DNKN Updating Introducing Some EPS Estimates Highlighting Some Test Beverages

By Mark Kalinowski Published on September 24, 2019 at 12:00 AM

With this report, we introduce our quarterly EPS estimates for 2020E for Dunkin’ Brands Group (DNKN; Neutral). They are as follows: (1) Q1E $0.70, (2) Q2E $0.91, (3) Q3E $0.88, and (4) Q4E $0.78. These quarterlies sum to our unchanged full-year 2020E EPS forecast of $3.27, which lies two cents above sell-side consensus of $3.25 (according to data from Consensus Metrix).

PZZA Updating Introducing EPS Estimates Portugal Papa Slam Promos etc

By Mark Kalinowski Published on September 19, 2019 at 12:00 AM

With this report, we introduce our quarterly EPS estimates for 2020E for Papa John’s (PZZA; Buy). They are as follows: (1) Q1E $0.42, (2) Q2E $0.40, (3) Q3E $0.31, and (4) Q4E $0.42. These quarterlies sum to our (unchanged) full-year 2020E EPS estimate of $1.55.

SBUX Lowering Estimates as Starbucks Talks Tax Rate Share Repurchases China

By Mark Kalinowski Published on September 4, 2019 at 12:00 AM

Earlier today at a competitor conference, Starbucks (SBUX; Buy) made comments regarding the outlook for its tax rate, share-repurchase activity, and its China-related growth that cause us to update our model.