Tidbits re WEN, Luckin Coffee, and Generation Z’s Favorite Restaurants

By Mark Kalinowski Published on March 26, 2019 at 12:00 AM

We briefly note the following tidbits regarding Wendy’s (WEN; Neutral), privately-held Luckin Coffee, and Generation Z’s favorite restaurant concepts:

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Tidbits re China Coffeeshop Segment & the Kalinowski Restaurant Industry Index

By Mark Kalinowski Published on March 17, 2019 at 12:00 AM

We briefly note the following tidbits regarding the market for coffeeshops in China, and the Kalinowski Restaurant Industry Index:

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DPZ A Look at Domino’s China from ICR Conference 2019

By Mark Kalinowski Published on January 16, 2019 at 12:00 AM

Today, we attended the ICR Conference 2019 presentation by privately-held Dash Brands, the partner for Domino’s (DPZ; Buy) in China, having acquired Domino’s China back in January 2011. The presenter for Dash Brands was Domino’s China CEO Aileen Wang, whose background includes past experience with McKinsey North America and McDonald’s (MCD; Buy) China. She has been Domino’s China’s CEO for the last year-and-a-half.

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