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With this report, we update our data-driven Kalinowski Casual Dining Index for Q4 to +5.7%. This is the one-year figure, lapping the +35.8% number from Q4 2021 and the -18.9% figure from Q4 2020. On a three-year (pre-pandemic) basis, the Kalinowski Casual Dining Index for Q4 is at +16.4%. These numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during October, November, and December. Keep in mind, individual performance can vary wildly on a concept-by-concept basis.

With this report, we update our data-driven Kalinowski Family Dining Index for Q4 to +4.3%. This is the one-year figure, lapping the +37.4% number from Q4 2021, and the -28.3% figure from Q4 2020. On a three-year (pre-pandemic) basis, the Kalinowski Family Dining Index for Q4 is at +2.8%. This would mark the second time this year in which any quarter is positive on a three-year basis for family dining. Our latest numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during October, November, and December.

Sometimes, relative bargains can be unearthed when looking at a group of stocks, and comparing their current prices with these stocks’ 52-week highs. We looked at 34 restaurant stocks’ closing prices as of this past Friday (December 30, 2022). Some observations:

Looking back to the end of 2009, and through the end of 12/28/22, the value of $10,000 invested in the Kalinowski top picks would now be worth $93,833 (a CAGR of about +18.8%). The value of $10,000 invested in the S&P 500 over that time would now be worth $48,248 (a CAGR of about +12.9%).

Looking back to the end of 2009, and through the end of 12/28/22, the value of $10,000 invested in the Kalinowski top picks would now be worth $93,833 (a CAGR of about +18.8%). The value of $10,000 invested in the S&P 500 over that time would now be worth $48,248 (a CAGR of about +12.9%).

Looking back to the end of 2009, and through the end of 12/28/22, the value of $10,000 invested in the Kalinowski top picks would now be worth $93,833 (a CAGR of about +18.8%). The value of $10,000 invested in the S&P 500 over that time would now be worth $48,248 (a CAGR of about +12.9%).