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:
Wednesday December 12, 2018, 00:00:00
With this report, we update our data-driven Kalinowski Quick-Service Burger Index for Q4E from +1.6% to +1.2%. (This follows our November 4th adjustment from +2.0% to +1.6%.) Today’s 40 basis-point decrease is based on our latest proprietary checks/ data as regards same-store sales performance for this segment during November, which looks like it was one of the weaker months during 2018 for burger-segment same-store sales. In part, the adjustment also reflects the reduction in our Wendy’s (WEN; Neutral) same-store sales forecast for Q4E yesterday to a new sell-side low (according to Consensus Metrix data) of 0.0%. (For more information, please refer to our December 11th report “WEN: Our Data-Driven Checks Regarding November Sales Suggest…”)
Sunday December 9, 2018, 00:00:00
We briefly note the following tidbits regarding McDonald’s (MCD; Buy), Papa John’s International (PZZA; Buy), and the Top 25 Largest International Foodservice Chains:
Thursday March 5, 2026
Wednesday March 4, 2026
Thursday February 26, 2026
Wednesday February 25, 2026
Thursday March 5, 2026
Wednesday March 4, 2026
Thursday February 26, 2026
Wednesday February 25, 2026