Thursday January 3, 2019, 00:00:00

Tidbits re MCD, Luckin Coffee, CAKE, and DNKN

We briefly note the following tidbits regarding McDonald’s (MCD; Buy), privatelyheld Luckin Coffee, The Cheesecake Factory (CAKE; Neutral), and Dunkin’ (owned by Dunkin’ Brands Group [DNKN; Neutral]):

Sunday December 30, 2018, 00:00:00

Tidbits re Applebee’s (owned by DIN), DNKN, and Chick-fil-A

By Mark Kalinowski

We briefly note the following tidbits regarding Applebee’s (owned by Dine Brands [DIN; Buy]), Dunkin’ (owned by Dunkin’ Brands Group [DNKN; Neutral]), and privatelyheld Chick-fil-A:

Friday December 7, 2018, 00:00:00

Tidbits re DNKN, Burger King (owned by QSR), PZZA, & Inspire Brands CAKE

By Mark Kalinowski

We briefly note the following tidbits regarding Dunkin’ (owned by Dunkin’ Brands Group [DNKN; Neutral]), Burger King (owned by Restaurant Brands International [QSR; Not Rated]), Papa John’s (PZZA; Buy), and privately-held Inspire Brands as it relates to The Cheesecake Factory (CAKE; Neutral):

Tidbits re MCD, Luckin Coffee, CAKE, and DNKN

Tidbits re Applebee’s (owned by DIN), DNKN, and Chick-fil-A

Tidbits re DNKN, Burger King (owned by QSR), PZZA, & Inspire Brands CAKE

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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