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Domino's Pizza, Inc. (DPZ)
Mark Kalinowski

DPZ: What Could Higher Delivery Mix & Match Price Mean for Earnings?

Domino’s recently announced that it would increase the price of its Delivery Mix & Match offer in the U.S. to $6.99 ($6.99 each for delivery of two or more menu items selected from the Mix & Match menu). We believe that by the end of March, this menu-price increase was substantially complete. What could it mean for Domino’s earnings?

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Restaurant Industry
Mark Kalinowski

Updating our Q1 Kalinowski Quick-Service Burger Same-Store Sales Index

With this report, we update our data-driven Kalinowski Quick-Service Burger Index for Q1 to +2.1%. This is the one-year figure, lapping the +12.9% number from Q1 2021, and the -1.2% number from Q1 2020. On a three-year (pre-pandemic) basis, the Kalinowski Quick-Service Burger Index for Q1 is at +13.8%. These numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during January, February, and March.

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Restaurant Industry
Mark Kalinowski

Updating our Q1 Kalinowski Casual Dining Same-Store Sales Index

With this report, we update our data-driven Kalinowski Casual Dining Index for Q1 to +17.6%. This is the one-year figure, lapping the +9.1% number from Q1 2021 and the -13.1% figure from Q1 2020. On a three-year (pre-pandemic) basis, the Kalinowski Casual Dining Index for Q1 is at +11.5%. 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. Keep in mind, individual performance can vary wildly on a concept-by-concept basis.

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Restaurant Industry
Mark Kalinowski

Updating our Q1 Kalinowski Fine Dining Same-Store Sales Index

With this report, we update our data-driven Kalinowski Fine Dining Index for Q1 to +40.2%. This is the one-year figure, lapping the -0.8% number from Q1 2021, and the -13.3% figure from Q1 2020. On a three-year (pre-pandemic) basis, the Kalinowski Fine Dining Index for Q1 2022 is at +4.6%. 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 Quick-Service Pizza Same-Store Sales Index

With this report, we update our data-driven Kalinowski Quick-Service Pizza Index for Q1 to -0.2%. This is the one-year figure, lapping the +16.6% number from Q1 2021, and the -0.9% figure from Q1 2020. On a three-year (pre-pandemic) basis, the Kalinowski Quick-Service Pizza Index for Q4 is at +15.3%. 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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