By Mark Kalinowski
Published on June 24, 2020 at 12:00 AM
Is it possible the Street is underestimating sales and market-share opportunities in 2021 for some — if not all — of the three large publicly-traded family dining concepts?
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By Mark Kalinowski
Published on May 21, 2020 at 12:00 AM
A number of full-service restaurant companies have been generous as of late in terms of providing weekly same-store sales data. In this report, we compile and compare the recent same-store sales trends of various casual dining and family dining concepts. We also look at some segment trends, and see what this may imply for recent same-store trends of these concepts that have not yet provided samestore sales results for the last few weeks.
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By Mark Kalinowski
Published on April 29, 2020 at 12:00 AM
Earlier today, Dine Brands (DIN; Buy, $48.13) reported adjusted Q1 EPS of $1.45, well above our $0.90 forecast and sell-side consensus (according to Consensus Metrix) of $1.12. Shares are up intraday by over 20%+ due to the earnings beat and better other details than the Street generally expected.
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