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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Sunday January 27, 2019, 00:00:00

Tidbits re SBUX, Applebee’s (owned by DIN), DNKN, and CMG

By Mark Kalinowski

We briefly note the following tidbits regarding Starbucks (SBUX; Neutral), Applebee’s (owned by Dine Brands [DIN; Buy]), Dunkin’ (owned by Dunkin’ Brands Group [DNKN; Neutral]), and Chipotle Mexican Grill (CMG; Not Rated):

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Thursday January 24, 2019, 00:00:00

SBUX (Post-Call) Fiscal Q1 U.S. Same-Store Sales +$% an Encouraging Sign

By Mark Kalinowski

After today’s market close, Starbucks (SBUX; Neutral) reported adjusted fiscal Q1 2019 (calendar Q4 2018) EPS of $0.75, exceeding our $0.66 forecast and sell-side consensus (as measured by Consensus Metrix) of $0.65. Starbucks notes that this $0.75 figure “included a $0.07 benefit from discrete income tax items,” suggesting the EPS beat excluding these tax items was $0.02 versus our forecast and $0.03 versus consensus.

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