“One of Wall Street’s Top Analysts” – CNBC

Expert Stock Coverage

Unparalleled Expertise

 

“Mark Kalinowski has his finger on the pulse of the restaurant business like no other Wall Street analyst… he has broken more news about McDonald’s than the reporters assigned to the beat… Kalinowski rolls up his sleeves, dives in and brings important news to the surface for clients”

-Huffington Post

 

“The Burger King with accurate predictions… The Big Mac of predicting the company’s [McDonald’s] sales.”

-The Wall Street Journal

 

Lead Analyst:

 
 

Mark Kalinowski
PRESIDENT & CEO

Kalinowski Equity Research LLC provides its clients with value-added, forward-looking information that helps them make informed decisions about restaurant-stock investing.

Restaurant Industry
Mark Kalinowski

Updating our Q1 Kalinowski Casual Dining Same-Store Sales Index (3/18/2024)

With this report, we update our data-driven Kalinowski Casual Dining Index for Q1 to -0.1%. This is the one-year figure, lapping the -13.3% number from Q1 2020, the +9.8% figure from Q1 2021, the +18.9% figure from Q1 2022, and the +8.3% number from Q1 2023. On a five-year (pre-pandemic) basis, the Kalinowski Casual Dining Index for Q1 is at +22.4%. These numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during January, February, and early-to-mid March.

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Restaurant Industry
Mark Kalinowski

Updating our Q1 Kalinowski Casual Dining Same-Store Sales Index (3/18/2024)

With this report, we update our data-driven Kalinowski Casual Dining Index for Q1 to -0.1%. This is the one-year figure, lapping the -13.3% number from Q1 2020, the +9.8% figure from Q1 2021, the +18.9% figure from Q1 2022, and the +8.3% number from Q1 2023. On a five-year (pre-pandemic) basis, the Kalinowski Casual Dining Index for Q1 is at +22.4%. These numbers are based on our latest proprietary checks/data as regards same-store sales performance for this segment during January, February, and early-to-mid March.

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Cheesecake Factory (CAKE)
Mark Kalinowski

CAKE: Adjusting Our Estimates (3/18/2024)

This morning, we published an industry report entitled “Updating our Q1 Kalinowski Casual Dining Same-Store Sales Index.” We encourage you to read that report in conjunction with this Cheesecake Factory note.

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