Last quote by Mark Kalinowski
Mark Kalinowski quotes
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.
Consumers are educating themselves about what's going in their bodies and what's going into children's bodies.
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.
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.
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.
The pace of innovation at McDonald's seems to be accelerating.
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.
This provides Chipotle with a prominent key shareholder, one that is likely to use its voice pro-actively.
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.
What Chipotle really needs is time.
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).
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.
The bundled meals aren't so new anymore, and McDonald's All Day Breakfast is about six months old now.