Friday December 7, 2018, 00:00:00
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):
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Monday December 3, 2018, 00:00:00
By Mark Kalinowski
We briefly note the following tidbits regarding Taco Bell (owned by Yum Brands [YUM; Buy]), Jack in the Box (JACK; Not Rated), and Papa John’s International (PZZA; Buy):
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Monday November 26, 2018, 00:00:00
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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