Mark Kalinowski

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Last quote by Mark Kalinowski

Given the better-than-expected sales momentum in the U.S. and Japan, and McDonald's status as a relative 'safe haven' stock during challenging times in the broader consumer landscape, we raise our target multiple on 2018E EPS by 1.0x to 26.0x.feedback
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NEW Oct 17 2017 McDonald's
Mark Kalinowski has been quoted 36 times. The one recent article where Mark Kalinowski has been quoted is Analyst predicts McDonald's will report strong sales on its value promotions. Most recently, Mark Kalinowski was quoted as having said, “Based on the results of our McDonald's Franchisee Survey, we raise our Q3 U.S. same-store sales forecast. We believe that drivers of the Q3 U.S. business included value oriented promotions (such as $1 any size soft drinks and a McPick 2 for $5 promotion)”.
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Mark Kalinowski quotes

Feb 28 2017

It's possible that same-store sales for UK-based Domino's Pizza may have contributed to the shortfall. That large franchisee plans to release its results for 2016 on March 9. In any case, Domino's overall international same-store sales have now achieved positive territory in 92 straight quarters.feedback

Feb 02 2017 - Chipotle

Our belief is that the company generally obtains about 70 to 90 percent of its avocados from Mexico, all of its limes, the majority of its jalapenos, less than half of its tomatoes, and small amounts of other items (e.g., cilantro). In other words, should a 20 percent tariff be enacted for goods imported from Mexico, Chipotle likely would bear the biggest brunt of this potential impact on food costs compared to the other companies we cover.feedback

Jan 27 2017 - Starbucks

The good news is the comparisons Starbucks will lap get less challenging over the next three to six months.feedback

Jan 26 2017 - Starbucks

Over the next six to 12 months, particularly as Starbucks begins to lap less difficult year-over-year same-store sales comparisons, we believe that investors' nervousness about these two factors will lessen.feedback

Jan 18 2017 - McDonald's

In addition, we want to be mindful that Q1 2017 contains one less day in it than Q1 2016 did for McDonald's, as it laps February 2016's leap day – this factor should hamper McDonald's Q1 2017 same-store sales by about a full percentage point.feedback

Jan 18 2017 - McDonald's

An adverse December (partially if not wholly due to weather) is to blame.feedback

Jan 04 2017 - McDonald's

Given that November 2016 was the second-best month for U.S. chain restaurant same-store sales during 2016, the overall fourth-quarter numbers likely will look very similar to those of the (lackluster) second and third quarters. In other words, the solid November results should prevent Q4 as a whole from being a disaster, but the negative December data could hold back some chains from surpassing Street expectations for Q4's same-store sales.feedback

Jan 03 2017 - Starbucks

Looking toward the future, we believe that Starbucks can grow its nascent Starbucks Reserve business from a tiny revenue generator today into a $3 billion revenue business over time (1,000 Starbucks Reserve stores achieving $3 million in average unit volumes, or roughly twice what the average U.S. Starbucks store attained in fiscal 2016).feedback

Jan 03 2017 - Starbucks

Starbucks' heritage of innovation is largely unmatched in the restaurant industry. If we had to name two (and only two) Great Disruptors for the restaurant industry, we would cite Starbucks and privately held Chick-fil-A. Well beyond 2021, we would not be surprised to see Starbucks exceed the 50,000-store level.feedback

Jan 03 2017 - Starbucks

It is rare for retail companies of Starbucks's size (market cap of over $83 billion as of this writing) to offer this kind of unit growth potential. We believe that investors will continue to pay a premium multiple to enjoy this type of unit growth potential in their portfolio.feedback

Jan 03 2017 - Starbucks

Most of our restaurant stock coverage list is dominated by concepts that are food-focused in nature (with many of them selling some beverages). In contrast, Starbucks is beverage-focused (while selling some food). This key differentiating factor is one reason why Starbucks tends to face less direct competition than most other concepts in the highly competitive foodservice industry.feedback

Jan 03 2017 - Starbucks

Over the next 6 to12 months, particularly as Starbucks begins to lap less difficult year-over-year same-store sales comparisons, we believe that investors' nervousness about these two factors will lessen.feedback

Dec 30 2016

Consumers are educating themselves about what's going in their bodies and what's going into children's bodies.feedback

Dec 05 2016 - McDonald's

We are impressed with McDonald's potential product pipeline heading into 2017. Big Mac and French fry line extensions, platforms for customization, fresh beef and further menu innovation have been in test across multiple U.S. geographies. Add in a likely national rollout of its new mobile order-and-pay and we see a number of potential growth drivers for McDonald's.feedback

Oct 18 2016

We believe that continued woes by Pizza Hut U.S. – which has already reported that its third-quarter same-store sales declined by 2 percent – are largely Domino's gain, although Domino's certainly appears to be taking share from regional chains and independents as well.feedback

Oct 17 2016 - Chipotle

The company's third-quarter promotions (including but not limited to Chiptopia) do not appear to have had the fully desired effects from the company's perspective.feedback

Sep 19 2016 - McDonald's

The pace of innovation at McDonald's seems to be accelerating.feedback

Sep 19 2016 - McDonald's

The Truffle Bacon Cheeseburger and Bacon Truffle Fries sound like menu items that play to Wendy's brand positioning within the quick-service industry: 'a cut above' traditional fast food, yet still fully within fast food.feedback

Sep 07 2016 - Chipotle

This provides Chipotle with a prominent key shareholder, one that is likely to use its voice pro-actively.feedback

Aug 30 2016 - Chipotle

In general, we'll continue to see Chipotle engage in multiple waves of trying to win back its customers. I think it's going to continue to be a long path back.feedback

Aug 30 2016 - Chipotle

What Chipotle really needs is time.feedback

Aug 03 2016

We attribute the solid North American same-store sales showing in Q2 to multiple factors, including: (1) product quality, (2) operational execution, (3) effective marketing, (4) the Papa Rewards loyalty program, and (5) the continuing benefits from the ongoing transition in which pizza-loving consumers increasingly order pizza delivery via digital means (as opposed to telephone ordering).feedback

Jul 14 2016

Given the resumption of positive same-store sales momentum in China in [the third quarter], the encouraging words about the timing of the China spinoff, and the company's raised 2016 core operating profit target, we modestly raise our target price on Yum by $1, to $96.feedback

Jun 17 2016 - McDonald's

The bundled meals aren't so new anymore, and McDonald's All Day Breakfast is about six months old now.feedback

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