By Mark Kalinowski
Published on January 25, 2021 at 12:00 AM
With this report, we update our data-driven Kalinowski Restaurant Industry Index for Q4E to -2.4%. While this is a lot better than Q2 2020’s -17.5%, and similar to Q3 2020’s -2.0%, it is somewhat disappointing in the context that as of mid-October we thought there was a 40% chance that Q4 2020 would turn positive. That was not meant to be.
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By Mark Kalinowski
Published on January 20, 2021 at 12:00 AM
With this report, we update our data-driven Kalinowski Fast Casual Index for Q4E to +3.4%. This figure is based on our latest proprietary checks/data as regards samestore sales performance for this segment during October, November, and December. We believe that November same-store sales were likely the best month of the quarter, while December was likely the worst month of the quarter. That said, we believe fastcasual sector same-store sales month-to-date in January are better than any month during Q4, thanks in part to beneficial effects from stimulus.
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By Mark Kalinowski
Published on November 30, 2020 at 12:00 AM
With this report, we update our data-driven Kalinowski Casual Dining Index for Q4E to -18.4%. This figure is based on our latest proprietary checks/data as regards samestore sales performance for this segment during October and November. Our implied numbers for these October, November, and December are approximately -14%, -19%, and -22%, respectively.
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