Quick-Service/Fast-Casual: 2-Year Average Check Gain Holds Mostly Steady in May

By Ryan D. Lavender Published on June 3, 2021 at 9:12 PM

May 2021 was the second full month in the U.S. to lap a year-ago month that was affected by the pandemic and related issues. How is average check changing in the U.S. quick-service and fast-casual segments given these recent dynamics? Our bottom line: average check is holding in better than expected for fast-casual and quick-service. To the extent two-year trends in average check don’t deteriorate all that much over the remainder of 2021, this could be a positive for multiple companies, and potentially their investors as well.

PZZA: How Does Papa John’s Trade Heading Into, and After, Earnings?

By Ryan D. Lavender Published on March 30, 2021 at 5:05 PM

Papa John’s likely will release its Q1 2021 earnings in early May. How do PZZA shares tend to trade heading into earnings, and the day of (for a before-the-market-open) or after (for an after-the-market-close) an earnings release?

DENN: How Does Denny’s Trade Heading Into, and After, Earnings?

By Ryan D. Lavender Published on March 23, 2021 at 4:37 PM

Denny’s likely will release its Q1 2021 earnings in late April or early-to-mid May (with after the market close on Tuesday, May 4th a distinct possibility). How do DENN shares tend to trade heading into earnings, and the day after an earnings release?