By Mark Kalinowski
Published on December 9, 2020 at 12:00 AM
Earlier today, Starbucks hosted its biennial Analyst Meeting — this time doing so virtually. The company highlights its Growth at Scale agenda, pointing out that it plans to be a positive force in the lives of all of its stakeholders. Some highlights from today’s meeting:
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By Mark Kalinowski
Published on December 8, 2020 at 12:00 AM
About six months ago, we published a report examining market-share opportunities within the casual dining sector. In this report, we update our numbers. One of the important changes is that we now look for 8%-20% of the casual dining restaurants in the U.S. that were in operation as of the start of 2020 to be closed permanently by the end of March 2021. (Previously, we were looking for 3%-15% of casual dining restaurants to be closed permanently by the end of December 2020.) Keep in mind that we expect these closures to be heavily weighted toward independents/momand-pops and, to a somewhat lesser degree, smaller (privately-held in nearly all cases) restaurant chains.
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By Mark Kalinowski
Published on June 25, 2020 at 12:00 AM
Is it possible the Street is underestimating sales and market-share opportunities in 2021 for many of the larger publicly-traded casual dining concepts?
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