“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.

Restaurant Industry
Mark Kalinowski

Burger Sector: What Same-Store Sales Trends Hint at re: Average Unit Volumes (11/22/22)

McDonald’s, Wendy’s, and Burger King (owned by Restaurant Brands International [QSR; Not Rated]) each recently reported their Q3 2022 U.S. same-store sales. In this report, we discuss how these same-store sales results — and potential results for full-year 2022 — relate to these three concepts’ average unit volumes (AUVs). We further discuss what this means for the companies, and their stocks.

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Restaurant Industry
Mark Kalinowski

Restaurants: Sets Another New Monthly Record for Market Share vs. Grocery Stores

Data out today from the U.S. Census shows that restaurants’ market share (with grocery stores making up the other component) was 55.2% in October 2022. This is a year-over-year improvement of +140 basis points from the October 2021 number of 53.8%. In addition, the 55.2% figure sets a new all-time monthly high, surpassing the 55.1% number from September 2022.

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