Tuesday April 2, 2019, 00:00:00
We briefly note the following tidbits regarding burger-sector market-share trends in the U.S., Burger King (owned by Restaurant Brands International [QSR; Not Rated]), and The Cheesecake Factory (CAKE; Neutral):
Tuesday March 12, 2019, 00:00:00
With this report, we introduce our data-driven Kalinowski Casual Dining Index for Q1E at +1.9%. This figure is based on our latest proprietary checks/data as regards samestore sales performance for this segment during January 2019 and most of February 2019.
Wednesday February 20, 2019, 00:00:00
After today’s (Wednesday’s) market close, The Cheesecake Factory (CAKE; Neutral) reported Q4 2018 adjusted EPS of $0.60, a bit short of our $0.63 forecast and sellside consensus (according to Consensus Metrix) of $0.62. We attribute the shortfall to about $2.1 million in the “Loss on investment in unconsolidated affiliates” line, which on an EPS basis hampered Q4 EPS by about -$0.04.
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