Starbucks Corp. (SBUX)

SBUX (Post-Call): Taking the First Steps to Getting Back to a Better Starbucks

After Wednesday’s market close, Starbucks provided its full fiscal Q4 earnings release. Fiscal Q4 adjusted EPS of $0.80 was pre-announced eight days ago, as was a U.S. same-store sales decline of -6%, and a China same-store sales decrease of -14%:

Mark Kalinowski October 30, 2024 6:29 PM No Comments

Cheesecake Factory (CAKE)

CAKE (Post-Call): Net Margin Target for 2025 Above Consensus by +23 Basis Points

After today’s (Tuesday’s) market close, The Cheesecake Factory reported third-quarter adjusted EPS of $0.58, surpassing our $0.50 forecast and sell-side consensus (according to Consensus Metrix) of $0.48.

Mark Kalinowski October 29, 2024 6:53 PM No Comments

Chipotle Mexican Grill (CMG)

CMG (Post-Call): A Heaping Portion of Sound Fundamentals

After today’s (Tuesday’s) market close, Chipotle Mexican Grill reported Q3 adjusted EPS of $0.27. This was above our $0.24 forecast and sell-side consensus (according to Consensus Metrix) of $0.25.

Mark Kalinowski October 29, 2024 6:06 PM No Comments

“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.

SBUX (Post-Call): Taking the First Steps to Getting Back to a Better Starbucks

CAKE (Post-Call): Net Margin Target for 2025 Above Consensus by +23 Basis Points

CMG (Post-Call): A Heaping Portion of Sound Fundamentals

“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 KalinowskiPRESIDENT & CEO

Kalinowski Equity Research LLC provides its clients with value-added, forward-looking information that helps them make informed decisions about restaurant-stock investing.

SBUX (Post-Call): Taking the First Steps to Getting Back to a Better Starbucks

CAKE (Post-Call): Net Margin Target for 2025 Above Consensus by +23 Basis Points

CMG (Post-Call): A Heaping Portion of Sound Fundamentals

Mark Kalinowski
PRESIDENT & CEO