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“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

Restaurants: Growth in U.S. Industry Spending Lowest Since February 2021

Data out today from the U.S. Census shows that restaurants’ market share (with grocery stores/supermarkets making up the other component) was 56.3% in November 2024. This is only -10 basis points below the all-time monthly high for the domestic restaurant industry in this regard. But, the year-over-year gain was less than +10 basis points, marking the lowest year-over-year rise in share for the restaurant industry since February 2021.

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Mark Kalinowski December 17, 2024 9:29 AM No Comments
Starbucks Corp. (SBUX)
Mark Kalinowski

SBUX: Adjusting Our Estimates (Reflecting Multiple Factors)

Some investors remain hopeful regarding the prospects for Starbucks’ shares, in the wake of the company’s hiring of highly-regarded Brian Niccol as its latest CEO. And, we continue to believe that Mr. Niccol has put forth a credible plan for improving Starbucks meaningfully over the long term. Indeed, investors in SBUX may be willing to grant Mr. Niccol quite a bit of time to fix what ails the company, even if short-term results stumble.

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Mark Kalinowski December 16, 2024 7:00 AM No Comments
Papa John's International, Inc. (PZZA)
Mark Kalinowski

PZZA: Analyst Meeting Showcases Growth Opportunities (and Investments Needed)

Earlier today, Papa Johns hosted an Analyst Meeting in Atlanta. Key themes from the meeting include: (1) more investment in digital technologies, (2) opportunities for U.S. unit growth – for example, through infilling of some of the stronger U.S. markets, (3) opportunities for International unit growth, (4) opportunities to refocus on the core on the menu (pizzas), including attaining better product consistency, and (5) increasing investments in digital technologies. Papa Johns cites the following as key takeaways from the meeting:

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Mark Kalinowski December 12, 2024 1:05 PM No Comments
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