Sunday November 4, 2018, 00:00:00

Updating our Q4E18 Kalinowski Quick-Service Burger Same-Store Sales Index

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.

Thursday November 1, 2018, 00:00:00

Restaurants Links to All Reports from Kalinowski Equity Research in Oct 2018

By Mark Kalinowski

This report lists and provides links to all reports published by Kalinowski Equity Research in October 2018. During October 2018, our firm published 26 reports (12 industry reports and 14 company reports).

Monday October 29, 2018, 00:00:00

Tidbits re WEN, KFC (owned by YUM), CAKE, Acquisition Activity, & Focus Brands

By Mark Kalinowski

We briefly note the following tidbits regarding Wendy’s (WEN; Neutral), KFC (owned by Yum Brands [YUM; Buy]), The Cheesecake Factory (CAKE; Neutral), possible acquisition activity by privately-held Inspire Brands (owned by privately-held Roark Capital), and privately-held Focus Brands (also owned by Roark Capital):

Updating our Q4E18 Kalinowski Quick-Service Burger Same-Store Sales Index

Restaurants Links to All Reports from Kalinowski Equity Research in Oct 2018

Tidbits re WEN, KFC (owned by YUM), CAKE, Acquisition Activity, & Focus Brands

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Pricing Gap in Favor of Grocery Stores over Restaurants Remains Well Above the Historical Average

Restaurants: Same-Store Sales Correlations Involving Taco Bell

Casual Dining: Same-Store Sales Correlations for Olive Garden, TXRH, Applebee’s, Chili’s, Outback Steakhouse, and CAKE

Family Dining: Same-Store Sales Correlations for IHOP, Denny’s, and Cracker Barrel

Pricing Gap in Favor of Grocery Stores over Restaurants Remains Well Above the Historical Average

Restaurants: Same-Store Sales Correlations Involving Taco Bell

Casual Dining: Same-Store Sales Correlations for Olive Garden, TXRH, Applebee’s, Chili’s, Outback Steakhouse, and CAKE

Family Dining: Same-Store Sales Correlations for IHOP, Denny’s, and Cracker Barrel