Updating our Q3E Kalinowski Family Dining Same-Store Sales Index

By Mark Kalinowski Published on September 23, 2020 at 12:00 AM

With this report, we update our data-driven Kalinowski Family Dining Index for Q3E to -29.0%. This figure is based on our latest proprietary checks/data as regards samestore sales performance for this segment during July 2020 and August 2020, as well as our best guess for what September 2020 is bringing us. The approximate monthly figures we use are -35% for July 2020, -29% for August 2020, and -25% for September 2020.

DIN Updating Our Q3E Same-Store Sales Forecasts for Applebee’s & IHOP

By Mark Kalinowski Published on September 22, 2020 at 12:00 AM

With this report, and based on our data-driven checks, we raise our Q3E U.S. samestore sales projections for both Applebee’s U.S. and IHOP U.S. to sell-side high forecasts (according to Consensus Metrix).

DPZ Updating Our Forecasts (Again)

By Mark Kalinowski Published on August 26, 2020 at 12:00 AM

Less than a week ago, we raised our Q3E same-store sales and EPS estimates in our report “DPZ: Updating Our Forecasts” (today’s report is best read in conjunction with that report). With this report, we further take up our Q3E same-store sales projection for Domino’s International business, by +150 basis points to +4.5%. Sellside consensus (according to Consensus Metrix) is at +2.0% as of this writing.