Monday January 14, 2019, 00:00:00
We briefly note the following tidbits regarding McDonald’s (MCD; Buy), Applebee’s (owned by Dine Brands [DIN; Buy]), and Wendy’s (WEN; Neutral):
Sunday January 6, 2019, 00:00:00
With this report, we update our data-driven Kalinowski Family Dining Index for Q4E from +1.6% to +2.0%. This 40 basis-point increase is based on our latest proprietary checks/data as regards same-store sales performance so far for this segment during the second half of November and the first half of December. (We would note that this increase follows the 40 basis-point increase we already made to this index back on December 3rd; for more details please refer to our report of that date entitled “Updating our Q4E Kalinowski Family Dining Index.”)
Thursday January 3, 2019, 00:00:00
Following our data-driven checks, we increase our Q4E 2018 same-store sales forecast for IHOP by +70 basis points, to a new “sell-side high” (according to Consensus Metrix data) of +2.0%. IHOP, the largest family dining concept in the U.S. as determined by domestic systemwide sales, likely benefited from family dining’s robust November 2018 (which will end up as either the best month or the secondbest month during 2018 for family-dining sector same-store sales) and strong start to December 2018.
Thursday October 10, 2024
Thursday October 10, 2024