Tuesday January 9, 2024, 07:00:00
By Mark Kalinowski
With this report, we update our data-driven Kalinowski Fast-Casual Index for Q4 to +6.4%. This is the one-year figure, lapping the +3.3% figure from Q4 2020, +14.0% number from Q4 2021, and the +5.6% figure from Q4 2022. Comparing to Q4 2019 levels — a four-year (pre-pandemic) basis — the Kalinowski Fast-Casual Index for Q4 2023 is at +32.2%. This +32.2% figure is one of the best of any major restaurant sector. Our latest fast-casual 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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Sunday January 7, 2024, 10:30:00
By Mark Kalinowski
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 a note examining this simply strategy back on January 8, 2023. With this note, we take an updated look at that approach as a possible simple investment strategy.
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Thursday January 4, 2024, 07:00:00
By Mark Kalinowski
With this report, we update our data-driven Kalinowski Casual Dining Index for Q4 to +2.7%. This is the one-year figure, lapping the -18.9% number from Q4 2020, the +35.8% figure from Q4 2021, and the +6.3% figure from Q4 2022. On a four-year (pre-pandemic) basis, the Kalinowski Casual Dining Index for Q4 is at +17.4%. 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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