“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.

YUM! Brands Inc. (YUM)
Mark Kalinowski

YUM: Examining Some Concept Acquisition Possibilities

Appearing at a competitor conference this past September 20th, Yum Brands CFO Chris Turner made some remarks about potential acquisitions: “We’re keeping our eyes open. To do something that’s a bet-of-the-company size, that would be a really, really high bar before we decide to do something like that. But, I think you could imagine us being really interested in a smaller brand like Habit [which Yum acquired in March 2020], and saying, how can we unlock growth? Of course, we’re always scanning categories. There’s lots of – we’re probably not going to do something that is directly competitive with our current categories or franchisees – but [there’s] a lot of interesting categories outside of that. We’re always looking at different spaces. The Mediterranean food space is interesting. There’s lots of interesting categories out there that we’re studying.”

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Restaurant Industry
Mark Kalinowski

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

With this report, we update our data-driven Kalinowski Quick-Service Other Index for Q3 to +3.4%. This is the one-year figure, lapping the +3.0% number from Q3 2021, and the +7.5% figure from Q3 2020. On a three-year (pre-pandemic) basis, the Kalinowski Quick-Service Other Index for Q3 is at +14.5%. These numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during July, August, and early-to-mid September.

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Restaurant Industry
Mark Kalinowski

Updating our Q3 Kalinowski Fine Dining Same-Store Sales Index

With this report, we update our data-driven Kalinowski Fine Dining Index for Q3 to +4.1%. This is the one-year figure, lapping the +67.5% number from Q3 2021, and the -30.8% figure from Q3 2020. On a three-year (pre-pandemic) basis, the Kalinowski Fine Dining Index for Q3 2022 is at +20.7%. These numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during July, August, and early-to-mid September.

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