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

By Mark Kalinowski Published on March 14, 2019 at 12:00 AM

With this report, we introduce our data-driven Kalinowski Quick-Service Pizza Index for Q1E at -0.1%. This figure is based on our latest proprietary checks/data as regards same-store sales performance for this segment during January 2019 and most of February 2019.

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PZZA (Post-Call) Delivers Better-than-Feared 2019 Targets

By Mark Kalinowski Published on February 26, 2019 at 12:00 AM

After today’s market close, Papa John’s (PZZA; Neutral) reported adjusted Q4 EPS of $0.15, above our $0.12 forecast, and sell-side consensus (according to Consensus Metrix) of $0.15. The Q4 North American same-store sales decline of -8.1% had been previously announced.

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Restaurants The Set-Up into the Print re CAKE, WEN, DIN, DPZ, and PZZA

By Mark Kalinowski Published on February 14, 2019 at 12:00 AM

A number of restaurant companies are scheduled to report quarterly earnings over the February 20-26 time frame, including The Cheesecake Factory (CAKE; Neutral), Wendy’s (WEN; Neutral), Dine Brands (DIN; Buy), Domino’s (DPZ; Buy), and Papa John’s (PZZA; Neutral). In this report, we look at the set-up into the print for each of these five companies:

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