“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 Q3 Kalinowski Casual Dining Same-Store Sales Index

With this report, we update our data-driven Kalinowski Casual Dining Index for Q3 to +2.4%. This is the one-year figure, lapping the +36.1% number from Q3 2021 and the -18.7% figure from Q3 2020. On a three-year (pre-pandemic) basis, the Kalinowski Casual Dining Index for Q3 is at +13.4%. These numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during July, August, and September. Keep in mind, individual performance can vary wildly on a concept-by-concept basis.

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Papa John's International, Inc. (PZZA)
Mark Kalinowski

PZZA: Updating Our Forecasts

Back on August 31st, we raised our EPS estimates for Papa Johns, citing block cheese prices that had trended downward – important for a company that owns and operates about 9% of its store base. Block cheese closed on August 31st at $1.73 per pound (one cent above the 2012-21 historical average of $1.74 per pound).

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Restaurant Industry
Mark Kalinowski

Updating our Q3 Kalinowski Quick-Service Pizza Same-Store Sales Index

With this report, we update our data-driven Kalinowski Quick-Service Pizza Index for Q3 to -0.6%. This is the one-year figure, lapping the +1.4% number from Q3 2021, and the +15.2% figure from Q3 2020. Our -0.6% figure is based on our latest proprietary checks/data as regards same-store sales performance for this segment during July, August, and September.

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