Tuesday November 13, 2018, 00:00:00
We briefly note the following tidbits regarding Applebee’s (owned by Dine Brands [DIN; Buy]), McDonald’s (MCD; Buy), and privately-held Luckin Coffee:
Thursday November 8, 2018, 00:00:00
We briefly note the following tidbits regarding McDonald’s (MCD; Buy), Burger King (owned by Restaurant Brands International [QSR; Not Rated]), Carrols (TAST; Not Rated), and privately-held Little Caesars:
Sunday November 4, 2018, 00:00:00
With this report, we update our data-driven Kalinowski Quick-Service Burger Index for Q4E from +2.0% to +1.6%. This 40 basis-point decrease is based on our latest proprietary checks/data as regards same-store sales performance for this segment during October. In the last eight months, October 2018 looks to have been the thirdweakest of these eight for the burger segment. We point out that we still have November and December to go as regards Q4 as a whole.
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