Monday November 30, 2020, 00:00:00

Updating our Q4E Kalinowski Casual Dining Same-Store Sales Index

By Mark Kalinowski

With this report, we update our data-driven Kalinowski Casual Dining Index for Q4E to -18.4%. This figure is based on our latest proprietary checks/data as regards samestore sales performance for this segment during October and November. Our implied numbers for these October, November, and December are approximately -14%, -19%, and -22%, respectively.

Read more

Thursday October 29, 2020, 00:00:00

CAKE (Post-Call) Bakes Up More Sequential Same-Store Sales Improvement

By Mark Kalinowski

After Thursday’s market close, The Cheesecake Factory (CAKE; Neutral, $29.94) reported adjusted Q3 EPS of -$0.33, better than our forecast of -$0.45, and also better than sell-side consensus (according to Consensus Metrix) of -$0.37.

Read more

Wednesday October 7, 2020, 00:00:00

Updating our Q3E Kalinowski Casual Dining Same-Store Sales Index

By Mark Kalinowski

With this report, we update our data-driven Kalinowski Casual Dining Index for Q3E to -19.6%. This figure is based on our latest proprietary checks/data as regards same-store sales performance for this segment during July, August, and September. Our implied numbers for these three months are about -24%, -19%, and -16%, respectively.

Read more