Thursday January 24, 2019, 00:00:00

Updating our Q4E19 Kalinowski Quick-Service Pizza Same-Store Sales Index (Again)

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.

Tuesday January 22, 2019, 00:00:00

Tidbits re Taco Bell (owned by YUM), DPZ, and MCD 1.19

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):

Thursday January 17, 2019, 00:00:00

DPZ Analyst Meeting Unveils 25,000 Store Target by Year-End 2025

By Mark Kalinowski

Earlier today, we attended the annual Analyst Meeting for Domino’s (DPZ). This year’s theme was “What Matters.” We came away impressed with the company’s strategic plans, and reiterate our Buy rating on DPZ. We note the following:

Updating our Q4E19 Kalinowski Quick-Service Pizza Same-Store Sales Index (Again)

Tidbits re Taco Bell (owned by YUM), DPZ, and MCD 1.19

DPZ Analyst Meeting Unveils 25,000 Store Target by Year-End 2025

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Updating our Q3 Kalinowski Fast-Casual Same-Store Sales Index (9/18/2024)

Restaurant Spending Growth Rate Continues to Sequentially Shrink

Pricing Gap in Favor of Grocery Stores over Restaurants Remains Well Above the Historical Average

Restaurants: Same-Store Sales Correlations Involving Taco Bell

Updating our Q3 Kalinowski Fast-Casual Same-Store Sales Index (9/18/2024)

Restaurant Spending Growth Rate Continues to Sequentially Shrink

Pricing Gap in Favor of Grocery Stores over Restaurants Remains Well Above the Historical Average

Restaurants: Same-Store Sales Correlations Involving Taco Bell