Tidbits re DNKN, Burger King (owned by QSR), PZZA, & Inspire Brands CAKE

By Mark Kalinowski Published on December 7, 2018 at 12:00 AM

We briefly note the following tidbits regarding Dunkin’ (owned by Dunkin’ Brands Group [DNKN; Neutral]), Burger King (owned by Restaurant Brands International [QSR; Not Rated]), Papa John’s (PZZA; Buy), and privately-held Inspire Brands as it relates to The Cheesecake Factory (CAKE; Neutral):

Tidbits re Taco Bell (owned by YUM), JACK, and PZZA

By Mark Kalinowski Published on December 3, 2018 at 12:00 AM

We briefly note the following tidbits regarding Taco Bell (owned by Yum Brands [YUM; Buy]), Jack in the Box (JACK; Not Rated), and Papa John’s International (PZZA; Buy):

Updating our Q4E18 Kalinowski Quick-Service Pizza Same-Store Sales Index

By Mark Kalinowski Published on November 26, 2018 at 12:00 AM

With this report, we update our data-driven Kalinowski Quick-Service Pizza Index for Q4E from +0.3% to +1.2%. This 90 basis-point increase is based on our latest proprietary checks/data as regards same-store sales performance so far for this segment during September and the first half of October.