Tuesday January 16, 2024, 07:00:00

Updating our Q4 Kalinowski Quick-Service Pizza Same-Store Sales Index

By Mark Kalinowski

With this report, we update our data-driven Kalinowski Quick-Service Pizza Index for Q4 to +0.6%. This is the one-year figure, lapping the +10.7% number from Q4 2020, the +3.3% figure from Q4 2021, and the +1.9% number from Q4 2022. Comparing to Q4 2019 levels — a four-year (pre-pandemic) basis — the Kalinowski Quick-Service Pizza Index for Q4 2023 is at +17.3%. So, not only does the quick-service pizza have the second-lowest one-year same-store sales figure for Q4 2023 (ahead of only fine fining), it also has the second-lowest four-year number for Q4 2023 (ahead of only the family dining segment). Our +0.6% figure is based on our latest proprietary checks/data as regards same-store sales performance for this segment during October, November, and December.

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Thursday January 11, 2024, 09:02:12

Restaurant and Grocery Pricing Sequentially Decelerate in December

By Mark Kalinowski

The latest Consumer Price Index (CPI) data shows that prices for food-at-home (grocery stores and supermarkets) rose by +1.3% in December (sequentially down by -40 basis points from November’s +1.7%). This +1.3% number compares with price for food-away-from-home (restaurants) that increased by +5.2% year-over-year in December (sequentially down by -10 basis points from November’s +5.3%). This marks the 10th month in a row for which restaurant pricing is outpacing grocery/supermarket pricing, following no such months during all of 2022.

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Wednesday January 10, 2024, 07:00:00

Updating our Q4 Kalinowski Quick-Service Other Same-Store Sales Index

By Mark Kalinowski

With this report, we update our data-driven Kalinowski Quick-Service Other Index for Q4 to +3.5%. This is the one-year figure, lapping the +1.2% number from Q4 2020, the +5.2% figure from Q4 2021, and the +6.3% number from Q4 2022. Comparing to Q4 2019 levels — a four-year (pre-pandemic) basis — the Kalinowski Quick-Service Other Index for Q4 2023 is at +17.1%. These numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during October, November, and December.

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