Coverage

All Reports:

Restaurant Industry
Mark Kalinowski

Updating our Q1 Kalinowski Quick-Service Other Same-Store Sales Index (3/20/2024)

With this report, we update our data-driven Kalinowski Quick-Service Other Index for Q1 to +1.7%. This is the one-year figure, lapping the +5.4% number from Q1 2020, the +8.4% figure from Q1 2021, the +2.3% number from Q1 2022, and the +5.2% figure from Q1 2023. Comparing to Q1 2019 levels — a five-year (pre-pandemic) basis — the Kalinowski Quick-Service Other Index for Q1 2024 is at +25.0%. These numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during January, February, and early-to-mid March.

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Restaurant Industry
Mark Kalinowski

Updating our Q1 Kalinowski Casual Dining Same-Store Sales Index (3/18/2024)

With this report, we update our data-driven Kalinowski Casual Dining Index for Q1 to -0.1%. This is the one-year figure, lapping the -13.3% number from Q1 2020, the +9.8% figure from Q1 2021, the +18.9% figure from Q1 2022, and the +8.3% number from Q1 2023. On a five-year (pre-pandemic) basis, the Kalinowski Casual Dining Index for Q1 is at +22.4%. These numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during January, February, and early-to-mid March.

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Restaurant Industry
Mark Kalinowski

Updating our Q1 Kalinowski Casual Dining Same-Store Sales Index (3/18/2024)

With this report, we update our data-driven Kalinowski Casual Dining Index for Q1 to -0.1%. This is the one-year figure, lapping the -13.3% number from Q1 2020, the +9.8% figure from Q1 2021, the +18.9% figure from Q1 2022, and the +8.3% number from Q1 2023. On a five-year (pre-pandemic) basis, the Kalinowski Casual Dining Index for Q1 is at +22.4%. These numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during January, February, and early-to-mid March.

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Cheesecake Factory (CAKE)
Mark Kalinowski

CAKE: Adjusting Our Estimates (3/18/2024)

This morning, we published an industry report entitled “Updating our Q1 Kalinowski Casual Dining Same-Store Sales Index.” We encourage you to read that report in conjunction with this Cheesecake Factory note.

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Dine Brands Global (DIN)
Mark Kalinowski

DIN: Modifying Our Forecasts (3/18/2024)

This morning, we published an industry report entitled “Updating our Q1 Kalinowski Casual Dining Same-Store Sales Index.” We encourage you to read that report in conjunction with this Dine Brands note.

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