Tuesday January 15, 2019, 00:00:00
Today, we attended the Regular Session and first Breakout Session for Domino’s as it participated at ICR Conference 2019. We note the following:
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:
Monday November 26, 2018, 00:00:00
With this report, we update our data-driven Kalinowski Quick-Service Pizza Index for Q4E from +0.3% to +1.2%. This 90 basis-point increase is based on our latest proprietary checks/data as regards same-store sales performance so far for this segment during September and the first half of October.
Wednesday December 6, 2023
Thursday November 30, 2023
Wednesday December 6, 2023
Thursday November 30, 2023