BLMN
Market read
BLMN accounts for 9.4% of the group's measured movement across 9.6 effective names. raw member direction is mixed; 7 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 4%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No material onset for BLMN could be timestamped inside the aligned 5-minute window.
9 of 35 members in Packaged Foods & Beverages are active. 0 of 1 disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 12 of 35 members or fewer.
Research brief
BLMN accounts for 9.4% of the group's measured movement across 9.6 effective names. raw member direction is mixed; 7 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 4%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Net cash provided by investing activities during the thirteen weeks ended March 30, 2025 was primarily due to proceeds from the Brazil Sale Transaction, net of taxes withheld, partially offset by capital expenditures and payments on foreign currency forward c…”10-Q · May 7, 2026 ↗
“Net cash used in financing activities during the thirteen weeks ended March 30, 2025 was primarily due to net payments on the revolving credit facility from the Brazil Sale Transaction proceeds.”10-Q · May 7, 2026 ↗
“These increases were partially offset by higher commodity, operating and labor costs, mainly due to inflation.”10-Q · May 7, 2026 ↗
“These increases were partially offset by higher commodity, operating and labor costs, mainly due to inflation.”10-Q · May 7, 2026 ↗
Valuation discipline
Price/sales 0.2× · EV/sales 0.4×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 16:00 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for BLMN. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for BLMN. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“As a minority equity investor and franchisor, we have limited control with respect to the Brazilian operations.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
BLMN is currently a Participant in the organic co-movement group Packaged Foods & Beverages. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.