Tuesday July 28, 2020, 00:00:00

DENN (Post-Call) Adjusting our Q3E U.S. Same-Store Sales Projection

By Mark Kalinowski

After today’s (Tuesday, July 28th’s) market close, Denny’s (DENN; Buy, $8.96) reported Q2 adjusted EPS of -$0.25, in between our -$0.28 projection and sellside consensus (according to Consensus Metrix) of -$0.20. On the other hand, Q2 adjusted EBITDA of -$5.1 million was better than our -$11.6 million estimate and consensus of -$6.9 million.

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Wednesday June 24, 2020, 00:00:00

Family Dining Market Share Opportunities for IHOP, Denny’s, and Cracker Barrel

By Mark Kalinowski

Is it possible the Street is underestimating sales and market-share opportunities in 2021 for some — if not all — of the three large publicly-traded family dining concepts?

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Thursday May 21, 2020, 00:00:00

Comparing Casual Dining & Family Dining Concepts Same-Store Sales Trends

By Mark Kalinowski

A number of full-service restaurant companies have been generous as of late in terms of providing weekly same-store sales data. In this report, we compile and compare the recent same-store sales trends of various casual dining and family dining concepts. We also look at some segment trends, and see what this may imply for recent same-store trends of these concepts that have not yet provided samestore sales results for the last few weeks.

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