“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

Updating our Q4 Kalinowski Quick-Service Other Same-Store Sales Index

With this report, we update our data-driven Kalinowski Quick-Service Other Index for Q4 to +5.3%. This is the one-year figure, lapping the +1.3% number from Q4 2020. On a two-year basis, the Kalinowski Quick-Service Other Index for Q4 is at +6.7%. These numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during October, November, and December.

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Restaurant Industry
Mark Kalinowski

Updating our Q4 Kalinowski Fine Dining Same-Store Sales Index

With this report, we update our data-driven Kalinowski Fine Dining Index for Q4 to +64.4%. This is the one-year figure, lapping the -36.4% number from Q4 2020. On a two-year basis, the Kalinowski Fine Dining Index for Q4 is at +4.6%. These numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during October, November, and December.

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Restaurant Industry
Mark Kalinowski

Restaurants Win Back 580 Basis Points of Market Share vs. Groceries in 2021

For full-year 2021, U.S. Food Services and Drinking Places (primarily restaurants) generated $817.2 billion in sales. This was up by +31.1% year-over-year. On a two-year basis (to compare vs. pre-pandemic times), this was up by +5.6%. Restaurants lost about 800 basis points of market share to grocery stores in 2020, but gained back 580 basis points of share in 2021. We look for further market-share gains by restaurants at the expense of grocery stores in 2022.

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