Monday March 11, 2019, 00:00:00

Tidbits re Burger King (owned by QSR), Applebee’s (owned by DIN), and SBUX

By Mark Kalinowski

We briefly note the following tidbits regarding Burger King (owned by Restaurant Brands International [QSR; Not Rated]), Applebee’s (owned by Dine Brands [DIN; Buy]), and Starbucks (SBUX; Neutral):

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Sunday March 3, 2019, 00:00:00

SBUX Details of the Upcoming Starbucks Rewards Loyalty Program Changes

By Mark Kalinowski

On its January 24th conference call, Starbucks (SBUX; Neutral) management commented that “Starbucks Rewards continues to be a powerful enabler of loyalty and we are thoughtfully evolving the program to provide greater choice and flexibility for Rewards members. We will enhance the program this spring to enable loyalty customers to earn and redeem more quickly and redeem those awards across a broader range of items in our stores.” In this report, we report on what we hear will be the changes to the loyalty program (timing likely to be April or May).

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Sunday February 24, 2019, 00:00:00

Tidbits re Subway, Chick-fil-A, SBUX, More SBUX, & Pizza Hut (owned by YUM)

By Mark Kalinowski

We briefly note the following tidbits regarding privately-held Subway, privately-held Chick-Fil-A, Starbucks (SBUX; Neutral), and Pizza Hut (owned by Yum Brands [YUM; Buy]):

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