Cheesecake Factory (CAKE)

CAKE (Post-Call): Celebrating a Q1 EPS Beat with Some… Cake. (Go Figure.)

After today’s (Wednesday, April 29th’s) market close, The Cheesecake Factory reported adjusted Q1 EPS reached $1.05. This was ahead of our $1.00 forecast and sell-side consensus (according to Consensus Metrix) of $1.01.

Mark Kalinowski April 29, 2026 6:10 PM No Comments

Chipotle Mexican Grill (CMG)

CMG (Post-Call): Tingling with Anticipation Regarding Future LTOs

After today’s (Wednesday, April 29th’s) market close, Chipotle Mexican Grill reported adjusted Q1 EPS of $0.24. This matched our $0.24 forecast and sell-side consensus (according to Consensus Metrix) of $0.24.

Mark Kalinowski April 29, 2026 5:53 PM No Comments

YUM! Brands Inc. (YUM)

YUM (Post-Call): Taco Bell’s Competitors Cant(ina) Keep Up

Earlier today (Wednesday, April 29th), Yum Brands reported adjusted Q1 EPS of $1.50. This was ahead of our $1.40 estimate and sell-side consensus (according to Consensus Metrix) of $1.39.

Mark Kalinowski April 29, 2026 9:27 AM No Comments

“One of Wall Street’s Top Analysts” – CNBC

Expert Stock Coverage

Unparalleled Expertise

“Mark Kalinowski has his finger on the pulse of the restaurant business like no other Wall Street analyst… he has broken more news about McDonald’s than the reporters assigned to the beat… Kalinowski rolls up his sleeves, dives in and brings important news to the surface for clients”

-Huffington Post

“The Burger King with accurate predictions… The Big Mac of predicting the company’s [McDonald’s] sales.”

-The Wall Street Journal

Lead Analyst:

Mark Kalinowski
PRESIDENT & CEO

Kalinowski Equity Research LLC provides its clients with value-added, forward-looking information that helps them make informed decisions about restaurant-stock investing.

CAKE (Post-Call): Celebrating a Q1 EPS Beat with Some… Cake. (Go Figure.)

CMG (Post-Call): Tingling with Anticipation Regarding Future LTOs

YUM (Post-Call): Taco Bell’s Competitors Cant(ina) Keep Up

“One of Wall Street’s Top Analysts” – CNBC

Expert Stock Coverage

Unparalleled Expertise

“Mark Kalinowski has his finger on the pulse of the restaurant business like no other Wall Street analyst… he has broken more news about McDonald’s than the reporters assigned to the beat… Kalinowski rolls up his sleeves, dives in and brings important news to the surface for clients”

-Huffington Post

“The Burger King with accurate predictions… The Big Mac of predicting the company’s [McDonald’s] sales.”

-The Wall Street Journal

Lead Analyst:

Mark KalinowskiPRESIDENT & CEO

Kalinowski Equity Research LLC provides its clients with value-added, forward-looking information that helps them make informed decisions about restaurant-stock investing.

CAKE (Post-Call): Celebrating a Q1 EPS Beat with Some… Cake. (Go Figure.)

CMG (Post-Call): Tingling with Anticipation Regarding Future LTOs

YUM (Post-Call): Taco Bell’s Competitors Cant(ina) Keep Up

Mark Kalinowski
PRESIDENT & CEO