Coverage

With this report, we update our data-driven Kalinowski Quick-Service Other Index for Q4 to +5.1%. This is the one-year figure, lapping the +5.2% number from Q4 2021, and the +1.2% figure from Q4 2020. On a three-year (pre-pandemic) basis, the Kalinowski Quick-Service Other Index for Q4 is at +11.9%. These numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during October, November, and December.

With this report, we update our data-driven Kalinowski Quick-Service Other Index for Q4 to +5.1%. This is the one-year figure, lapping the +5.2% number from Q4 2021, and the +1.2% figure from Q4 2020. On a three-year (pre-pandemic) basis, the Kalinowski Quick-Service Other Index for Q4 is at +11.9%. These numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during October, November, and December.

With this report, we update our data-driven Kalinowski Quick-Service Other Index for Q4 to +5.1%. This is the one-year figure, lapping the +5.2% number from Q4 2021, and the +1.2% figure from Q4 2020. On a three-year (pre-pandemic) basis, the Kalinowski Quick-Service Other Index for Q4 is at +11.9%. These numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during October, November, and December.

With this report, we update our data-driven Kalinowski Quick-Service Other Index for Q4 to +5.1%. This is the one-year figure, lapping the +5.2% number from Q4 2021, and the +1.2% figure from Q4 2020. On a three-year (pre-pandemic) basis, the Kalinowski Quick-Service Other Index for Q4 is at +11.9%. These numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during October, November, and December.

With this report, we update our data-driven Kalinowski Quick-Service Pizza Index for Q4 to +2.6%. This is the one-year figure, lapping the +3.3% number from Q4 2021, and the +10.7% figure from Q4 2020. Our +2.6% figure is based on our latest proprietary checks/data as regards same-store sales performance for this segment during October, November, and December.

In the past, we’ve sometimes remarked to buysiders that it wouldn’t be a bad investment strategy — when choosing between large-cap restaurant stocks McDonald’s and Yum Brands — to simply pick the one with the more attractive (i.e., lower) valuation. With this note, we look at that approach as a possible simple investment strategy.