Wednesday June 14, 2023, 07:00:00
By Mark Kalinowski
With this report, we update our data-driven Kalinowski Fast-Casual Index for Q2 to +6.7%. This is the one-year figure, lapping the -7.7% figure from Q2 2020, +30.3% number from Q2 2021, and the +6.0% figure from Q2 2022. Comparing to Q2 2019 levels — a four-year (pre-pandemic) basis — the Kalinowski Fast-Casual Index for Q2 2023 is at +36.0%. This +36.0% 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 April, May, and early June.
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Tuesday June 13, 2023, 09:12:23
By Mark Kalinowski
The latest Consumer Price Index (CPI) data shows that prices for food-at-home (grocery stores and supermarkets) rose by +5.8% in May (sequentially down by -130 basis points from April’s +7.1%). This +5.8% number compares with price for food-away-from-home (restaurants) that increased by +8.3% year-over-year in May (sequentially down by -30 basis points from April’s +8.6%). This marks the third 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 May 31, 2023, 16:00:00
By Mark Kalinowski
We decided to examine the G&A expenses per restaurant for seven large-cap restaurant companies, looking at data both from a calendar 2022 perspective, and from an anticipated calendar 2023E perspective.
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