Updating our Q3E Kalinowski Quick-Service Other Same-Store Sales Index

By Mark Kalinowski Published on October 13, 2020 at 12:00 AM

With this report, we update our data-driven Kalinowski Quick-Service Other Index for Q3E to +4.3%. As a reminder, we define “quick-service other” as all quick-service concepts excluding the pizza, burger, and sandwich categories.

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DNKN Charli Says To Adjust Our Q3E Estimates

By Mark Kalinowski Published on September 24, 2020 at 12:00 AM

In part given the strength of Dunkin’s promotion with TikTok star Charli D’Amelio, we raise our Q3E same-store sales forecast for the Dunkin’ U.S. business by +50 basis points, to -1.0%. According to Consensus Metrix, sell-side consensus is at -1.9% as of this writing.

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DNKN (Post-Call) Improving Sales Trends Closing More Low-Performing Units

By Mark Kalinowski Published on July 30, 2020 at 12:00 AM

Earlier today, Dunkin’ Brands Group (DNKN; Neutral, $71.68) reported adjusted Q2 EPS of $0.49, beating our $0.46 estimate, and matching sell-side consensus (according to Consensus Metrix) of $0.49. Relative to our model, GA&/Revenues caused the upside (18.2% actual vs. 20.0% forecasted).

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