Monday May 6, 2019, 00:00:00

April Burger-Sector Sales Trends Compared to March…

By Mark Kalinowski

In our April 8th report “Tidbits re: Burger-Sector Same-Store Sales Trends, and SBUX,” we noted that “With March 2019 now in the rear-view mirror, we are pleasantly surprised that this month appears to have turned out very well for burger-sector same-store sales. In fact, based on our proprietary, data-driven checks, the midsingle digit number put up by U.S. quick-service burger chains for March 2019 looks like the best month in this regard since February 2016, for which some concepts (depending on their accounting methodologies) were helped by that month’s extra Leap Day.”

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Wednesday May 1, 2019, 00:00:00

Restaurants Links to All Reports from Kalinowski Equity Research in April 2019

By Mark Kalinowski

This report lists and provides links to all reports published by Kalinowski Equity Research in April 2019. During April 2019, our firm published 24 reports (13 industry reports and 11 company reports).

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Monday April 22, 2019, 00:00:00

Luckin Coffee A Look at Unit Economics

By Mark Kalinowski

Earlier today, Luckin Coffee filed for an IPO, seeking to trade on the Nasdaq with the ticker symbol “LK.” Given the data provided in the filing with the SEC, we take a closer look at Luckin Coffee’s unit economics in this report. Incidentally, that SEC filing is available at:
https://www.sec.gov/Archives/edgar/data/1767582/000104746919002450/ a2238391zf-1.htm

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