MCD Part 2 of McDonald’s Franchisee Survey Focuses on Breakfast

By Mark Kalinowski Published on October 27, 2020 at 12:00 AM

Today we publish part 2 of 2 of our proprietary McDonald’s Franchisee Survey. Much of this report focuses on the breakfast daypart, which has lagged behind in recovery over the last 3-5 months not just for McDonald’s, but for the restaurant industry in general.

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MCD McDonald’s Franchisee Survey Leads to Updated Q4E Forecasts

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

McDonald’s plans to release its full-Q3 earnings before the market open on Monday, November 9th, to be followed that day by the related earnings release conference call and a Virtual Investor Update. McDonald’s has already released its Q3 samestore sales results, including a U.S. advance of +4.6%.

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DIN A Closer Look at IHOP’s Development Agreement w TravelCenters of America

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

In October 2019, IHOP — owned by Dine Brands (DIN; Buy, $55.37) — announced a franchise development agreement with TravelCenters of America (TA; Not Rated) to open up to 94 IHOP restaurants in TA and Petro locations across the U.S. This is the largest franchise deal in IHOP’s history. That announcement can be viewed at:

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