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Bloomin Brands Inc

For the period ended Dec 29, 2024. Filed Feb 26, 2025.

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A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.

FY2024 · Filed Feb 26, 2025

BLMN$9.93-3.4%Stored close · as of Nov 10, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

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Contents

Item 15. Exhibits and Financial Statement Schedules

(a)(1)LISTING OF FINANCIAL STATEMENTS

The following consolidated financial statements of the Company and subsidiaries are included in Item 8 of this Report:

Consolidated Balance Sheets – December 29, 2024 and December 31, 2023

Consolidated Statements of Operations and Comprehensive (Loss) Income – Fiscal years 2024, 2023 and 2022

Consolidated Statements of Changes in Stockholders’ Equity – Fiscal years 2024, 2023 and 2022

Consolidated Statements of Cash Flows – Fiscal years 2024, 2023 and 2022

Notes to Consolidated Financial Statements

(a)(2) FINANCIAL STATEMENT SCHEDULES

All financial statement schedules have been omitted, since the required information is not applicable or is not present in amounts sufficient to require submission of the schedule, or because the information required is included in the consolidated financial statements and notes thereto included in this Report.

(a)(3) EXHIBITS

EXHIBITNUMBERDESCRIPTION OF EXHIBITSFILINGS REFERENCED FOR INCORPORATION BY REFERENCE
3.1Fifth Amended and Restated Certificate of Incorporation of Bloomin’ Brands, Inc.April 19, 2023, Form 8-K, Exhibit 3.1
3.2Fourth Amended and Restated Bylaws of Bloomin’ Brands, Inc.April 19, 2023, Form 8-K, Exhibit 3.2
4.1Form of Common Stock CertificateAmendment No. 4 to Registration Statement on Form S-1, File No. 333-180615, filed on July 18, 2012, Exhibit 4.1
4.2Description of Common StockMarch 26, 2023, Form 10-Q, Exhibit 4.1
4.3Indenture, dated as of May 8, 2020, between Bloomin’ Brands, Inc. and Wells Fargo Bank, National AssociationMay 11, 2020, Form 8-K, Exhibit 4.1
4.4Form of 5.00% Convertible Senior Notes due 2025May 11, 2020, Form 8-K, Included as Exhibit A to Exhibit 4.1
4.5Indenture, dated as of April 16, 2021, by and among Bloomin’ Brands, Inc., OSI Restaurant Partners, LLC, the guarantors party thereto, and Wells Fargo Bank, National Association, as trusteeApril 20, 2021, Form 8-K, Exhibit 4.1
4.6Form of 5.125% Senior Notes due 2029April 20, 2021, Form 8-K, Included as Exhibit A to Exhibit 4.1
10.1Third Amended and Restated Credit Agreement, dated September 19, 2024, by and among Bloomin’ Brands, Inc., OSI Restaurant Partners, LLC. the guarantors party thereto, the lenders party thereto, and Wells Fargo Bank, National Association, as administrative AgentSeptember 24, 2024, Form 8-K, Exhibit 10.1
EXHIBITNUMBERDESCRIPTION OF EXHIBITSFILINGS REFERENCED FOR INCORPORATION BY REFERENCE
10.2*Shareholders Agreement, dated December 30, 2024, by and among Bloom Group Holdings, B.V., Bold Hospitality Company, S.A., Outback Steakhouse Restaurantes Brasil S.A., and Osaka Participações Societárias S.A.December 31, 2024, Form 8-K, Exhibit 10.2
10.3Amended and Restated Operating Agreement for OSI/Fleming’s, LLC made as of June 4, 2010 by and among OS Prime, LLC, a wholly-owned subsidiary of OSI Restaurant Partners, LLC, FPSH Limited Partnership and AWA III Steakhouses, Inc.Registration Statement on Form S-1, File No. 333-180615, filed on April 6, 2012, Exhibit 10.8
10.4*Quota Purchase Agreement and Other Covenants, dated November 6, 2024, by and among Bloom Group Holdings, B.V., Bloom Participações Ltda., Outback Steakhouse Restaurantes Brasil S.A., and Osaka Participações Societárias S.A.November 8, 2024, Form 8-K, Exhibit 10.1
