Coverage

All Reports:

Wendy's (WEN)
Mark Kalinowski

WEN (Post-Call): Cooking Up a Full Strategic Plan

Earlier today (Friday, August 7th), Wendy’s reported adjusted Q2 EPS of $0.18, coming in ahead of our $0.17 forecast and sell-side consensus (according to Consensus Metrix) at $0.16. Second-quarter adjusted EBITDA was $124.1 million. This was a little above our $123.3 million forecast, and also above consensus of $121.1 million.

Read More »
Papa John's International, Inc. (PZZA)
Mark Kalinowski

PZZA (Post-Call): Slices Some Key Targets for 2026

Earlier today (Thursday, August 6th), Papa Johns reported second-quarter adjusted EPS of $0.46, coming in above our $0.35 forecast, and slightly above sell-side consensus (according to Consensus Metrix) of $0.45. Q2 adjusted EBITDA was $53 million; consensus was at $53.8 million.

Read More »
Dine Brands Global (DIN)
Mark Kalinowski

DIN (Post-Call): IHOP Helps You Feel Batter About Life

Earlier today (Wednesday, August 5th), Dine Brands reported adjusted Q2 EPS of $1.16. This was below our $1.25 estimate, and also below sell-side consensus (according to Consensus Metrix) of $1.19. Adjusted EBITDA reached $54.2 million in Q2. Consensus was at $56.4 million.

Read More »
Starbucks Corp. (SBUX)
Mark Kalinowski

SBUX (Post-Call): S’more Excellent Results

After today’s (Wednesday, July 29th’s) market close, Starbucks reported fiscal Q3 (calendar Q2) adjusted EPS of $0.85. This was easily better than our $0.70 projection, and was also above sell-side consensus (according to Consensus Metrix) of $0.66.

Read More »