Tuesday May 18, 2021, 12:39:00
By Ryan D. Lavender
Recently, McDonald’s, Wendy’s, and Burger King (owned by Restaurant Brands International [QSR; Not Rated]) all reported their Q1 2021 U.S. same-store sales. In this report, we discuss how these same-store sales results — and potential results for full-year 2021 — relate to these three concepts’ average unit volumes (AUVs). We further discuss what this means for the companies, and their stocks.
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Thursday May 13, 2021, 12:45:00
By Ryan D. Lavender
Earlier today (Thursday, May 13th), we learned that the BlackBox Index of samestore sales for April 2021 — importantly, these data points are on a two-year basis — was up by +6.8%, with two-year traffic off by -4.2%.
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Monday April 19, 2021, 17:14:00
By Ryan D. Lavender
We recently published a series of reports examining how various restaurant stocks
have traded in the week leading up to, and immediately after, their last 24 quarterly
earnings releases. This report summarizes the trends we found.
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