Family Dining Market Share Opportunities for IHOP, Denny’s, and CBRL (Updated)

By Mark Kalinowski Published on December 14, 2020 at 12:00 AM

About six months ago, we published a report examining market-share opportunities within the family dining sector. In this report, we update our numbers. One of the important changes is that we now look for 10%-25% of the family dining restaurants in the U.S. that were in operation as of the start of 2020 to be closed permanently by the end of March 2021. (Previously, we were looking for 5%-10% of family dining restaurants to be closed permanently by the end of December 2020.) Keep in mind that we expect these closures to be heavily weighted toward independents/momand-pops and, to a somewhat lesser degree, smaller (privately-held in nearly all cases) restaurant chains.

Updating our Q4E Kalinowski Family Dining Same-Store Sales Index

By Mark Kalinowski Published on December 3, 2020 at 12:00 AM

With this report, we update our data-driven Kalinowski Family Dining Index for Q4E to -23.2%. This figure is based on our latest proprietary checks/data as regards samestore sales performance for this segment during October and November. Our implied numbers for this October, November, and December are approximately -20%, -23%, and -27%, respectively.

Updating our Q3E Kalinowski Family Dining Same-Store Sales Index

By Mark Kalinowski Published on September 23, 2020 at 12:00 AM

With this report, we update our data-driven Kalinowski Family Dining Index for Q3E to -29.0%. This figure is based on our latest proprietary checks/data as regards samestore sales performance for this segment during July 2020 and August 2020, as well as our best guess for what September 2020 is bringing us. The approximate monthly figures we use are -35% for July 2020, -29% for August 2020, and -25% for September 2020.