DPZ (Post-Call): Among the Best 2-Year Numbers in the US Restaurant Industry

By Ryan D. Lavender Published on April 29, 2021 at 1:14 PM

Earlier today, Domino’s reported Q1 EPS of $3.00. This was higher than our $2.95 forecast and sell-side consensus (according to Consensus Metrix) of $2.94. We attribute the EPS outperformance to better-than-expected same-store sales in both the U.S. and International business segments.

Updating our Q2E19 Kalinowski Family Dining Same-Store Sales Index (Again)

By Mark Kalinowski Published on June 3, 2019 at 12:00 AM

With this report, we increase our data-driven Kalinowski Family Dining Index for Q2E for the second time this quarter. This time, we increase the figure by +60 basis points, to +3.0%. Our updated figure is based on our latest proprietary checks/data as regards same-store sales performance for this segment over the course of May 2019.

The BlackBox Index for December 2018 (and Q4 2018) is…

By Mark Kalinowski Published on January 10, 2019 at 12:00 AM

Earlier today (Thursday, January 10th), we learned that the BlackBox Index of samestore sales for December 2018 was +2.0%, with same-store traffic down by -0.9%. The December 2018 number was the best month since August 2015.