Updating our Q3E Kalinowski Family Dining Same-Store Sales Index

By Mark Kalinowski Published on September 23, 2020 at 12:00 AM

With this report, we update our data-driven Kalinowski Family Dining Index for Q3E to -29.0%. This figure is based on our latest proprietary checks/data as regards samestore sales performance for this segment during July 2020 and August 2020, as well as our best guess for what September 2020 is bringing us. The approximate monthly figures we use are -35% for July 2020, -29% for August 2020, and -25% for September 2020.

DIN The Bull and Bear Cases on Dine Brands

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

In this report we examine the bull and bear cases regarding Dine Brands (DIN; Buy, $53.56). While we maintain our Buy rating on DIN — in fact, we believe there is even more reason to be bullish on DIN following its Q2 earnings release and related conference call — it is good for investors interested in DIN to be aware of the bull and bear cases surrounding the stock, no matter what our rating on the shares is.

DIN (Post-Call) Welcome Back, Indeed

By Mark Kalinowski Published on July 29, 2020 at 12:00 AM

Earlier today, Dine Brands (DIN; Buy, $46.69) reported Adjusted Q2 EPS of -$0.87, which was better than our forecast of -$1.00 and sell-side consensus (according to Consensus Metrix) of -$0.94.