SBUX Details of the Upcoming Starbucks Rewards Loyalty Program Changes

By Mark Kalinowski Published on March 3, 2019 at 12:00 AM

On its January 24th conference call, Starbucks (SBUX; Neutral) management commented that “Starbucks Rewards continues to be a powerful enabler of loyalty and we are thoughtfully evolving the program to provide greater choice and flexibility for Rewards members. We will enhance the program this spring to enable loyalty customers to earn and redeem more quickly and redeem those awards across a broader range of items in our stores.” In this report, we report on what we hear will be the changes to the loyalty program (timing likely to be April or May).

Tidbits re MCD, More MCD, Taco Bell (owned by YUM), Chick-fil-A, and Subway

By Mark Kalinowski Published on February 10, 2019 at 12:00 AM

We briefly note the following tidbits regarding McDonald’s (MCD; Buy), more McDonald’s, Taco Bell (owned by Yum Brands [YUM; Buy]), privately-held Chick-filA, and privately-held Subway:

Tidbits re DNKN, Burger King (owned by QSR), PZZA, & Inspire Brands CAKE

By Mark Kalinowski Published on December 7, 2018 at 12:00 AM

We briefly note the following tidbits regarding Dunkin’ (owned by Dunkin’ Brands Group [DNKN; Neutral]), Burger King (owned by Restaurant Brands International [QSR; Not Rated]), Papa John’s (PZZA; Buy), and privately-held Inspire Brands as it relates to The Cheesecake Factory (CAKE; Neutral):