Monday November 26, 2018, 00:00:00

Updating our Q4E18 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 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.

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Tuesday November 20, 2018, 00:00:00

Tidbits re DPZ, DNKN, and Chain Restaurant Same-Store Sales Trends in Britain

By Mark Kalinowski

We briefly note the following tidbits regarding Domino’s (DPZ; Buy), Dunkin’ (owned by Dunkin’ Brands Group [DNKN; Neutral]), and restaurant same-store sales trends in Britain:

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Sunday November 18, 2018, 00:00:00

DPZ Adjusting Our Q4E International SameStore Sales Forecast

By Mark Kalinowski

For Domino’s (DPZ; Buy), we lower our Q4E same-store sales forecast by 100 basis points, to +3.5%. This places us 80 basis points below sell-side consensus, and also ties us for the low sell-side projection, according to Consensus Metrix data. (FYI, our below-consensus Q4E EPS estimate remains unchanged at $2.64.)

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