Tidbits re SBUX, Applebee’s (owned by DIN), DNKN, and CMG

By Mark Kalinowski Published on January 27, 2019 at 12:00 AM

We briefly note the following tidbits regarding Starbucks (SBUX; Neutral), Applebee’s (owned by Dine Brands [DIN; Buy]), Dunkin’ (owned by Dunkin’ Brands Group [DNKN; Neutral]), and Chipotle Mexican Grill (CMG; Not Rated):

Tidbits re MCD, Applebee’s (owned by DIN), and WEN

By Mark Kalinowski Published on January 14, 2019 at 12:00 AM

We briefly note the following tidbits regarding McDonald’s (MCD; Buy), Applebee’s (owned by Dine Brands [DIN; Buy]), and Wendy’s (WEN; Neutral):

Updating our Q4E19 Kalinowski Family Dining Index (Again)

By Mark Kalinowski Published on January 6, 2019 at 12:00 AM

With this report, we update our data-driven Kalinowski Family Dining Index for Q4E from +1.6% to +2.0%. This 40 basis-point increase is based on our latest proprietary checks/data as regards same-store sales performance so far for this segment during the second half of November and the first half of December. (We would note that this increase follows the 40 basis-point increase we already made to this index back on December 3rd; for more details please refer to our report of that date entitled “Updating our Q4E Kalinowski Family Dining Index.”)