By Mark Kalinowski
Published on January 21, 2021 at 12:00 AM
With this report, we update our data-driven Kalinowski Quick-Service Other Index for Q4E to +2.3%. This figure is based on our latest proprietary checks/data as regards same-store sales performance for this segment during October, November, and December. We believe that October same-store sales were likely the best month of the quarter, while November was likely the worst month of the quarter. (As a reminder, we define “quick-service other” as all quick-service, excluding burger, pizza, and sandwich concepts.)
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By Mark Kalinowski
Published on December 1, 2020 at 12:00 AM
Both Domino’s (DPZ; Buy, $392.57) and Papa John’s (PZZA; Buy, $80.36) begin lapping very difficult year-over-year domestic same-store sales comparisons in Q2 2021. What can we learn about the recent history of restaurant concepts that have lapped difficult comparisons, in this regard? And, what might Popeyes Louisiana Kitchen (owned by Restaurant Brands International [QSR; Not Rated]) teach us about what to expect for Domino’s and Papa John’s domestic same-store sales in 2021? Our bottom line is that Domino’s and Papa John’s could end up lapping these tough numbers better than the Street currently anticipates.
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By Mark Kalinowski
Published on May 16, 2019 at 12:00 AM
With this report, we increase our data-driven Kalinowski Quick-Service Other Index for Q2E by +30 basis points, to +2.6%. This figure is based on our latest proprietary checks/data as regards same-store sales performance for this segment during April 2019 and the beginning of May 2019.
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