Monday February 4, 2019, 00:00:00

Tidbits re Taco Bell (owned by YUM), DPZ, and MCD

By Mark Kalinowski

We briefly note the following tidbits regarding Taco Bell (owned by Yum Brands [YUM; Buy]), Domino’s (DPZ; Buy), and McDonald’s (MCD; Buy):

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Sunday February 3, 2019, 00:00:00

Tidbits re DPZ, CMG, and Subway

By Mark Kalinowski

We briefly note the following tidbits regarding Domino’s (DPZ; Buy), Chipotle Mexican Grill (CMG; Not Rated), and privately-held Subway:

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Thursday January 24, 2019, 00:00:00

DPZ Our Data-Driven Checks Lead to Updated Forecasts

By Mark Kalinowski

Following the completion of our data-driven check process regarding Domino’s (DPZ; Buy), we raise our Q4E same-store sales forecast for Domino’s U.S. business by +50 basis points, to +7.9%. This places us 80 basis points above sell-side consensus, according to Consensus Metrix data. Our Q4E forecast for the U.S. franchised business rises by +50 basis points to +8.0% (consensus is at +7.2%), and our Q4E projection for the U.S. company-owned segment rises by +50 basis points to +6.5% (consensus is at +6.6%).

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