By Mark Kalinowski
Published on December 17, 2018 at 12:00 AM
We briefly note the following tidbits regarding McDonald’s (MCD; Buy), Applebee’s/ Dine Brands (DIN; Buy), and the Kalinowski Restaurant Industry Index:
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By Mark Kalinowski
Published on December 12, 2018 at 12:00 AM
We briefly note the following tidbits regarding McDonald’s (MCD; Buy), Dine Brands (DIN; Buy), Domino’s (DPZ; Buy), and privately-held Luckin Coffee:
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By Mark Kalinowski
Published on December 6, 2018 at 12:00 AM
We recently met with Dine Brands (DIN; Buy) — including CEO Stephen Joyce, CFO Thomas Song, Controller Gregg Kalvin, and Executive Director, Investor Relations Ken Diptee — in Glendale, California. We thank these folks for their time! Topics of interest that we asked about include the ongoing success of Applebee’s “Neighborhood Drink of the Month” initiative and the issues with second-largest Applebee’s franchisee RMH. We reiterate our Buy rating on DIN and note the following:
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