“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

Quick-Service: What Concept has the Next Large Breakfast Opportunity?

Over the last 10-15 years, multiple large restaurant concepts have launched a breakfast daypart in the U.S., with varying degrees of success (or lack of it). These concepts include three of the largest (top-ten sized) U.S. restaurant concepts, Taco Bell (4th-largest domestic restaurant concept, as ranked by U.S. systemwide sales), Burger King (7th-largest), and Subway (8th-largest). Which brings us to the question: which large, quick-service restaurant concept that doesn’t currently have a meaningful breakfast business, might have the courage one day to launch a breakfast business?

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YUM! Brands Inc. (YUM)
Mark Kalinowski

YUM: Taco Bell Tests its Version of McCafé, Called Live Más Café

We have learned that Taco Bell is testing what looks to be its own version of McCafé (the “concept within a concept” from McDonald’s [MCD; Buy, $290.29]). We could learn more about the “Live Más Café” test platform when Taco Bell/Yum Brands hosts an Analyst Meeting in Los Angeles on Tuesday, January 28th. But here is what we have learned so far…

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Restaurant Industry
Mark Kalinowski

Pizza Sector: What Sales Trends Hint at re: Average Unit Volumes (11/21/2024)

Recently, Domino’s, Pizza Hut (owned by Yum Brands [YUM; Neutral, $132.88]), and Papa Johns all reported their Q3 2024 U.S. same-store sales. In this report, we discuss how these same-store sales results — and potential results for full-year 2024 — 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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