Wednesday June 24, 2020, 00:00:00
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
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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Friday May 15, 2020, 00:00:00
By Mark Kalinowski
After yesterday’s (Thursday, May 14th’s) market close, Denny’s (DENN; Buy, $8.77) reported Q1 adjusted EPS of $0.17, coming in ahead of our $0.11 forecast and sellside consensus (according to Consensus Metrix) of $0.07. In fact, the $0.17 adjusted EPS actual for Q1 is better than the $0.15 forecast we had prior to updating our model to (try to) take into account the effects related to COVID-19.
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