Updating our Q3E Kalinowski Fast-Casual Same-Store Sales Index

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

With this report, we update our data-driven Kalinowski Fast-Casual Index for Q3E to +3.6%. While the overall number for the fast-casual sector is in positive territory for Q3, there is a wide variety of performances in terms of same-store sales by individual brand. Wingstop (WING; Not Rated) has already reported +25.4% same-store sales growth for its Q3, and we would not be surprised to see Chipotle Mexican Grill (CMG; Not Rated) exceed sell-side consensus (according to Consensus Metrix) of +6.4% when it reports its Q3 results on after the market close on Wednesday, October 21st.

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Casual Dining Market Share Opportunities for Large Concepts 6.25

By Mark Kalinowski Published on June 25, 2020 at 12:00 AM

Is it possible the Street is underestimating sales and market-share opportunities in 2021 for many of the larger publicly-traded casual dining concepts?

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Updating our Q2E19 Kalinowski Fast-Casual Same-Store Sales Index

By Mark Kalinowski Published on May 23, 2019 at 12:00 AM

With this report, we increase our data-driven Kalinowski Fast-Casual Index for Q2E by +100 basis points, to +5.4%. This figure is based on our latest proprietary checks/ data as regards same-store sales performance for this segment during April 2019 and the first half of May 2019.

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