“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.
Domino’s likely will release its Q3 2026 earnings in mid-October. How do DPZ shares tend to trade heading into earnings, and the day after an earnings release?
Data out today from the U.S. Census shows that restaurants’ market share (with grocery stores/supermarkets making up the other component) was 57.4% in July 2026. This 57.4% figure is a new all-time record in favor of the restaurant industry.
The latest Consumer Price Index (CPI) data shows that prices for food-at-home (grocery stores and supermarkets) rose by +2.7% in July — sequentially the same as June’s +2.7%. This +2.7% number for July compares with price for food-away-from-home (restaurants) that increased by +3.4% year-over-year in July (sequentially identical to June’s +3.4%). This marks the 40th month in a row for which restaurant pricing is outpacing grocery/supermarket pricing.