Updating our Q3E Kalinowski Casual Dining Same-Store Sales Index

By Mark Kalinowski Published on October 7, 2020 at 12:00 AM

With this report, we update our data-driven Kalinowski Casual Dining Index for Q3E to -19.6%. This figure is based on our latest proprietary checks/data as regards same-store sales performance for this segment during July, August, and September. Our implied numbers for these three months are about -24%, -19%, and -16%, respectively.

DIN The Bull and Bear Cases on Dine Brands

By Mark Kalinowski Published on August 13, 2020 at 12:00 AM

In this report we examine the bull and bear cases regarding Dine Brands (DIN; Buy, $53.56). While we maintain our Buy rating on DIN — in fact, we believe there is even more reason to be bullish on DIN following its Q2 earnings release and related conference call — it is good for investors interested in DIN to be aware of the bull and bear cases surrounding the stock, no matter what our rating on the shares is.

DIN (Post-Call) Welcome Back, Indeed

By Mark Kalinowski Published on July 29, 2020 at 12:00 AM

Earlier today, Dine Brands (DIN; Buy, $46.69) reported Adjusted Q2 EPS of -$0.87, which was better than our forecast of -$1.00 and sell-side consensus (according to Consensus Metrix) of -$0.94.