Updating our Q4E18 Kalinowski Casual Dining Same-Store Sales Index

By Mark Kalinowski Published on December 4, 2018 at 12:00 AM

With this report, we update our data-driven Kalinowski Casual Dining Index for Q4E from +1.6% to +2.1%. This 50 basis-point increase is based on our latest proprietary checks/data as regards same-store sales performance so far for this segment during October and the first half of November.

Tidbits re Applebee’s (owned by DIN), MCD, and Luckin Coffee

By Mark Kalinowski Published on November 13, 2018 at 12:00 AM

We briefly note the following tidbits regarding Applebee’s (owned by Dine Brands [DIN; Buy]), McDonald’s (MCD; Buy), and privately-held Luckin Coffee:

DIN (Post-Call) Dilly Dilly Let’s Celebrate at Applebee’s with $2 Bug Lights

By Mark Kalinowski Published on October 31, 2018 at 12:00 AM

Earlier today, Dine Brands (DIN; Buy) — the owner and franchisor of the Applebee’s and IHOP restaurant concepts — reported adjusted Q3 EPS of $1.53, matching our $1.53 forecast, and coming in slightly above the sell-side consensus number of $1.52, according to Consensus Metrix.