Thursday January 7, 2021, 00:00:00
By Mark Kalinowski
With this report, we update our data-driven Kalinowski Quick-Service Burger Index for Q4E to +4.5%. This figure is based on our latest proprietary checks/data as regards same-store sales performance for this segment during October, November, and December. While we believe that sector same-store sales were fairly similar in each of these three months, it appears that November was the best of the three, and December the worst of the three, although all three ended up in the positive midsingle digits.
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Wednesday November 18, 2020, 00:00:00
By Mark Kalinowski
Earlier this week, Kalinowski Equity Research hosted its latest “Ask the Experts” conference call — this time around, featuring Wendy’s. The call included multiple participants from Wendy’s, including CFO Gunther Plosch and Greg Lemenchick, Senior Director – Investor Relations and Corporate FP&A. We thank them for their time!
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Tuesday November 17, 2020, 00:00:00
By Mark Kalinowski
Based on our data-driven checks, we believe that same-store sales for U.S. chain restaurants in the casual dining, family dining, and fine dining segments are all showing sequential deceleration for the first half of November relative to fullOctober. This new trend follows 5-6 consecutive months of either sequentially improving full-service same-store sales (or at least not meaningfully deteriorating sequential same-store sales).
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