DPZ (Post-Call): Among the Best 2-Year Numbers in the US Restaurant Industry

By Ryan D. Lavender Published on April 29, 2021 at 1:14 PM

Earlier today, Domino’s reported Q1 EPS of $3.00. This was higher than our $2.95 forecast and sell-side consensus (according to Consensus Metrix) of $2.94. We attribute the EPS outperformance to better-than-expected same-store sales in both the U.S. and International business segments.

MCD (Post-Call): Robust Results Across the McBoard

By Ryan D. Lavender Published on April 29, 2021 at 1:10 PM

Earlier today, McDonald’s reported Q1 adjusted EPS of $1.92, above our $1.86 forecast and sell-side consensus (according to Consensus Metrix) of $1.82. The EPS outperformance was driven by better-than-expected same-store sales in each of McDonald’s three major business segments.

YUM (Post-Call): Several Factors Behind Q1 EPS Outperformance

By Ryan D. Lavender Published on April 28, 2021 at 4:56 PM

Earlier today, Yum Brands reported Q1 EPS of $1.07. This was above our $0.89 forecast and sell-side consensus (according to Consensus Metrix) of $0.87.