By Mark Kalinowski
Published on February 26, 2019 at 12:00 AM
With this report, we introduce our data-driven Kalinowski Quick-Service Burger Index for Q1E of +2.5%. This figure is based on our latest proprietary checks/data as regards same-store sales performance for this segment during January 2019 and the first half of February 2019.
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By Mark Kalinowski
Published on February 21, 2019 at 12:00 AM
Earlier today, Wendy’s (WEN; Neutral) reported Q4 2018 adjusted EPS of $0.16, one cent above our $0.15 forecast and the sell-side consensus (according to Consensus Metrix) of $0.15. Fourth-quarter adjusted EBITDA of $107.8 million was a little short of our $110.1 million projection and consensus of $108.4 million. Company-operated restaurant margins of 16.0% were short of our 17.5% forecast and consensus of 17.4%.
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By Mark Kalinowski
Published on February 14, 2019 at 12:00 AM
A number of restaurant companies are scheduled to report quarterly earnings over the February 20-26 time frame, including The Cheesecake Factory (CAKE; Neutral), Wendy’s (WEN; Neutral), Dine Brands (DIN; Buy), Domino’s (DPZ; Buy), and Papa John’s (PZZA; Neutral). In this report, we look at the set-up into the print for each of these five companies:
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