Updating our Q4E18 Kalinowski Casual Dining Same-Store Sales Index

By Mark Kalinowski Published on December 4, 2018 at 12:00 AM

With this report, we update our data-driven Kalinowski Casual Dining Index for Q4E from +1.6% to +2.1%. This 50 basis-point increase is based on our latest proprietary checks/data as regards same-store sales performance so far for this segment during October and the first half of November.

CAKE, DIN, and Blaze Pizza Investor Field Trip Invitation (Reminder)

By Mark Kalinowski Published on November 20, 2018 at 12:00 AM

Reminder! Kalinowski Equity Research is pleased to host its upcoming Southern California Restaurant Field Trip to CAKE, DIN, & Blaze Pizza taking place Tuesday, November 27th – Thursday, November 29th.

CAKE (Post-Call) Q3 Same-Store Sales a Little Less Fluffy Than Expected

By Mark Kalinowski Published on October 30, 2018 at 12:00 AM

After Tuesday’s market close, The Cheesecake Factory (CAKE; Neutral) reported Q3 adjusted EPS of $0.62, ahead of our $0.57 forecast and the sell-side consensus of $0.58, as measured by Consensus Metrix. By our math, a lower-than-expected tax rate (5.9% actual vs. 12.9% forecasted) helped Q3 EPS by about $0.04-$0.05.