Monday November 23, 2020, 00:00:00

Large Restaurant Concepts Closing a Lot Less Units than Independent

By Mark Kalinowski

Looking at unit closures announced and planned by large restaurant chains, and comparing these to unit closures from mom-and-pops/independents, goes to show just how large a market-share shift is going on in the U.S. restaurant industry. We look for most, if not all, of this market-share shift in favor of large concepts to persist in the years after 2020.

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Thursday October 8, 2020, 00:00:00

DPZ (Post-Call) Higher Cheese and G&A Costs Matter

By Mark Kalinowski

Earlier today, Domino’s reported that its Q3 EPS came to $2.49, short of our $2.79 forecast and sell-side consensus (according to Consensus Metrix) of $2.78 (which had been at $2.73 as recently as eight days ago).

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Thursday October 1, 2020, 00:00:00

Updating our Q3E Kalinowski Quick-Service Pizza Same-Store Sales Index

By Mark Kalinowski

With this report, we update our data-driven Kalinowski Quick-Service Pizza Index for Q3E to +13.6%. This figure is based on our latest proprietary checks/data as regards same-store sales performance for this segment during July, August, and September.

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