Updating our Q1E Kalinowski Quick-Service Pizza Same-Store Sales Index

By Ryan D. Lavender Published on March 29, 2021 at 4:09 PM

With this report, we update our data-driven Kalinowski Quick-Service Pizza Index for Q1E to +11.3%. There may even be potential for upside, based on the following positive factors: (1) quick-service delivery specialists still seem to be more appreciated by consumers in general, (2) stimulus-related consumer spending in January and in March, and (3) the return of the March Madness college basketball tournament — generating TV ratings on par with 2019 levels, unlike many other major sports games/events — seems to be driving demand for delivery.

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DNKN (Post-Call) Improving Sales Trends Closing More Low-Performing Units

By Mark Kalinowski Published on July 30, 2020 at 12:00 AM

Earlier today, Dunkin’ Brands Group (DNKN; Neutral, $71.68) reported adjusted Q2 EPS of $0.49, beating our $0.46 estimate, and matching sell-side consensus (according to Consensus Metrix) of $0.49. Relative to our model, GA&/Revenues caused the upside (18.2% actual vs. 20.0% forecasted).

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