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McDonald's Corp (MCD)
Mark Kalinowski

MCD: Part 2 of Franchisee Survey Looks at the “Best Burger” Initiative

Today we publish part 2 of 2 of the January 2023 edition of our proprietary McDonald’s Franchisee Survey. This report focuses on franchisees’ thoughts as to the “Best Burger” (a.k.a. “Better Burger”) initiative – involving cooking with smaller batches of beef patties, adding onions while the burgers are on the grill, etc. — that McDonald’s is implementing in the U.S. over the first six months of the year. This report also provides some general thoughts from the franchisees about any topic currently at the forefront of their minds.

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January 25, 2023 No Comments
McDonald's Corp (MCD)
Mark Kalinowski

MCD: Franchisee Survey Leads to Updated Q1E U.S. Same-Store Sales Forecast

McDonald’s plans to release its Q4 earnings before the market open on Tuesday, January 31st. Ahead of that, we publish part one of our two-part, proprietary McDonald’s Franchisee Survey today. (Look for part two, which will discuss franchisees’ views about the “Best Burger” initiative, later this week.)

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January 24, 2023 No Comments
Restaurant Industry
Mark Kalinowski

Updating Our Q4 Kalinowski Restaurant Industry Same-Store Sales Index

With this report, we update our data-driven Kalinowski Restaurant Industry Index for Q4 to +6.1%. This is more than double the 30-quarter (Q1 2015-Q3 2022) median of +2.9%, suggesting sales trends remain healthy – at least through the end of Q4 – despite multiple large macroeconomic challenges.

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January 19, 2023 No Comments
Restaurant Industry
Mark Kalinowski

Updating our Q4 Kalinowski Fine Dining Same-Store Sales Index

With this report, we update our data-driven Kalinowski Fine Dining Index for Q4 to +5.6%. This is the one-year figure, lapping the +67.4% number from Q4 2021, and the -34.9% figure from Q4 2020. On a three-year (pre-pandemic) basis, the Kalinowski Fine Dining Index for Q4 2022 is at +15.2%. These numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during October, November, and December.

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January 17, 2023 No Comments