Skip to playerSkip to main content
  • 2 days ago
On January 16, 2026, Denny’s went private in a roughly $620 million transaction as its shares stopped trading at $6.25, marking a strategic shift for the chain. The move followed weaker results, including Q3 2025 U.S. same-store sales down 2.9%, and plans to close 70–90 locations by the end of 2025.

The Denny’s goes private deal and related Denny’s store closures reflect efforts to prioritize profitability. Announced in November 2025 as an all-cash offer at $6.25 per share, the proposal passed by an overwhelming margin. The company reported 1,459 Denny’s and 78 Keke’s units as of September 24, 2025, amid competitive pressure, higher costs, reduced hours, and franchise uncertainty.

Category

🗞
News
Transcript
00:00Denny's sells off 1,400 locations in $620 million.
00:05Workers hit as 90 stores face acts.
00:10On January 16, 2026, Denny's went private in a roughly $620 million.
00:15Dollar deal, as its shares stopped trading at $6.25.
00:20The move came amid slowing performance.
00:22U.S. same-store sales fell 2.5%.
00:25In Q3 2025, and plans to close 70 to 90.
00:30locations by the end of 2025, raising questions about why the chain chose to go private.
00:35And which stores were first targeted.
00:37Behind the ownership change is a tougher reason.
00:40Denny's has been trimming underperforming locations, leading to closures.
00:45Reduced hours, and layoffs.
00:47While exact numbers vary, the strategy is clear.
00:50Shrink the footprint, cut low-volume stores, and focus on...
00:55Profitability, fueling anxiety around the 90 stores expected to close.
01:00Denny's began in 1953 as Denny's Donuts in California.
01:05Later evolving into the diner-style chain known today.
01:09It grew through the...
01:10In the 1950s and 1960s, went public in 1968, and eventually based its...
01:15corporate headquarters in Spartanburg, South Carolina.
01:18Like many casual dining chains...
01:20Denny's has faced lower demand post-pandemic, with customers more price conscious...
01:25or opting for quick service and home meals.
01:28In Q3 2025...
01:30U.S. same-store sales fell 2.9%, creating pressure on franchisees.
01:35Unlimited corporate options to closures, re-franchising, and cost cutting.
01:40In the past, the company's donation was announced in early November 2025, as an all-cash deal
01:44at $6.25.
01:45$0.25 per share described as a premium to the prior closing price and value
01:50at roughly $620 million, including debt.
01:55As of September 24, 2025, Denny's reported $1,400.
02:00159 Denny's restaurants worldwide, plus 78 Kiki's breakfast caps.
02:05For a total of $1,537 across the two brands.
02:11When restaurants close, workers feel it immediately.
02:14Commutes change.
02:15Schedules vanish.
02:17And communities lose familiar jobs.
02:19That's why.
02:20That does not automatically cover franchise restaurant employees, which is where most
02:23uncertainty concentrates.
02:25Chains built around daytime dining and AM eatery positioning.
02:30Have been taking share.
02:31And Denny's has acknowledged that competitive pressure has intensified.
02:35Inflation, labor costs, and shifting consumer habits have forced many sit-downs.
02:40Chains to rethink unit counts and value strategy.
02:43What's not in dispute is the outcome.
02:45The merger proposal passed by an overwhelming margin with tens of millions of shares.
02:50Voting in favor versus a small number against.
Comments

Recommended