Thursday January 24, 2019, 00:00:00
By Mark Kalinowski
With this report, we once again raise our data-driven Kalinowski Quick-Service Pizza Index for Q4E, this time from +1.2% to +2.4%. (In late November, we had already moved our Q4E index number from +0.3% to +1.2%, based on our checks regarding the first half of the fourth quarter.) Our latest increase is based on our latest proprietary checks/data as regards same-store sales performance for this segment during the second half of November and all of December.
Read more
Thursday January 24, 2019, 00:00:00
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%).
Read more
Tuesday January 22, 2019, 00:00:00
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):
Read more
