Wednesday December 12, 2018, 00:00:00
We briefly note the following tidbits regarding McDonald’s (MCD; Buy), Dine Brands (DIN; Buy), Domino’s (DPZ; Buy), and privately-held Luckin Coffee:
Thursday December 6, 2018, 00:00:00
We recently met with Dine Brands (DIN; Buy) — including CEO Stephen Joyce, CFO Thomas Song, Controller Gregg Kalvin, and Executive Director, Investor Relations Ken Diptee — in Glendale, California. We thank these folks for their time! Topics of interest that we asked about include the ongoing success of Applebee’s “Neighborhood Drink of the Month” initiative and the issues with second-largest Applebee’s franchisee RMH. We reiterate our Buy rating on DIN and note the following:
Tuesday December 4, 2018, 00:00:00
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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