three-year anniversary of that grant date.
The PSUs vest based on achieving specified comparable sales and Adjusted EBITDA performance goals, with a payout range from 1% to 200% of target, and require Mr. Spanos to remain employed through vesting. If the company terminates him without cause, vesting continues on the original schedule.
Continued vesting after such a termination depends on compliance with a one-year noncompetition agreement and other restrictive covenants; any violation triggers forfeiture and recovery of vested and future shares. The award is issued under the company’s 2025 Omnibus Incentive Compensation Plan using its standard Senior Officer Performance Award Agreement with added retention terms.
Bloomin’ Brands, Inc. appointed Colleen Keating to its Board of Directors effective February 11, 2026, increasing the Board from ten to eleven members. She will also serve on the Board’s Compensation Committee and stand for re-election at the 2026 annual stockholders meeting.
Keating is currently the Chief Executive Officer of Planet Fitness, Inc. and brings more than 30 years of franchise and operations leadership experience across hospitality, real estate, and fitness. As a non-employee director, she will receive standard cash retainers and an annual restricted stock unit award, all pro-rated from her appointment date.
Bloomin' Brands EVP Patrick M. Hafner reported routine equity-compensation activity tied to restricted stock units (RSUs). On February 3, 2026, 8,325 RSUs were converted into an equal number of Bloomin' Brands common shares at an exercise price of $0.00 per share. To cover withholding taxes due at vesting, 2,469 common shares were withheld by the company at a price of $6.19 per share. After these transactions, Hafner directly owned 13,856 shares of common stock and 16,651 RSUs, each RSU representing the right to receive one share upon future vesting.