10.5**OSI Restaurant Partners, LLC HCE Deferred Compensation Plan effective October 1, 2007, as AmendedDecember 31, 2023, Form 10-K, Exhibit 10.5
10.6**Bloomin’ Brands, Inc. 2012 Incentive Award PlanAmendment No. 4 to Registration Statement on Form S-1, File No. 333-180615, filed on July 18, 2012, Exhibit 10.2
10.7**Form of Nonqualified Stock Option Award Agreement for options granted under the Bloomin’ Brands, Inc. 2012 Incentive Award PlanDecember 7, 2012, Form 8-K, Exhibit 10.2
10.8**Form of Bloomin’ Brands, Inc. Indemnification Agreement by and between Bloomin’ Brands, Inc. and each member of its Board of Directors and each of its executive officersAmendment No. 4 to Registration Statement on Form S-1, File No. 333-180615, filed on July 18, 2012, Exhibit 10.39
10.9**Bloomin’ Brands, Inc. 2016 Omnibus Incentive Compensation PlanMarch 11, 2016, Definitive Proxy Statement
10.10**Form of Nonqualified Stock Option Award Agreement for options granted to executive management under the Bloomin’ Brands, Inc. 2016 Omnibus Incentive Compensation PlanJune 26, 2016, Form 10-Q, Exhibit 10.2
10.11**Bloomin’ Brands, Inc. 2020 Omnibus Incentive Compensation PlanApril 9, 2020, Definitive Proxy Statement
10.12**Form of Restricted Stock Unit Award Agreement for restricted stock granted to directors under the Bloomin’ Brands, Inc. 2020 Omnibus Incentive Compensation PlanMay 29, 2020, Form 8-K, Exhibit 10.2
10.13**Form of Nonqualified Stock Option Award Agreement for options granted to executive management under the Bloomin’ Brands, Inc. 2020 Omnibus Incentive Compensation PlanMay 29, 2020, Form 8-K, Exhibit 10.3
10.14**Form of Restricted Stock Unit Award Agreement for restricted stock granted to executive management under the Bloomin’ Brands, Inc. 2020 Omnibus Incentive Compensation PlanMay 29, 2020, Form 8-K, Exhibit 10.4
10.15**Form of Performance Award Agreement for performance units granted to executive management under the Bloomin’ Brands, Inc. 2020 Omnibus Incentive Compensation PlanMay 29, 2020, Form 8-K, Exhibit 10.5
10.16**Form of Restricted Cash Award Agreement for cash awards granted to executive management under the Bloomin’ Brands, Inc. 2020 Omnibus Incentive Compensation PlanMay 29, 2020, Form 8-K, Exhibit 10.6
EXHIBITNUMBERDESCRIPTION OF EXHIBITSFILINGS REFERENCED FOR INCORPORATION BY REFERENCE
10.17**Amended Form of Performance Award Agreement for performance units granted to executive management under the Bloomin’ Brands, Inc. 2020 Omnibus Incentive Compensation PlanDecember 27, 2020, Form 10-K, Exhibit 10.48
10.18**Amended Form of Performance Award Agreement with adapted service criteria for performance units granted to executive management under the Bloomin’ Brands, Inc. 2020 Omnibus Incentive Compensation PlanDecember 27, 2020, Form 10-K, Exhibit 10.49
10.19**Form of Restricted Stock Unit Award Agreement with adapted service criteria for restricted stock units granted to executive management under the Bloomin’ Brands, Inc. 2020 Omnibus Incentive Compensation PlanDecember 27, 2020, Form 10-K, Exhibit 10.50
10.20**Form of Restricted Stock Unit Retention Award Agreement for restricted stock granted to executive management under the Bloomin’ Brands, Inc. 2020 Omnibus Incentive Compensation PlanAugust 7, 2024, Form 10-Q, Exhibit 10.2
10.21**Bloomin’ Brands, Inc. Executive Change in Control Plan, effective December 6, 2012December 7, 2012, Form 8-K, Exhibit 10.1
10.22**Amended and Restated Severance Pay Plan for Salaried Employees L-8/Vice President and Above effective October 21, 2024October 24, 2024, Form 8-K, Exhibit 10.1
10.23**Amended and Restated Officer Employment Agreement, effective April 1, 2019, by and between David J. Deno and Bloomin’ Brands, Inc.March 31, 2019, Form 10-Q, Exhibit 10.3
10.24**Employment Offer Letter Agreement, dated as of March 7, 2019, between Bloomin’ Brands, Inc. and Christopher MeyerMarch 31, 2019, Form 10-Q, Exhibit 10.4
