Tuesday December 4, 2018, 00:00:00

Updating our Q4E18 Kalinowski Casual Dining Same-Store Sales Index

By Mark Kalinowski

With this report, we update our data-driven Kalinowski Casual Dining Index for Q4E from +1.6% to +2.1%. This 50 basis-point increase is based on our latest proprietary checks/data as regards same-store sales performance so far for this segment during October and the first half of November.

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Tuesday November 20, 2018, 00:00:00

CAKE, DIN, and Blaze Pizza Investor Field Trip Invitation (Reminder)

By Mark Kalinowski

Reminder! Kalinowski Equity Research is pleased to host its upcoming Southern California Restaurant Field Trip to CAKE, DIN, & Blaze Pizza taking place Tuesday, November 27th – Thursday, November 29th.

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Tuesday October 30, 2018, 00:00:00

CAKE (Post-Call) Q3 Same-Store Sales a Little Less Fluffy Than Expected

By Mark Kalinowski

After Tuesday’s market close, The Cheesecake Factory (CAKE; Neutral) reported Q3 adjusted EPS of $0.62, ahead of our $0.57 forecast and the sell-side consensus of $0.58, as measured by Consensus Metrix. By our math, a lower-than-expected tax rate (5.9% actual vs. 12.9% forecasted) helped Q3 EPS by about $0.04-$0.05.

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