By Mark Kalinowski
Published on May 19, 2020 at 12:00 AM
Get ready for more innovation from Papa John’s (PZZA; Buy, $78.11) — we have learned that Papa John’s U.S. is testing several varieties of “Epic Stuffed Crust Pizzas” in at least one test market (Indianapolis). We believe there is a chance that one or more stuffed crust pizzas could receive a nationwide rollout by the end of 2020.
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By Mark Kalinowski
Published on September 24, 2019 at 12:00 AM
With this report, we introduce our quarterly EPS estimates for 2020E for Dunkin’ Brands Group (DNKN; Neutral). They are as follows: (1) Q1E $0.70, (2) Q2E $0.91, (3) Q3E $0.88, and (4) Q4E $0.78. These quarterlies sum to our unchanged full-year 2020E EPS forecast of $3.27, which lies two cents above sell-side consensus of $3.25 (according to data from Consensus Metrix).
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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):
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