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“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

Restaurants: Price Inflation Gap Relative to Food-At-Home Remains Near the 24-Year Historical Average

The latest Consumer Price Index (CPI) data shows that prices for food-at-home (grocery stores and supermarkets) rose by +2.7% in July — sequentially the same as June’s +2.7%. This +2.7% number for July compares with price for food-away-from-home (restaurants) that increased by +3.4% year-over-year in July (sequentially identical to June’s +3.4%). This marks the 40th month in a row for which restaurant pricing is outpacing grocery/supermarket pricing.

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Mark Kalinowski August 12, 2026 8:55 AM No Comments
Wendy's (WEN)
Mark Kalinowski

WEN (Post-Call): Cooking Up a Full Strategic Plan

Earlier today (Friday, August 7th), Wendy’s reported adjusted Q2 EPS of $0.18, coming in ahead of our $0.17 forecast and sell-side consensus (according to Consensus Metrix) at $0.16. Second-quarter adjusted EBITDA was $124.1 million. This was a little above our $123.3 million forecast, and also above consensus of $121.1 million.

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Mark Kalinowski August 7, 2026 10:01 AM No Comments
Papa John's International, Inc. (PZZA)
Mark Kalinowski

PZZA (Post-Call): Slices Some Key Targets for 2026

Earlier today (Thursday, August 6th), Papa Johns reported second-quarter adjusted EPS of $0.46, coming in above our $0.35 forecast, and slightly above sell-side consensus (according to Consensus Metrix) of $0.45. Q2 adjusted EBITDA was $53 million; consensus was at $53.8 million.

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Mark Kalinowski August 6, 2026 9:49 AM No Comments
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