Monday January 28, 2019, 00:00:00

Updating our Q4E19 Kalinowski Casual Dining Same-Store Sales Index (Again)

With this report, we (again) raise our data-driven Kalinowski Casual Dining Index for Q4E, this time around from +2.1% to +3.1%. This 100 basis-point increase is based on our latest proprietary checks/data as regards same-store sales performance for this segment during the second half of November and all of December. (We had previously increased our Kalinowski Casual Dining Index for Q4E from +1.6% to +2.1% back on December 4th.)

Thursday January 3, 2019, 00:00:00

Tidbits re MCD, Luckin Coffee, CAKE, and DNKN

By Mark Kalinowski

We briefly note the following tidbits regarding McDonald’s (MCD; Buy), privatelyheld Luckin Coffee, The Cheesecake Factory (CAKE; Neutral), and Dunkin’ (owned by Dunkin’ Brands Group [DNKN; Neutral]):

Friday December 7, 2018, 00:00:00

Tidbits re DNKN, Burger King (owned by QSR), PZZA, & Inspire Brands CAKE

By Mark Kalinowski

We briefly note the following tidbits regarding Dunkin’ (owned by Dunkin’ Brands Group [DNKN; Neutral]), Burger King (owned by Restaurant Brands International [QSR; Not Rated]), Papa John’s (PZZA; Buy), and privately-held Inspire Brands as it relates to The Cheesecake Factory (CAKE; Neutral):

Updating our Q4E19 Kalinowski Casual Dining Same-Store Sales Index (Again)

Tidbits re MCD, Luckin Coffee, CAKE, and DNKN

Tidbits re DNKN, Burger King (owned by QSR), PZZA, & Inspire Brands CAKE

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PZZA (Post-Call): Still Rough Sledding Out There

DIN (Post-Call): Shares Shrug Off Weak Sales Trends

YUM (Post-Call): Company Anticipates Core Operating Profit Growth of Mid-to-High Single Digits for Q4

WEN (Post-Call): Confirms Bloody Good October Same-Store Sales

PZZA (Post-Call): Still Rough Sledding Out There

DIN (Post-Call): Shares Shrug Off Weak Sales Trends

YUM (Post-Call): Company Anticipates Core Operating Profit Growth of Mid-to-High Single Digits for Q4

WEN (Post-Call): Confirms Bloody Good October Same-Store Sales