By Mark Kalinowski
Published on February 13, 2019 at 12:00 AM
We briefly note the following tidbits regarding Taco Bell (owned by Yum Brands [YUM; Buy]), Baskin-Robbins (owned by Dunkin’ Brands Group [DNKN; Neutral]), and mid-sized restaurant concepts:
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By Mark Kalinowski
Published on February 7, 2019 at 12:00 AM
Earlier this morning, Dunkin’ Brands Group (DNKN; Buy) reported adjusted Q4 2018 EPS of $0.68, ahead of our $0.62 forecast and sell-side consensus (according to Consensus Metrix) of $0.62. We attribute this in part to better-than-expected Occupancy Expenses-Franchised Restaurants/Franchise Fees and Royalty Income (4.7% actual vs. our 5.1% estimated) and Cost of Ice Cream and Other Products/ Sales of Ice Cream and Other Products (5.1% actual vs. 6.2% forecasted).
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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):
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