10.25**Employment Offer Letter Agreement, dated as of May 1, 2019, between Kelly Lefferts and Bloomin’ Brands, Inc.June 30, 2019, Form 10-Q, Exhibit 10.4
10.26**Amendment to Officer Employment Agreement, dated as of April 6, 2020, between Bloomin’ Brands, Inc. and David J. DenoMarch 29, 2020, Form 10-Q, Exhibit 10.4
10.27**Second Amendment to Officer Employment Agreement, dated as of February 21, 2022, between Bloomin’ Brands, Inc. and David J. DenoDecember 26, 2021, Form 10-K, Exhibit 10.48
10.28**Employment Offer Letter Agreement, dated as of April 3, 2024, between Bloomin’ Brands, Inc. and Michael HealyMay 8, 2024, Form 10-Q, Exhibit 10.4
10.29**Employment Offer Letter Agreement, dated as of August 21, 2024, between Bloomin’ Brands, Inc. and Michael L. SpanosNovember 8, 2024, Form 10-Q, Exhibit 10.2
10.30**Employment Offer Letter Agreement, dated as of January 6, 2025, between Bloomin’ Brands, Inc. and Pat HafnerFiled herewith
10.31**Position and Retention Letter, effective March 15, 2024, by and between Gregg Scarlett and Bloomin’ Brands, Inc.December 31, 2023, Form 10-K, Exhibit 10.36
10.32**Separation Agreement, dated as of September 3, 2024, by and between Astrid Isaacs and Bloomin’ Brands, Inc.November 8, 2024, Form 10-Q, Exhibit 10.3
10.33Agreement, dated as of January 2, 2024, by and among Bloomin’ Brands, Inc, Starboard Value LP and other parties set forth on this signature pages theretoJanuary 2, 2024, Form 8-K, Exhibit 10.1
10.34Form of Convertible Note Hedge Transactions confirmationMay 11, 2020, Form 8-K, Exhibit 10.1
EXHIBITNUMBERDESCRIPTION OF EXHIBITSFILINGS REFERENCED FOR INCORPORATION BY REFERENCE
10.35Form of Warrant Transactions confirmationMay 11, 2020, Form 8-K, Exhibit 10.2
10.36Form of Accelerated Share Repurchase ConfirmationMay 8, 2024, Form 10-Q, Exhibit 10.2
10.37Form of Exchange AgreementMay 8, 2024, Form 10-Q, Exhibit 10.3
19.1Bloomin Brand’s, Inc. Insider Trading PolicyFiled herewith
21.1List of SubsidiariesFiled herewith
23.1Consent of PricewaterhouseCoopers LLPFiled herewith
31.1Certification of Chief Executive Officer pursuant to Section 302 of the Sarbanes-Oxley Act of 2002Filed herewith
31.2Certification of Chief Financial Officer pursuant to Section 302 of the Sarbanes-Oxley Act of 2002Filed herewith
32.1Certification of Chief Executive Officer pursuant to 18 U.S.C. Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002 (1)Furnished herewith
32.2Certification of Chief Financial Officer pursuant to 18 U.S.C. Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002 (1)Furnished herewith
101.INSInline XBRL Instance DocumentFiled herewith
101.SCHInline XBRL Taxonomy Extension Schema DocumentFiled herewith
101.CALInline XBRL Taxonomy Extension Calculation Linkbase DocumentFiled herewith
101.DEFInline XBRL Taxonomy Extension Definition Linkbase DocumentFiled herewith
101.LABInline XBRL Taxonomy Extension Label Linkbase DocumentFiled herewith
101.PREInline XBRL Taxonomy Extension Presentation Linkbase DocumentFiled herewith
104Cover Page Interactive Data File (formatted as inline XBRL and contained in Exhibit 101)Filed herewith
*Portions of this exhibit (indicated by asterisks) have been redacted in compliance with Regulation S-K Item 601(b)(2)(ii).
**Management contract or compensatory plan or arrangement required to be filed as an exhibit.
(1) These certifications are not deemed to be “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liability of that section. These certifications will not be deemed to be incorporated by reference into any filing under the Exchange Act or the Exchange Act, except to the extent that the registrant specifically incorporates them by reference.
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