Sunday April 14, 2019, 00:00:00
By Mark Kalinowski
We briefly note the following tidbits regarding coffee-café segment market-share trends in the U.S., Dunkin’ (owned by Dunkin’ Brands Group [DNKN; Neutral]), and Burger King (owned by Restaurant Brands International [QSR; Not Rated]):
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Thursday April 11, 2019, 00:00:00
By Mark Kalinowski
Yesterday, we published a report highlighting the 20 fastest-growing restaurant brands in the U.S. (of those 175 restaurant brands that generated at least $200 million in U.S. systemwide sales during 2018). It would be wonderful if all restaurant brands did was grow, but alas, that is not the case. The restaurant industry is incredibly dynamic — it remains “The Endless Shakeout,” to use the memorable phrase coined in the 1970s by then-Salomon Brothers restaurant-industry analyst Robert L. Emerson.
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Thursday April 11, 2019, 00:00:00
By Mark Kalinowski
Earlier today (Thursday, April 11th), we learned that the BlackBox Index of samestore sales for March 2019 rose by +1.2%, with same-store traffic down by -1.8%. The +1.2% showing for March 2019 marks meaningful sequential acceleration from the -0.7% showing from February 2019, which was hampered by adverse weather. That said it did not quite reach the +2.0% numbers from December 2018 and January 2019, which were the best two months numbers of the last three years.
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