Tidbits re U.S. Burger-Sector Market Share Trends, Burger King, and CAKE

By Mark Kalinowski Published on April 2, 2019 at 12:00 AM

We briefly note the following tidbits regarding burger-sector market-share trends in the U.S., Burger King (owned by Restaurant Brands International [QSR; Not Rated]), and The Cheesecake Factory (CAKE; Neutral):

Tidbits re WEN, Luckin Coffee, and Generation Z’s Favorite Restaurants

By Mark Kalinowski Published on March 26, 2019 at 12:00 AM

We briefly note the following tidbits regarding Wendy’s (WEN; Neutral), privately-held Luckin Coffee, and Generation Z’s favorite restaurant concepts:

Updating our Q4E18 Kalinowski Quick-Service Burger Same-Store Sales Index

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.