Wednesday January 7, 2026, 07:00:00
With this report, we update our data-driven Kalinowski Casual Dining Index for Q4 to +3.5%. On a pre-pandemic basis, the Kalinowski Casual Dining Index for Q4 2025 is at +31.1%. These numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during October, November, and December.
Tuesday January 6, 2026, 07:00:00
With this report, we update our data-driven Kalinowski Family Dining Index for Q4 to down by -1.9%. Comparing to Q4 2019 levels — a pre-pandemic basis — the Kalinowski Family Dining Index for Q4 2025 is at +3.0%. This is the lowest such number of any major U.S. restaurant industry segment. Our latest numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during October, November, and December.
Monday January 5, 2026, 07:11:50
In the past, we’ve sometimes remarked to buysiders that it wouldn’t be a bad investment strategy — when choosing between large-cap restaurant stocks McDonald’s and Yum Brands — to simply pick the one with the more attractive (i.e., lower) valuation. In that frame of mind, we published notes examining this simple strategy back on January 8, 2023, on January 7, 2024, and on January 6, 2025. With this note, we take an updated look at that approach as a possible simple investment strategy.
Wednesday August 12, 2026
Wednesday August 12, 2026