Correlating Grubhub Data and U.S. Restaurant Sectors Same-Store Sales Trends

By Mark Kalinowski Published on July 8, 2019 at 12:00 AM

With third-party delivery aggregators continuing to grow, providing additional convenience to the consumer, we decided to look at various quarterly data provided by Grubhub (GRUB; Not Rated), correlating these data sets with various sectors’ same-store sales (for U.S. chain restaurants). To do this, we used six different Kalinowski Restaurant Industry Index sector indices, which are sorted by brand type and based on the weighted-average components from 48 different publiclytraded restaurant concepts. (The weightings are based on each concept’s 2018 U.S. systemwide sales, as measured by Technomic.)

Ask the Experts Call Series Black Bear Diner

By Mark Kalinowski Published on June 18, 2019 at 12:00 AM

Kalinowski Equity Research invites you to participate in our first “Ask the Experts” conference call, to take place starting at 2:00 PM Eastern time on Thursday, June 27th. The featured speakers will be Bruce Dean, Co-founder and CEO of fast-growing family-dining concept Black Bear Diner; and Anita Adams, President and CFO of Black Bear Diner.

MCD Updating our Forecasts 2019

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

Given our latest data-driven checks, we raise our Q2E same-store sales forecast for McDonald’s U.S. by 60 basis points, to +4.6%, placing us 60 basis points above consensus (according to Consensus Metrix data) and also as the second-highest forecast in this regard on the sell-side. We believe McDonald’s continues to benefit for a number of reasons, some of which we pointed to in our May 6th report “April Burger-Sector Sales Trends Compared to March…” — we encourage you to read that report if you have not yet done so.