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Restaurant Industry
Mark Kalinowski

Updating our Q3 Kalinowski Quick-Service Burger Same-Store Sales Index (9/30/2026)

With this report, we update our data-driven Kalinowski Quick-Service Burger Index for Q3 to a lowly -0.7%. In fact, this is the second-worst such quarter for the burger sector over the last six years. Comparing to Q3 2019 levels — a pre-pandemic basis — the Kalinowski Quick-Service Burger Index for Q2 2026 is at +25.9%. These numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during July, August, and early-to-mid September.

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September 30, 2026 No Comments
Restaurant Industry
Mark Kalinowski

Updating our Q3 Kalinowski Casual Dining Same-Store Sales Index (9/29/2026)

With this report, we update our data-driven Kalinowski Casual Dining Index for Q3 to +4.2%. On a pre-pandemic basis (compared to Q3 2019), the Kalinowski Casual Dining Index for Q3 2026 is at +36.2%. These numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during July, August, and September.

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September 29, 2026 No Comments
YUM! Brands Inc. (YUM)
Mark Kalinowski

YUM: Adjusting Our Forecasts (9/22/2026)

On July 30th, management of Yum Brands — parent company of Taco Bell — had this to say: “Taco Bell’s U.S. same-store sales growth quarter-to-date through July 27 is negative 2%. Since the U.S. food safety industry issue became front and center only two weeks ago, we saw maximum impact to sales over the weekend of July 18. It is early days, but in the subsequent week, sales declines have moderated materially and we are seeing steady improvement in day-over-day sales trends.”

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September 22, 2026 No Comments
Restaurant Industry
Mark Kalinowski

Updating our Q3 Kalinowski Quick-Service Other Same-Store Sales Index (9/22/2026)

With this report, we update our data-driven Kalinowski Quick-Service Other Index for Q3 to -1.7%. Comparing to Q3 2019 levels – a pre-pandemic basis — the Kalinowski Quick-Service Other Index for Q3 2026 is at +29.8%. These numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during July, August, and early-to-mid September.

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September 22, 2026 No Comments