Updating our Q1E Kalinowski Restaurant Industry Same-Store Sales Index

By Ryan D. Lavender Published on April 13, 2021 at 4:45 PM

With this report, we update our data-driven Kalinowski Restaurant Industry Index for Q1E to +7.1%. This is the first positive quarter since Q4 2019’s +4.2% showing. The Q1 2020/21 two-year number works out to +3.5%. (The Kalinowski Restaurant Industry Index declined by -3.4% in Q1 2020, followed by its worst-ever performance
of -17.5% in Q2 2020.)

Updating our Q1E Kalinowski Quick-Service Pizza Same-Store Sales Index

By Ryan D. Lavender Published on March 29, 2021 at 4:09 PM

With this report, we update our data-driven Kalinowski Quick-Service Pizza Index for Q1E to +11.3%. There may even be potential for upside, based on the following positive factors: (1) quick-service delivery specialists still seem to be more appreciated by consumers in general, (2) stimulus-related consumer spending in January and in March, and (3) the return of the March Madness college basketball tournament — generating TV ratings on par with 2019 levels, unlike many other major sports games/events — seems to be driving demand for delivery.

Updating our Q1E Kalinowski Casual Dining Same-Store Sales Index

By Ryan D. Lavender Published on March 24, 2021 at 4:22 PM

With this report, we update our data-driven Kalinowski Casual Dining Index for Q1E to -1.2%. This figure is based on our latest proprietary checks/data as regards same-store sales performance for this segment during January, February, and the first half of March. Our implied numbers for this January, February, and all of March are approximately -19%, -20%, and +45%, respectively. (Please note that equal-weighting these months would result in a number equal to +1.7%, but due to much less relative business in March 2020 as compared to January/February 2020, the March 2021 figure is relatively less weighted when we calculate our Q1 index number.)