Friday January 25, 2019, 00:00:00
By Mark Kalinowski
With this report, we update our data-driven Kalinowski Quick-Service Burger Index for Q4E from +1.2% to +1.8%. Our key takeaway: we believe that U.S. quick-service burgers chains in aggregate enjoyed their best same-store sales month during December 2018 since February 2016. The 60 basis-point increase in this index of ours is based on our latest proprietary checks/data as regards same-store sales performance for this segment during the last half of November and all of December.
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Friday January 25, 2019, 00:00:00
By Mark Kalinowski
Based on the results of our latest proprietary McDonald’s Franchisee Survey, we adjust our Q4E U.S. same-store sales forecast upward by +40 basis points, to +2.6%. In the previous 79 iterations of the McDonald’s Franchisee Survey, the survey result has been within 200 basis points of the McDonald’s U.S. same-store sales number reported shortly thereafter 72 times (91.1% of the time), and within 100 basis points of the McDonald’s U.S. same-store sales number reported shortly thereafter 55 times (69.6% of the time).
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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):
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