Updating our Q1E Kalinowski Fine Dining Same-Store Sales Index

By Ryan D. Lavender Published on March 22, 2021 at 4:40 PM

With this report, we update our data-driven Kalinowski Fine Dining Index for Q1E to -12.0%. 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 -35%, -22%, and +35%, respectively. (Please note that equal-weighting these months would result in a number equal to -7.3%, 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.)

WEN: The Groundhog Sees… Us Updating Our Wendy’s Forecasts

By Ryan D. Lavender Published on February 2, 2021 at 3:05 PM

With this note, we raise our full-Q1E Wendy’s U.S. same-store sales forecast by +300 basis points, to +10.0%. According to Consensus Metrix, sell-side consensus for Q1E as of this writing is at +7.3%.

Updating our Q1E19 Kalinowski Family Dining Index

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

With this report, we update our data-driven Kalinowski Family Dining Index for Q1E to +2.2% (down from +2.8% previously). Our updated figure is based on our latest proprietary checks/data as regards same-store sales performance for this segment during the second half of February 2019 and all of March 2019.