“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

Restaurants’ Rate of Market Share Gains Decelerates

Data out today from the U.S. Census shows that restaurants’ market share (with grocery stores/supermarkets making up the other component) was 55.9% in May 2024. This 55.9% figure is only -40 basis points below the all-time monthly record. And while it’s also up by +60 basis points on a year-over-year basis, this is the lowest year-over-year market-share gain for the restaurant industry since a +20 basis-point gain notched in July 2022.

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Restaurant Industry
Mark Kalinowski

Updating our Q2 Kalinowski Fast-Casual Same-Store Sales Index (6/17/2024)

With this report, we update our data-driven Kalinowski Fast-Casual Index for Q2 to +8.8%. Comparing to Q2 2019 levels — a five-year (pre-pandemic) basis — the Kalinowski Fast-Casual Index for Q2 2024 is at +50.5%. This +50.5% figure is the best of any major restaurant sector. Our latest fast-casual numbers are based on our proprietary checks/data as regards same-store sales performance for this segment during April, May, and early June.

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