Tuesday November 20, 2018, 00:00:00
We briefly note the following tidbits regarding Domino’s (DPZ; Buy), Dunkin’ (owned by Dunkin’ Brands Group [DNKN; Neutral]), and restaurant same-store sales trends in Britain:
Tuesday November 13, 2018, 00:00:00
We briefly note the following tidbits regarding Applebee’s (owned by Dine Brands [DIN; Buy]), McDonald’s (MCD; Buy), and privately-held Luckin Coffee:
Sunday November 11, 2018, 00:00:00
With this report, we increase our data-driven Kalinowski Fast-Casual Index for Q4E from +3.5% to +4.0%. This 50 basis-point increase is based on our latest proprietary checks/data as regards same-store sales performance so far for this segment during October. So far this year, October 2018 looks to have been roughly tied as the thirdbest month during 2018 so far for fast-casual segment same-store sales. (We point out that as regards Q4 and 2018 as a whole, we still have November and December to go, of course.)
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