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.

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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.

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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.

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