Casual Dining Market Share Opportunities for Large Concepts 6.25

By Mark Kalinowski Published on June 25, 2020 at 12:00 AM

Is it possible the Street is underestimating sales and market-share opportunities in 2021 for many of the larger publicly-traded casual dining concepts?

CAKE Cheesecake Factory Desserts Available from Multiple Ghost Kitchens

By Mark Kalinowski Published on May 26, 2020 at 12:00 AM

A company called Ghost Kitchens is offering desserts from The Cheesecake Factory (CAKE; Neutral, $19.97) Bakery from at least five different locations in Canada, Kalinowski Equity Research LLC has learned. For example, the following is listed on DoorDash’s website in Calgary, Alberta, Canada:
GHOST KITCHENS PRESENTS CHEESECAKE FACTORY BAKERY

CAKE (Post-Call) Preparing to Re-Open Some Dining Rooms as Soon as Next Week

By Mark Kalinowski Published on May 5, 2020 at 12:00 AM

After today’s market close, The Cheesecake Factory (CAKE; Neutral, $19.52) reported adjusted Q1 EPS of +$0.04, one cent above our +$0.03 forecast, and well above sellside consensus (according to Consensus Metrix) of -$0.39.