Mark Kalinowski

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Last quote by Mark Kalinowski

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.
Feb 28 2017
Mark Kalinowski has been quoted 24 times. The one recent article where Mark Kalinowski has been quoted is Ahead of Chipotle earnings, a debate rages over potential turnaround. Most recently, Mark Kalinowski was quoted as having said, “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.”.
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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 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.

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.

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