Wednesday July 12, 2023, 09:19:26
By Mark Kalinowski
Before we discuss the latest Consumer Price Index (CPI) data as relates to restaurants and grocery stores, we want to briefly mention that we favor Domino’s (DPZ; Buy, $349.79) and its news out this morning that it has signed a global agreement with Uber to allow Domino’s to be ordered through the Uber Eats and Postmates apps. While the agreement is global in nature, specific to the U.S. four markets will be pilot-tested this autumn, with nationwide rollout expected to be complete by end-of-year 2023.
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Tuesday July 11, 2023, 07:00:00
By Mark Kalinowski
On June 1st, we published a report in which we looked at G&A expenses per restaurant for seven large-cap companies. That report can be accessed at:
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Thursday July 6, 2023, 07:00:00
By Mark Kalinowski
With this report, we update our data-driven Kalinowski Quick-Service Pizza Index for Q2 to +2.0%. This is the one-year figure, lapping the +15.3% number from Q2 2020, the +4.1% figure from Q2 2021, and the -2.7% number from Q2 2022. Comparing to Q2 2019 levels — a four-year (pre-pandemic) basis — the Kalinowski Quick-Service Pizza Index for Q2 2023 is at +19.0%. So, not only does the quick-service pizza have the second-lowest one-year same-store sales figure for Q2 2023 (ahead of only fine fining), it also has the second-lowest four-year number for Q2 2023 (ahead of only the family dining segment). Our +2.0% figure is based on our latest proprietary checks/data as regards same-store sales performance for this segment during April, May, and June.
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