Tuesday June 16, 2026, 07:00:00
With this report, we update our Kalinowski Fast-Casual Index for Q2 to -0.2%. Comparing to Q2 2019 levels — a pre-pandemic basis — the Kalinowski Fast-Casual Index for Q2 2026 is at +54.3%. Our latest fast-casual numbers are based on our proprietary checks/data as regards same-store sales performance for this segment during April, May, and early-to-mid June.
Wednesday June 10, 2026, 08:57:13
The latest Consumer Price Index (CPI) data shows that prices for food-at-home (grocery stores and supermarkets) rose by +2.7% in May — sequentially down by -20 basis points since April’s +2.9%. This +2.7% number for May compares with price for food-away-from-home (restaurants) that increased by +3.5% year-over-year in May (sequentially down by -10 basis points from April’s +3.6%). This marks the 38th month in a row for which restaurant pricing is outpacing grocery/supermarket pricing.
Wednesday May 20, 2026, 07:00:00
Recently, Domino’s, Pizza Hut, and Papa Johns all reported their Q1 2026 U.S. same-store sales. In this report, we discuss how these same-store sales results — and potential results for full-year 2026 — relate to these three concepts’ average unit volumes (AUVs). We further discuss what this means for the companies, and their stocks.
Wednesday July 22, 2026
Wednesday July 22, 2026