Monday April 22, 2019, 00:00:00

Luckin Coffee A Look at Unit Economics

By Mark Kalinowski

Earlier today, Luckin Coffee filed for an IPO, seeking to trade on the Nasdaq with the ticker symbol “LK.” Given the data provided in the filing with the SEC, we take a closer look at Luckin Coffee’s unit economics in this report. Incidentally, that SEC filing is available at:
https://www.sec.gov/Archives/edgar/data/1767582/000104746919002450/ a2238391zf-1.htm

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Sunday April 14, 2019, 00:00:00

A Game of Tidbits Featuring House Coffee, House Dunkin and House Burger King

By Mark Kalinowski

We briefly note the following tidbits regarding coffee-café segment market-share trends in the U.S., Dunkin’ (owned by Dunkin’ Brands Group [DNKN; Neutral]), and Burger King (owned by Restaurant Brands International [QSR; Not Rated]):

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Monday April 8, 2019, 00:00:00

Tidbits re Burger-Sector Same-Store Sales Trends, and SBUX

By Mark Kalinowski

We briefly note the following tidbits regarding U.S. quick-service burger-sector samestore sales trends and Starbucks (SBUX; Neutral):

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