“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.

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

PZZA: Adjusting Our Estimates (10/1/2024)

Concurrent with this report, we are publishing our report entitled “Updating our Q3 Kalinowski Quick-Service Pizza Same-Store Sales Index.” In that report, we note that we are keeping unchanged our Q3E same-store sales forecast for Papa Johns North American of -5.5%. As of this writing, sell-side consensus (according to Consensus Metrix) is at -5.6%.

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Restaurant Industry
Mark Kalinowski

Updating our Q3 Kalinowski Quick-Service Pizza Same-Store Sales Index (10/1/2024)

With this report, we update our data-driven Kalinowski Quick-Service Pizza Index for Q3 to +0.5%. Comparing to Q3 2019 levels — a five-year (pre-pandemic) basis — the Kalinowski Quick-Service Pizza Index for Q3 2024 is at +19.2%. Our +0.5% 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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Restaurant Industry
Mark Kalinowski

Updating our Q3 Kalinowski Family Dining Same-Store Sales Index (9/26/2024)

With this report, we update our data-driven Kalinowski Family Dining Index for Q3 to -0.4%. Comparing to Q3 2019 levels — a five-year (pre-pandemic) basis — the Kalinowski Family Dining Index for Q3 2024 is at +6.6%. This is the lowest such number of any major U.S. restaurant industry segment. Our latest 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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