Monday April 8, 2019, 00:00:00

Tidbits re Burger-Sector Same-Store Sales Trends, and SBUX

By Mark Kalinowski

We briefly note the following tidbits regarding U.S. quick-service burger-sector samestore sales trends and Starbucks (SBUX; Neutral):

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Sunday April 7, 2019, 00:00:00

Tidbits re U.S. Pizza-Sector Market Share Trends, MCD, and Luckin Coffee

By Mark Kalinowski

We briefly note the following tidbits regarding pizza-sector market-share trends in the U.S., McDonald’s (MCD; Buy), and privately-held Luckin Coffee:

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Thursday April 4, 2019, 00:00:00

Updating our Q1E19 Kalinowski Family Dining Index

By Mark Kalinowski

With this report, we update our data-driven Kalinowski Family Dining Index for Q1E to +2.2% (down from +2.8% previously). Our updated figure is based on our latest proprietary checks/data as regards same-store sales performance for this segment during the second half of February 2019 and all of March 2019.

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