By Mark Kalinowski
Published on November 18, 2018 at 12:00 AM
For Domino’s (DPZ; Buy), we lower our Q4E same-store sales forecast by 100 basis points, to +3.5%. This places us 80 basis points below sell-side consensus, and also ties us for the low sell-side projection, according to Consensus Metrix data. (FYI, our below-consensus Q4E EPS estimate remains unchanged at $2.64.)
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By Mark Kalinowski
Published on November 11, 2018 at 12:00 AM
With this report, we increase our data-driven Kalinowski Fast-Casual Index for Q4E from +3.5% to +4.0%. This 50 basis-point increase is based on our latest proprietary checks/data as regards same-store sales performance so far for this segment during October. So far this year, October 2018 looks to have been roughly tied as the thirdbest month during 2018 so far for fast-casual segment same-store sales. (We point out that as regards Q4 and 2018 as a whole, we still have November and December to go, of course.)
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By Mark Kalinowski
Published on November 4, 2018 at 12:00 AM
With this report, we update our data-driven Kalinowski Quick-Service Burger Index for Q4E from +2.0% to +1.6%. This 40 basis-point decrease is based on our latest proprietary checks/data as regards same-store sales performance for this segment during October. In the last eight months, October 2018 looks to have been the thirdweakest of these eight for the burger segment. We point out that we still have November and December to go as regards Q4 as a whole.
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