Wednesday May 1, 2019, 00:00:00

CAKE Cites Potential of 200 North Italia Units for the U.S. Over Time

By Mark Kalinowski

After today’s market close, The Cheesecake Factory (CAKE; Neutral) reported Q1 2019 adjusted EPS of $0.62, ahead our $0.61 forecast and sell-side consensus (according to Consensus Metrix) of $0.60.

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Tuesday April 2, 2019, 00:00:00

Tidbits re U.S. Burger-Sector Market Share Trends, Burger King, and CAKE

By Mark Kalinowski

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):

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Tuesday March 12, 2019, 00:00:00

Introducing our Q1E19 Kalinowski Casual Dining Index

By Mark Kalinowski

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.

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