By Mark Kalinowski
Published on January 25, 2019 at 12:00 AM
With this report, we update our data-driven Kalinowski Quick-Service Burger Index for Q4E from +1.2% to +1.8%. Our key takeaway: we believe that U.S. quick-service burgers chains in aggregate enjoyed their best same-store sales month during December 2018 since February 2016. The 60 basis-point increase in this index of ours is based on our latest proprietary checks/data as regards same-store sales performance for this segment during the last half of November and all of December.
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By Mark Kalinowski
Published on December 12, 2018 at 12:00 AM
With this report, we update our data-driven Kalinowski Quick-Service Burger Index for Q4E from +1.6% to +1.2%. (This follows our November 4th adjustment from +2.0% to +1.6%.) Today’s 40 basis-point decrease is based on our latest proprietary checks/ data as regards same-store sales performance for this segment during November, which looks like it was one of the weaker months during 2018 for burger-segment same-store sales. In part, the adjustment also reflects the reduction in our Wendy’s (WEN; Neutral) same-store sales forecast for Q4E yesterday to a new sell-side low (according to Consensus Metrix data) of 0.0%. (For more information, please refer to our December 11th report “WEN: Our Data-Driven Checks Regarding November Sales Suggest…”)
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By Mark Kalinowski
Published on December 7, 2018 at 12:00 AM
We briefly note the following tidbits regarding Dunkin’ (owned by Dunkin’ Brands Group [DNKN; Neutral]), Burger King (owned by Restaurant Brands International [QSR; Not Rated]), Papa John’s (PZZA; Buy), and privately-held Inspire Brands as it relates to The Cheesecake Factory (CAKE; Neutral):
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