DPZ Our Data-Driven Checks Lead to Updated Forecasts

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

Following the completion of our data-driven check process regarding Domino’s (DPZ; Buy), we raise our Q4E same-store sales forecast for Domino’s U.S. business by +50 basis points, to +7.9%. This places us 80 basis points above sell-side consensus, according to Consensus Metrix data. Our Q4E forecast for the U.S. franchised business rises by +50 basis points to +8.0% (consensus is at +7.2%), and our Q4E projection for the U.S. company-owned segment rises by +50 basis points to +6.5% (consensus is at +6.6%).

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DIN (Post-Call) Dilly Dilly Let’s Celebrate at Applebee’s with $2 Bug Lights

By Mark Kalinowski Published on October 31, 2018 at 12:00 AM

Earlier today, Dine Brands (DIN; Buy) — the owner and franchisor of the Applebee’s and IHOP restaurant concepts — reported adjusted Q3 EPS of $1.53, matching our $1.53 forecast, and coming in slightly above the sell-side consensus number of $1.52, according to Consensus Metrix.

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