WEN A Bold Vision from Wendy’s at its Analyst Meeting

By Mark Kalinowski Published on October 11, 2019 at 12:00 AM

Earlier today, Wendy’s (WEN; Buy) hosted an Analyst Meeting. Shares are reacting positively to the news intraday, although there’s a lot of unpack, so let’s get to it. We maintain our Buy rating on WEN, and note the following:

Tidbits re China Coffeeshop Segment & the Kalinowski Restaurant Industry Index

By Mark Kalinowski Published on March 17, 2019 at 12:00 AM

We briefly note the following tidbits regarding the market for coffeeshops in China, and the Kalinowski Restaurant Industry Index:

DPZ Analyst Meeting Unveils 25,000 Store Target by Year-End 2025

By Mark Kalinowski Published on January 17, 2019 at 12:00 AM

Earlier today, we attended the annual Analyst Meeting for Domino’s (DPZ). This year’s theme was “What Matters.” We came away impressed with the company’s strategic plans, and reiterate our Buy rating on DPZ. We note the following: