Ask the Experts Call Series Black Bear Diner

By Mark Kalinowski Published on June 18, 2019 at 12:00 AM

Kalinowski Equity Research invites you to participate in our first “Ask the Experts” conference call, to take place starting at 2:00 PM Eastern time on Thursday, June 27th. The featured speakers will be Bruce Dean, Co-founder and CEO of fast-growing family-dining concept Black Bear Diner; and Anita Adams, President and CFO of Black Bear Diner.

Read More

Updating our Q2E19 Kalinowski Restaurant Industry Same-Store Sales Index

By Mark Kalinowski Published on June 4, 2019 at 12:00 AM

With this report, we update our data-driven Kalinowski Restaurant Industry Index for Q2E to +3.0% (up from +2.5% previously). This increase reflects update to various indices we have made over the last 2-3 weeks, most recently a second intra-quarter bump up to our Kalinowski Family Dining Index. We now look for the Kalinowski Restaurant Industry Index — which aggregates the domestic same-store sales for 48 publicly-traded restaurant concepts, and weights them based on those concepts’ U.S. systemwide sales — to be the best in Q2 2019 since Q4 2015. Our Buy-rated stocks remain Denny’s (DENN), Dine Brands (DIN), Domino’s (DPZ), McDonald’s (MCD), Papa John’s (PZZA), and Yum Brands (YUM). As of this writing we are most confident about our above-consensus Q2E same-store sales forecasts for Denny’s, IHOP (owned by Dine Brands), and McDonald’s U.S.

Read More

Tidbits re China Coffeeshop Segment & the Kalinowski Restaurant Industry Index

By Mark Kalinowski Published on March 17, 2019 at 12:00 AM

We briefly note the following tidbits regarding the market for coffeeshops in China, and the Kalinowski Restaurant Industry Index:

Read More