By Mark Kalinowski
Published on January 28, 2019 at 12:00 AM
Ahead of The Cheesecake Factory’s (CAKE; Neutral) fourth-quarter earnings release scheduled for after the market close on Wednesday, February 20th, we bump up our Q4 2018 same-store sales forecast for brand Cheesecake Factory by +60 basis points to a new sell-side high projection (according to Consensus Metrix data) of +1.6%. Sell-side consensus as of this writing is at +1.0%.
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By Mark Kalinowski
Published on January 28, 2019 at 12:00 AM
With this report, we (again) raise our data-driven Kalinowski Casual Dining Index for Q4E, this time around from +2.1% to +3.1%. This 100 basis-point increase is based on our latest proprietary checks/data as regards same-store sales performance for this segment during the second half of November and all of December. (We had previously increased our Kalinowski Casual Dining Index for Q4E from +1.6% to +2.1% back on December 4th.)
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By Mark Kalinowski
Published on January 24, 2019 at 12:00 AM
With this report, we once again raise our data-driven Kalinowski Quick-Service Pizza Index for Q4E, this time from +1.2% to +2.4%. (In late November, we had already moved our Q4E index number from +0.3% to +1.2%, based on our checks regarding the first half of the fourth quarter.) Our latest increase is based on our latest proprietary checks/data as regards same-store sales performance for this segment during the second half of November and all of December.
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