By Mark Kalinowski
Published on January 25, 2019 at 12:00 AM
With this report, we update our data-driven Kalinowski Quick-Service Burger Index for Q4E from +1.2% to +1.8%. Our key takeaway: we believe that U.S. quick-service burgers chains in aggregate enjoyed their best same-store sales month during December 2018 since February 2016. The 60 basis-point increase in this index of ours is based on our latest proprietary checks/data as regards same-store sales performance for this segment during the last half of November and all of December.
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By Mark Kalinowski
Published on January 24, 2019 at 12:00 AM
With this report, we once again raise our data-driven Kalinowski Quick-Service Pizza Index for Q4E, this time from +1.2% to +2.4%. (In late November, we had already moved our Q4E index number from +0.3% to +1.2%, based on our checks regarding the first half of the fourth quarter.) Our latest increase is based on our latest proprietary checks/data as regards same-store sales performance for this segment during the second half of November and all of December.
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By Mark Kalinowski
Published on January 24, 2019 at 12:00 AM
Following the completion of our data-driven check process regarding Domino’s (DPZ; Buy), we raise our Q4E same-store sales forecast for Domino’s U.S. business by +50 basis points, to +7.9%. This places us 80 basis points above sell-side consensus, according to Consensus Metrix data. Our Q4E forecast for the U.S. franchised business rises by +50 basis points to +8.0% (consensus is at +7.2%), and our Q4E projection for the U.S. company-owned segment rises by +50 basis points to +6.5% (consensus is at +6.6%).
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