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Restaurant Industry
Mark Kalinowski

Updating our Q4 Kalinowski Fast-Casual Same-Store Sales Index

With this report, we update our data-driven Kalinowski Fast-Casual Index for Q4 to +6.6%. This is the one-year figure, lapping the +14.2% number from Q4 2021 and the +3.3% figure from Q4 2020. On a three-year (pre-pandemic) basis, the Kalinowski Fast-Casual Index for Q4 is at +25.7%. The fast-casual segment’s three-year sales numbers are the best for any major segment of the U.S. restaurant industry. Our latest numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during October, November, and early-to-mid December.

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Restaurant Industry
Mark Kalinowski

Updating our Q4 Kalinowski Quick-Service Burger Same-Store Sales Index

With this report, we update our data-driven Kalinowski Quick-Service Burger Index for Q4 to +7.1%. This is the one-year figure, lapping the +6.1% number from Q4 2021, and the +4.7% number from Q4 2020. On a three-year (pre-pandemic) basis, the Kalinowski Quick-Service Burger Index for Q4 is at +19.0%.These numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during October, November, and early-to-mid December.

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McDonald's Corp (MCD)
Mark Kalinowski

MCD: Updating Our Projections

With this note, we update some of our same-store sales and EPS projections for McDonald’s. Factors driving these updates include:

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